B-Brain
Marlstone Legal logo

Marlstone Legal

Healthy£44kRenews 1 Apr 27

AI facts

Current to 14 Oct 26

Marlstone Legal holds a Growth subscription at £44k a year under the order form signed 16 Mar 2026, running 1 Apr 2026 to 31 Mar 2027. In September 2026 it had 35 active users against 40 licensed, six connectors and 2205 questions asked. The renewal on 1 Apr 2027 is 174 days away and is priced at £50k under the v2 list. All three invoices were paid within terms, and the firm launched client reporting built on the platform in August 2026.

Read from 14 calls · 15 email threads · 20 tickets · 3 news items · 2 deals · 5 people · 9 documents, newest 29 Sep 26

Profile

Updated 9 Oct 26
  • IndustryLegal servicesSource: CRM company record
  • Websitemarlstone.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLondonSource: CRM company record
  • Size220 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Elena Novak
  • Customer since1 Apr 2025Source: first executed order form ctr_014_01, signed 14 Mar 2025 · Growth tier · In the CRM since 18 Dec 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · Written 14 Oct 2026

AI opinion

Current to 14 Oct 26

Healthy, because users held at 35 and questions rose 12% from May 2026 to September 2026, and every invoice was paid within terms. The renewal still lacks a measured value case and faces a £50k price. Opportunity: the client reporting service may need more connectors.

AI · claude-opus-5-5 · 14 Oct 2026

Key facts

Updated 9 Oct 26
  • Contracted ARR£44,000Source: executed order form ctr_014_02, 1 Apr 2026 to 31 Mar 2027 · CRM £44,000 · Invoiced run rate £44,000 · As of 9 Oct 2026
  • Next renewal1 Apr 2027Basis: order form ctr_014_02 ends 31 Mar 2027 · In 174 days · Renewal price £50,000 (+13.6%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Apr 2026 to 31 Mar 2027Source: order form ctr_014_02 (renewal), signed 16 Mar 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact30 Sep 2026Email: Check-in notes · 9 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Apr 2025 · 6 connectors configured
  • Licensed seats4035 active users in Sep 2026 · Order form ctr_014_02: 40 seats
Computedmade from

Next step

Current to 14 Oct 26
What
Elena Novak writes to Elliot Kirkby correcting the renewal price to £50k for the term starting 1 Apr 2027 and proposes building a joint value case. renewal
Who
Elena Novak Elena Novak
When
This week by 9 Oct 2026
Why
Elena Novak should write to Elliot Kirkby confirming the 1 Apr 2027 renewal at £50k, not the £44k she quoted on 28 Sep 2026, and offer to build a value case with him, because no ROI has been measured.

AI · claude-opus-5-5 · 14 Oct 2026

The story

Current to 14 Oct 26
Healthy

Healthy: Growth at £44k a year to 31 Mar 2027, users steady at 35, questions up 12% and invoices paid within terms. The £50k renewal from 1 Apr 2027 has no value case yet, and the £44k quoted on 28 Sep 2026 needs correcting.

Healthy, Marlstone Legal holds Growth at £44k a year under the executed order form signed 16 Mar 2026, running to 31 Mar 2027. The 1 Apr 2027 renewal is priced at £50k (13.6%), and all three invoices were paid within terms.

Active users held at 35 of 40 licensed from May 2026 to September 2026, and questions asked rose from 1962 to 2205 (12%). Unnamed user usr_014_010 asked 19% of questions over the last year, a key-person risk.

On 28 Sep 2026 Elliot Kirkby, Operations Director, said no ROI has been measured and declined more users or connectors. Elena Novak quoted £44k on that call, below the £50k renewal price, which is the main risk.

Elena writes to Elliot correcting the renewal price to £50k and proposing a joint value case, by 9 Oct 2026. Rachel Dunmore confirms the terms in writing first.

