Marlstone Legal - Onboarding Plan
Documentfinal Marlstone Legal · onboarding plan · final · 1 Apr 2025
BG-Demo's eight-week onboarding plan for Marlstone Legal on the Growth tier: up to eight connectors and 40 users, contract term 1 Apr 2025 to 31 Mar 2026. The customer sponsor approval line is blank. No price or service levels are stated.
What it says
What this says
As at Fri 9 Oct 2026BG-Demo's eight-week onboarding plan for Marlstone Legal on the Growth tier: up to eight connectors and 40 users, contract term 1 Apr 2025 to 31 Mar 2026. The customer sponsor approval line is blank. No price or service levels are stated.
What it is: an implementation plan in three phases, led by Laura Penhaligon. Discovery and setup run in weeks 1 to 2, connectors in weeks 3 to 5, and user onboarding and training in weeks 6 to 8, owned by Esther Quaye.
Commits: eight weeks of implementation, up to eight connectors and up to 40 users. Success criteria are "All eight connectors syncing data daily" and "Ten or more users active in first week".
Unusual: nothing off standard terms, but the customer sponsor line is unsigned and undated. Only Laura signed, on 1 Apr 2025, although the stored status is final.
Not settled: price, availability, response times and connector go-live dates are not stated. The plan does not say what happens after the term ends on 31 Mar 2026, and it does not show whether the plan was delivered.
As found in this document
As at Fri 9 Oct 2026- Date end31 Mar 2026Source: the AI read of this record
- Date start1 Apr 2025Source: the AI read of this record
- Implementation periodEight weeksSource: the AI read of this record
- Connectorsup to eight data connectorsSource: the AI read of this record
- Licensed users40 licensed usersSource: the AI read of this record
- Success criterion: connectorsAll eight connectors syncing data dailySource: the AI read of this record
- Success criterion: usersTen or more users active in first weekSource: the AI read of this record
The document
Body
Onboarding Plan
Customer: Marlstone Legal Implementation Consultant: Laura Penhaligon Account Executive: Tom Ashdown Customer Success Manager: Esther Quaye
Start Date: 1 April 2025 Implementation Period: Eight weeks Contract Term: 1 April 2025-31 March 2026
Overview
Marlstone Legal will implement B-Glass on the Growth tier with up to eight data connectors and 40 licensed users. The implementation will take eight weeks and will connect the firm's CRM, call recordings, email archive and billing system to create a unified business intelligence layer.
Phase 1: Discovery & Setup (Weeks 1–2)
Owner: Laura Penhaligon
- Customer provides system access credentials and documentation
- Data connector architecture designed
- Snowflake instance provisioned within Marlstone Legal's own cloud account
- User and security framework scoped
- Baseline data schema reviewed
Milestone: Infrastructure ready; connectors scoped
Phase 2: Connector Implementation (Weeks 3–5)
Owner: Laura Penhaligon, with customer technical team
Read the whole document (1,974 characters)
- Up to eight connectors installed and tested (CRM, calls, email, billing, plus up to four additional systems)
- Data mappings validated
- Reconciliation testing completed
- Sample dashboards built for key use cases
Milestone: All connectors live; data flowing
Phase 3: User Onboarding & Training (Weeks 6–8)
Owner: Esther Quaye
- Up to 40 users created and activated
- Self-serve training materials provided
- Team kick-off meeting scheduled
- Support handover to CSM
Milestone: Users active; go-live complete
Success Criteria
- All eight connectors syncing data daily
- Ten or more users active in first week
- First business query answered from the brain
- No critical data quality issues
Approval:
Customer Sponsor: _____________________ Date: _____________
BG-Demo Implementation Lead: Laura Penhaligon Date: 1 April 2025
Unusual terms
As at Fri 9 Oct 2026- Customer sponsor approval blank
- Contract term ended 31 Mar 2026