Marlstone Legal logo

Marlstone Legal

Healthy£44,000Renews 1 Apr 27
made from

AI facts

Current to 11 Oct 26

Marlstone Legal holds Growth under the executed renewal order form of 16 Mar 2026: £44,000 a year, 1 Apr 2026 to 31 Mar 2027. Active users held at 35 from May 2026 to September 2026, while questions asked rose from 1962 to 2205 (12%). Renewal is on 1 Apr 2027, 174 days away, at a renewal price of £50,000 against £44,000 today (13.6%). On 17 Sep 2026 Elliot Kirkby reported billing figures from the accounting connector not matching the accounting system.

Read from 14 calls · 11 email threads · 20 tickets · 3 news items · 2 deals · 5 people · 9 documents, newest 17 Sep 26

AImade from

AI opinion

Current to 11 Oct 26

Healthy, because all three invoices were paid within terms, active users held at 35 and questions asked rose 12% over four months. No hard signal has fired. The accounting connector mismatch and the step to £50,000 need a value case before the renewal.

SignalsMarlstone Legal - Order Form (signed)Marlstone Legal / BB-Demo – Check InTeam suddenly not using the brainMarlstone Legal - Proposal

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26
What
Daniel Okafor obtains a mismatched billing example from Elliot Kirkby, has the accounting connector fault traced and fixed, and reports the cause and fix to Elliot in writing. delivery
Who
Daniel Okafor Daniel Okafor
When
this_week by 9 Oct 2026
Why
Daniel Okafor should get a mismatched billing example from Elliot Kirkby, trace the accounting connector fault and report the fix. Elliot wants this settled before widening use, and it underpins the case for the £50,000 renewal.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26
  • IndustryLegal servicesSource: CRM company record
  • Websitemarlstone.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLondonSource: CRM company record
  • Size220 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since1 Apr 2025Source: first executed order form ctr_014_01, signed 14 Mar 2025 · Growth tier · In the CRM since 18 Dec 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · Written 11 Oct 2026
CRMmade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£44,000Source: executed order form ctr_014_02, 1 Apr 2026 to 31 Mar 2027 · CRM £44,000 · Invoiced run rate £44,000 · As of 9 Oct 2026
  • Next renewal1 Apr 2027Basis: order form ctr_014_02 ends 31 Mar 2027 · In 174 days · Renewal price £50,000 (+13.6%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Apr 2026 to 31 Mar 2027Source: order form ctr_014_02 (renewal), signed 16 Mar 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact17 Sep 2026Call: Marlstone Legal / BB-Demo – Check In · 22 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Apr 2025 · 6 connectors configured
  • Licensed seats4035 active users in Sep 2026 · Order form ctr_014_02: 40 seats
Computedmade from

The story

Current to 11 Oct 26
Healthy

Healthy: Growth at £44,000 under the executed order form, all invoices paid within terms and questions up 12% over four months. An accounting connector mismatch and the £50,000 renewal price need a value case before 1 Apr 2027.

Healthy. Marlstone Legal holds Growth at £44,000 a year under the executed order form of 16 Mar 2026, to 31 Mar 2027; all three invoices were paid within terms. Renewal on 1 Apr 2027 is priced at £50,000 (13.6%).

Active users held at 35 over four months while questions rose from 1962 to 2205 (12%). One unnamed user, usr_014_010, asked 19% of questions; Elliot Kirkby, Operations Director, is the champion.

On 17 Sep 2026 Elliot said accounting connector billing figures do not always match the accounting system. The main risk is justifying £50,000 against the £39,600 a year the 7 Feb 2025 proposal quoted.

Daniel Okafor should obtain a mismatched billing example from Elliot and have the fault traced and fixed by 9 Oct 2026, while Tom Ashdown starts the renewal value case with Owen Tallis.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26
Contracted ARR and Invoiced ARR · monthlyUpdated 09 Oct 26
Contracted ARRInvoiced ARR
£0k£25k£50kJun 25Sep 25Dec 25Mar 26Jun 26Sep 26newexpansion£44k£44kApr 25: Contracted ARR £40k; Invoiced ARR £40kMay 25: Contracted ARR £40k; Invoiced ARR £40kJun 25: Contracted ARR £40k; Invoiced ARR £40kJul 25: Contracted ARR £40k; Invoiced ARR £40kAug 25: Contracted ARR £40k; Invoiced ARR £40kSep 25: Contracted ARR £40k; Invoiced ARR £40kOct 25: Contracted ARR £40k; Invoiced ARR £40kNov 25: Contracted ARR £40k; Invoiced ARR £40kDec 25: Contracted ARR £40k; Invoiced ARR £40kJan 26: Contracted ARR £40k; Invoiced ARR £40kFeb 26: Contracted ARR £40k; Invoiced ARR £40kMar 26: Contracted ARR £40k; Invoiced ARR £40kApr 26: Contracted ARR £44k; Invoiced ARR £44kMay 26: Contracted ARR £44k; Invoiced ARR £44kJun 26: Contracted ARR £44k; Invoiced ARR £44kJul 26: Contracted ARR £44k; Invoiced ARR £44kAug 26: Contracted ARR £44k; Invoiced ARR £44kSep 26: Contracted ARR £44k; Invoiced ARR £44k
One point per month; the dot and figure at the right end are the latest value. The line steps because the figure holds until it changes. Latest (Sep 26): Contracted ARR £44k; Invoiced ARR £44k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_014.
Show the figures as a table
Contracted ARRInvoiced ARR
Apr 25£40k£40k
May 25£40k£40k
Jun 25£40k£40k
Jul 25£40k£40k
Aug 25£40k£40k
Sep 25£40k£40k
Oct 25£40k£40k
Nov 25£40k£40k
Dec 25£40k£40k
Jan 26£40k£40k
Feb 26£40k£40k
Mar 26£40k£40k
Apr 26£44k£44k
May 26£44k£44k
Jun 26£44k£44k
Jul 26£44k£44k
Aug 26£44k£44k
Sep 26£44k£44k
Accountingmade from

