Brannigan Wolfe

Lost£0

AI facts

As at Fri 9 Oct 2026

Brannigan Wolfe, a New York legal services firm, has no contract, no invoices and £0 ARR on its single CRM record. The only deal, Growth new business at £62k with ACV £50k, closed lost on 29 May 2026 with the CRM reason chose_competitor. The proposal of 7 Apr 2026 priced Growth at £50k a year plus £12k implementation and was never executed. No usage or tickets are recorded. On 5 May 2026 Owen Tallis offered a fifty-fifty payment split, and the last interaction was 8 May 2026.

Read from 5 calls · 3 email threads · 1 deals · 3 people · 3 documents, newest 5 May 26

AImade from

Profile

Updated 9 Oct 26

IndustryLegal services
Websitebranniganwolfe.example
CountryUnited States
HQ cityNew York
Size300 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Growth deal closed lost on 29 May 2026 to a competitor and nothing was signed. Justin Simmons, who signs, doubted the value of year one and worried about lock-in. A win-back would need a value case on matter revenue that Justin accepts.

Brannigan Wolfe – New Signals Document roll-up Brannigan Wolfe / BG-Demo – Negotiation Brannigan Wolfe / BG-Demo – Discovery Brannigan Wolfe

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact8 May 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Jordan Pike contacts Danielle Butler to ask how the chosen rival is working and to propose a short value review for Justin Simmons built on matter revenue. Re engage
Who: Jordan Pike
When: This week by 9 Oct 2026
Why: Jordan Pike should reopen contact with Danielle Butler, the former champion at Brannigan Wolfe, to learn how the chosen rival is working and offer a value case on matter revenue that Justin Simmons can accept.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: Brannigan Wolfe's only deal, Growth at £62k, closed lost on 29 May 2026 to a competitor with nothing signed. Jordan Pike is to reopen contact with Danielle Butler and offer a win-back value case.

Lost. Brannigan Wolfe's only deal, Growth new business at £62k, closed lost on 29 May 2026 with the CRM reason chose_competitor. The 7 Apr 2026 proposal was never executed, so there is no contract and no renewal date.

Brannigan Wolfe never went live, so there is no usage, no tickets and no invoices. Danielle Butler, VP Revenue Operations, backed the purchase on every call, while Justin Simmons, President and signer, doubted the value of year one.

On 5 May 2026 Justin called the price a lot for an eight-week experiment, despite a payment split offered by Owen Tallis. The last interaction was 8 May 2026, and the evidence does not show which rival won.

Jordan Pike should contact Danielle by 9 Oct 2026 to ask how the chosen rival is working and propose a short value review for Justin on matter revenue. Hannah Lowe drafts the value case.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

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

Proposals (2)
- Draft Growth tier proposal draft · proposal · 31 Mar 2026
- Growth tier proposal issued · proposal · 7 Apr 2026
Security (1)
- Growth tier security questionnaire issued · security questionnaire · 19 Mar 2026

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
19 Nov 2026upcoming eventBG-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Imran Qureshi, Linnea Holm, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil Catterall+33
Held
5 May 2026email threadGrowth, closing the deal Jordan Pike, Owen Tallis, Justin Simmons, Danielle Butler+1
5 May 2026callBrannigan Wolfe / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Justin Simmons, Danielle Butler+1
8 Apr 2026callBrannigan Wolfe / BG-Demo – Proposal Jordan Pike, Danielle Butler
7 Apr 2026documentBrannigan Wolfe - Proposal Jordan Pike
2 Apr 2026email threadGrowth proposal discussion Jordan Pike, Danielle Butler
31 Mar 2026documentBrannigan Wolfe - Proposal v1 Jordan Pike
25 Mar 2026email threadGrowth, demo follow-up Jordan Pike, Theo Gallagher, Danielle Butler
23 Mar 2026callBrannigan Wolfe / BG-Demo – Demo Jordan Pike, Theo Gallagher, Danielle Butler
19 Mar 2026documentBrannigan Wolfe - Security Questionnaire Hannah Lowe
10 Mar 2026callBrannigan Wolfe / BG-Demo – Demo Jordan Pike, Hannah Lowe, Danielle Butler
19 Feb 2026eventBG-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 Hirst+31
9 Feb 2026callBrannigan Wolfe / BG-Demo – Discovery Jordan Pike, Danielle Butler, Justin Simmons
12 Jan 2026dealBrannigan Wolfe – New Jordan Pike, Danielle Butler

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

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

Brannigan Wolfe's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 11 AI summaries of 12 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 3 pages.

