Gilchrist Connell partnered with Morae to modernize its case management processes and strengthen operational transparency. By leveraging automation and workflow enhancements, the firm improved efficiency, compliance tracking, and client service standards.

Key Aspects of the Response

• Gilchrist Connell’s General Liability team operated with legacy systems that limited integration and automation.
• Morae collaborated with subject matter experts to map workflows and introduce:
  • Automated document creation
  • SLA tracking for individual clients
  • Key date and compliance milestone management
  • Automated tasks and reminders
  • Role-specific dashboards and task views
• ShareDo’s no-code workflow engine was implemented and integrated with the firm’s PMS and DMS.
• Secure identity verification was added via the firm’s preferred provider.
• The transformation project was completed in under six months with strong user engagement.

Results

• Gilchrist Connell now operates on a scalable, no-code automation platform.
• Significant improvements in efficiency, transparency, and compliance tracking reported by the General Liability team.
• Enhanced readiness for future innovation and expansion.
• Reinforced commitment to due diligence and client service.

Let’s Talk
Ready to transform your records management?
Connect with us to learn how Gimmal Discover can help your organization gain clarity, reduce risk, and prepare for the future: Speak to An Expert

Get the complete story behind this transformation.

Download the Case Study

Want to learn how MorAI Legal Companion can help streamline your contract review process?