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

(formerly SmartCloud Connect)

by Brian Walsh, Senior Platform Analyst


Increase in the number of processed cases


Fewer clicks during
routine work


Extra matters per case staff

It’s no longer about what a product can or cannot do.

It’s about what the product team is willing to do to help


Morgan & Morgan needed a synchronization tool for Outlook and Salesforce that would give attorneys, paralegals and case staff access to CRM records from Outlook. The solution would need to enable them to work more efficiently, increase CRM adoption, and cut time on admin tasks.


With Revenue Grid, Morgan & Morgan started using Salesforce to the maximum, inside the Outlook interface they are familiar with. We also tailored the product to their workflows and intricacies of the legal field as well as integrated it with SpringCM, the document system Morgan & Morgan use in their day-to-day.


Morgan & Morgan’s top KPI was productivity, which they measure based on how many tasks per case a staff member can perform in one day. The company’s attorneys praised Revenue Grid for enhancing productivity, facilitating Salesforce adoption, and giving them measurable real-time results.

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