Marlstone Legal / B-Brain – Check In
Callcompleted
Marlstone Legal: documents · 2026-09-17 16:15
Check-in with Elliot Kirkby on 17 Sep 2026. The team still finds value, but active users are slightly down and the accounting connector sometimes returns billing figures that do not match the accounting system.
What was said
What this says
Current to 11 Oct 26Check-in with Elliot Kirkby on 17 Sep 2026. The team still finds value, but active users are slightly down and the accounting connector sometimes returns billing figures that do not match the accounting system.
What happened: Daniel Okafor held a short check-in with Elliot Kirkby, the only customer attendee, on 17 Sep 2026. Elliot said the team is still finding value.
Customer view: Elliot said billing figures queried in the brain do not always match the accounting system. He still values seeing billing and matters together and called the inconsistency annoying.
Usage: Daniel saw about ten active users on average, slightly down from the summer. Elliot said a couple of people moved on.
Watch: Elliot wants to settle the connector issue before adding anything and is still trying to get the whole firm using it. The call does not show a ticket yet or a cause.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Elliot Kirkby to ask the affected team member to log a ticket with an example where the numbers do not match.
- Daniel Okafor to prioritise the billing mismatch, check for a field mapping issue or sync lag, and report back to Elliot.
Risks
Current to 9 Oct 26- Billing data from the accounting connector does not always match the source system, which could erode trust in the brain.
- Active users are slightly down from the summer after a couple of people left.
Opportunities
Current to 9 Oct 26- Elliot wants the whole firm using the brain, so adoption could widen once the connector is settled.