Case Study: Morgan & Morgan achieves 20% faster case resolution with Revenue Grid

How Morgan & Morgan resolves Customer Cases 20% faster with Revenue Inbox

Morgan & Morgan, a large legal services firm, needed a way to synchronize Outlook and Salesforce so attorneys, paralegals, and case staff could access CRM records directly from email. The goal was to improve efficiency, increase Salesforce adoption, and reduce the administrative burden of constantly creating tasks and updating records manually. Revenue Grid (formerly SmartCloud Connect) was brought in to help solve this challenge.

Revenue Grid tailored its Outlook-Salesforce solution to Morgan & Morgan’s legal workflows and also integrated it with SpringCM, the firm’s document system. As a result, Morgan & Morgan resolved customer cases 20% faster, increased the number of processed cases by 15–20%, reduced routine-work clicks by 93%, and enabled case staff to handle 40–60 more matters each.

Morgan & Morgan

Brian Walsh

Sr. Platform Analyst