How to search client matters effectively

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Marlstone Legal: documents · How to search client matters effectively

Elliot Kirkby asked how to use the search feature to find client matters across CRM and call records using keyword combination. Olivia Grant provided guidance on AND/OR operators and iterative refinement.

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Current to 11 Oct 26

Elliot Kirkby asked how to use the search feature to find client matters across CRM and call records using keyword combination. Olivia Grant provided guidance on AND/OR operators and iterative refinement.

Problem: User needed guidance on effective search syntax and strategy for combining keywords across multiple data sources.

Handling: Olivia explained the search box capability, Boolean operators (AND, OR), and recommended starting with broad searches and refining iteratively.

Watch: Proactive user learning indicates Elliot is exploring deeper brain capabilities.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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Statusclosed

Categoryhow_to

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First response (min)210

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created · Elliot Kirkby 23 Feb 2026 11:25
Quick question about how to use the search feature to find client matters across our CRM and call records. Want to know the best way to combine keywords to get the right results.
public_reply · Olivia Grant 23 Feb 2026 14:55
Hi Elliot, Thanks for the question. You can use the search box on the dashboard to query across all your data at once. Try combining keywords with AND or OR operators; for example, searching 'client_name AND contract_review' will narrow results to matters mentioning both terms. I'd recommend starting with broader searches and refining from there. Cheers, Olivia
status_change · Olivia Grant 26 Feb 2026 15:08
status_change · 2 Mar 2026 23:59

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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

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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

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

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

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

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

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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.

Help Ask B