Gatcombe Lees / BG-Demo – Discovery
Callcompleted
Gatcombe Lees · 24 Aug 2026 14:45
Georgina Lees, Head of Business Development at Gatcombe Lees, described manual relationship tracking across CRM, email, call recordings and matter records. She agreed to a tailored demo. No tier or price was discussed.
What was said
What this says
As at Fri 9 Oct 2026Georgina Lees, Head of Business Development at Gatcombe Lees, described manual relationship tracking across CRM, email, call recordings and matter records. She agreed to a tailored demo. No tier or price was discussed.
What happened: On the 24 Aug 2026 discovery call, Tom Ashdown asked how Gatcombe Lees tracks relationships and pitch history. Georgina runs business development at a property law firm and supports hundreds of relationships.
Customer view: The information exists but is scattered across a basic CRM, emails, call recordings and the matter management system. She says slow searching costs the firm pitch opportunities.
Commercial: This is new business. The need maps to the brain's cross-system search and pages, with the tier still open.
Watch: Georgina leads a very small team, so the evidence does not show who else would buy, sign or own the data sources.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to send a calendar invite and run a demo tailored to property and construction relationships.
Risks
As at Fri 9 Oct 2026- Only Georgina and one supporter were involved, so the buying authority and budget owner are not shown.
Opportunities
As at Fri 9 Oct 2026- Cross-system search and client pages over CRM, email, call recordings and matter records could speed up her pitches.
Transcript
Tom AshdownHi Georgina, can you hear me?
Georgina LeesYes, loud and clear. How are you?- Tom AshdownReally well, thanks. How's the week treating you?
- Georgina LeesBusy as always, but good. Thanks for making time.
- Tom AshdownNo drama. So I want to understand what you do, where the pain points are with business development, and whether the brain could help you.
- Georgina LeesRight. So we're a property law firm, we do construction, employment work too. I run the business development side. Honestly, it's quite manual. We're trying to track relationships, understand who knows who, what deals we've been involved in.
- Tom AshdownHow many relationships are we talking about?
- Georgina LeesHundreds. Property developers, construction companies, brokers, other law firms we partner with. Some relationships span years, some are new.
- Tom AshdownAnd you're trying to manage all of that how? What systems do you use?
- Georgina LeesWe have a CRM: it's quite basic, but it has contact details and notes on deals. We have emails, obviously. Call recordings from pitches and client calls. And our matter management system has deal details.
- Tom AshdownSo if you wanted to understand a relationship: like, what deals have we done with Company X, who at the firm knows them, you'd have to check all of those?
- Georgina LeesYeah, exactly. And it's frustrating because the information's there, it's just scattered. I spend too much time searching.
- Tom AshdownRight. And when you're pitching for new work, how much of that manual searching comes into play?
- Georgina LeesQuite a bit, actually. I want to understand the prospect: have we worked with them before, do we have a relationship with them, what's our track record. A lot of that means digging through emails and the CRM.
- Tom AshdownIs that slowing you down on pitches?
- Georgina LeesA bit, yeah. Especially if it's someone new and I don't have immediate context. We miss opportunities sometimes because we don't put together a strong pitch quickly enough.
- Tom AshdownWho's on your BD team?
- Georgina LeesMe, mainly. I have one person who supports me. We're small.
- Tom AshdownOkay. So if you had a tool where you could ask, do we know Company X, what's our history with them, pull from your CRM, emails, call recordings, matter records all at once, what would that mean for your pitches?
- Georgina LeesWe could turnaround pitches much faster. And we'd be more confident because we'd have the full picture.
- Tom AshdownThat's a really good way to put it. So the brain does exactly that. You ask questions and it pulls from all your data, CRM, emails, call recordings, whatever you connect, and brings you answers.
- Georgina LeesThat sounds perfect for what we need.
- Tom AshdownRight. So what I'd like to do is put together a demo tailored to your world, property and construction relationships, and we can see if it feels right.
- Georgina LeesYeah, I'd love that. When?
- Tom AshdownI can get something in the diary for September. How does mid-September look?
- Georgina LeesThat works for me.
- Tom AshdownPerfect. I'll send a calendar invite and we'll walk through it together.
- Georgina LeesSounds good. Thanks Tom.
- Tom AshdownCheers, Georgina. Speak soon.