ServePort & Existing Workflows | Safari Subpoena and Levy Management

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.”

Erin Hormozi
Manager, Legal Ops Specialist,
TIAA

LEGAL OPS INSIGHT

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 Safari workflow solution

THE VALUE OF A FULL LIFE CYCLE APPROACH
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: