Legal consultation lead

A prospective client requests a consultation, routed to a human with advice boundaries.

Full scenario walkthrough

legal intake

Step 1 of 714%

Step 1: Signal
Now
Consultation request
Prospective client requested an initial consultation.

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The opt-out scenario shows how the policy layer blocks outreach and records a missed revenue estimate instead.

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.

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