The trail as a list (block, record, entity, raw row)

Activity page block
- Brannigan Wolfe / BG-Demo – Discovery entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - call_recorder/calls.csv call_054_001 raw row
- Brannigan Wolfe / BG-Demo – Demo entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - call_recorder/calls.csv call_054_002 raw row
- Brannigan Wolfe / BG-Demo – Demo entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - call_recorder/calls.csv call_054_003 raw row
- Brannigan Wolfe / BG-Demo – Proposal entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - call_recorder/calls.csv call_054_004 raw row
- Brannigan Wolfe / BG-Demo – Negotiation entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - call_recorder/calls.csv call_054_005 raw row
- Brannigan Wolfe – New entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - crm/deal_line_items.csv deal_054_01:1 raw row
  - crm/deal_line_items.csv deal_054_01:2 raw row
  - crm/deal_stage_history.csv deal_054_01:1 raw row
  - crm/deal_stage_history.csv deal_054_01:2 raw row
  - crm/deal_stage_history.csv deal_054_01:3 raw row
  - +4 more
- +8 more
AI opinion page block
- Brannigan Wolfe lost AI record
  - Brannigan Wolfe – New entity
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
    - crm/deal_line_items.csv deal_054_01:1 raw row
    - crm/deal_line_items.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:1 raw row
    - crm/deal_stage_history.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:3 raw row
    - +4 more
  - Brannigan Wolfe: proposals, nothing executed AI record
    - Brannigan Wolfe - Security Questionnaire entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_001 raw row
    - Brannigan Wolfe - Proposal v1 entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_002 raw row
    - Brannigan Wolfe - Proposal entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_003 raw row
    - Brannigan Wolfe security questionnaire AI record
      - Brannigan Wolfe - Security Questionnaire entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_001 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - Brannigan Wolfe Growth tier proposal v1 AI record
      - Brannigan Wolfe - Proposal v1 entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_002 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - Growth tier proposal for Brannigan Wolfe AI record
      - Brannigan Wolfe - Proposal entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_003 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - +1 more
  - Discovery: matter revenue and billing data AI record
    - Brannigan Wolfe / BG-Demo – Discovery entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_001 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Growth demo on joined-up data AI record
    - Brannigan Wolfe / BG-Demo – Demo entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_002 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Second demo: security and compliance AI record
    - Brannigan Wolfe / BG-Demo – Demo entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_003 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Growth proposal walk-through AI record
    - Brannigan Wolfe / BG-Demo – Proposal entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_004 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - +13 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_054 facts table
  - Brannigan Wolfe – New entity
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
    - crm/deal_line_items.csv deal_054_01:1 raw row
    - crm/deal_line_items.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:1 raw row
    - crm/deal_stage_history.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:3 raw row
    - +4 more
AI facts page block
- Brannigan Wolfe lost AI record
  - Brannigan Wolfe – New entity
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
    - crm/deal_line_items.csv deal_054_01:1 raw row
    - crm/deal_line_items.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:1 raw row
    - crm/deal_stage_history.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:3 raw row
    - +4 more
  - Brannigan Wolfe: proposals, nothing executed AI record
    - Brannigan Wolfe - Security Questionnaire entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_001 raw row
    - Brannigan Wolfe - Proposal v1 entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_002 raw row
    - Brannigan Wolfe - Proposal entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_003 raw row
    - Brannigan Wolfe security questionnaire AI record
      - Brannigan Wolfe - Security Questionnaire entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_001 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - Brannigan Wolfe Growth tier proposal v1 AI record
      - Brannigan Wolfe - Proposal v1 entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_002 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - Growth tier proposal for Brannigan Wolfe AI record
      - Brannigan Wolfe - Proposal entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_003 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - +1 more
  - Discovery: matter revenue and billing data AI record
    - Brannigan Wolfe / BG-Demo – Discovery entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_001 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Growth demo on joined-up data AI record
    - Brannigan Wolfe / BG-Demo – Demo entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_002 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Second demo: security and compliance AI record
    - Brannigan Wolfe / BG-Demo – Demo entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_003 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Growth proposal walk-through AI record
    - Brannigan Wolfe / BG-Demo – Proposal entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_004 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - +13 more
Contacts page block
- Danielle Butler entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - crm/contacts.csv per_5401:org_054 raw row
- Justin Simmons entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - crm/contacts.csv per_5402:org_054 raw row
- Kevin Bishop entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - crm/contacts.csv per_5403:org_054 raw row
Open deals (computed from the records; nothing to show yet) page block
- Brannigan Wolfe entity
  - crm/companies.csv org_054 raw row
Documents page block
- Brannigan Wolfe - Security Questionnaire entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - document_store/files.csv doc_054_001 raw row
- Brannigan Wolfe - Proposal v1 entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - document_store/files.csv doc_054_002 raw row
- Brannigan Wolfe - Proposal entity
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - document_store/files.csv doc_054_003 raw row
hero page block
- Brannigan Wolfe lost AI record
  - Brannigan Wolfe – New entity
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
    - crm/deal_line_items.csv deal_054_01:1 raw row
    - crm/deal_line_items.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:1 raw row
    - crm/deal_stage_history.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:3 raw row
    - +4 more
  - Brannigan Wolfe: proposals, nothing executed AI record
    - Brannigan Wolfe - Security Questionnaire entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_001 raw row
    - Brannigan Wolfe - Proposal v1 entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_002 raw row
    - Brannigan Wolfe - Proposal entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - document_store/files.csv doc_054_003 raw row
    - Brannigan Wolfe security questionnaire AI record
      - Brannigan Wolfe - Security Questionnaire entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_001 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - Brannigan Wolfe Growth tier proposal v1 AI record
      - Brannigan Wolfe - Proposal v1 entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_002 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - Growth tier proposal for Brannigan Wolfe AI record
      - Brannigan Wolfe - Proposal entity
        Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
        document_store/files.csv doc_054_003 raw row
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
    - +1 more
  - Discovery: matter revenue and billing data AI record
    - Brannigan Wolfe / BG-Demo – Discovery entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_001 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Growth demo on joined-up data AI record
    - Brannigan Wolfe / BG-Demo – Demo entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_002 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Second demo: security and compliance AI record
    - Brannigan Wolfe / BG-Demo – Demo entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_003 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - Growth proposal walk-through AI record
    - Brannigan Wolfe / BG-Demo – Proposal entity
      - Brannigan Wolfe entity
        crm/companies.csv org_054 raw row
      - call_recorder/calls.csv call_054_004 raw row
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
  - +13 more
- facts.reconciliation_t0:org_054 facts table
  - Brannigan Wolfe – New entity
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
    - crm/deal_line_items.csv deal_054_01:1 raw row
    - crm/deal_line_items.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:1 raw row
    - crm/deal_stage_history.csv deal_054_01:2 raw row
    - crm/deal_stage_history.csv deal_054_01:3 raw row
    - +4 more
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
- Brannigan Wolfe entity
  - crm/companies.csv org_054 raw row
- Signals: Brannigan Wolfe signals (no model)
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
  - Brannigan Wolfe entity
    - crm/companies.csv org_054 raw row
Key facts page block
- facts.reconciliation_t0:org_054 facts table
  - Brannigan Wolfe – New entity
    - Brannigan Wolfe entity
      - crm/companies.csv org_054 raw row
    - crm/deal_line_items.csv deal_054_01:1 raw row
    - crm/deal_line_items.csv deal_054_01:2 raw row
    - +4 more
Evidence trail page block
The story page block
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Documents · Events · Email

made from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Brannigan Wolfe

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

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