> Markdown copy of https://www.safarisop.com/companies/implement.html for AI agents. > Index of every page on this site: https://www.safarisop.com/llms.txt JUMP IN THE JEEP # How to Implement Safari When you jump into the Safari jeep, your journey is supported every step of the way. We've refined our implementation process to be transparent, supportive, and efficient, ensuring you experience a seamless transition to our cutting-edge solutions. ## How long does implementation take? Most businesses reach full functionality on Safari SOP in less than one quarter, and many small to mid-sized entities have been fully operational in under a month. Most Safari customers, including Fortune 100 companies, are up and running after four or five Zoom meetings. Even for large organizations, the limiting factor is often the internal gathering of information, not the integration of our systems. ## Getting Started ###### The Kickoff: A Clear Path Forward Our collaborative journey begins with a kickoff call, during which we develop a comprehensive project plan tailored to your needs, including any specific "Go Live" dates to align with your strategic goals. ###### Streamlined Access: Single Sign-On Setup We have modern, flexible SSO capabilities. With our SSO Guide, frequently, your SSO IT team will not even need a phone call. If necessary, our IT team will jump on a call with our IT specialists to answer any questions, ensuring that single sign-on is configured without hassle. ###### Setup Consultation and Training: Empower Your Administrators In usually just two sessions, your administrators will receive a comprehensive training about Safari setup, along with a detailed System Setup Checklist. This combination of detailed setup materials backed by Safari’s direct support ensures a clear understanding of the configuration options at your disposal. ###### User Training: Confidence in Every Click A comprehensive hour dedicated to workflow demonstrations and Q&A sessions will empower your users to utilize the full potential of our solutions with confidence. “I was shocked at how simple it is to set up. I’ve managed other implementations and they were like pulling teeth. Safari is very user friendly.” ![Ciara Coleman photo](https://www.safarisop.com/img/h-Ciara_Coleman.webp) **Ciara Coleman** Litigation Counsel, J.B. Hunt Transport ## The Safari Difference ###### Dedicated Customer Success Manager: Your Personal Guide Each customer benefits from the expertise of a dedicated Customer Success Manager. From day one, they're available to provide hands-on consultation, guiding you every step of the way. ###### Enhanced with Experience: Best Practices and Insights We offer a wealth of best practices and insights gleaned from our extensive customer base. Benefit from our experience with resources like average invoice data, sample letter templates, and compliance policy practices. ###### Comprehensive Resource Library: At Your Fingertips Safari takes great pride in providing resources that simplify your implementation. From system setup checklists and detailed compliance policy guides to quick reference sheets and training videos—every resource comes with the dedicated support of your Customer Success Manager. ###### Tailored Implementations for Complex Enterprises For complex enterprises with intricate structures, we offer consultative process re-engineering expertise, steering you from outdated methods to a modern, optimized workflow with Safari’s SaaS solutions as the foundation. We assist your team with the development of a project plan and even a dedicated ‘playbook’ specially designed for your users and workflows in Safari. ## Integrating with your Existing Systems ###### Streamlined Operations through Advanced API Integration At Safari, we recognize that companies that receive high-volumes of served documents rely on processes to manage and timely respond to various documents. Secure and efficient automation is critical to improving and optimizing these workflows. That’s why our suite of products is designed with an API-centric architecture—providing you the ability to implement seamless integration into your existing infrastructure. - **Subpoena Automation** Automate the lookup of subject information (e.g., the target of a subpoena). Depending on the nature of the document requests, you can also integrate with systems to pull documents directly into Safari. - **Advanced Levy and Garnishment Processing** Leverage our technology to substantially reduce the need for human intervention in levy and garnishment cases, with automated debtor lookup, account and ACH retrieval (for identifying exempt funds), customer payment of a processing fee, seizing funds, releasing funds, and paying funds. - **Transferring to other Systems** Safari’s API allows for the immediate transfer of documents to the relevant department or system, such as directing wage garnishment orders straight to HR, with no manual intervention required. - **Customized Reporting at Your Fingertips** Integrate Safari’s comprehensive data with your own analytics tools, like Tableau, for tailor-made reporting that informs your decision-making. ###### Preconfigured and Customized Integrations With a range of pre-built integration options at your disposal, we have a dedicated team that works closely with your IT personnel to access and test necessary APIs. For custom integrations, Safari’s flexible APIs are crafted for tailored automation. Choose to engage Safari’s professional services team or utilize a third party or your own resources with our support. ###### API Infrastructure Built on REST Principles Our RESTful API structure guarantees a consistent, straightforward experience with organized URLs, standard data encoding methods, and conventional HTTP protocols. To explore Safari’s API capabilities, we offer a dedicated sandbox environment for your IT experts to test and trial at their convenience. **CLEAR SETUP & CONFIGURATION** System configuration is managed through the "Setup" section of the app. Your customer success manager will walk your admins through the options and provide ongoing support. ADDITIONAL RESOURCE: AUTOMATION **Legal Paper Process Automation** Replacing error-prone, manual processes with a platform that offers built-in automation and best practices ADDITIONAL RESOURCE: COMPLIANCE **RFPA Compliance for Subpoena Response** A guide to The Right to Financial Privacy Act (RFPA) Navigating the exceptions to the notice and certification rules (and their state equivalents) while processing high volumes View our Calendar ### Talk to a workflow specialist at Safari