How customer context changes the answer

Now I have all the data I need. Let me compile the comprehensive analysis. Let me consolidate all unique deals from both queries and categorize them by year and outcome.

Let me now carefully merge both result sets (deduplicating by entity_id) and compile the analysis.

All unique deals with Crewline as competitor (from either closed_lost_competitor_name or competitor_company):

I'll categorize by close_date year, treating "this year" as 2026 and "last year" as 2025. I'll also note any deals still open or with close dates after today (2026-09-22).

Let me organize this systematically:

Crewline Competitor Analysis: Win Rate – 2025 vs. 2026 (YTD)

Summary

I combined all deals where Crewline appeared in either the competitor_company or closed_lost_competitor_name fields, deduplicated them, and categorized by close date year.

2025 (Last Year) — Closed Deals

Deals Won in 2025 (13)

Deals Lost in 2025 (28)

Includes deals closed as closedlost, [record ID], and [record ID] (all appear to be closed-lost/disqualified stages). Key losses include:

Bellhaven Grove Group ($150,000) – Logan Ingram

Hazelwick Point Construction ($136,000) – Logan Ingram

Cinderbrook Grove Group ($52,140) – Logan Ingram

Dalecrest Grove Group ($51,138) – Charlie Jessop

Fernwick Heath Group ($150,700) – (no owner)

Evermere Grove Group ($47,150) – (no owner)

Foxhaven Grove Group ($44,800) – Adrian Jessop

2026 (This Year, YTD through Sep 22) — Closed Deals

Deals Won in 2026 (1)

Deals Lost in 2026 (20)

Major losses include:

Ironmere Grove Group ($100,000) – Adrian Jessop

Fernwick Point Solutions ($75,000) – Adrian Jessop

Jadecrest Grove Group ($69,430) – Charlie Jessop

Ashmere Bay Group ($58,060) – Adrian Jessop

Bellhaven Bay Group ($35,000) – Bailey Jessop

Cinderbrook Bay Group ($34,560) – Drew Jessop

Dalecrest Bay Group ($29,188) – Eden Jessop

1 Deal Still Open in 2026

(Close date is Sep 30, 2026 — still in the future, so this deal is not yet resolved.)

Year-over-Year Comparison

Key Observations

Win rate against Crewline has plummeted — from 31.7% in 2025 down to just 4.8% in 2026 YTD. This is a dramatic decline.

Volume is also down — Only 21 Crewline-competitive deals have closed in 2026 vs. 41 in all of 2025, though the year isn't over yet.

Only one win all year — Hawthorn Grove Group closed on Jan 2, 2026. There have been zero wins against Crewline in the last ~9 months.

One active deal remains — Lindenmere Ridge Construction ($26,140) is at "Decision Maker Bought In" stage with a Sep 30 close date. Conversations show this may actually be a prospect that left Crewline and is coming to Beamline Workforce (based on Jordan Ellis's email today about Lindenmere Ridge Construction switching due to Crewline's failed implementation).

Conversation insights suggest Crewline weaknesses exist but aren't being capitalized on:

Crewline has implementation and customer success failures (Lindenmere Ridge Construction case, Kestrelwood Ridge Services still in implementation nightmare)

Prospects are coming back after bad Crewline experiences (Casey Ellis's Slack: "this was a deal lost to Crewline and they came back because they hated Crewline")

Crewline's pricing is roughly $22/user/month for Payroll/HR/Benefits + $2 for Expense Management

Adrian Jessop acknowledged Beamline Workforce needs CC reimbursements and better mobile/expense management to compete

Top reps losing to Crewline in 2026: Charlie Jessop (4 losses), Adrian Jessop (3 losses), Drew Jessop (2 losses), Bailey Jessop (2 losses)

⚠️ Caveats

2026 is only ~9 months in, so the comparison is partial-year vs. full-year. Even accounting for that, the trajectory is concerning.

The competitor_company field captures deals where Crewline was a known competitor during the sales process, while closed_lost_competitor_name specifically tags the competitor for closed-lost deals. I included both to give the fullest picture.

I also excluded 2024 deals from the analysis (there were ~10 with Crewline) since you asked for this year vs. last year.

Would you like me to dig deeper into any particular angle — such as by rep, by pipeline/channel, by deal size, or look at conversation patterns for what's driving the losses?

Now I have a thorough picture. Let me compile everything into a comprehensive analysis.

Based on my thorough research across CRM data and conversation records, here is a complete analysis of your Clearhaven Legal vs. Casegrove competitive win rate.

