Gatcombe Lees

AI facts

As at Fri 9 Oct 2026

Gatcombe Lees, a Bristol legal services firm, is a prospect with no order form, no invoices and CRM ARR of £0. Open deal deal_185_01 is a new Growth deal at the demo stage for £62k, with expected close 11 Dec 2026. There is no platform usage and no ticket on record. A proposal call is booked for 26 Oct 2026 at 15:30 with Georgina Lees and Julian Gatcombe. Theo Gallagher completed a security questionnaire dated 26 Sep 2026.

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

AImade from

Profile

Updated 9 Oct 26

IndustryLegal services
Websitegatcombelees.example
CountryUnited Kingdom
HQ cityBristol
Size300 employees
CRM ownerTom Ashdown
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because no paper is signed and the deal sits at the CRM demo stage. Georgina Lees is engaged and liked the dashboards builder, but she questioned the eight-week timeline. The booked proposal call includes Julian Gatcombe, the CRM economic buyer.

Signals Gatcombe Lees / BG-Demo – Demo Document roll-up Alex Tidball Gatcombe Lees / BG-Demo – Discovery

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

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £62,000
Last contact18 Sep 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Tom Ashdown sends Georgina Lees a written Growth proposal at £62k with a phased timeline before the 26 Oct 2026 proposal call with Julian Gatcombe. proposal
Who: Tom Ashdown
When: This week by 9 Oct 2026
Why: Tom Ashdown should send Georgina Lees the written Growth proposal at £62k before the 26 Oct 2026 proposal call, so Julian Gatcombe, the CRM economic buyer, sees paper rather than a figure spoken on the 18 Sep 2026 demo.

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

AImade from

The story

As at Fri 9 Oct 2026

Prospect

Prospect: Gatcombe Lees has a new £62k Growth deal at the CRM demo stage with nothing signed. Tom Ashdown owes a written proposal before the 26 Oct 2026 proposal call with Julian Gatcombe.

Prospect: Gatcombe Lees, a Bristol legal services firm, has a new Growth deal for £62k at the CRM demo stage, expected to close 11 Dec 2026. No order form is signed, so there are no contract or renewal dates.

There is no usage, ticket or invoice history yet. Georgina Lees, Head of Business Development, is the only contact on the calls, and she liked the dashboards builder at the 18 Sep 2026 demo.

The main risk is that the £62k price was spoken, not written, and Georgina said eight weeks sounds long. Alex Tidball, Head of IT, is not yet involved, and the security questionnaire names no certification.

Tom Ashdown should send Georgina a written Growth proposal at £62k with a phased timeline by 9 Oct 2026. That puts paper in front of Julian Gatcombe, the CRM economic buyer, at the 26 Oct 2026 proposal call.

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

1 documents in 1 folders. 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

Security (1)
- Security questionnaire responses for Growth issued · security questionnaire · 26 Sep 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Gatcombe Lees – New	demo	£62,000	11 Dec 2026

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
26 Oct 2026upcoming callGatcombe Lees / BG-Demo – Proposal Tom Ashdown, Georgina Lees, Julian Gatcombe
Held
26 Sep 2026documentGatcombe Lees - Security Questionnaire Theo Gallagher
24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Graham Rowntree, Shona Barraclough, Josh Fairburn, Pieter van Dam, Cian Farrell, Gráinne Lynch, Jonas Lehmann, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid Solberg+40
18 Sep 2026callGatcombe Lees / BG-Demo – Demo Tom Ashdown, Theo Gallagher, Georgina Lees
11 Sep 2026email threadGatcombe Lees: scheduling your demo Tom Ashdown, Georgina Lees
24 Aug 2026callGatcombe Lees / BG-Demo – Discovery Tom Ashdown, Georgina Lees
24 Jul 2026dealGatcombe Lees – New Tom Ashdown, Georgina Lees
20 Nov 2025eventBG-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 Becker+30

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

Gatcombe Lees' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 5 AI summaries of 6 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is not written yet.

