SUBPOENA PROCESSING
Evaluation Checklist
What teams are doing to improve processing right now
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.Intake assessment items
☐ Confirm obligation to respond
☐ Sufficient info to gather a response
☐ Route to process team or escalate to legal
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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.
Response Delivery via an online portal
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.
Automating bill creation & collection
We set up reporting on key metrics
We make decisions based on key information: request types and numbers, turnaround time, costs recovered, etc.Types of reports to run
☐ Trending request types
☐ Average cost recovery
☐ Average turnaround time
“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
