Anonymized financial services provider
A financial-services client with DNC-flagged leads used Legion AI to route those contacts into automated email nurture while continuing AI calling for eligible leads — no more manual tracking of who could be called.
The problem
This client's leads included contacts on Do Not Call lists, so outbound calling wasn't a compliant option for a portion of their pipeline. Those leads were at risk of going cold simply because the team had no consistent way to nurture them without calling.
Legion configuration
Legion AI shifted outreach to automated email nurture sequences for DNC-flagged leads — keeping them warm and engaged over email while still using AI calling for leads where it's compliant to do so.
After
Leads that would have otherwise gone untouched due to DNC restrictions now get consistent, automated follow-up. The team doesn't have to manually track which leads are call-eligible versus email-only — the system handles outreach appropriately for each.
Methodology
Qualitative outcome reported by the customer. No verified conversion metric is published for this deployment.
Limitations
Customer requested anonymity. Legion honors DNC lists and state-level calling rules but does not provide legal advice; customers are responsible for their own TCPA and compliance posture.