Marlstone Legal / BB-Demo – Onboarding
Callcompleted
Marlstone Legal: documents · 2025-04-28 12:30
Week-four implementation check-in on 28 Apr 2025. The mapping review went well, connectors are being built, and the security review and training are lined up for later weeks. No concerns raised by Marlstone Legal.
What was said
What this says
Current to 11 Oct 26Week-four implementation check-in on 28 Apr 2025. The mapping review went well, connectors are being built, and the security review and training are lined up for later weeks. No concerns raised by Marlstone Legal.
What happened: Laura Penhaligon checked progress at week four of implementation. Emma Jagger said the mapping review looked good with only minor questions.
Customer view: Elliot Kirkby and Emma were brief and cooperative. Emma took the action to schedule the IT security review.
Commercial: Laura named CRM, call recorder and billing as the three main connectors. Training is planned for the final week, three hours for key users.
Watch: The security review sits in week six and depends on Emma getting the date to Laura. Go-live is targeted for the end of week six.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Emma Jagger to send her mapping questions to Laura Penhaligon.
- Emma Jagger to give a security review date so Laura can send the IT questionnaire.
Risks
Current to 9 Oct 26- The security review depends on Emma sending a date so the questionnaire can reach IT.
- The connector list on this call includes billing, so scope should be confirmed against the order form.
Opportunities
Current to 9 Oct 26- The training session with key users from BD and operations could widen adoption beyond the operations team.
Transcript
Laura Penhaligon NoneElliot, Emma, thanks for joining. We're at week four of implementation and I wanted to check in on how the mapping review went.
Emma Jagger NoneYeah, we've reviewed it. Looks good. Couple of minor questions but nothing major.- Laura Penhaligon NoneGood. Send me those over and I'll clarify. In the meantime, I'm building out the connectors to your three main systems: CRM, call recorder, billing. Week six we've got the security review with your IT team.
Elliot Kirkby NoneWhen do you want to schedule that?- Laura Penhaligon NoneEarly next week? Give me a date that works and I'll get the questionnaire to IT.
- Emma Jagger NoneI'll sort that.
- Laura Penhaligon NonePerfect. Once you've done that, testing is really just us making sure the data flows. By the end of week six we should be ready for a go-live switch. First refresh runs evening of day one, and by morning you've got data live.
- Elliot Kirkby NoneAnd training?
- Laura Penhaligon NoneFinal week. Three hours, just the key users. You, someone from BD, someone from operations. We'll walk through searches, dashboards, how to build a custom view. You'll be confident by the end.
- Emma Jagger NoneSounds good.
- Laura Penhaligon NoneAnything else before we sign off?
- Elliot Kirkby NoneI think we're good. Cheers, Laura.
- Laura Penhaligon NoneThanks. See you next week.