Marlstone Legal / BG-Demo – Training
Callcompleted
Marlstone Legal · 27 May 2025 13:30
Laura Penhaligon trained Emma Jagger and Mark Ellwood on search and the dashboards builder. Mark was unsure what he could do with the brain at the start and said it was clearer by the end.
What was said
What this says
As at Fri 9 Oct 2026Laura Penhaligon trained Emma Jagger and Mark Ellwood on search and the dashboards builder. Mark was unsure what he could do with the brain at the start and said it was clearer by the end.
What happened: Laura demonstrated plain-English and filtered search across CRM and calls, the dashboards builder, exports and the ticket route. Mark was seeing the brain live for the first time.
Customer view: Mark began unsure of its use, called the demo search genuinely useful and ended clearer. Emma had already tried the English search and found it good.
Commercial: Laura set out the Growth entitlements: 40 licensed users and up to eight connectors, with two live. A value check-in with Elliot is planned in a few weeks, with more connectors and training on the table.
Watch: Emma is the only admin named, so a single point of dependency.
Themes
As at Fri 9 Oct 2026Theme
Growth tier user training
Importance
neutral
Sentiment
positive
Voice
user
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura Penhaligon to send a summary and documentation on search syntax and dashboards.
- Laura Penhaligon to hold a value check-in with Elliot Kirkby after a few weeks of use.
Risks
As at Fri 9 Oct 2026- Mark Ellwood began unsure what the brain could do for him, so adoption beyond Emma is not yet shown.
- Emma Jagger is the only admin and first port of call, a key-person dependency.
Opportunities
As at Fri 9 Oct 2026- Six more connectors and many unused licensed users are available on Growth, so more sources and training could follow the check-in.
Transcript
Laura PenhaligonRight, thanks for joining. Are you both ready? Good. So today we're going to walk through how to use the brain: how to search, how to build a query, how to understand what you're seeing. Mark, this is your first time seeing it live, so I'll probably direct a lot at you, but Emma, jump in if you've got questions.
Mark EllwoodGreat. I have to admit I'm not entirely sure what I'm going to be able to do with it, so walk me through it properly.- Laura PenhaligonFair enough. Okay, so the brain is pulling in two data sources right now, your CRM and your calls. That means you can ask questions that span both. For example, you could ask 'Show me all clients I've called more than five times in the last quarter.' And it'll show you that. Or 'What clients have open opportunities but we haven't called in a month?' All that kind of thing.
- Mark EllwoodOkay, that's genuinely useful. How do you actually ask the question? Do you, like, type it out?
- Laura PenhaligonTwo ways. You can type it in English and the brain understands it, it's pretty good at parsing what you're after. Or, if you prefer, you can build a structured search using filters. It's a bit like an advanced CRM search, but it can pull across both CRM and calls. Let me show you.
Emma JaggerI've been playing with it a bit. The English search is surprisingly good. I asked it for 'deals over fifty thousand pounds' and it got it right.- Laura PenhaligonExactly. The natural language side is the point, you don't have to learn SQL or any of that. You can just talk to it like you'd talk to someone. Anyway, let me demo a search. I'm going to ask the brain, 'Show me all contacts at our law firm clients who we haven't talked to in the last month.' And watch what happens.
- Mark EllwoodOkay, I'm watching.
- Laura PenhaligonSo it's gone off, queried both the CRM and the calls, and come back with a list. See, this column here is the contact name from the CRM, and this one shows the last call date from the calls data. So you can instantly see where you're at risk of losing relationships.
- Mark EllwoodWow, that's actually quite cool. So I could run that report myself and then... what, action it?
- Laura PenhaligonExactly. You'd run it, see who's gone quiet, and then you'd either call them, send them something, whatever your process is. And then the brain refreshes every night with fresh data, so you're always working with yesterday's calls and today's CRM state.
- Emma JaggerOne thing to note: the data refreshes by seven in the morning, so if a call comes in at five to midnight, you won't see it until the next morning.
- Laura PenhaligonCorrect, that's part of how we keep the system stable and make sure data's correct. Right, so what else can you do with it? Let me show you the dashboards builder.
- Mark EllwoodDashboards? Like, reporting dashboards?
- Laura PenhaligonYeah, so Growth customers, which is you, get access to the dashboards builder. That means you can create your own visualisations. For instance, you might want a dashboard that shows you calls by month, or a breakdown of opportunities by partner, or deal velocity. You pick what matters to you and we build it.
- Mark EllwoodAnd then can I share that with the team?
- Laura PenhaligonYep. You can share individual dashboards with specific people, or make them public to anyone with a licence. You've got 40 licensed users on Growth, so you've got plenty of headroom. Anyone on your team can see any dashboard you've built.
- Emma JaggerAnd from our side, we handle all the data infrastructure. You just focus on the questions you want to ask and the dashboards you want to build.
- Laura PenhaligonRight. So what about admin stuff? Emma, you're the admin. You'll manage users, manage permissions, that side of things. But Mark, for you and the rest of the team, you'll just have log-in credentials and access to search and build dashboards.
- Mark EllwoodAnd if something breaks: if we notice data isn't coming through, or a search isn't working, what do we do?
- Laura PenhaligonRaise a ticket with us. Emma, as the admin, you'd be the first port of call for anything technical. We'll turn things around pretty quick on Growth, first response is usually within a business hour or so.
- Emma JaggerI've already got the ticket system bookmarked, so that's fine.
- Laura PenhaligonPerfect. Okay, let me give you a quick walkthrough of the actual interface. You'll spend most of your time in the search page. You've got this big search box at the top, where you type your question or use the filters. You've got your results down here, and then you can drill in, export, all that stuff.
- Mark EllwoodCan I export the results?
- Laura PenhaligonYep, CSV or Excel. Useful if you want to send something to someone without a licence, or if you want to manipulate the data in spreadsheet.
- Mark EllwoodOkay. Are there any limitations I should know about?
- Laura PenhaligonNot really at this stage. You've got two connectors live. You can add more sources over time if you want, you've got up to eight. The main thing is just to use it, ask questions, and let me know if you hit anything that doesn't feel right.
- Emma JaggerOne other thing, Laura's going to check in with Elliot in a few weeks just to see how it's going, make sure you're getting value and to talk about next steps.
- Laura PenhaligonYeah, so we're in onboarding right now, but after a few weeks of use we'll do a proper check-in. How are people using it? Are they asking questions? What's the value being generated? And then we can talk about whether you want to add more connectors, train more people, whatever makes sense.
- Mark EllwoodThat sounds good. Do I need to do anything on my side now?
- Laura PenhaligonNope, just start using it. Play around, ask some queries, see what falls out. Emma'll be around if you hit any snags. I'm going to send everyone a summary of what we talked about today, plus some documentation on the search syntax and how to build dashboards, in case you want to refer back to it.
- Mark EllwoodGreat. I think I've got the gist. Definitely clearer now than it was this morning.
- Laura PenhaligonBrilliant. Emma, anything from you?
- Emma JaggerNo, I think we've covered it. I'll make sure the team knows how to log in and that we're ready to go.
- Laura PenhaligonPerfect. Right, I'll let you both get on. Catch you in a few weeks, yeah?
- Mark EllwoodCheers, Laura.
- Emma JaggerThanks.
Callsmade from