AI · claude-opus-5-5 · 14 Oct 2026

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£25k£50kJun 25Sep 25Dec 25Mar 26Jun 26Sep 26newexpansion£44k£44kApr 25: Contracted ARR £39,600; Invoiced ARR £39,600May 25: Contracted ARR £39,600; Invoiced ARR £39,600Jun 25: Contracted ARR £39,600; Invoiced ARR £39,600Jul 25: Contracted ARR £39,600; Invoiced ARR £39,600Aug 25: Contracted ARR £39,600; Invoiced ARR £39,600Sep 25: Contracted ARR £39,600; Invoiced ARR £39,600Oct 25: Contracted ARR £39,600; Invoiced ARR £39,600Nov 25: Contracted ARR £39,600; Invoiced ARR £39,600Dec 25: Contracted ARR £39,600; Invoiced ARR £39,600Jan 26: Contracted ARR £39,600; Invoiced ARR £39,600Feb 26: Contracted ARR £39,600; Invoiced ARR £39,600Mar 26: Contracted ARR £39,600; Invoiced ARR £39,600Apr 26: Contracted ARR £44,000; Invoiced ARR £44,000May 26: Contracted ARR £44,000; Invoiced ARR £44,000Jun 26: Contracted ARR £44,000; Invoiced ARR £44,000Jul 26: Contracted ARR £44,000; Invoiced ARR £44,000Aug 26: Contracted ARR £44,000; Invoiced ARR £44,000Sep 26: Contracted ARR £44,000; Invoiced ARR £44,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £44k; Invoiced ARR £44k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_014.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Apr 25£39,600£39,600
May 25£39,600£39,600
Jun 25£39,600£39,600
Jul 25£39,600£39,600
Aug 25£39,600£39,600
Sep 25£39,600£39,600
Oct 25£39,600£39,600
Nov 25£39,600£39,600
Dec 25£39,600£39,600
Jan 26£39,600£39,600
Feb 26£39,600£39,600
Mar 26£39,600£39,600
Apr 26£44,000£44,000
May 26£44,000£44,000
Jun 26£44,000£44,000
Jul 26£44,000£44,000
Aug 26£44,000£44,000
Sep 26£44,000£44,000
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
35level vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
2,205up 198 vs 3 months earlier
Connectors configured · Sep 26
6level vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
5.0 GBup 0.2 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00201,250402,500May 25Jul 25Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 26Included users (40)402,20535Apr 25: Active users 14; Licensed seats 40; Questions asked 330May 25: Active users 24; Licensed seats 40; Questions asked 876Jun 25: Active users 28; Licensed seats 40; Questions asked 1,550Jul 25: Active users 32; Licensed seats 40; Questions asked 1,855Aug 25: Active users 35; Licensed seats 40; Questions asked 1,179Sep 25: Active users 35; Licensed seats 40; Questions asked 2,152Oct 25: Active users 35; Licensed seats 40; Questions asked 2,315Nov 25: Active users 35; Licensed seats 40; Questions asked 1,945Dec 25: Active users 35; Licensed seats 40; Questions asked 1,659Jan 26: Active users 35; Licensed seats 40; Questions asked 1,972Feb 26: Active users 35; Licensed seats 40; Questions asked 1,990Mar 26: Active users 35; Licensed seats 40; Questions asked 2,123Apr 26: Active users 35; Licensed seats 40; Questions asked 2,080May 26: Active users 35; Licensed seats 40; Questions asked 1,962Jun 26: Active users 35; Licensed seats 40; Questions asked 2,007Jul 26: Active users 35; Licensed seats 40; Questions asked 2,401Aug 26: Active users 35; Licensed seats 40; Questions asked 1,294Sep 26: Active users 35; Licensed seats 40; Questions asked 2,205

