Trevor Romano

Customer intelligence record with a unified activity timeline served from the database.

Vertical

legal intake

Scores

Intent 74 ; Opp 81 ; Eng 76

Consent

Consent granted

Revenue impact

$2,235 attributed

Activity timeline6 of 32 events

Filter events

All Business Audit AI and review Workflow Revenue

Initial consultation
Jun 1, 1:31 AM
Opportunity: Stage: appointment-set
Consultation request
May 29, 8:09 PM
Signal: Prospective client requested an initial consultation.
Consultation Opportunity
May 29, 8:09 PM
Detected opportunity: Customer requested a consultation (80% confidence)
Sales Opportunity
May 29, 8:09 PM
Detected opportunity: A new lead entered the system (64% confidence)
Website intake
May 29, 7:09 PM
Signal: Prospective client submitted a website intake form.
Referral received
May 29, 6:09 PM
Signal: A partner referral opened and clicked the intake follow-up.

Trevor Romano

legal intake

Prefers human

sms

Consent granted

voice

Consent granted

Recent signals

Consultation request
Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent74

Opportunity81

Engagement76

High priority

Appointment Intent

Workflow runs

Appointment booking follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Recovered

$2,235

The workflow scheduled an appointment that advances revenue.

72%

Opportunities

Initial consultation

Trevor Romano

$4,469

Intent score84

Legal Intake desk143d ago

Appointment Set