Fothergill Brice

AI facts

Current to 13 Oct 26

Fothergill Brice is a Manchester legal services prospect with no executed paper and no invoices. The open deal is Growth at the proposal stage: £62k for year one including implementation, then £50k a year, with expected close on 20 Nov 2026. There is no usage history because the firm is not yet a customer. The security questionnaire return and the order form are still to come. A negotiation call is booked for 28 Oct 2026 with Owen Tallis and Jonathan Brice.

Read from 5 calls · 3 email threads · 1 deals · 3 people · 3 documents, newest 5 Oct 26

AImade from

Profile

Updated 9 Oct 26

IndustryLegal services
Websitefothergillbrice.example
CountryUnited Kingdom
HQ cityManchester
Size380 employees
CRM ownerLewis Kerr
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

Current to 13 Oct 26

Prospect, because the Growth deal is live and the champion reports the economic buyer ready to proceed at the quoted price. Nothing is signed, Jonathan Brice has said little directly, and the P1 wording needs correcting. The partners' interest could widen the user count.

Signals Fothergill Brice / BB-Demo – Proposal Document roll-up Fothergill Brice / BB-Demo – Demo Fothergill Brice - Proposal

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealProposal · £62,000
Last contact5 Oct 2026

Computedmade from

Next step

Current to 13 Oct 26

What: Lewis Kerr sends the security questionnaire to Lydia Ashurst, asks her to involve Asif Mahmood, and gets it reviewed with the P1 and refresh wording corrected before the 28 Oct 2026 negotiation call. proposal
Who: Lewis Kerr
When: This week by 9 Oct 2026
Why: Lewis Kerr should send the security questionnaire through Lydia Ashurst, bring in Asif Mahmood, and correct the P1 and refresh wording before the negotiation call booked for 28 Oct 2026, so Jonathan Brice can sign the Growth order form.

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: an open Growth deal at the CRM proposal stage, £62k for year one then £50k a year, with Lydia Ashurst reporting Jonathan Brice ready to proceed. Nothing is signed, and a negotiation call is booked for 28 Oct 2026.

Prospect Fothergill Brice has an open Growth deal at the CRM proposal stage, expected to close on 20 Nov 2026. The 2 Oct 2026 proposal offers £62k for year one, then £50k a year; nothing is executed or invoiced.

As a prospect it has no usage, ticket or billing history. Lydia Ashurst, the champion, attended all four calls; Jonathan Brice, Managing Partner, has not spoken on a call since discovery.

On the 5 Oct 2026 proposal call Lydia reported Jonathan ready to proceed, though he wants a shorter implementation. The main risk is wording: refresh stated in UK time, and P1 described by Theo Gallagher as resolution within one hour.

Lewis Kerr owns the next step, due by 9 Oct 2026: send the security questionnaire to Lydia, involve Asif Mahmood, IT Director, and correct the P1 and refresh wording before the negotiation call booked for 28 Oct 2026.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

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

Proposals (2)
- Growth tier proposal, first draft draft · proposal · 29 Sep 2026
- Growth tier proposal and pricing issued · proposal · 2 Oct 2026
Security (1)
- Security questionnaire answers issued · security questionnaire · 14 Sep 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Fothergill Brice – New	proposal	£62,000	20 Nov 2026

