How We Modernized Document Services

What was
the goal?
Key details
Legal Services
Enterprise Legal Services / Document Services
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.
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.

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.
What was the impact?
The implementation helped the client:
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