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 35; Licensed seats 40; Questions asked 2,205. Basis: product usage, facts.usage_monthly:org_014, signals:org_014.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 251440330
May 252440876
Jun 2528401,550
Jul 2532401,855
Aug 2535401,179
Sep 2535402,152
Oct 2535402,315
Nov 2535401,945
Dec 2535401,659
Jan 2635401,972
Feb 2635401,990
Mar 2635402,123
Apr 2635402,080
May 2635401,962
Jun 2635402,007
Jul 2635402,401
Aug 2635401,294
Sep 2635402,205
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB42.5 GB85.0 GBMay 25Jul 25Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 26Included connectors (8)5.0 GB62Apr 25: Connectors configured 2; Active admins 2; Data volume 1.23 GBMay 25: Connectors configured 5; Active admins 2; Data volume 3.15 GBJun 25: Connectors configured 6; Active admins 2; Data volume 3.85 GBJul 25: Connectors configured 6; Active admins 2; Data volume 3.93 GBAug 25: Connectors configured 6; Active admins 2; Data volume 4.00 GBSep 25: Connectors configured 6; Active admins 2; Data volume 4.07 GBOct 25: Connectors configured 6; Active admins 2; Data volume 4.15 GBNov 25: Connectors configured 6; Active admins 2; Data volume 4.22 GBDec 25: Connectors configured 6; Active admins 2; Data volume 4.30 GBJan 26: Connectors configured 6; Active admins 2; Data volume 4.37 GBFeb 26: Connectors configured 6; Active admins 2; Data volume 4.44 GBMar 26: Connectors configured 6; Active admins 2; Data volume 4.51 GBApr 26: Connectors configured 6; Active admins 2; Data volume 4.59 GBMay 26: Connectors configured 6; Active admins 2; Data volume 4.66 GBJun 26: Connectors configured 6; Active admins 2; Data volume 4.73 GBJul 26: Connectors configured 6; Active admins 2; Data volume 4.81 GBAug 26: Connectors configured 6; Active admins 2; Data volume 4.88 GBSep 26: Connectors configured 6; Active admins 2; Data volume 4.96 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 6; Active admins 2; Data volume 5.0 GB. Basis: product usage, facts.usage_monthly:org_014, signals:org_014.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 25221.23 GB
May 25523.15 GB
Jun 25623.85 GB
Jul 25623.93 GB
Aug 25624.00 GB
Sep 25624.07 GB
Oct 25624.15 GB
Nov 25624.22 GB
Dec 25624.30 GB
Jan 26624.37 GB
Feb 26624.44 GB
Mar 26624.51 GB
Apr 26624.59 GB
May 26624.66 GB
Jun 26624.73 GB
Jul 26624.81 GB
Aug 26624.88 GB
Sep 26624.96 GB

Documents

Updated 9 Oct 26

9 documents in 4 folders; 1 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

Not yet analysedNo open deals.

