Ability to filter clients by contract renewal date

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Moycullen Recruitment: documents · Ability to filter clients by contract renewal date

Customer requests a filter on the clients page to show contracts renewing soon, to help prioritise renewal follow-ups. Olivia logs this as a feature request.

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Current to 11 Oct 26

Customer requests a filter on the clients page to show contracts renewing soon, to help prioritise renewal follow-ups. Olivia logs this as a feature request.

Problem: Ciara wants a way to filter clients by contract renewal date to help prioritise renewal follow-ups within her workflow. Handling: Olivia correctly confirmed the requirement and logged it as a feature request for the product team to review. Watch: The request shows the customer wants to use the brain for renewal management, a high-value workflow. This adoption signal could indicate significant value if feature is delivered.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)497

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created · Ciara Joyce 11 Aug 2026 12:57
Hi there, I've been thinking it would be useful to have a filter on the clients page to show only those whose contracts renew soon. Would help our team prioritise follow-ups. Let me know if that's something you could consider. Cheers.
public_reply · Olivia Grant 11 Aug 2026 21:14
Hi Ciara, thanks for the suggestion. Just to confirm - you'd like to see clients where the contract renewal is coming up? I'll log this as a feature request for our product team to review. Cheers, Olivia
public_reply · Ciara Joyce 12 Aug 2026 10:04
Yes, that's right. It would really help us with our renewal workflow. Thanks for looking into it.
status_change · Olivia Grant 13 Aug 2026 17:40
status_change · 17 Aug 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

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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.

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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.

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