Beyond the Intake Challenge

Ad Hoc Intake
For most companies, the systems and procedures used to manage served documents were cobbled together over years—out of simple necessity—without a single, holistic strategy to support them.

Manual Review
As a result, every step relies on manual processes and disparate systems which are subject to human error, difficult to audit, and highly inefficient... just imagine the hours your team spends entering incoming legal documents into spreadsheets and databases.

Overlooked Workflows
When the served documents finally arrive at their destination you probably have tools to manage litigation and contracts—but what about the remaining, high-volume work like subpoenas and garnishments?

Once again, your team probably created a process for these routine matters with the tools at hand (paper, spreadsheets, and email).

“Because our bank has so many lines of business, we didn’t have one centralized solution for intake, collaboration or delivery—Safari changed that.”
Brian Hunt photo ERIN HORMOZI
Manager, Legal Ops Specialist

A Forbes’ article: "Excel Might Be the Most Dangerous Software on the Planet" tells of various Excel blunders and liabilities, including the time JP Morgan lost several billion dollars because of a single spreadsheet error. Problems like these hit intake teams too—small mistakes can have big consequences.

One law department told us that a single errant sort of a spreadsheet made a year's worth of intake tracking unusable!
The maze of systems, procedures, and reviewers
that legal documents travel through to get to their destination Diagram of a legal document workflow
EXAMPLE: Automating the Full Life Cycle of Document Requests
Using ServePort and Subpoena Manager for seamless intake, processing, and response Diagram of a legal document life cycle
For high-volume matters like subpoenas and levies your SDM can receive incoming service, streamline processing, and then deliver the response all in one system—that issuers already know and trust.

An Integrated Solution

Once you use ServePort to receive and route specific matter types directly to their appropriate destination (like litigation to your matter management system or wage garnishments to HR) then Safari brings together everything you need to process the remaining high-volume, routine matters (like subpoenas and levies) with integrated:

  • Intake Portals: Issuers directly upload documents and data
  • Internal Portals: Branch offices upload the documents they receive
  • Data Feeds: Add matters sent to your registered agent
  • Auto-assignment: Routes matters based on pre-configured criteria
  • Template Correspondence: Auto-responds to issuing parties
  • Team Collaboration: Offers escalation and commenting tools
  • Pikup Portals: Securely send responsive documents
  • Audit & Reporting: Provide complete management oversight
  • And Much More: Best practices are built into the workflows

ServePort & Served Document Management (SDM)