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

  • 15 Oct 2026eventBB-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade KenwrightAlice BrewerRajesh MistryGeoffrey Rowe+22
  • 29 Sep 2026email_threadCheck-in notes Elena Novak, Elliot Kirkby logoElena NovakElliot Kirkby
  • 28 Sep 2026callMarlstone Legal / BB-Demo – Check In Elena Novak, Elliot Kirkby logoElena NovakElliot Kirkby
  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+36
  • 11 Sep 2026ticketHow to filter dashboard by status Emma Jagger, Bethan Lister logoEmma JaggerBethan Lister
  • 7 Sep 2026ticketHow to search for data effectively Elliot Kirkby, Bethan Lister logoElliot KirkbyBethan Lister
  • 17 Aug 2026newsMarlstone Legal Launches Enhanced Reporting for Corporate Clients  logo
  • 19 Jun 2026ticketMissing invoices from June Mark Ellwood, Olivia Grant logoMark EllwoodOlivia Grant
  • 11 Jun 2026eventBB-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Graham Rowntree, Imran Qureshi, Marloes Hendriks, Ilse de Graaf, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier OrtizAlice BrewerCallum ReidLiam Doherty+91
  • 9 Jun 2026ticketBilling records not showing Emma Jagger, Bethan Lister logoEmma JaggerBethan Lister
  • 4 Jun 2026ticketPages running very slowly Emma Jagger, Olivia Grant logoEmma JaggerOlivia Grant
  • 2 Jun 2026ticketCall sync has stopped Emma Jagger, Olivia Grant logoEmma JaggerOlivia Grant
  • 27 May 2026ticketHow to set up a custom dashboard Emma Jagger, Bethan Lister logoEmma JaggerBethan Lister
  • 27 May 2026callMarlstone Legal / BB-Demo – Check In Elena Novak, Elliot Kirkby logoElena NovakElliot Kirkby
  • 21 May 2026eventBB-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Bas Vermeulen, Brendan Moran, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue DitchfieldAlice BrewerGemma HoltMoira Sinclair+29
  • 10 May 2026email_threadBB-Demo webinar Alice Brewer, Emma Croft logoAlice BrewerEmma Croft
  • 16 Apr 2026eventBB-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard HaslamAlice BrewerJoost VerbeekJenna Price+32
  • 25 Mar 2026ticketDuplicate contact records Elliot Kirkby, Bethan Lister logoElliot KirkbyBethan Lister
  • 24 Mar 2026newsMarlstone Legal Accelerates Growth with Expanded Business-Development Push  logo
  • 18 Mar 2026email_threadInvoice for renewal Rachel Dunmore, Toby Mellor logoRachel DunmoreToby Mellor
  • 18 Mar 2026invoiceINV-014-0003 Toby Mellor logoToby Mellor
  • 16 Mar 2026documentMarlstone Legal - Order Form (signed) Tom Ashdown logoTom Ashdown
  • 12 Mar 2026email_threadRenewal order form Tom Ashdown, Emma Croft logoTom AshdownEmma Croft
  • 5 Mar 2026email_threadData sync issue Olivia Grant, Emma Jagger logoOlivia GrantEmma Jagger
  • 4 Mar 2026ticketError when saving queries Emma Jagger, Olivia Grant logoEmma JaggerOlivia Grant
  • 23 Feb 2026ticketDate range filtering in dashboards Elliot Kirkby, Olivia Grant logoElliot KirkbyOlivia Grant
