Marlstone Legal / BB-Demo – 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
BB-Demo
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.
Transcript
Daniel Okafor NoneElliot, thanks for making the time. How is everything going in the first few months of the new contract?
Elliot Kirkby NoneGood, thanks. The team is still using it well, still finding value from it.- Daniel Okafor NoneThat's great. I'm looking at the usage and I'm seeing about ten active users on average. That's slightly down from the summer, but fairly steady. Are there any people who've stepped back from using it?
- Elliot Kirkby NoneA couple of people moved on during the summer, so that probably explains it. But the core team is still using it regularly.
- Daniel Okafor NoneUnderstood. And how is the accounting connector that you added in April working out?
- Elliot Kirkby NoneActually, we've hit a bit of a snag there. It's been loading data, but I had one of the team report that when they query billing information it's not always matching up with what they see in the accounting system.
- Daniel Okafor NoneAh, right. That sounds like a field mapping issue or a sync lag. Let me look into that. Can you get them to log a ticket with specifics, like an example where the numbers don't match? That way I can check whether it's a data issue or something on our side.
- Elliot Kirkby NoneYeah, I'll ask them to do that.
- Daniel Okafor NoneThanks. I'll prioritise it. How is the team finding the accounting data otherwise? Is it useful?
- Elliot Kirkby NoneYeah, it is. It's good to see billing and matters together. It's just that occasional inconsistency that's annoying.
- Daniel Okafor NoneI'll get on it. In the meantime, is there anything else? Any other connectors you've been thinking about?
- Elliot Kirkby NoneNot at the moment. We're still trying to get the whole firm using it, so let's settle this first.
- Daniel Okafor NoneFair enough. Well, I'll sort that billing issue and come back to you once I've had a look. If you need anything sooner, just let me know.
- Elliot Kirkby NoneThanks, Daniel.