SERVED DOCUMENT MANAGEMENT
The Safari SOP Platform
A purpose-built Served Document Management (SDM) solution
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Account Garnishment
/ Levy Processing
Better compliance and peace of mind
Safari delivers peace of mind as you process legal orders to seize funds or assets. Minimize risk by improving compliance, visibility, task tracking, and automation—all within Safari.
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COMPLIANCE
Configure Safari to backstop your compliance policies for regulators -
VISIBILITY
Centralize key data and documents, eliminating spreadsheets and email -
RISK REDUCTION
Track status to ensure funds are timely seized and paid to creditors -
PRODUCTIVITY
Use auto-populated templates for correspondence and answers -
OVERSIGHT
All actions are logged, audited, and available in customized reports
“Our legal process team is working smarter with Safari. We’ve eliminated tracking in spreadsheets and automated our processes.”
Nick MitchellVP, Legal Affairs,
Logix Federal Credit Union
Subpoena Response
Better control and productivity
Safari provides control over high-volume processes with third parties. Improve productivity as you automate intake, correspondence, document delivery, and payment collection. With Safari it’s simple.
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CENTRALIZED INTAKE
All documents, whether served on a branch office or to your registered agent, arrive in one central queue for processing -
PRODUCTIVITY
Automate correspondence and standard documents in auto-populated templates -
RESPONSE DELIVERY
Send files with no limits on file size, file type, or number of files per delivery -
INVOICING
Auto-generate invoices and the recipient is prompted to pay via credit card prior to downloading their documents -
COMPLIANCE
Flag invalid service or missing RFPA certificates -
OVERSIGHT
All actions are logged, audited, and available in customized reports
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