  • 23 Feb 2026callMarlstone Legal / BB-Demo – Renewal Elena Novak, Tom Ashdown, Emma Croft, Toby Mellor logoElena NovakTom AshdownEmma Croft+1
  • 19 Feb 2026eventBB-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Warren Petrie, Ellen Cairns, Peter Mayes, Jo Fowler, Patricia Gleave, Mark Ellwood, Nikhil Rao, Sunil Kapoor, Fleur Jansen, Andrea Neumann, Ethan Brody, Deirdre Barry, Anita Mistry, Emma Haworth, Barry Coxon, Stephanie Lowes, Eleanor Pickering, Ruth Ackroyd, Mhairi MacLeod, Graham Rowntree, Ilse de Graaf, Eva Mulder, Shane Keane, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons, Tariq Saleem, Lauren Pilkington, Samuel Adeyemi, Neville HirstAlice BrewerRichard ThorneNadia Osei+31
  • 16 Jan 2026ticketData not refreshing overnight Elliot Kirkby, Bethan Lister logoElliot KirkbyBethan Lister
  • 8 Jan 2026ticketPermission changes not taking effect Mark Ellwood, Olivia Grant logoMark EllwoodOlivia Grant
  • 6 Jan 2026ticketTeam members have lost access Elliot Kirkby, Bethan Lister logoElliot KirkbyBethan Lister
  • 31 Dec 2025email_threadRenewal notice, contract ending 31 Mar 2026 Esther Quaye, Tom Ashdown, Emma Croft logoEsther QuayeTom AshdownEmma Croft
  • 31 Dec 2025dealMarlstone Legal – Renewal Tom Ashdown, Elliot Kirkby logoTom AshdownElliot Kirkby
  • 17 Dec 2025ticketCreating custom reports Elliot Kirkby, Olivia Grant logoElliot KirkbyOlivia Grant
  • 25 Nov 2025eventRevenue leaders roundtable Alice Brewer, Lachlan Nguyen, Asif Mahmood, Yasmin Openshaw, Emma Jagger, Gerard Kok, Oluwaseun Bamidele, Andrew Pickering, Craig Holt, Jasmine Coleman, Shane Twomey, Emma Haworth, Stefanie Lange, Clodagh Fitzgerald, Shirley Bowman, Reece Dunn, Glen Nuttall, Ilse de Graaf, Cian Farrell, Gráinne Lynch, Sofie Bech, Mads Mortensen, Marie Wouters, Antoine Moreau, Aylin Kaya, Philip Annear, Lauren Pilkington, Clara Hoskins, Siobhán Nolan, Joost van der Linden, Sanne de Wit, Tim SchröderAlice BrewerLachlan NguyenAsif Mahmood+29
  • 20 Nov 2025eventBB-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Marloes Hendriks, Gráinne Lynch, Ida Mortensen, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian BeckerAlice BrewerHarriet GaleLorna Wishart+30
  • 6 Nov 2025ticketSlow performance on searches Elliot Kirkby, Olivia Grant logoElliot KirkbyOlivia Grant
  • 14 Oct 2025ticketClient records out of sync Mark Ellwood, Bethan Lister logoMark EllwoodBethan Lister
  • 29 Sep 2025callMarlstone Legal / BB-Demo – Check In Esther Quaye, Elliot Kirkby logoEsther QuayeElliot Kirkby
  • 22 Sep 2025email_threadCheck-in call, shall we schedule? Esther Quaye, Elliot Kirkby logoEsther QuayeElliot Kirkby
  • 10 Sep 2025ticketDuplicate records in the system Elliot Kirkby, Olivia Grant logoElliot KirkbyOlivia Grant
  • 1 Aug 2025ticketViewing calls linked to client matters Mark Ellwood, Bethan Lister logoMark EllwoodBethan Lister
  • 13 Jun 2025newsMarlstone Legal Expands Business-Development Team  logo
