Standards Leadership
Safari’s CEO, Tom Melling, serves as Chair of the X9B4 Legal Orders Processing Work Group, leading efforts to modernize legal order processing. Together with Safari’s CTO, Steve Jatnieks, he has collaborated with X9 member financial institutions for over two years to develop and refine electronic standards that drive automation, efficiency, and risk reduction. Current initiatives include expanding adoption of the X9.129 Legal Orders Exchange standard, advancing the X9.144 Legal Records Request standard (a draft electronic subpoena standard set for ANSI submission in 2025), and exploring new industry standards, such as an electronic format for New York Information Subpoenas with Restraining Notices (ISRNs).
In addition to leading X9 standardization efforts, Safari actively shapes industry best practices through speaking engagements, legal podcasts, and government conferences. Safari is frequently invited to present at the Federation of Tax Administrators (FTA) conferences, guiding state tax agencies on transitioning from paper-based levies to structured electronic formats. Our expertise helps agencies adopt modern digital solutions that enhance efficiency and compliance.
Industry Expertise
Safari stands alone as the leading expert in electronic legal order formats—the only solution capable of ingesting and processing structured formats like X9.129 for levies and the upcoming X9.144 standard for subpoenas. For agencies lacking the technology to deliver a fully structured electronic order, Safari provides a seamless bridge—converting any electronic document or data the agency can generate into the X9.129 format, ensuring compatibility and automation. Safari’s expertise extends beyond intake and formatting, optimizing levy workflows for both Point-in-Time and Continuous levies, as well as 1-step vs. 2-step attachment processes, ensuring compliance and automation across all levy types. Finally, we also partner with agencies and customers to simplify and streamline data matching workflows, ensuring accuracy before intake even begins.
Safari is also at the forefront of subpoena response cost recovery analysis, offering unmatched visibility into how organizations invoice and collect fees. Through our Cost Recovery Index, we provide benchmarking insights on cost recovery trends, best practices, and compliance strategies across industries. This first-of-its-kind dataset is only possible because of Safari’s built-in paywall technology, which tracks every cost recovery transaction in real time. By enabling issuers to preview a document list before payment—while restricting access until payment is received—Safari ensures both compliance with simultaneous presentment laws and a frictionless, automated cost recovery process.
Technology Leadership
Safari is more than a software provider—we are technology leaders shaping the future of legal order processing. With over two decades of experience, we’ve built the industry’s most advanced, API-driven platform, seamlessly integrating with customer data systems to automate workflows. Our leadership extends to industry standards, where we helped modernize the X9.144 subpoena standard from a fixed-width format to JSON, unlocking better automation and scalability. Additionally, Safari is the only platform that uses AI to transform agency levies into the X9.129 format, allowing institutions to achieve automation—regardless of an agency’s technological limitations.
Furthermore, Safari’s commitment to security and compliance is unmatched. Hosted on Microsoft Azure’s SOC 2-compliant infrastructure, our platform meets the highest industry standards, including HIPAA, GLBA, and 23 NYCRR Part 500. Safari undergoes independent SOC 2 audits annually, ensuring robust policies, procedures, and technical safeguards to protect legal and financial data. With end-to-end encryption (AES-256 at rest, TLS 1.2 in transit) and compliance with PCI DSS, Safari delivers enterprise-grade security trusted by Fortune 5 companies, leading financial institutions, and highly regulated industries.
Customer-Driven Innovation
Safari isn’t just built for our customers—it’s built with them. Every feature, workflow, and automation is shaped by the feedback and best practices of industry leaders who rely on Safari every day. Unlike static, low-code or no-code solutions that become outdated over time, Safari is a continuously evolving platform, designed to adapt to new standards like X9.129 and X9.144. This commitment to ongoing innovation ensures that our customers stay ahead of industry changes without costly system overhauls. It's why our customers love Safari—and why we maintain a 99% retention rate.
NEXT
