SUBPOENA MANAGEMENT
By the Numbers
Quantifying the benefits of better subpoena management
Over the years we've collected stories from our clients about how Safari is improving their response process. We've also been able to put numbers behind the improvements and the results are impressive:
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IN SUMMARY
The Safari platform delivers substantial benefits for subpoena management, offering efficient implementation, streamlined processes, and built-in automation. Clients report significant time savings, averaging 30-60 minutes per subpoena by automating manual tasks such as template creation and response delivery.
Additionally, organizations have improved cost recovery. Automated invoicing helps clients recover over $100 per subpoena, with some companies experiencing up to fourfold increases in collections.
“With Safari, we've eliminated tracking in spreadsheets and automated our subpoena response processes. And because invoicing and payment are so simple, we've also increased collections. ”
NICK MITCHELLVice President, Legal Affairs,
Logix Federal Credit Union
IMPLEMENTATION
Under 1 Month
START TO FINISH
START TO FINISH
- Logix Credit Union completed the entire process—technical review, contract review, system setup, and training—in 3 weeks.
- Mountain America Credit Union’s roll-out of single sign-on involved a 30-minute technical meeting. They then went live following a 90-minute implementation and training call.
- First Merchants Bank went from first look to implementatioin in less than a month. And they were processing subpoenas on their first day.
"It’s not like you need training. Setting up Safari was a breeze. After a short walk-through call, we started processing subpoenas right away."
CHRISTINA DiBIANCALegal Support Analyst,
Logix Credit Union
TIME SAVINGS
30-60 Minutes
PER SUBPOENA
PER SUBPOENA
- Red Robin reports saving 30-60 minutes per subpoena using the template feature to automate correspondence and auto-populate forms.
- First Merchants Bank is saving 30-45 minutes per subpoena by replacing their old paper-based process with online workflows.
- Mountain America Credit Union is also saving 30-45 minutes per subpoena by automating manual processes such as response delivery.
“Safari is saving us about 30-60 minutes per subpoena. The template feature is so intuitive. I pick which letter we want to send, and it sends!”
CHRISTINA SANTANGELOLitigation Manager,
Red Robin
TEMPLATING
1000s of Form Files
AUTO-CREATED
AUTO-CREATED
- Red Robin auto-generates standard email messages to issuers (e.g., acknowledging receipt and estimating fees to respond) and auto-populates forms (e.g., custodian declarations).
- Mountain America Credit Union uses custom invoice templates to standardize billing policies and amounts. Once selected, Safari collects the amount via a paywall and generates a receipt.
- First Merchants Bank replaced Word documents that they had to track down and manually edit from prior correspondence with standardized letters that are populated and sent with one-click.
“The templates make my job much easier... We’re saving at least 15-20 minutes per request just on that.”
ASHLEY EWINGResearch Specialist,
First Merchants Bank
RESPONSE DELIVERY
100s of Thousands of Responses
PICKED-UP
PICKED-UP
- Companies used Safari’s built-in ServePort delivery portal to eliminate old delivery methods including paper mail, faxes, flash drives, CDs, SFTP sites, couriers, emails, and FedEx packages.
- Using the portal, companies successfully delivered responsive documents to law firms, private parties, and law enforcement, as well as other federal, state, and local agencies.
- When users click “Deliver”, Safari sets up a unique portal, sends credentials to the issuer, monitors access, and reports back when the files are downloaded (or the portal expires).
“Last month we used the Safari ServePort portal to deliver over 1,100 responsive files. It was so easy, and we have a built-in audit record of everything. I can’t imagine going back to our old system.”
AMANDA SUNDELLLegal Processing Specialist,
Mountain America Credit Union
COST RECOVERY
$100+ Recovered
PER SUBPOENA
PER SUBPOENA
- Using Safari’s automated invoicing and collection, Red Robin now averages over $100 recovered per subpoena.
- Prior to Safari, Mountain America Credit Union was recovering about 60% of what they invoiced. As part of their implementation, they learned they weren’t billing enough to cover their costs. Now that they’ve automated collections, they’re recovering nearly 4 times more.
- Logix Credit Union previously sought cost recovery only if a response was delivered via FedEx (versus email). Now, with consistent invoicing, their average recovery has increased by 50%.
“With Safari’s cost recovery features, we’re collecting more in one month than we did in the past 16 years.”
TYLER WILLIAMSAssociate General Counsel,
ABC Supply
NEXT STEPS
- Schedule a conversation with a Safari workflow specialist or live demo of the system over Zoom: SafariSOP.com/demo
- Contact Safari Sales at sales@safariSOP.com or 425.298.3620
- View more resources in the Safari Watering Hole
