Marlstone Legal / B-Brain – Training
Callcompleted
Marlstone Legal: documents · 2025-06-03 12:45
Training call with Marlstone Legal on Growth. Emma Jagger and Mark Ellwood covered dashboards, refresh timing, users and support. They are live and report no problems. Questions on user and connector limits point to possible expansion.
What was said
What this says
Current to 11 Oct 26Training call with Marlstone Legal on Growth. Emma Jagger and Mark Ellwood covered dashboards, refresh timing, users and support. They are live and report no problems. Questions on user and connector limits point to possible expansion.
What happened: Laura Penhaligon walked Emma Jagger and Mark Ellwood through dashboards, queries, user management and support. Emma said "No drama. It's all just working."
Customer view: Mark asked about data freshness, adding a new connector and page-level permissions. Emma said permissions matter for the firm.
Commercial: Laura confirmed forty user seats and eight connectors on Growth, and said more user packs can be added. Emma asked what happens above forty users.
Watch: Laura said go-live was Tuesday 1 April 2025. The evidence does not show current seat use, so headroom is unconfirmed.
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 connector checklist.
- Laura Penhaligon to send the admin setup document and common queries list.
- Hold the three-month check-in, then a full QBR.
Risks
Current to 9 Oct 26- Salesforce or Xero changes on the customer side can break connectors if B-Brain is not told.
- The evidence does not show who will own standard pages after the admin sets them up.
Opportunities
Current to 9 Oct 26- Emma asked about going above forty users, which could lead to additional user packs.
- Mark asked about adding connectors later, which could lead to additional connectors beyond eight.