Marlstone Legal / B-Brain – Demo
Callcompleted
Marlstone Legal: documents · 2025-01-22 16:00
Demo on 22 Jan 2025 for Elliot Kirkby, Operations Director. Hannah Lowe showed search, matter views and dashboards on dummy legal-firm data. Elliot was receptive and said he had the picture. No price, rival or buying decision was discussed.
What was said
What this says
Current to 11 Oct 26Demo on 22 Jan 2025 for Elliot Kirkby, Operations Director. Hannah Lowe showed search, matter views and dashboards on dummy legal-firm data. Elliot was receptive and said he had the picture. No price, rival or buying decision was discussed.
What happened: Tom Ashdown introduced Hannah Lowe, who walked Elliot through search, matter views with linked calls, and a custom top-clients dashboard on dummy legal-firm data.
Customer view: Elliot asked practical questions about avoiding jumping between the call recorder and the CRM, and about building his own views. He closed with "I think I've got the picture."
Commercial: Hannah said dashboards are unlimited and that the brain runs inside the customer's Snowflake account. The call does not show a tier, a price, a budget or a timeline.
Watch: Elliot was the only customer-side attendee, and the evidence does not show who else would sign off. The next step needs a named decision-maker.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to follow up with Elliot Kirkby with a proposal and ask who else must approve the purchase.
Risks
Current to 9 Oct 26- Only Elliot attended for the customer, so the wider buying group and sign-off route are not visible.
- The call raised no price, budget, timeline or competitor, so buying intent is unconfirmed.
Opportunities
Current to 9 Oct 26- Elliot's interest in custom dashboards points to the dashboards builder, which sits in the Growth tier.
- The Snowflake-resident security answer satisfied his security question and can be reused in the proposal.