Elliot Kirkby
Person
Marlstone Legal: documents · champion
Operations Director at Marlstone Legal and platform admin. He has been BB-Demo's main contact from discovery to renewal. He still sees value, but he reported a usage drop on 7 Sep 2026 and a billing data mismatch on 17 Sep 2026.
Who they are
Insight
Current to 11 Oct 26Operations Director at Marlstone Legal and platform admin. He has been BB-Demo's main contact from discovery to renewal. He still sees value, but he reported a usage drop on 7 Sep 2026 and a billing data mismatch on 17 Sep 2026.
Role: Operations Director, CRM champion and platform admin since 1 Apr 2025. He has been the main customer voice on calls, tickets and threads, and has asked most of the practical questions.
Influence: He shapes the account day to day, but he brought Emma Croft and finance in for sign-off. The evidence does not show who signs the renewal.
Watch: On 7 Sep 2026 he reported that team usage had stopped. On 17 Sep 2026 he said value remains but billing figures do not match, and he wants that settled before adding anything.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Marlstone Legal | Operations Director | champion | elliot.kirkby@marlstone.example |
Activity
- 17 Sep 2026callMarlstone Legal / BB-Demo – Check In
- 11 Sep 2026email_threadQuarterly check-in
- 7 Sep 2026ticketTeam suddenly not using the brain
- 16 Apr 2026eventBB-Demo webinar
+11 - 11 Apr 2026email_threadBB-Demo webinar
- 25 Mar 2026ticketDuplicate partner records in the brain
- 23 Feb 2026ticketHow to search client matters effectively
- 20 Feb 2026callMarlstone Legal / BB-Demo – Renewal
+1 - 22 Jan 2026callMarlstone Legal / BB-Demo – Check In
- 16 Jan 2026ticketDashboard data not refreshing overnight
- 6 Jan 2026ticketNew team members can't access data
- 31 Dec 2025dealMarlstone Legal – Renewal
- 17 Dec 2025ticketHow do I export a dashboard?
- 6 Nov 2025ticketDashboards loading very slowly
- 22 Sep 2025callMarlstone Legal / BB-Demo – Check In
- 10 Sep 2025ticketClient records missing from search results
- 19 May 2025callMarlstone Legal / BB-Demo – Onboarding
- 12 May 2025callMarlstone Legal / BB-Demo – Onboarding
- 28 Apr 2025callMarlstone Legal / BB-Demo – Onboarding
- 7 Apr 2025callMarlstone Legal / BB-Demo – Kickoff
- 12 Mar 2025eventData leaders conference (BB-Demo stand)
+4 - 10 Feb 2025callMarlstone Legal / BB-Demo – Proposal
- 29 Jan 2025callMarlstone Legal / BB-Demo – Demo
- 27 Jan 2025email_threadDemo next week
- 22 Jan 2025callMarlstone Legal / BB-Demo – Demo
- 7 Jan 2025callMarlstone Legal / BB-Demo – Discovery
- 18 Dec 2024dealMarlstone Legal – New