Denise Holloway

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

Vertical

legal intake

Scores

Intent 62 ; Opp 81 ; Eng 58

Consent

Consent granted

Revenue impact

$1,369 attributed

Activity timeline5 of 30 events

Filter events

All Business Audit AI and review Workflow Revenue

Initial consultation
Jun 1, 1:30 AM
Opportunity: Stage: appointment-set
Consultation request
May 29, 8:06 PM
Signal: Prospective client requested an initial consultation.
Consultation Opportunity
May 29, 8:06 PM
Detected opportunity: Customer requested a consultation (80% confidence)
Sales Opportunity
May 29, 8:06 PM
Detected opportunity: A new lead entered the system (64% confidence)
Website intake
May 29, 7:06 PM
Signal: Prospective client submitted a website intake form.

Denise Holloway

legal intake

Prefers human

sms

Consent granted

voice

Consent granted

Recent signals

Consultation request
Website intake

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent62

Opportunity81

Engagement58

High priority

Appointment Intent

Workflow runs

Appointment booking follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Recovered

$1,369

The workflow scheduled an appointment that advances revenue.

72%

Opportunities

Initial consultation

Denise Holloway

$2,738

Intent score58

Legal Intake desk143d ago

Appointment Set