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

28 Oct 2026callFothergill Brice / BB-Demo – Negotiation Lewis Kerr, Owen Tallis, Jonathan Brice, Lydia Ashurst+1
5 Oct 2026callFothergill Brice / BB-Demo – Proposal Lewis Kerr, Lydia Ashurst
2 Oct 2026documentFothergill Brice - Proposal Lewis Kerr
29 Sep 2026documentFothergill Brice - Proposal v1 Lewis Kerr
21 Sep 2026callFothergill Brice / BB-Demo – Demo Lewis Kerr, Theo Gallagher, Lydia Ashurst
16 Sep 2026email_threadDemo, final confirmation Lewis Kerr, Lydia Ashurst
14 Sep 2026documentFothergill Brice - Security Questionnaire Theo Gallagher
8 Sep 2026callFothergill Brice / BB-Demo – Demo Lewis Kerr, Theo Gallagher, Lydia Ashurst
28 Aug 2026email_threadReady for your demo? Lewis Kerr, Lydia Ashurst
17 Aug 2026callFothergill Brice / BB-Demo – Discovery Lewis Kerr, Lydia Ashurst, Jonathan Brice
12 Aug 2026email_threadLet's schedule a discovery call Lewis Kerr, Lydia Ashurst
21 Jul 2026dealFothergill Brice – New Lewis Kerr, Lydia Ashurst
25 Nov 2025eventRevenue leaders roundtable Alice Brewer, Lachlan Nguyen, Asif Mahmood, Yasmin Openshaw, Emma Jagger, Gerard Kok, Oluwaseun Bamidele, Andrew Pickering, Craig Holt, Jasmine Coleman, Shane Twomey, Emma Haworth, Stefanie Lange, Clodagh Fitzgerald, Shirley Bowman, Reece Dunn, Glen Nuttall, Ilse de Graaf, Cian Farrell, Gráinne Lynch, Sofie Bech, Mads Mortensen, Marie Wouters, Antoine Moreau, Aylin Kaya, Philip Annear, Lauren Pilkington, Clara Hoskins, Siobhán Nolan, Joost van der Linden, Sanne de Wit, Tim Schröder+29
18 Jul 2024eventBB-Demo webinar Nell Ashcombe, Rajesh Mistry, Padraig Flaherty, Moira Sinclair, Lydia Ashurst, Julien Morel, Toby Mellor, Tyler Brookes, Shirley Bowman, Ronald Hetherington+7
16 Nov 2023eventBB-Demo webinar Nell Ashcombe, Mark Siddall, Craig Paterson, Linda Gourlay, Lydia Ashurst, Neil Entwistle, Toby Mellor, Valerie Okon, Yasmin Chaudhry, Rhian Morgan, Phil Royston, Katharina Richter, Luke Kershaw, Nadia Bashir+11

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

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

Fothergill Brice's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 11 AI summaries of 12 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is not yet analysed.

The trail as a list (block, record, entity, raw row)

Activity page block
- Fothergill Brice / BB-Demo – Discovery entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - call_recorder/calls.csv call_105_001 raw row
- Fothergill Brice / BB-Demo – Demo entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - call_recorder/calls.csv call_105_002 raw row
- Fothergill Brice / BB-Demo – Demo entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - call_recorder/calls.csv call_105_003 raw row
- Fothergill Brice / BB-Demo – Proposal entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - call_recorder/calls.csv call_105_004 raw row
- Fothergill Brice / BB-Demo – Negotiation entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - call_recorder/calls.csv call_105_005 raw row
- Fothergill Brice – New entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - crm/deal_line_items.csv deal_105_01:1 raw row
  - crm/deal_line_items.csv deal_105_01:2 raw row
  - crm/deal_stage_history.csv deal_105_01:1 raw row
  - crm/deal_stage_history.csv deal_105_01:2 raw row
  - crm/deal_stage_history.csv deal_105_01:3 raw row
  - +2 more
- +9 more
AI opinion page block
- Fothergill Brice: Growth prospect AI record
  - Fothergill Brice – New entity
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
    - crm/deal_line_items.csv deal_105_01:1 raw row
    - crm/deal_line_items.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:1 raw row
    - crm/deal_stage_history.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:3 raw row
    - +2 more
  - Fothergill Brice: proposals, nothing executed AI record
    - Fothergill Brice - Security Questionnaire entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_001 raw row
    - Fothergill Brice - Proposal v1 entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_002 raw row
    - Fothergill Brice - Proposal entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_003 raw row
    - Security Questionnaire for Fothergill Brice AI record
      - Fothergill Brice - Security Questionnaire entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_001 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - Growth tier proposal v1, draft AI record
      - Fothergill Brice - Proposal v1 entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_002 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - Fothergill Brice proposal, Growth tier AI record
      - Fothergill Brice - Proposal entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_003 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - +1 more
  - Growth discovery for business development AI record
    - Fothergill Brice / BB-Demo – Discovery entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_001 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Growth demo and first price quote AI record
    - Fothergill Brice / BB-Demo – Demo entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_002 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Freshness, security and admin questions AI record
    - Fothergill Brice / BB-Demo – Demo entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_003 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Growth proposal: ready to proceed AI record
    - Fothergill Brice / BB-Demo – Proposal entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_004 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - +12 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_105 facts table
  - Fothergill Brice – New entity
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
    - crm/deal_line_items.csv deal_105_01:1 raw row
    - crm/deal_line_items.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:1 raw row
    - crm/deal_stage_history.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:3 raw row
    - +2 more
AI facts page block
- Fothergill Brice: Growth prospect AI record
  - Fothergill Brice – New entity
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
    - crm/deal_line_items.csv deal_105_01:1 raw row
    - crm/deal_line_items.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:1 raw row
    - crm/deal_stage_history.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:3 raw row
    - +2 more
  - Fothergill Brice: proposals, nothing executed AI record
    - Fothergill Brice - Security Questionnaire entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_001 raw row
    - Fothergill Brice - Proposal v1 entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_002 raw row
    - Fothergill Brice - Proposal entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_003 raw row
    - Security Questionnaire for Fothergill Brice AI record
      - Fothergill Brice - Security Questionnaire entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_001 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - Growth tier proposal v1, draft AI record
      - Fothergill Brice - Proposal v1 entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_002 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - Fothergill Brice proposal, Growth tier AI record
      - Fothergill Brice - Proposal entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_003 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - +1 more
  - Growth discovery for business development AI record
    - Fothergill Brice / BB-Demo – Discovery entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_001 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Growth demo and first price quote AI record
    - Fothergill Brice / BB-Demo – Demo entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_002 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Freshness, security and admin questions AI record
    - Fothergill Brice / BB-Demo – Demo entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_003 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Growth proposal: ready to proceed AI record
    - Fothergill Brice / BB-Demo – Proposal entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_004 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - +12 more
Contacts page block
- Lydia Ashurst entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - crm/contacts.csv per_10501:org_105 raw row
- Jonathan Brice entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - crm/contacts.csv per_10502:org_105 raw row
- Asif Mahmood entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - crm/contacts.csv per_10503:org_105 raw row
Open deals page block
- Fothergill Brice – New entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - crm/deal_line_items.csv deal_105_01:1 raw row
  - crm/deal_line_items.csv deal_105_01:2 raw row
  - crm/deal_stage_history.csv deal_105_01:1 raw row
  - crm/deal_stage_history.csv deal_105_01:2 raw row
  - crm/deal_stage_history.csv deal_105_01:3 raw row
  - +2 more
Documents page block
- Fothergill Brice - Security Questionnaire entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - document_store/files.csv doc_105_001 raw row
- Fothergill Brice - Proposal v1 entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - document_store/files.csv doc_105_002 raw row
- Fothergill Brice - Proposal entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - document_store/files.csv doc_105_003 raw row
hero page block
- Fothergill Brice: Growth prospect AI record
  - Fothergill Brice – New entity
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
    - crm/deal_line_items.csv deal_105_01:1 raw row
    - crm/deal_line_items.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:1 raw row
    - crm/deal_stage_history.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:3 raw row
    - +2 more
  - Fothergill Brice: proposals, nothing executed AI record
    - Fothergill Brice - Security Questionnaire entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_001 raw row
    - Fothergill Brice - Proposal v1 entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_002 raw row
    - Fothergill Brice - Proposal entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - document_store/files.csv doc_105_003 raw row
    - Security Questionnaire for Fothergill Brice AI record
      - Fothergill Brice - Security Questionnaire entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_001 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - Growth tier proposal v1, draft AI record
      - Fothergill Brice - Proposal v1 entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_002 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - Fothergill Brice proposal, Growth tier AI record
      - Fothergill Brice - Proposal entity
        Fothergill Brice entity
        crm/companies.csv org_105 raw row
        document_store/files.csv doc_105_003 raw row
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
    - +1 more
  - Growth discovery for business development AI record
    - Fothergill Brice / BB-Demo – Discovery entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_001 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Growth demo and first price quote AI record
    - Fothergill Brice / BB-Demo – Demo entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_002 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Freshness, security and admin questions AI record
    - Fothergill Brice / BB-Demo – Demo entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_003 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - Growth proposal: ready to proceed AI record
    - Fothergill Brice / BB-Demo – Proposal entity
      - Fothergill Brice entity
        crm/companies.csv org_105 raw row
      - call_recorder/calls.csv call_105_004 raw row
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
  - +12 more
- Fothergill Brice – New entity
  - Fothergill Brice entity
    - crm/companies.csv org_105 raw row
  - crm/deal_line_items.csv deal_105_01:1 raw row
  - crm/deal_line_items.csv deal_105_01:2 raw row
  - crm/deal_stage_history.csv deal_105_01:1 raw row
  - crm/deal_stage_history.csv deal_105_01:2 raw row
  - crm/deal_stage_history.csv deal_105_01:3 raw row
  - +2 more
- facts.reconciliation_t0:org_105 facts table
  - Fothergill Brice – New entity
    - Fothergill Brice entity
      - crm/companies.csv org_105 raw row
    - crm/deal_line_items.csv deal_105_01:1 raw row
    - crm/deal_line_items.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:1 raw row
    - crm/deal_stage_history.csv deal_105_01:2 raw row
    - crm/deal_stage_history.csv deal_105_01:3 raw row
    - +2 more
  - Fothergill Brice entity
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 (not yet analysed) page block

Computedmade from

Sources AI · Calls · CRM · Documents · Events · Email

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

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Fothergill Brice

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

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