video - intake at the source CENTRALIZED SERVED DOCUMENT REVIEW
Imagine how much more efficient your team would be if all legal service was organized into a central queue, with meta data and documents viewable inline, auto-linked to related service, and built-in review tools optimized for quick assessment.
“We’ve had a very positive reaction in-house. All of the branches, departments, and accounting people that I work with think Safari offers great tools.”
Brian Hunt photo REBECCA LOGEMAN
ABC Supply


Document Templates:
Eliminate manual workflows

Collaboration between your in-house team and the issuing party can be difficult without a purpose-built solution. Next generation platforms like ServePort allow you to auto-respond with templates and send pre-configured correspondence instantly for:

  • Clarification of Requests: Sometimes the request may be unclear or overly broad. In such cases, collaborating with the issuer party can help clarify the specific information or documents being sought ensures a more targeted response.
  • Negotiating Scope or Timing: In situations where the scope of the subpoena appears excessive or the requested timeline is impractical, collaboration helps alleviate undue burden on your team by setting clear expectations of cost and turnaround time.
  • Addressing Privacy Concerns: If sensitive or confidential information is being sought, communicating with the issuing party is essential to request a authorization or narrow the scope of the response.

A platform with automation at its core

ServePort streamlines the review and assignment process so you can efficiently move high volumes of served docs with speed and accuracy.

  • A Single, Centralized Queue ServePort collects all incoming documents into a single view—regardless of the source. From this pool each order is categorized by type, team, and/or pre-configured destination. If there is an exception or if the matter type is configured for staff review, then it is presented in an organized workspace.
  • Auto-linked to Related Service Because your documents come into ServePort with meta data already attached (no need for manual review and entry), they are automatically linked to related matters based. Let ServePort do the work of tracking down and presenting associated service from theh minute it hits your desk.
  • Possible Dulplicate Alerts Often the same documents will be served using multiple mechanisms "just to be safe". This results in as many as 20% duplicates of many high volume matters. ServePort flags them, presents a link to the possible duplicate, and gives you quick tools to merge the records.
  • Enhanced Accuracy and Organization Manual data entry is prone to errors, which can lead to costly mistakes. With our intake portal, the information provided directly by the source ensures higher accuracy. The system automatically organizes documents as they arrive, making it easier to find and manage them.
  • Improved Efficiency Automating the intake process not only saves time but also allows your team to focus on more critical tasks. By reducing the time spent on administrative duties, your team can concentrate on analysis, strategy, and client service, leading to better outcomes and increased productivity.
  • Secure and Controlled Access Security concerns are paramount when handling sensitive legal documents. Our portal is designed with the highest security standards, including encryption and secure access controls. This ensures that only authorized personnel can access the documents, maintaining confidentiality and compliance.
  • Real-time Tracking and Notifications Stay informed with real-time updates. Our portal sends notifications upon the receipt of new documents and allows for tracking the status of each document throughout the processing stages. This transparency ensures that nothing falls through the cracks.
  • Easy Integration with Existing Systems Our Legal Service Intake Portal is built to seamlessly integrate with your current legal management systems. This compatibility ensures a smooth transition and allows you to leverage the full potential of your existing technology stack.

Our Philosophy: Modular