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

Activity page block
- Gatcombe Lees / BG-Demo – Discovery entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - call_recorder/calls.csv call_185_001 raw row
- Gatcombe Lees / BG-Demo – Demo entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - call_recorder/calls.csv call_185_002 raw row
- Gatcombe Lees / BG-Demo – Proposal entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - call_recorder/calls.csv call_185_003 raw row
- Gatcombe Lees – New entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - crm/deal_line_items.csv deal_185_01:1 raw row
  - crm/deal_line_items.csv deal_185_01:2 raw row
  - crm/deal_stage_history.csv deal_185_01:1 raw row
  - crm/deal_stage_history.csv deal_185_01:2 raw row
  - crm/deal_stage_history.csv deal_185_01:3 raw row
  - +1 more
- Gatcombe Lees - Security Questionnaire entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - document_store/files.csv doc_185_001 raw row
- BG-Demo webinar entity
  - event_platform/events.csv evt_1144_webinar raw row
  - event_platform/registrations.csv evt_1144_webinar:per_0105 raw row
  - event_platform/registrations.csv evt_1144_webinar:per_10401 raw row
  - event_platform/registrations.csv evt_1144_webinar:per_11402 raw row
  - event_platform/registrations.csv evt_1144_webinar:per_12302 raw row
  - event_platform/registrations.csv evt_1144_webinar:per_1404 raw row
  - +27 more
- +2 more
AI opinion page block
- Gatcombe Lees: Growth prospect AI record
  - Gatcombe Lees – New entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - crm/deal_line_items.csv deal_185_01:1 raw row
    - crm/deal_line_items.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:1 raw row
    - crm/deal_stage_history.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:3 raw row
    - +1 more
  - Gatcombe Lees: no executed paper on file AI record
    - Gatcombe Lees - Security Questionnaire entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - document_store/files.csv doc_185_001 raw row
    - Gatcombe Lees security questionnaire AI record
      - Gatcombe Lees - Security Questionnaire entity
        Gatcombe Lees entity
        crm/companies.csv org_185 raw row
        document_store/files.csv doc_185_001 raw row
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Discovery: scattered relationship data AI record
    - Gatcombe Lees / BG-Demo – Discovery entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - call_recorder/calls.csv call_185_001 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Growth demo and verbal price AI record
    - Gatcombe Lees / BG-Demo – Demo entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - call_recorder/calls.csv call_185_002 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Gatcombe Lees security questionnaire AI record
    - Gatcombe Lees - Security Questionnaire entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - document_store/files.csv doc_185_001 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Gatcombe Lees: demo scheduling AI record
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - Gatcombe Lees: scheduling your demo entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - mailbox/messages.csv thr_185_0001:1 raw row
      - mailbox/messages.csv thr_185_0001:2 raw row
      - mailbox/messages.csv thr_185_0001:3 raw row
      - mailbox/threads.csv thr_185_0001 raw row
  - +6 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_185 facts table
  - Gatcombe Lees – New entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - crm/deal_line_items.csv deal_185_01:1 raw row
    - crm/deal_line_items.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:1 raw row
    - crm/deal_stage_history.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:3 raw row
    - +1 more
AI facts page block
- Gatcombe Lees: Growth prospect AI record
  - Gatcombe Lees – New entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - crm/deal_line_items.csv deal_185_01:1 raw row
    - crm/deal_line_items.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:1 raw row
    - crm/deal_stage_history.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:3 raw row
    - +1 more
  - Gatcombe Lees: no executed paper on file AI record
    - Gatcombe Lees - Security Questionnaire entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - document_store/files.csv doc_185_001 raw row
    - Gatcombe Lees security questionnaire AI record
      - Gatcombe Lees - Security Questionnaire entity
        Gatcombe Lees entity
        crm/companies.csv org_185 raw row
        document_store/files.csv doc_185_001 raw row
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Discovery: scattered relationship data AI record
    - Gatcombe Lees / BG-Demo – Discovery entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - call_recorder/calls.csv call_185_001 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Growth demo and verbal price AI record
    - Gatcombe Lees / BG-Demo – Demo entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - call_recorder/calls.csv call_185_002 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Gatcombe Lees security questionnaire AI record
    - Gatcombe Lees - Security Questionnaire entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - document_store/files.csv doc_185_001 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Gatcombe Lees: demo scheduling AI record
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - Gatcombe Lees: scheduling your demo entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - mailbox/messages.csv thr_185_0001:1 raw row
      - mailbox/messages.csv thr_185_0001:2 raw row
      - mailbox/messages.csv thr_185_0001:3 raw row
      - mailbox/threads.csv thr_185_0001 raw row
  - +6 more
Contacts page block
- Georgina Lees entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - crm/contacts.csv per_18501:org_185 raw row
