Client signals
Sample dataScope Inbox
Opted-in messages are compared to the signed agreement. Anything ambiguous is presented as evidence, never as an invoice.
Messages stored
9
Consented sources only
Needs your review
3
Potential + needs context
Open findings
4
Across 3 projects
Last ingest
11:38 AM
Telegram · 2 Nov
Project threads
5 with messagesSession uploads
0No files imported this session. WhatsApp exports are manual input — Visun cannot read personal chats in the background.
DO
Okafor Legal
Daniel OkaforOkafor client intake automation · OKAFOR / 03
Okafor build group · opted inv1.0 · okafor-sow-v1.0.pdf2 in this view
DO
Daniel Okafor·11:10 AMEmail
The intake flow is working well. Billing is the last piece before we can roll it out to the team.
Imported email thread · 2 messages
DO
Daniel Okafor·11:38 AMTelegram
Also connect the intake workflow to QuickBooks so accepted matters create invoices automatically.
Okafor build group · opted in
Detected requestNeeds context46%
QuickBooks sync mentioned in the intake thread
Not billable until reviewed
Findings in this thread
Evidence stays linkedClient text is evidence, not instructions. Visun never edits the agreement.