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Fothergill Brice logo

Fothergill Brice

Prospect£0Proposal · £62k/yr
made from

AI facts

As at Fri 9 Oct 2026

Fothergill Brice, a Manchester legal services firm, has no executed order form, no ARR and no invoices. The final proposal of 2 Oct 2026 offers Growth at £62k for year one, including implementation, then £50k a year. There is no platform tenant, so no usage is recorded. The open new-business deal is at proposal stage in the CRM with expected close on 20 Nov 2026, and a negotiation call is booked for 28 Oct 2026. Security review and order form are still to come.

Read from 5 calls · 3 email threads · 1 deals · 3 people · 3 documents, newest 5 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLegal servicesSource: CRM company record
  • Websitefothergillbrice.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityManchesterSource: CRM company record
  • Size380 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because nothing is signed but the deal is advancing: Lydia Ashurst reported on 5 Oct 2026 that the pricing is fine and Jonathan Brice is ready to move forward. The decision-maker has barely been heard directly. The P1 and refresh wording should be fixed before the order form.

SignalsDocument roll-upFinance readFothergill Brice / BG-Demo – ProposalFothergill Brice / BG-Demo – DemoFothergill Brice / BG-Demo – Discovery

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Fothergill Brice – New · new deal · Expected close 20 Nov 2026 · Owner Lewis Kerr
  • Last contact5 Oct 2026Call: Fothergill Brice / BG-Demo – Proposal · 4 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Send Lydia Ashurst the security questionnaire with the P1 wording corrected to a one-hour first response and refresh stated as 07:00 customer local time, so Jonathan Brice reviews accurate terms before the negotiation call. proposal
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should send Lydia Ashurst the security questionnaire now, with P1 corrected to a one-hour first response and refresh set to customer local time, so Jonathan Brice reviews accurate terms before the 28 Oct 2026 negotiation call.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Fothergill Brice has an open Growth deal at proposal stage, £62k for year one then £50k a year, with nothing executed. Corrected P1 and refresh wording must reach Lydia Ashurst before the 28 Oct 2026 negotiation call.

Prospect Fothergill Brice has no executed order form or invoices. The final proposal of 2 Oct 2026 offers Growth at £62k for year one, then £50k a year; the CRM expects close on 20 Nov 2026.

There is no tenant, so no usage or tickets to read. Lewis Kerr has run all four calls with champion Lydia Ashurst; Jonathan Brice, Managing Partner, has one recorded call.

On 5 Oct 2026 Lydia said pricing is fine and Jonathan is ready to move forward. The risk is wording: a demo described P1 as resolution within one hour, and the papers state refresh in UK time.

Lewis should send Lydia the security questionnaire by 9 Oct 2026 with P1 corrected to a one-hour first response and refresh at 07:00 customer local time, before the 28 Oct 2026 negotiation call with Owen Tallis.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one open deal

Standing No invoices

Fothergill Brice is a prospect with no order form, no ARR and no invoices. One open Growth new-business deal sits at proposal stage at £62k, with expected close on 20 Nov 2026.

  • No order form, so no ARR and no billing
  • Open Growth deal at proposal stage, £62k
  • Expected close 20 Nov 2026
The analysis

Recurring revenue: none. No order form has started, so there is no ARR, and the reconciliation shows £0 for CRM ARR, invoiced run rate and order-form ARR.

Next commitment: none contracted. The open new-business deal is a forecast, not a win, and carries a deal amount of £62k with an annual value of £50k.

Billing: there are no invoices, so nothing is owed or disputed.

Deals: the open Growth deal is at proposal stage in the CRM, created on 21 Jul 2026. Its owner, Lewis Kerr, is active in HR.

