Marlstone Legal - Onboarding Plan
Documentfinal Marlstone Legal: documents · onboarding_plan · final · 2025-04-05
Eight-week onboarding plan for the Growth tier, prepared 5 Apr 2025 with service start 1 Apr 2025 and go-live planned for late May. Covers 40 licensed users and eight connectors. Quotes a P1 response within one business hour. No price or availability figure is stated.
What it says
What this says
Current to 11 Oct 26Eight-week onboarding plan for the Growth tier, prepared 5 Apr 2025 with service start 1 Apr 2025 and go-live planned for late May. Covers 40 licensed users and eight connectors. Quotes a P1 response within one business hour. No price or availability figure is stated.
What it is: an implementation plan prepared by Laura Penhaligon, Implementation Consultant at BB-Demo, for Marlstone Legal. It sets three phases over eight weeks: discovery, configuration and integration, then testing and training.
Commits: the plan states Growth tier, 40 licensed users and eight planned connectors. Support is given as "Standard Growth tier support provides P1 response within one business hour."
Unusual: Phase 2 targets only "five to six active" connectors, while the success criteria require "All eight planned connectors live or in active use". The go-live is given only as "Late May", with no calendar date.
Not settled: the document is not a contract and states no price, availability percentage, refresh deadline, service credit or connector delivery date. It does not show whether go-live happened or whether the success criteria were met.
As found in this document
Current to 9 Oct 26- Date start1 Apr 2025Source: object_read:doc_014_008
- P1 responseStandard Growth tier support provides P1 response within one business hour.Standard Growth tier support provides P1 response within one business hour. · Source: object_read:doc_014_008
- Licensed users40Source: object_read:doc_014_008
- Planned connectorseightSource: object_read:doc_014_008
- Planned go-liveLate MaySource: object_read:doc_014_008
The document
Body
Onboarding Plan, Marlstone Legal
Prepared: 5 April 2025 Service Start: 1 April 2025 Planned Go-Live: Late May Implementation Lead: Laura Penhaligon, BB-Demo
Overview
Marlstone Legal has selected the Company Brain Growth tier to integrate call recordings, CRM, email and billing systems. This eight-week implementation programme will deliver go-live in late May, beginning with a discovery phase in early April.
Customer Details
- Tier: Growth
- Licensed users: 40
- Planned connectors: eight
- Primary use case: Unified client and billing visibility for business development team
Implementation Phases
Phase 1: Discovery and Planning (Week 1–2)
- Kickoff call with customer stakeholders
- Document current systems architecture and data flows
- Identify CRM, call recorder, email and billing system configurations
- Confirm user groups and connector priorities
- Establish success metrics
Owner: Laura Penhaligon
Phase 2: Configuration and Integration (Week 3–5)
Read the whole document (1,960 characters)
- Configure primary data connectors (targeting five to six active)
- Map CRM fields and establish data refresh schedule
- Validate call recording integration and search capability
- Set up user groups and access controls
Owner: Laura Penhaligon with customer IT lead
Phase 3: Testing and Training (Week 6–8)
- Conduct data validation testing
- Deliver hands-on training for power users
- Finalise additional connector configurations as needed
- Go-live readiness review
Owner: Laura Penhaligon with customer stakeholders
Success Criteria
- All eight planned connectors live or in active use
- CRM and call recordings searchable end-to-end
- Twenty or more active users during the first month
- Positive user feedback on search relevance and speed
Support
Post-go-live, quarterly business reviews will assess usage, adoption and value realisation. Standard Growth tier support provides P1 response within one business hour.
Unusual terms
Current to 9 Oct 26- Go-live given as late May with no date
- Phase 2 targets five to six active connectors against eight planned