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Elena Novak

Marlstone Legal / BG-Demo – Check In

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Marlstone Legal logo Marlstone Legal · 28 Sep 2026 12:00

On the 28 Sep 2026 check-in Elliot Kirkby said the brain is working but only business development is enthusiastic. He wants no extra users or connectors and has no measured ROI ahead of an April renewal quoted at £44k.

What was said

What this says

As at Fri 9 Oct 2026

On the 28 Sep 2026 check-in Elliot Kirkby said the brain is working but only business development is enthusiastic. He wants no extra users or connectors and has no measured ROI ahead of an April renewal quoted at £44k.

What happened: Elena Novak checked in with Elliot Kirkby on 28 Sep 2026 and raised the renewal due next April. Elliot reported no major issues beyond one data freshness ticket that was resolved quickly.

Customer view: business development people love it, but the associates are still finding their feet. Elliot said no exact ROI has been measured.

Commercial: Elliot declined more users or connectors. Elena quoted £44k but said she would confirm terms with finance, and the v2 Growth list of £50k may apply at this first renewal.

Watch: with no value case and adoption confined to one group, the renewal rests on goodwill.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Renewal check-in, adoption
Importance
renewal
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Elena Novak to confirm renewal terms and price with the finance team before sending the formal notice.
  • Build a simple value case with Elliot Kirkby before the renewal conversation.

Risks

As at Fri 9 Oct 2026
  • No ROI has been measured, so the renewal has no value case behind it.
  • Adoption is concentrated in business development while the associates are still finding their feet.
  • The £44,000 figure quoted may be below the v2 Growth list of £50,000 due at this first renewal.

Opportunities

As at Fri 9 Oct 2026
  • Wider associate adoption could grow questions asked and justify the Growth subscription.

Transcript

  1. Elena Novak
    Elena Novak
    Hello Elliot, thanks for finding the time. I wanted to check in on how the brain is working for you since we went live earlier in the year.
  2. Elliot Kirkby
    Elliot Kirkby
    Hi Elena. Yeah, it's been good. The team's using it pretty regularly now.
  3. Elena Novak
    Elena Novak
    Excellent. Looking at our data, the active user base has stayed fairly stable over the summer. I wanted to understand, are there any barriers to broader adoption?
  4. Elliot Kirkby
    Elliot Kirkby
    I wouldn't say barriers exactly. I think the business development team who champion it are very happy. The wider team, the associates, are still finding their feet with it. It's a bit of a mindset shift from the old way of working.
  5. Elena Novak
    Elena Novak
    That makes sense. You're learning how to use it to better effect. Are there any technical issues we should know about?
  6. Elliot Kirkby
    Elliot Kirkby
    Nothing major. One support ticket a couple of months back about data freshness, but that got sorted fairly quickly.
  7. Elena Novak
    Elena Novak
    Good. To be precise, we've seen the data refresh on schedule every morning. As we head towards your renewal, I wanted to check, are there things you'd like to add? More connectors, more users, anything like that?
  8. Elliot Kirkby
    Elliot Kirkby
    Not for now, no. The 40 users we have is enough, and the connectors are working well. I think we'd like to stick with what we've got.
  9. Elena Novak
    Elena Novak
    Understood. And how is the value looking from your perspective? What's the return you're seeing?
  10. Elliot Kirkby
    Elliot Kirkby
    The business development people love it. They're seeing the full picture of each matter in one place instead of hopping between systems. We haven't measured an exact ROI, but the feedback is consistently positive from the users.
  11. Elena Novak
    Elena Novak
    Fantastic. Your renewal comes up next April. I'll send you a formal renewal notice in a few months, but I wanted to plant the seed now. I will confirm the exact terms when I speak with our finance team, but you're on Growth at 44,000 per year, as we agreed at the start.
  12. Elliot Kirkby
    Elliot Kirkby
    Okay. That sounds good. Thanks for checking in.
  13. Elena Novak
    Elena Novak
    You're welcome. I'll be in touch closer to the renewal date. Kind regards, Elliot.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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