Marlstone Legal / B-Brain – Onboarding
Callcompleted
Marlstone Legal: documents · 2025-05-19 10:00
Onboarding call with Marlstone Legal. Credentials for CRM, call recorder and email are in, and Laura Penhaligon is configuring the CRM connector. A draft field mapping is due, with a test refresh two weeks after the review.
What was said
What this says
Current to 11 Oct 26Onboarding call with Marlstone Legal. Credentials for CRM, call recorder and email are in, and Laura Penhaligon is configuring the CRM connector. A draft field mapping is due, with a test refresh two weeks after the review.
What happened: Laura Penhaligon confirmed the CRM service account, call recorder API key and email admin account arrived on time. She has started the CRM connector and flagged custom fields for status, conflict checks and partner involvement.
Customer view: Elliot Kirkby said the team will want to search on conflict status. Emma Jagger offered to be the technical check, with Elliot or business development reviewing the business side.
Commercial: Nothing on price or renewal was discussed. Fast credential hand-over and a clear conflict-status use case are early signs of engagement.
Watch: Only client-facing calls are recorded, so call coverage will be partial. The mapping review depends on Emma sharing the draft with the business side.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the draft field mapping by Wednesday.
- Emma Jagger to share the mapping with Elliot Kirkby and business development.
- Hold a half-hour review call, then run the test refresh.
Risks
Current to 9 Oct 26- Only client-facing calls are recorded, so call data will cover part of the firm's activity.
- The field mapping needs business-side review, and the evidence does not show who will do it.
Opportunities
Current to 9 Oct 26- Searching on conflict status gives an early, concrete use case to build value around.