Legal consultation lead
A prospective client requests a consultation, routed to a human with advice boundaries.
Step 1: Signal
Consultation request
Prospective client requested an initial consultation.
Step 2: Intelligence
Intent 37, opportunity 81, engagement 48
Priority medium. Intent level Appointment Intent. Scoring is deterministic from a centralized configuration.
Step 3: Recommendation
Book Appointment
Customer signaled appointment intent.
Step 4: Policy and consent
Policy held 1 action and escalated 0
Consent and quiet hours stopped the unsafe steps before they ran.
Step 5: Workflow
2 executed, 1 blocked, 0 escalated
Create Task executed in simulation.
Step 6: Outcome
1 positive outcome recorded
SEND_EMAIL was blocked by the policy layer.
Step 7: Revenue
NowRECOVERED attribution: $4,541
The workflow scheduled an appointment that advances revenue.
Want to see the compliance stop story?
The opt-out scenario shows how the policy layer blocks outreach and records a missed revenue estimate instead.
Scenario story
Signal created
Consultation request from web form.
Signal classified
Intent classified as Appointment Intent with an intent score of 37.
Opportunity identified
Case retainer with an opportunity score of 81.
Workflow generated
Appointment booking follow-up. 3 actions planned.
Actions executed
2 executed, 1 blocked, 0 escalated. Nothing was sent.
Outcome generated
Action Blocked: SEND_EMAIL was blocked by the policy layer.
Revenue attributed
RECOVERED attribution of 4541 gross influence.
Scores
Recommended actions
Book Appointment
Customer signaled appointment intent.
Detected opportunities
Consultation Opportunity
Customer requested a consultation
Qualify the request and route to intake
Risk indicators
Advice boundary review required
Adds caution to outreach decisions
Workflow simulation
Appointment booking follow-up
Trigger: CONSULTATION_REQUEST (intent 37, opportunity 81)
Action graph
Create Task
Open the conversation on the customer preferred channel.
Send Email
Missing email consent blocks this action until consent is captured.
Book Appointment
Customer signaled appointment intent.
Policy decisions
Create Task
Consent present, action allowed.
Send Email
Missing email consent blocks this action until consent is captured.
Book Appointment
Consent present, action allowed.
Execution timeline
Outcome events
Action Blocked
SEND_EMAIL was blocked by the policy layer.
Appointment Scheduled
An appointment booking action executed in simulation.
Human Task Created
A human task was created for follow-up.
Revenue result
The workflow scheduled an appointment that advances revenue.