SOLUTION

Choose What You Need

Safari is designed to be inherently modular. This means you have the freedom to select the modules you need, ensuring that each component of your workflow is optimized to leverage what's already working and enhance what's missing. Whether you're looking for a better portal intake, subpoena response, levy management, or document delivery, Safari and ServePort will work seamlessly.

Integration Without Complication

We understand that transitioning to a new system or adding to your existing suite of tools can be daunting. That’s why our Safari is designed for effortless integration. Our team has developed interfaces and APIs that ensure compatibility with a wide range of existing systems like registered agents, government agencies, core banking, and more.

Setup and Support

Choosing modules and integrating them into your workflow is made easy with our dedicated support team. From the initial consultation to ongoing maintenance, we’re here to ensure a smooth transition and seamless operation. Our customer success team works with some of the world's largest companies to identify needs and suggest solutions using our purpose-built capabilities.

PROCESS EVALUATION CHECKLIST

What legal process teams said they're doing to improve subpoena and info request processing

We centralized intake and routing

Everyone who accepts service at our company—whether registered agent, local branch, store, or HQ—sends each request to one place for assessment.

We send acknowledgements to issuers

After we receive a request, we notify the issuer of any additional information needed, the expected timeline for response, and estimated cost to respond.

We created template communications

We use a system that generates routine internal and external communications from templates, then sends and stores them automatically.

We store everything online in one place

Everything is online, from key details like status, deadlines and issuer contact info to internal communications, correspondence, response docs, and invoices.

We deliver responses via an online portal

Instead of shipping, we make responsive documents available using an online portal that sends notifications and shows us when the files are downloaded.

We developed a cost recovery policy

We decided on a consistent approach to when and how much we would charge for responses.

We streamlined our invoicing process

We use a template for a custom invoice if we need one and save time with preconfigured invoices for frequently requested records.

We set up reporting on key metrics

We make decisions based on key information: request types and numbers, turnaround time, costs recovered, etc.

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ServePort Intake Manager: Turn manual intake and routing processes into automated workflows