  • 12 Jun 2025eventBB-Demo Customer Day Sofia Marchetti, Callum Reid, Kofi Mensah, Joanne Platt, Rob Ellery, Ravi Atherton, Toby Underwood, Neil Entwistle, Gemma Yates, Emma Croft, Jess Dobson, Natasha Greaves, Elaine Turvey, Sukhvinder Dhillon, Paula Mortimer, Yasmin Chaudhry, Sunita Bains, Paula Rennie, Huw Bevan, Owain Jenkins, Brenda Oldroyd, Anita Mistry, Clive Wardle, Phil Royston, Daisy Howes, Becky Lawton, Linnea Holm, Erik Wallin, Sofie Bech, Anders Thomsen, Fiona Marsden, Bryony Searle, Wes Jago, Matt Colenso, Lauren Pilkington, Stuart Haworth, Carl Whittle, Joe Mallinson, Aisha Bukhari, Ryan Heslop, Fiona Drummond, Fraser McAllister, Iain Lumsden, Zoe Kendrick, Trevor Mayhew, Paul Ottaway, Anthony Garrow, Sue Ditchfield, Liam Corner, Rebecca Oakes, Vikram SethiSofia MarchettiCallum ReidKofi Mensah+48
  • 27 May 2025callMarlstone Legal / BB-Demo – Training Laura Penhaligon, Mark Ellwood, Emma Jagger logoLaura PenhaligonMark EllwoodEmma Jagger
  • 22 May 2025callMarlstone Legal / BB-Demo – Onboarding Laura Penhaligon, Emma Jagger, Elliot Kirkby logoLaura PenhaligonEmma JaggerElliot Kirkby
  • 15 May 2025eventBB-Demo webinar Sofia Marchetti, Ravi Atherton, Johan Ekström, Elliot Allott, Neil Entwistle, Henrietta Coombe, Ravi Riley, Mark Ellwood, Brian Gilmore, Mandy Gasson, Oluwaseun Bamidele, Dean Furlong, Craig Holt, Dylan Price, Ricky Blanchard, Camilla Dewsbury, Johan Berglund, Henry Calloway, Neha Kapoor, Marie Goossens, Leanne Armstrong, Fraser McAllister, Jade Kenwright, Liam Corner, Andy BuckleySofia MarchettiRavi AthertonJohan Ekström+22
  • 12 May 2025email_threadBB-Demo webinar Sofia Marchetti, Mark Ellwood logoSofia MarchettiMark Ellwood
  • 2 May 2025callMarlstone Legal / BB-Demo – Onboarding Laura Penhaligon, Emma Jagger, Elliot Kirkby logoLaura PenhaligonEmma JaggerElliot Kirkby
  • 22 Apr 2025callMarlstone Legal / BB-Demo – Onboarding Laura Penhaligon, Emma Jagger logoLaura PenhaligonEmma Jagger
  • 14 Apr 2025ticketNew user login not working Mark Ellwood, Bethan Lister logoMark EllwoodBethan Lister
  • 9 Apr 2025callMarlstone Legal / BB-Demo – Onboarding Laura Penhaligon, Emma Jagger, Elliot Kirkby logoLaura PenhaligonEmma JaggerElliot Kirkby
  • 4 Apr 2025ticketSetting up CRM field mapping Emma Jagger, Bethan Lister logoEmma JaggerBethan Lister
  • 4 Apr 2025email_threadImplementation kickoff, next steps Laura Penhaligon, Esther Quaye, Elliot Kirkby, Emma Jagger logoLaura PenhaligonEsther QuayeElliot Kirkby+1
  • 3 Apr 2025callMarlstone Legal / BB-Demo – Kickoff Laura Penhaligon, Esther Quaye, Elliot Kirkby, Emma Jagger logoLaura PenhaligonEsther QuayeElliot Kirkby+1
  • 1 Apr 2025email_threadInvoice INV-014-0002 Rachel Dunmore, Toby Mellor logoRachel DunmoreToby Mellor
  • 1 Apr 2025invoiceINV-014-0002 Toby Mellor logoToby Mellor
  • 1 Apr 2025documentMarlstone Legal - Onboarding Plan Laura Penhaligon logoLaura Penhaligon
  • 17 Mar 2025email_threadInvoice INV-014-0001 Rachel Dunmore, Toby Mellor logoRachel DunmoreToby Mellor
  • 17 Mar 2025invoiceINV-014-0001 Toby Mellor logoToby Mellor
  • 14 Mar 2025documentMarlstone Legal - Order Form (signed) Tom Ashdown logoTom Ashdown