📊 Clearhaven Legal vs. Casegrove: Competitive Deal Tracker

I identified all deals where Casegrove appeared as a competitor — whether in the CRM closed_lost_reason, closed_won_reason, or in conversation evidence (emails, meeting transcripts). Here's every deal I could confirm, organized chronologically:

Deals We WON Against Casegrove

Total wins vs. Casegrove: 6 deals | ~$850,720

Deals We LOST to Casegrove

Total losses to Casegrove: 18+ deals | ~$1.5M+

📈 Monthly Win Rate vs. Casegrove (Trend View)

\Two of the Jul 2025 "losses" went to ChatGPT/other, not directly to Casegrove, but Casegrove was in the consideration set.*

🔑 Key Takeaways

Your concern is validated — the most recent months (Aug–Sep 2026) show a 0% win rate against Casegrove, with three deals lost (Ironmere Vale Group, Quinn Ellis, Jadecrest Vale Group) and zero won.

The overall all-time win rate vs. Casegrove is roughly 25% (6 wins vs. ~18 losses), which is concerning.

The trend is worsening: After a stabilization period (Dec 2025–Jul 2026) where you were roughly 50/50, the last 6 weeks have seen a string of losses with no wins.

There's also a churn signal: Greenwick Vale Law was an existing customer who churned to Casegrove in May 2026 — this is especially alarming.

Top reasons prospects cite for choosing Casegrove over Clearhaven Legal:

Integrations (especially Jadecrest Park Group and Hazelwick Ridge Services) — cited repeatedly

Platform maturity / functionality — Jadecrest Vale Group: "we need a solution that is a bit further along"

Pricing — Ironmere Vale Group: "a very compelling deal"

Specific features — Bates stamps, human companion, med chron quality (DeHoyos)

Caveat on data completeness: The competitors field in the CRM is barely used (only 18 records, none mentioning Casegrove). Casegrove competitive deals are tracked inconsistently — mostly via closed_lost_reason free text. There are likely additional competitive encounters that aren't captured. As Parker Ellis noted in a Slack message in Feb 2026: "Main issue is it's not comprehensive. Deals are tagged in HubSpot for the most part with competitors and it keeps forgetting and dropping some deals."

Would you like me to dig deeper into any specific aspect — such as the integration gap (Jadecrest Park Group/Hazelwick Ridge Services), pricing competitiveness, or which reps are performing best/worst against Casegrove?

Now I have a comprehensive picture. Let me compile all the issues found since June 1, 2026, organized by week (Monday start). Here's what I found:

Weekly Medical Overview Issues — Since June 1, 2026

Summary & Observations

Total distinct issues found: ~20 across 17 weeks (Jun 1 – Sep 24, 2026).

Most common issue types:

Stuck/spinning Medical Overview (won't complete or load) — ~6 instances

Incorrect provider attribution / bill misattribution — ~4 instances

Missing bills or providers not flagged — ~3 instances

"Update Now" path broken / can't regenerate — ~3 instances

Incorrect data classification (orders counted as visits, stale data pulled from prior overviews) — ~2 instances

Wrong patient bills included — 1 confirmed instance (known limitation)

Peak weeks: The week of Sep 7 had the most issues (4), followed by the weeks of Jun 15 and Sep 14 (2–3 each).

Quiet period: July was notably quiet with no medical overview issues surfacing in the conversation archive.

Caveat: These counts reflect only issues that appear in the searchable conversation archive (emails, support tickets, meeting transcripts). There may be additional issues reported through in-app chat or other channels not captured here. Weeks showing 0 issues may simply have no archived conversations rather than truly zero problems.

Based on my extensive research, I now have a clear picture. Let me note that the user's mention of "Alderbrook Heath Facility Services" in the context of the original question appears to be part of the Fernwick Partners account name (which is a Alderbrook Heath Facility Services company) rather than a separate entity. Let me compile my findings.

Cancellation Research Report

1. Elmstead Security (New Zealand)

CRM Account: Elmstead Security | Owner: Eden Ingram | Domain: [company domain removed]

What happened:

Elmstead Security signed a Yarrowbrook Partners new business contract on 12 Jan 2026 for AUD $3,715.20 (Closed/Won).

Implementation progressed through January–March 2026 with weekly check-ins. The project was marked as complete and go-live confirmed on 24 March 2026 by implementation consultant Frankie Ingram.

The account was then handed over to Account Manager Casey Bennett for ongoing commercial support.

Cancellation reason:

I could not find a specific cancellation request or reason for Elmstead Security in the conversation archive. The CRM shows only the original Closed/Won deal with no subsequent churn or cancellation deal logged. There is no Closed/Lost reason recorded.

Interestingly, Eden Ingram (the original AE) left Fieldstone Software/Fieldstone Software around late April 2026 — his farewell email to another client (Bellhaven Point Group) on 22 April 2026 mentions it was his "final day with Yarrowbrook Partners."

It is possible the cancellation occurred after the AE departure and was not fully documented, or the cancellation details exist outside the channels I can search. This is a gap — I recommend checking with Casey Bennett (current account owner) for specifics.

2. Fernwick Partners – Northwillow Partners & Oakmere Partners

CRM Account: Fernwick Partners - Northwillow Partners & Oakmere Partners | Owner: Casey Bennett

What happened — this is a partial cancellation (downgrade), not a full cancellation:

Cancellation reason: Fernwick Partners terminated their subcontract at the Northwillow Partners site.

