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

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

Morgan & Morgan, a large legal services firm, needed a better way to sync Outlook and Salesforce so attorneys, paralegals, and case staff could access CRM records directly from their inbox. Using Revenue Grid’s Revenue Inbox, the team aimed to improve efficiency, boost CRM adoption, and reduce the time spent on administrative tasks.

Revenue Grid implemented Revenue Inbox inside the Outlook interface, tailored it to Morgan & Morgan’s legal workflows, and integrated it with SpringCM. The result was a 20% increase in the number of cases handled by case staff, 15–20% more processed cases overall, 93% fewer clicks during routine work, and 40–60 extra matters per case staff member.

Morgan & Morgan

Brian Walsh

Senior Platform Analyst