Marlstone Legal / B-Brain – 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
B-Brain
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.