- Julian Gatcombe entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - crm/contacts.csv per_18502:org_185 raw row
- Alex Tidball entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - crm/contacts.csv per_18503:org_185 raw row
Open deals page block
- Gatcombe Lees – New entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - crm/deal_line_items.csv deal_185_01:1 raw row
  - crm/deal_line_items.csv deal_185_01:2 raw row
  - crm/deal_stage_history.csv deal_185_01:1 raw row
  - crm/deal_stage_history.csv deal_185_01:2 raw row
  - crm/deal_stage_history.csv deal_185_01:3 raw row
  - +1 more
Documents page block
- Gatcombe Lees - Security Questionnaire entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - document_store/files.csv doc_185_001 raw row
hero page block
- Gatcombe Lees: Growth prospect AI record
  - Gatcombe Lees – New entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - crm/deal_line_items.csv deal_185_01:1 raw row
    - crm/deal_line_items.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:1 raw row
    - crm/deal_stage_history.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:3 raw row
    - +1 more
  - Gatcombe Lees: no executed paper on file AI record
    - Gatcombe Lees - Security Questionnaire entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - document_store/files.csv doc_185_001 raw row
    - Gatcombe Lees security questionnaire AI record
      - Gatcombe Lees - Security Questionnaire entity
        Gatcombe Lees entity
        crm/companies.csv org_185 raw row
        document_store/files.csv doc_185_001 raw row
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Discovery: scattered relationship data AI record
    - Gatcombe Lees / BG-Demo – Discovery entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - call_recorder/calls.csv call_185_001 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Growth demo and verbal price AI record
    - Gatcombe Lees / BG-Demo – Demo entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - call_recorder/calls.csv call_185_002 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Gatcombe Lees security questionnaire AI record
    - Gatcombe Lees - Security Questionnaire entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - document_store/files.csv doc_185_001 raw row
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
  - Gatcombe Lees: demo scheduling AI record
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - Gatcombe Lees: scheduling your demo entity
      - Gatcombe Lees entity
        crm/companies.csv org_185 raw row
      - mailbox/messages.csv thr_185_0001:1 raw row
      - mailbox/messages.csv thr_185_0001:2 raw row
      - mailbox/messages.csv thr_185_0001:3 raw row
      - mailbox/threads.csv thr_185_0001 raw row
  - +6 more
- Gatcombe Lees – New entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - crm/deal_line_items.csv deal_185_01:1 raw row
  - crm/deal_line_items.csv deal_185_01:2 raw row
  - crm/deal_stage_history.csv deal_185_01:1 raw row
  - crm/deal_stage_history.csv deal_185_01:2 raw row
  - crm/deal_stage_history.csv deal_185_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_185 facts table
  - Gatcombe Lees – New entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - crm/deal_line_items.csv deal_185_01:1 raw row
    - crm/deal_line_items.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:1 raw row
    - crm/deal_stage_history.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:3 raw row
    - +1 more
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
- Gatcombe Lees entity
  - crm/companies.csv org_185 raw row
- Signals: Gatcombe Lees signals (no model)
  - Gatcombe Lees / BG-Demo – Proposal entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - call_recorder/calls.csv call_185_003 raw row
  - Gatcombe Lees – New entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - crm/deal_line_items.csv deal_185_01:1 raw row
    - crm/deal_line_items.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:1 raw row
    - crm/deal_stage_history.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:3 raw row
    - +1 more
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
Key facts page block
- Gatcombe Lees / BG-Demo – Demo entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - call_recorder/calls.csv call_185_002 raw row
- Gatcombe Lees – New entity
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
  - crm/deal_line_items.csv deal_185_01:1 raw row
  - crm/deal_line_items.csv deal_185_01:2 raw row
  - crm/deal_stage_history.csv deal_185_01:1 raw row
  - crm/deal_stage_history.csv deal_185_01:2 raw row
  - crm/deal_stage_history.csv deal_185_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_185 facts table
  - Gatcombe Lees – New entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - crm/deal_line_items.csv deal_185_01:1 raw row
    - crm/deal_line_items.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:1 raw row
    - crm/deal_stage_history.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:3 raw row
    - +1 more
  - Gatcombe Lees entity
    - crm/companies.csv org_185 raw row
- Gatcombe Lees entity
  - crm/companies.csv org_185 raw row
- Signals: Gatcombe Lees signals (no model)
  - Gatcombe Lees / BG-Demo – Proposal entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - call_recorder/calls.csv call_185_003 raw row
  - Gatcombe Lees – New entity
    - Gatcombe Lees entity
      - crm/companies.csv org_185 raw row
    - crm/deal_line_items.csv deal_185_01:1 raw row
    - crm/deal_line_items.csv deal_185_01:2 raw row
    - crm/deal_stage_history.csv deal_185_01:1 raw row
    - +1 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

Gatcombe Lees

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Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

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Activity

Contacts

Evidence trail

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Help & Support

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