Proposal: On 2 Apr 2026 Jordan Pike asked Danielle Butler for a call to walk through a Growth-tier implementation. The thread shows no reply.

Walk-through: On 8 Apr 2026 Jordan took Danielle through the Growth proposal at sixty-two thousand for year one, paid upfront. He called the price firm and said Growth covers availability only, not data freshness.

Customer view: Danielle had spoken to finance, who wanted scope and payment terms. She asked about renewal, extra users and connectors, and the uptime SLA.

Negotiation: On 5 May 2026 Justin Simmons, the signer, joined the call. He said the price felt like a lot for an eight-week experiment, and Owen Tallis offered a fifty-fifty split and a week-six demo.

Signing: Justin said he will sign and asked for the order form, but gave no commitment on the call. The same day Jordan sent the final proposal at £62k, and Danielle said she would take it to Justin by end of May.

Open at the end: the proposal is unsigned, and the evidence shows no signed order form or later customer reply. The payment split is a concession to hold, and add-on interest in connectors was raised.

Discovery: on 9 Feb 2026 Danielle Butler and Justin Simmons said Salesforce and a separate time and billing system are not joined. Matter revenue takes a three-day analysis, and Justin asked about being able to leave.

Pricing: Jordan Pike positioned Growth with an eight week implementation at sixty-two thousand pounds for year one, a locked annual commitment. The time and billing system was not named, so connector feasibility was unconfirmed.

First demo: on 10 Mar 2026 Danielle, who had expected a call search tool, said the joined-up view is what they need. Jordan repeated the sixty-two thousand quote, spoken on the call and not a document price, and she planned to take it to finance.

Second demo: on 23 Mar 2026 Theo Gallagher showed a sandbox on sample matter management and email data. Danielle said forty users would be enough and needs to evidence controls for client due diligence, and Theo offered the SOC 2 Type II report.

Connector count: Jordan described Growth as having four connectors, against eight in the price book, so the proposal must state the correct count.

Follow-up: on 25 Mar 2026 Jordan followed up and Danielle agreed a Friday 14:00 walkthrough. The proposal was sent on 27 Mar 2026.

Open at the end: the evidence does not show the walkthrough, finance's view, the SOC 2 report being sent or any decision. Compliance needs may point toward Enterprise, which is a judgement in the reads.