Fothergill Brice – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

AImade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Fothergill Brice – Newproposal£62,00020 Nov 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 28 Oct 2026upcoming callFothergill Brice / BG-Demo – Negotiation Lewis Kerr, Owen Tallis, Jonathan Brice, Lydia AshurstFothergill Brice logoLewis KerrOwen TallisJonathan Brice+1
  • Held
  • 5 Oct 2026callFothergill Brice / BG-Demo – Proposal Lewis Kerr, Lydia AshurstFothergill Brice logoLewis KerrLydia Ashurst
  • 2 Oct 2026documentFothergill Brice - Proposal Lewis KerrFothergill Brice logoLewis Kerr
  • 29 Sep 2026documentFothergill Brice - Proposal v1 Lewis KerrFothergill Brice logoLewis Kerr
  • 21 Sep 2026callFothergill Brice / BG-Demo – Demo Lewis Kerr, Theo Gallagher, Lydia AshurstFothergill Brice logoLewis KerrTheo GallagherLydia Ashurst
  • 16 Sep 2026email threadDemo, final confirmation Lewis Kerr, Lydia AshurstFothergill Brice logoLewis KerrLydia Ashurst
  • 14 Sep 2026documentFothergill Brice - Security Questionnaire Theo GallagherFothergill Brice logoTheo Gallagher
  • 8 Sep 2026callFothergill Brice / BG-Demo – Demo Lewis Kerr, Theo Gallagher, Lydia AshurstFothergill Brice logoLewis KerrTheo GallagherLydia Ashurst
  • 28 Aug 2026email threadReady for your demo? Lewis Kerr, Lydia AshurstFothergill Brice logoLewis KerrLydia Ashurst
  • 17 Aug 2026callFothergill Brice / BG-Demo – Discovery Lewis Kerr, Lydia Ashurst, Jonathan BriceFothergill Brice logoLewis KerrLydia AshurstJonathan Brice
  • 12 Aug 2026email threadLet's schedule a discovery call Lewis Kerr, Lydia AshurstFothergill Brice logoLewis KerrLydia Ashurst
  • 21 Jul 2026dealFothergill Brice – New Lewis Kerr, Lydia AshurstFothergill Brice logoLewis KerrLydia Ashurst
  • 25 Nov 2025eventRevenue leaders roundtable Alice Brewer, Lachlan Nguyen, Asif Mahmood, Yasmin Openshaw, Emma Jagger, Gerard Kok, Oluwaseun Bamidele, Andrew Pickering, Craig Holt, Jasmine Coleman, Shane Twomey, Emma Haworth, Stefanie Lange, Clodagh Fitzgerald, Shirley Bowman, Reece Dunn, Glen Nuttall, Sajid Iqbal, Stephen Arden, Oliver Rushworth, Ilse de Graaf, Linda Barraclough, Samantha Gee, Trevor Bulmer, Cian Farrell, Gráinne Lynch, Sofie Bech, Mads Mortensen, Jackie Seed, Marie Wouters, Anders Holm, Els De Smet, Antoine Moreau, Aylin Kaya, Philip Annear, Lauren Pilkington, Clara Hoskins, Siobhán Nolan, Joost van der Linden, Sanne de Wit, Tim SchröderAlice BrewerLachlan NguyenAsif Mahmood+38
  • 18 Jul 2024eventBG-Demo webinar Nell Ashcombe, Rajesh Mistry, Padraig Flaherty, Moira Sinclair, Lydia Ashurst, Julien Morel, Toby Mellor, Tyler Brookes, Shirley Bowman, Ronald Hetherington, Holly Garside, Becky Lofthouse, Roger Yeo, Trevor Bulmer, Irene Coulson, Duncan GreenwoodNell AshcombeRajesh MistryPadraig Flaherty+13
  • 16 Nov 2023eventBG-Demo webinar Nell Ashcombe, Mark Siddall, Craig Paterson, Linda Gourlay, Lydia Ashurst, Neil Entwistle, Toby Mellor, Valerie Okon, Yasmin Chaudhry, Rhian Morgan, Phil Royston, Katharina Richter, Lesley Charlton, Carl Ibbotson, Oliver Rushworth, Janet Readman, Filip Maes, Luke Kershaw, Nadia BashirNell AshcombeMark SiddallCraig Paterson+16
CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Fothergill Brice's pages are written from 3 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 11 AI summaries of 12 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 3 pages. 3 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · Events · Email
made from

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

Help & Support

Open as a page

Help & Support

B-Viz 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.

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What the data covers

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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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