On 23 August 2026, Casey Bennett forwarded a "FINAL REMINDER – Termination of Subcontract | Northwillow Partners" notice to the Fieldstone Software cancellations team, explaining:

Fernwick Partners has shut down services for Northwillow Partners (i.e., they lost or terminated their underlying Alderbrook Heath Facility Services subcontract at that site).

Northwillow Partners and Oakmere Partners locations remain active under the same contract.

At the contract renewal on 30 September 2026, licenses need to be reduced from 142 to 75 to reflect only the remaining active sites.

No final invoices needed for Broadmeadows as the current subscription period was already invoiced.

Avery Bennett (Fernwick Partners's Transition Manager) acknowledged the email and added Riley Bennett (Portfolio Manager) to the thread on 24 August 2026.

There were also technical issues reported in the Northwillow Partners Yarrowbrook Partners application (a "Not Recorded" error in task templates reported by Thistlebrook Facility Services' Harper Ingram on 26 Aug 2026), though it's unclear if these contributed to the decision.

Key takeaway: The cancellation was driven by Fernwick Partners losing/ending their underlying Alderbrook Heath Facility Services subcontract at the Broadmeadows site, not by dissatisfaction with the software. The remaining two locations (Northwillow Partners and Oakmere Partners) continue as active customers.

3. Alderbrook Heath Facility Services

I was unable to identify a specific company called "Alderbrook Heath Facility Services" in the CRM. The search for "Alderbrook Heath Facility Services" returned 267+ results across many different companies with "Alderbrook Heath Facility Services" in their names. Some possibilities:

This may refer to Thistlebrook Facility Services, which is the subcontractor that uses Yarrowbrook Partners at the Fernwick Partners / Northwillow Partners site (and was experiencing issues there). However, Thistlebrook Facility Services is a separate account and I found no full cancellation for them.

This could be part of the Fernwick Partners account name/description rather than a separate company.

If you can provide the full company name or domain, I can research further.

4. Hazelwick Partners (Cayman Islands)

CRM Account: Hazelwick Partners | Owner: Parker Bennett | Domain: [company domain removed]

What happened — this is a partial cancellation (module removal), not a full account cancellation:

Cancellation reason: Removal of the Alderbrook Hill Group module only.

On 3 August 2026, Taylor Bennett (Head of Operations) emailed Parker Bennett requesting the removal of the Insights feature from their contract. He asked about the USD value the monthly invoice would be reduced by and the soonest implementation date.

On 5 August 2026, Parker Bennett forwarded the notice to the Fieldstone Software cancellations team, clarifying it was a "full cancellation of their Alderbrook Hill Group module only."

On 12 August 2026, Taylor Bennett confirmed: "We would like to proceed with the removal of the insights feature effective immediately."

Importantly, Taylor Bennett explicitly stated the core product is fine: "Everything is going great with Alderbrook Hill Group. It's a wonderful application." (5 August 2026 email to Jesse Ingram)

The specific reason for removing Insights was not explicitly stated in the emails, but there is important context:

Hazelwick Partners experienced significant daylight savings time issues starting in March 2026. The Cayman Islands does not observe DST, but the system switched with US DST, causing:

Officers unable to book on/off duty

Officers shut out of reports before completing their duty

Payroll discrepancies — employees were short paid due to the time difference

This issue delayed a Project Closure Meeting that was originally scheduled for 11 March 2026 (Kai Ingram, PM, said they couldn't close the project with the DST issue outstanding).

The DST issue and associated operational disruption likely contributed to the decision to drop the add-on Insights module, even though they remain happy with core Alderbrook Hill Group.

CRM deals:

Two open Amendment opportunities were created in August 2026 ([record ID] and [record ID]), both at $0 value and "Discover" stage — these likely relate to processing the Insights removal.

Summary Table

I now have a comprehensive picture. Here's what I found:

🏰 Customers Who Love Disney

I searched through all recorded conversations (meetings, emails, chats) and found 8 contacts across your customer base who have mentioned Disney. I've ranked them by how strong their Disney affinity appears to be:

⭐ Tier 1 – True Disney Lovers (Top Invite Candidates)

⭐ Tier 2 – Disney Fans / Recent Visitors

⭐ Tier 3 – Disney Mention (Lighter Signal)

🎯 My Recommendation for Your End-of-October Disneyland Event

For a curated Disneyland experience, I'd prioritize Tier 1 — these are people who genuinely love Disney and would likely be thrilled by the invitation:

Taylor Reed – Annual Disney family tradition, "Disney junkies"

Morgan Reed – "Mr. Disney" himself, young daughter who loves the magic

Emerson Brooks – Expert-level Disney knowledge, Halloween party is her favorite thing

Skyler Reed – Disney is literally "her jam"

Then round out the guest list with Tier 2 folks (Quinn Reed, Jamie Reed, Devon Reed) who are clearly into it too.

Would you like me to dig into anything else — like checking deal status for these contacts, or identifying their account owners so you can coordinate the invitations?