Brannigan Wolfe / BB-Demo – Discovery
Callcompleted
Brannigan Wolfe: documents · 2026-02-09 16:30
Discovery with Danielle Butler and Justin Simmons. Salesforce and time and billing data are not joined, and matter revenue takes a three-day analysis. Jordan Pike positioned Growth at sixty-two thousand pounds for year one and a demo is next.
What was said
What this says
Current to 11 Oct 26Discovery with Danielle Butler and Justin Simmons. Salesforce and time and billing data are not joined, and matter revenue takes a three-day analysis. Jordan Pike positioned Growth at sixty-two thousand pounds for year one and a demo is next.
What happened: Danielle and Justin described Salesforce and a separate time and billing system with data copied between them. They already have Snowflake, used only as a repository.
Customer view: Justin said they are leaving money on the table because time is not tracked accurately across engagements. Matter revenue is a three-day analysis for their finance person.
Commercial: Jordan positioned Growth, with an eight week implementation and a first-year price of sixty-two thousand pounds. He said year one is a locked annual commitment.
Watch: Justin asked about being able to leave, so commitment is a concern. The name of the time system is not known, which matters for the connector.
Themes
Current to 9 Oct 26Theme
Matter revenue and billing visibility
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike sends demo date options to Danielle Butler and Justin Simmons.
- Jordan Pike confirms the time and billing system with Danielle before the demo.
- Jordan Pike checks demo availability with the solutions team.
Risks
Current to 9 Oct 26- Justin asked whether they can leave if it does not work, so year-one lock-in is a concern.
- The time and billing system was not named, so connector feasibility is unconfirmed.
Opportunities
Current to 9 Oct 26- Growth subscription with an eight week implementation, built on their existing Snowflake.
- Dashboards and training day support the value case on matter revenue.
Transcript
Jordan Pike NoneHey Danielle, Justin, thanks for making time this afternoon. So we've got about forty-three minutes, and I want to understand what you're trying to achieve, what's not working right now, and whether the brain is a fit for Brannigan Wolfe. Sound good?
Danielle Butler NoneYeah, let's do it. So Justin asked me to explore this because we have a real problem: our lawyers are in Salesforce, the matters are in Salesforce, the time tracking is in a separate system, our financial reporting pulls from multiple places. It's a mess.
Justin Simmons NoneAnd it affects billing. We're leaving money on the table because we're not tracking time accurately across engagements. I want to know: how much revenue is a matter actually generating? And right now, that's a three-day analysis for our finance person.- Jordan Pike NoneOkay, so you've got Salesforce for client and matter management, time tracking elsewhere, what's the time tracking system?
- Danielle Butler NoneIt's a, honestly, I'm not sure of the name off the top of my head, but it's a time and billing system. It's separate from Salesforce, so we're always copying data between the two. It's clunky.
- Jordan Pike NoneGot it. And do you guys use Snowflake or any data warehouse?
- Danielle Butler NoneWe do, actually. We've got Snowflake set up, so our data is centralized. But we're not really using it for business intelligence, it's just a repository right now.
- Jordan Pike NonePerfect. So here's what the brain does: it sits inside your Snowflake, we connect to Salesforce and your time and billing system, and then anyone: a partner, a practice manager, finance: can ask it a question like, 'Show me the top ten matters by revenue this month, and how many hours have we logged on each?' One query, one answer, no manual work.
- Justin Simmons NoneCan you do that?
- Jordan Pike NoneYeah, Salesforce and the time system, we can connect to both. It sounds like you're in Growth territory, multiple teams, multiple people needing to ask questions. So you'd get up to forty users on the brain, eight connectors, Salesforce, time and billing, and others, and quarterly check-ins with us to make sure you're getting value.
- Danielle Butler NoneHow long to implement?
- Jordan Pike NoneFor Growth, it's eight weeks. We'll work with you to hook up the connectors, make sure the data is clean, train your team, and by week eight you're live and answering questions.
- Justin Simmons NoneAnd what's the investment?
- Jordan Pike NoneSo there's an implementation fee for the eight weeks, that's fixed, and then an annual subscription. All in, first year comes to sixty-two thousand pounds.
- Danielle Butler NoneThat includes training?
- Jordan Pike NoneYep. We do a full training day: walk everyone through how to ask the brain questions, how to build dashboards if you want to, troubleshooting, the whole deal.
- Justin Simmons NoneAnd after the first year: is it locked in, or can we bail if it doesn't work?
- Jordan Pike NoneSo year one is a commitment, it's an annual contract. After that, we do quarterly renewal conversations. If you're not seeing value, you can walk. But in year one, yeah, it's locked.
- Danielle Butler NoneWho would manage this on our end?
- Jordan Pike NoneYou'd be the champion: you'd work with us during the implementation, and once it's live, you'd manage the day-to-day, user access, that kind of thing. I'd assign a CSM who'd check in quarterly and make sure everything is humming.
- Justin Simmons NoneOkay. And what's the next step?
- Jordan Pike NoneSo the next step is we do a demo. We connect to your systems, with your permission, and show you the brain working on a sample of your Salesforce and time data. That way you can see it in action before we talk about actually going forward. Does that work?
- Danielle Butler NoneYeah, we'd want that. When can you do it?
- Jordan Pike NoneI've got a few weeks of calendar open. Let me check with our solutions team and I'll send you some options, maybe late September, early October?
- Danielle Butler NoneThat works for us.
- Jordan Pike NoneGreat. I'll send over a couple of date options and we'll lock it in. Thanks both. Cheers.
- Justin Simmons NoneThanks, Jordan.
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