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How We Modernized Document Services

What was
the goal?

Modernizing a legacy Document Services environment by replacing custom job management processes, improving workforce visibility, streamlining assignment management, and creating a more intuitive workspace experience for agents and managers.
The Client

Key details

Industry:

Legal Services

Products:

Enterprise Legal Services / Document Services

Locations:

Global

Global multinational legal company

Our client is a leading multinational law firm headquartered in London, operating across 30 offices in 20 countries and employing more than 3,000 lawyers worldwide. The organization is recognized globally for its expertise in corporate and M&A, banking, capital markets, litigation, tax, and other complex legal services.

From Legacy Job Management to Modern Case Operations

What was the challenge?

Before the project started, Document Services processes were managed through a custom-built TRACS-based solution supported by selected ServiceNow capabilities. While the environment reflected established operational processes, it also introduced several limitations.

The existing setup created multiple inefficiencies, including limited automation, inconsistent case and workforce management practices, manual administrative effort, and reduced visibility into workload, agent availability, and scheduling.

Operational teams needed a more modern way to manage incoming work, assign tasks, track progress, monitor capacity, and support managers with reliable reporting. At the same time, the new solution had to preserve important business logic from TRACS and align with existing processes without introducing unnecessary customization.

Client's area of presence
Building a More Transparent Service Model

How did we help?

SPOC supported the client in configuring and enhancing ServiceNow Customer Service Management, FSM Workspace, and Workforce Optimisation to replace legacy job handling with a modern case-based operating model. 

  • CSM Case Management Setup

    TRACS jobs were replaced with ServiceNow CSM Cases, introducing a clearer and more standardized way to manage Document Services work.

  • Workspace Configuration and UX Improvements

    We configured CSM and FSM Workspace capabilities to support the daily work of Document Services teams.

  • Workforce Optimisation and Scheduling

    Workforce Optimisation was introduced to improve team planning and capacity management.

  • Assignment, Reporting, and Governance Enhancements

    We configured assignment and routing processes, strengthened operational workflows, improved audit-related tracking, and introduced dashboards and reports.

What were the results?

The project replaced legacy TRACS jobs with ServiceNow CSM Cases, creating a more transparent and structured way to manage Document Services work. The new setup improved workspace usability, standardized assignment and scheduling processes, and gave managers better visibility into workload, availability, and performance.

From Operational Complexity to Better Control

What was the impact?

The implementation helped the client:

Move from a legacy TRACS-based setup to a modern ServiceNow CSM operating model
Reduce manual effort through more standardized workflows and assignment processes
Improve visibility into workforce availability, workload, and scheduling
Strengthen reporting, auditability, and manager oversight
Support more efficient planning and performance management with Workforce Optimisation
In this project

ServiceNow Areas/Modules

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