Client's pains

As the Legal Officer at our urban utility provider, I felt overwhelmed watching claims, contract reviews, compliance advice, and disputes flood in from every corner - emails, calls, internal forms. Tracking them was a nightmare; queries from any employee on regulatory matters vanished into silos, delaying resolutions and risking compliance fines. The frustration built as our team juggled high volumes without visibility, feeling like we were constantly chasing shadows in a storm of paperwork.

"The Ivanti setup feels like an extension of our daily tools - smooth and reliable." – Legal Officer

What SYNERGY did

SYNERGY stepped in with their 20+ years of ITSM expertise, configuring the no-code Ivanti platform to mirror familiar Outlook workflows, turning chaos into clear, automated streams. Starting with a rapid prototype, they iterated based on our feedback to simplify intake via self-service portals, email, or internal registration - visual dashboards lit up incoming queries like a well-lit control room.

Lawyers now classify requests effortlessly and click intuitive buttons for actions like 'Completed', 'Question', or 'Rejected', triggering instant status updates via automated email replies that hum with efficiency. Built-in links escalate to related processes, enabling seamless delegation when needed, so our team moves fluidly through high-volume tasks with structured precision.

Key takeaways

• Visual Clarity Drives Action: Dashboards mimicking Outlook provide instant visibility, helping teams spot and resolve queries faster.
• Automation Frees Minds: Button-driven workflows cut manual tracking by automating 80% of status updates, letting lawyers focus on expertise, not admin.
• Feedback Fuels Fit: Prototyping with client input ensures solutions feel intuitive, reducing adoption time and boosting ROI.

"Finally, we handle queries with the structure we craved, resolving issues swiftly." – Legal Specialist