Platform usage

Updated 9 Oct 26

Headroom on the Growth tier, Sep 2026: 35 of 40 included users; 6 of 8 included connectors.

Active users · Sep 26
35level vs Jun 26of 40 included on the tier
Questions asked · Sep 26
2,205up 198 vs Jun 26
Connectors configured · Sep 26
6level vs Jun 26of 8 included on the tier
Active admins · Sep 26
2level vs Jun 26
Data volume · Sep 26
5.0 GBup 0.2 GB vs Jun 26
Active users and questions · monthlyUpdated 09 Oct 26
Left axisActive usersIncluded users (40)Right axisQuestions asked
00201,250402,500May 25Jul 25Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 262,20535Apr 25: Included users (40) 40; Questions asked 330May 25: Included users (40) 40; Questions asked 876Jun 25: Included users (40) 40; Questions asked 1,550Jul 25: Included users (40) 40; Questions asked 1,855Aug 25: Included users (40) 40; Questions asked 1,179Sep 25: Active users 35; Included users (40) 40; Questions asked 2,152Oct 25: Active users 35; Included users (40) 40; Questions asked 2,315Nov 25: Active users 35; Included users (40) 40; Questions asked 1,945Dec 25: Active users 35; Included users (40) 40; Questions asked 1,659Jan 26: Active users 35; Included users (40) 40; Questions asked 1,972Feb 26: Active users 35; Included users (40) 40; Questions asked 1,990Mar 26: Active users 35; Included users (40) 40; Questions asked 2,123Apr 26: Active users 35; Included users (40) 40; Questions asked 2,080May 26: Active users 35; Included users (40) 40; Questions asked 1,962Jun 26: Active users 35; Included users (40) 40; Questions asked 2,007Jul 26: Active users 35; Included users (40) 40; Questions asked 2,401Aug 26: Active users 35; Included users (40) 40; Questions asked 1,294Sep 26: Active users 35; Included users (40) 40; Questions asked 2,205
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. Latest (Sep 26): Active users 35; Questions asked 2,205. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_014, signals:org_014.
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
Left axisConnectors configuredIncluded connectors (8)Active adminsRight axisData volume
00.0 GB42.5 GB85.0 GBMay 25Jul 25Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 265.0 GB62Apr 25: Connectors configured 2; Included connectors (8) 8; Data volume 1.2 GBMay 25: Connectors configured 5; Included connectors (8) 8; Data volume 3.1 GBJun 25: Connectors configured 6; Included connectors (8) 8; Data volume 3.9 GBJul 25: Connectors configured 6; Included connectors (8) 8; Data volume 3.9 GBAug 25: Connectors configured 6; Included connectors (8) 8; Data volume 4.0 GBSep 25: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.1 GBOct 25: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.2 GBNov 25: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.2 GBDec 25: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.3 GBJan 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.4 GBFeb 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.4 GBMar 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.5 GBApr 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.6 GBMay 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.7 GBJun 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.7 GBJul 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.8 GBAug 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 4.9 GBSep 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 5.0 GB
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Sep 26): Connectors configured 6; Active admins 2; Data volume 5.0 GB. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_014, signals:org_014.
Usagemade from

Documents

Updated 9 Oct 26

9 documents in 4 folders; 1 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