  • 14 Mar 2025documentMarlstone Legal - Data Processing Agreement (signed) Tom Ashdown logoTom Ashdown
  • 14 Mar 2025documentMarlstone Legal - Master Services Agreement (signed) Tom Ashdown logoTom Ashdown
  • 12 Mar 2025email_threadOrder form, Growth tier Tom Ashdown, Emma Croft logoTom AshdownEmma Croft
  • 12 Mar 2025eventData leaders conference (BB-Demo stand) Sofia Marchetti, Nate Feldman, Saira Khalid, Shaun Godley, Elliot Kirkby, Fergal Desmond, Alan Rennie, Lee Garside, Karen Midgley, Markus Krause, Dan Firth, Sam Nuttall, Anjali Desai, Kirsteen Boyd, Trevor MayhewSofia MarchettiNate FeldmanSaira Khalid+12
  • 2 Mar 2025email_threadData leaders conference Sofia Marchetti, Elliot Kirkby logoSofia MarchettiElliot Kirkby
  • 27 Feb 2025callMarlstone Legal / BB-Demo – Negotiation Tom Ashdown, Owen Tallis, Emma Croft, Elliot Kirkby, Toby Mellor logoTom AshdownOwen TallisEmma Croft+2
  • 24 Feb 2025documentMarlstone Legal - Master Services Agreement v2 Tom Ashdown logoTom Ashdown
  • 10 Feb 2025callMarlstone Legal / BB-Demo – Proposal Tom Ashdown, Elliot Kirkby, Emma Croft logoTom AshdownElliot KirkbyEmma Croft
  • 7 Feb 2025documentMarlstone Legal - Proposal Tom Ashdown logoTom Ashdown
  • 6 Feb 2025email_threadFollow-up from our chat Tom Ashdown, Elliot Kirkby logoTom AshdownElliot Kirkby
  • 4 Feb 2025documentMarlstone Legal - Proposal v1 Tom Ashdown logoTom Ashdown
  • 28 Jan 2025documentMarlstone Legal - Security Questionnaire Hannah Lowe logoHannah Lowe
  • 22 Jan 2025callMarlstone Legal / BB-Demo – Demo Tom Ashdown, Hannah Lowe, Elliot Kirkby logoTom AshdownHannah LoweElliot Kirkby
  • 8 Jan 2025callMarlstone Legal / BB-Demo – Discovery Tom Ashdown, Elliot Kirkby, Emma Croft logoTom AshdownElliot KirkbyEmma Croft
  • 18 Dec 2024dealMarlstone Legal – New Tom Ashdown, Elliot Kirkby logoTom AshdownElliot Kirkby
  • 18 Jul 2024eventBB-Demo webinar Nell Ashcombe, Rajesh Mistry, Padraig Flaherty, Moira Sinclair, Lydia Ashurst, Julien Morel, Toby Mellor, Tyler Brookes, Shirley Bowman, Ronald HetheringtonNell AshcombeRajesh MistryPadraig Flaherty+7
  • 20 Jun 2024eventBB-Demo webinar Nell Ashcombe, Claire Haddon, Peter Mayes, Emma Jagger, Rosa Ellwood, Kristen Abernathy, Jamal Edwards, Craig Holt, Thomas Schumacher, Glenys Routledge, Vanessa Guerrero, Sander Hofman, Jeffrey Illingworth, Marie Wouters, Rob Gledhill, Claire Girard, Layla Al, Polly Illingworth, Ian DobsonNell AshcombeClaire HaddonPeter Mayes+16
  • 18 Jan 2024eventBB-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade KenwrightNell AshcombeClaire HaddonToby Underwood+14
  • 16 Nov 2023eventBB-Demo webinar Nell Ashcombe, Mark Siddall, Craig Paterson, Linda Gourlay, Lydia Ashurst, Neil Entwistle, Toby Mellor, Valerie Okon, Yasmin Chaudhry, Rhian Morgan, Phil Royston, Katharina Richter, Luke Kershaw, Nadia BashirNell AshcombeMark SiddallCraig Paterson+11
  • 31 Oct 2023email_threadBB-Demo webinar Nell Ashcombe, Toby Mellor logoNell AshcombeToby Mellor

