Designed by Practitioners,
Perfected by Experience

Safari offers the only purpose-built, off-the-shelf solution for handling served legal orders such as levies, account garnishments, and subpoenas. The system uniquely represents both the work of a dedicated development team and the best ideas of Safari’s customer base with years of feedback and proven results. Attempting to build such a system with a low-code/no-code platform can seem like an attractive option. However, Safari’s unique capabilities, features, and services provide clear advantages and is the de-risked solution.

LEGAL OPS INSIGHT
If you’ve ever processed third-party subpoenas, then you may have run across the dollar bills that issuers have to staple to their requests to make them valid (an amount so small that accounting often doesn’t know what to do with it). Needless to say, the time and hassle involved in removing the staples can quickly become a time sink when you're dealing with thousands of documents.

Only with Safari can you…

You may have heard us say that Safari has unique capabilities. Here are 10 reasons why that’s true.

COMPREHENSIVE LEGAL ORDER AUTOMATION
  • With ServePort®, we automate the intake of all your levies and subpoenas, whether served directly by an agency or law firm, or served on your registered agent or branch office. This eliminates data entry, prevents duplicates, and ensures no documents are lost.
  • Safari provides the only purpose-built levy and subpoena management solutions for legal order process teams. This provides for comprehensive visibility for management in one centralized solution.
LEVY WORKFLOWS
  • Safari doesn’t just process X9.129 levies—we use AI to convert non-X9 levies into the X9 format, maximizing automation and eliminating manual intervention.
  • We connect all agencies on your behalf, handling original levies, maintenance orders, and answer delivery, so you don’t have to burden IT resources.
  • With ServePort and Safari’s API integrations for subject search and account lookup, up to 60% of your levies can be ‘no-touch’—eliminating all human involvement in these cases and enabling fully automated processing.
  • For levies requiring action, Safari’s “1-Click” answer is revolutionary—saving significant time while ensuring accuracy.
  • Only Safari optimizes automation for even the most complex workflows, including point-in-time vs. continuous levies and 1-step vs. 2-step attachment processes.
SUBPOENA WORKLOWS
  • A built-in response document delivery portal with no file type or size limits, eliminating the need to manage multiple systems to track deliveries.
  • We handle 100% of technical support for ServePort’s intake and response delivery portals, so you are no longer dependent on scarce IT resources to support serving and receiving parties.
  • Built-in cost recovery means no more tracking unpaid invoices—simply select your invoice, open our delivery portal, and let Safari handle the rest!

Safari is the De-risked Solution

Choosing Safari ensures a proven, practical, and sustainable solution to the challenges of levy and subpoena management. The alternative entails risk and effort in designing and building a legal workflow solution, which, if done poorly, could result in liability, reputational harm, lack of adoption among by government entities, ongoing IT maintenance and support, and avoidable churn.

  • Tried and Tested. Safari’s large customer base--including Fortune 5 companies and Fortune 25 banks—has been using our solution for over five years with a 99% customer retention rate. We’re the only vendor-based solution that has a proven implementation of X9.129 levies. Federal, state, and local government agencies use Safari’s delivery portal daily, accounting for about half of Safari deliveries.
  • Speed-to-value. Because Safari’s solution is purpose-built, it saves you time, money and resources. You don't have to spend months or years gathering feature requirements, distracting senior leaders with extensive reviews, coding and testing a system, or queuing for ongoing IT support to keep the system current.
  • A Future-Proofed System. Served document management is Safari’s sole focus and business. We are 100% committed to extending and improving our products based on evolving best practices and customer feedback.

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Transformation that cuts costs and reduces risk