Not yet analysedNo open deals.
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Marlstone Legal's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 57 AI summaries of 62 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 10 pages.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Marlstone Legal healthy AI record
      • Marlstone Legal – New entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_01:1 raw row
        • contracts/order_form_lines.csv ctr_014_01:2 raw row
        • contracts/order_forms.csv ctr_014_01 raw row
        • crm/deal_line_items.csv deal_014_01:1 raw row
        • crm/deal_line_items.csv deal_014_01:2 raw row
        • +7 more
      • Marlstone Legal – Renewal entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_02:1 raw row
        • contracts/order_forms.csv ctr_014_02 raw row
        • crm/deal_line_items.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:2 raw row
        • +3 more
      • Marlstone Legal: Growth year 2 executed AI record
      • INV-014-0001 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_001:1 raw row
        • accounting/invoices.csv inv_014_001 raw row
        • accounting/payments.csv pay_014_001 raw row
      • INV-014-0002 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_002:1 raw row
        • accounting/invoices.csv inv_014_002 raw row
        • accounting/payments.csv pay_014_002 raw row
      • INV-014-0003 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_003:1 raw row
        • accounting/invoices.csv inv_014_003 raw row
        • accounting/payments.csv pay_014_003 raw row
      • +65 more
  • ARR journey page block
    • facts.arr_monthly:org_014 facts table
      • Marlstone Legal – New entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_01:1 raw row
        • contracts/order_form_lines.csv ctr_014_01:2 raw row
        • contracts/order_forms.csv ctr_014_01 raw row
        • crm/deal_line_items.csv deal_014_01:1 raw row
        • crm/deal_line_items.csv deal_014_01:2 raw row
        • +7 more
      • Marlstone Legal – Renewal entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_02:1 raw row
        • contracts/order_forms.csv ctr_014_02 raw row
        • crm/deal_line_items.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:2 raw row
        • +3 more
      • INV-014-0001 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_001:1 raw row
        • accounting/invoices.csv inv_014_001 raw row
        • accounting/payments.csv pay_014_001 raw row
      • INV-014-0002 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_002:1 raw row
        • accounting/invoices.csv inv_014_002 raw row
        • accounting/payments.csv pay_014_002 raw row
      • INV-014-0003 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_003:1 raw row
        • accounting/invoices.csv inv_014_003 raw row
        • accounting/payments.csv pay_014_003 raw row
  • AI facts page block
    • Marlstone Legal healthy AI record
      • Marlstone Legal – New entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_01:1 raw row
        • contracts/order_form_lines.csv ctr_014_01:2 raw row
        • contracts/order_forms.csv ctr_014_01 raw row
        • crm/deal_line_items.csv deal_014_01:1 raw row
        • crm/deal_line_items.csv deal_014_01:2 raw row
        • +7 more
      • Marlstone Legal – Renewal entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • contracts/order_form_lines.csv ctr_014_02:1 raw row
        • contracts/order_forms.csv ctr_014_02 raw row
        • crm/deal_line_items.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:1 raw row
        • crm/deal_stage_history.csv deal_014_02:2 raw row
        • +3 more
      • Marlstone Legal: Growth year 2 executed AI record
      • INV-014-0001 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_001:1 raw row
        • accounting/invoices.csv inv_014_001 raw row
        • accounting/payments.csv pay_014_001 raw row
      • INV-014-0002 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_002:1 raw row
        • accounting/invoices.csv inv_014_002 raw row
        • accounting/payments.csv pay_014_002 raw row
      • INV-014-0003 entity
        • Marlstone Legal entity
          • accounting/customers.csv org_014 raw row
          • crm/companies.csv org_014 raw row
          • product_analytics/tenants.csv org_014 raw row
        • accounting/invoice_lines.csv inv_014_003:1 raw row
        • accounting/invoices.csv inv_014_003 raw row
        • accounting/payments.csv pay_014_003 raw row
      • +65 more
  • Contacts page block
    • Elliot Kirkby entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1401:org_014 raw row
      • product_analytics/users.csv usr_014_002 raw row
    • Emma Croft entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1402:org_014 raw row
      • product_analytics/users.csv usr_014_004 raw row
    • Emma Jagger entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1403:org_014 raw row
      • product_analytics/users.csv usr_014_001 raw row
    • Mark Ellwood entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1404:org_014 raw row
      • product_analytics/users.csv usr_014_003 raw row
    • Toby Mellor entity
      • Marlstone Legal entity
        • accounting/customers.csv org_014 raw row
        • crm/companies.csv org_014 raw row
        • product_analytics/tenants.csv org_014 raw row
      • crm/contacts.csv per_1405:org_014 raw row
  • Open deals (not yet analysed) page block
    • Marlstone Legal entity
      • accounting/customers.csv org_014 raw row
      • crm/companies.csv org_014 raw row
      • product_analytics/tenants.csv org_014 raw row
  • Documents page block
  • hero page block
    • Key facts page block
      • Evidence trail page block
        • The story page block
          • Next step page block
            • Open tickets (not yet analysed) page block
              • Profile page block
                • Sources page block
                  • Platform usage page block
                    Computedmade from
                    Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
                    made from

                    BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

                    Help & Support

                    Open as a page

                    Help & Support

                    B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

                    How to use the site

                    How to ask

                    Press Ask Brain in the header. Type a question, or pick one of the examples.

                    The site itself does not call an AI model; answers in Claude come from the same figures you see here.

                    What the data covers

                    DataRecords
                    Organisations75
                    People at customers290
                    BB-Demo staff40
                    Calls784
                    Email threads1,169
                    Support tickets449
                    Documents477
                    Deals117
                    Invoices101
                    Events49
                    News items56

                    Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

                    BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

                    Who to contact

                    Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.
                    Ask B

                    Ask B

                    B-Brain · read-only