Contacts

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Marlstone Legal's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 61 AI summaries of 66 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 10 pages.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Marlstone Legal healthy AI record
      • Marlstone Legal – New entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_01:1 raw row
        • contracts/order_form_lines.csv ctr_014_01:2 raw row
        • contracts/order_forms.csv ctr_014_01 raw row
        • crm/deal_line_items.csv deal_014_01:1 raw row
        • crm/deal_line_items.csv deal_014_01:2 raw row
        • +7 more
      • Marlstone Legal – Renewal entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_02:1 raw row
        • contracts/order_forms.csv ctr_014_02 raw row
        • crm/deal_line_items.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:2 raw row
        • +3 more
      • Marlstone Legal: Growth renewal executed AI record
      • INV-014-0001 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_001:1 raw row
        • accounting/invoices.csv inv_014_001 raw row
        • accounting/payments.csv pay_014_001 raw row
      • INV-014-0002 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_002:1 raw row
        • accounting/invoices.csv inv_014_002 raw row
        • accounting/payments.csv pay_014_002 raw row
      • INV-014-0003 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_003:1 raw row
        • accounting/invoices.csv inv_014_003 raw row
        • accounting/payments.csv pay_014_003 raw row
      • +69 more
  • ARR journey page block
    • facts.arr_monthly:org_014 facts table
      • Marlstone Legal – New entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_01:1 raw row
        • contracts/order_form_lines.csv ctr_014_01:2 raw row
        • contracts/order_forms.csv ctr_014_01 raw row
        • crm/deal_line_items.csv deal_014_01:1 raw row
        • crm/deal_line_items.csv deal_014_01:2 raw row
        • +7 more
      • Marlstone Legal – Renewal entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_02:1 raw row
        • contracts/order_forms.csv ctr_014_02 raw row
        • crm/deal_line_items.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:2 raw row
        • +3 more
      • INV-014-0001 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_001:1 raw row
        • accounting/invoices.csv inv_014_001 raw row
        • accounting/payments.csv pay_014_001 raw row
      • INV-014-0002 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_002:1 raw row
        • accounting/invoices.csv inv_014_002 raw row
        • accounting/payments.csv pay_014_002 raw row
      • INV-014-0003 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_003:1 raw row
        • accounting/invoices.csv inv_014_003 raw row
        • accounting/payments.csv pay_014_003 raw row
  • AI facts page block
    • Marlstone Legal healthy AI record
      • Marlstone Legal – New entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_01:1 raw row
        • contracts/order_form_lines.csv ctr_014_01:2 raw row
        • contracts/order_forms.csv ctr_014_01 raw row
        • crm/deal_line_items.csv deal_014_01:1 raw row
        • crm/deal_line_items.csv deal_014_01:2 raw row
        • +7 more
      • Marlstone Legal – Renewal entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_02:1 raw row
        • contracts/order_forms.csv ctr_014_02 raw row
        • crm/deal_line_items.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:2 raw row
        • +3 more
      • Marlstone Legal: Growth renewal executed AI record
      • INV-014-0001 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_001:1 raw row
        • accounting/invoices.csv inv_014_001 raw row
        • accounting/payments.csv pay_014_001 raw row
      • INV-014-0002 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_002:1 raw row
        • accounting/invoices.csv inv_014_002 raw row
        • accounting/payments.csv pay_014_002 raw row
      • INV-014-0003 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_003:1 raw row
        • accounting/invoices.csv inv_014_003 raw row
        • accounting/payments.csv pay_014_003 raw row
      • +69 more
  • Contacts page block
    • Elliot Kirkby entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1401:org_014 raw row
      • product_analytics/users.csv usr_014_002 raw row
    • Emma Croft entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1402:org_014 raw row
      • product_analytics/users.csv usr_014_004 raw row
    • Emma Jagger entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1403:org_014 raw row
      • product_analytics/users.csv usr_014_001 raw row
    • Mark Ellwood entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1404:org_014 raw row
      • product_analytics/users.csv usr_014_003 raw row
    • Toby Mellor entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1405:org_014 raw row
  • Open deals (not yet analysed) page block
    • Marlstone Legal entity
      • accounting/customers.csv org_014 raw row
      • crm/companies.csv org_014 raw row
      • product_analytics/tenants.csv org_014 raw row
  • Documents page block
  • hero page block
    • Key facts page block
      • Evidence trail page block
        • The story page block
          • Next step page block
            • Open tickets (not yet analysed) page block
              • Profile page block
                • Sources page block
                  • Platform usage page block
                    Computedmade from
                    Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage

                    BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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                    B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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                    Press Ask Brain in the header. Type a question, or pick one of the examples.

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                    What the data covers

                    DataRecords
                    Organisations225
                    People at customers862
                    BB-Demo staff58
                    Calls1,995
                    Email threads3,013
                    Support tickets1,159
                    Documents1,218
                    Deals315
                    Invoices285
                    Events49
                    News items119

                    Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

                    BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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