Safari in Five Minutes | Subpoena, Levy, and Served Document Management

THE PROBLEM

Legal orders don’t arrive in one place

Even with a registered agent, served documents show up through a dozen channels and land on whoever opened the envelope. Remote staff aren’t legal experts, so the safe rule becomes “anything that looks legal goes to legal.”

Every document that sits unclassified or misrouted is regulatory, financial, and legal risk—and the volume keeps climbing while headcount doesn’t.

THE ANSWER

One front door, then the right workflow

Safari captures every legal order electronically, uses AI to identify and extract what matters, then hands it to a purpose-built workflow—or straight to your payroll, litigation, or core system.

Deploy one piece or all of it. Each product stands on its own and they get better together.

THE THREE PRODUCTS

Served Document Manager

The intelligent front door

AI identifies each document’s matter type the moment it arrives, then routes it: garnishments to payroll, summons to litigation, subpoenas and levies to Safari.

Every intake channel into one funnel
AI classification and data extraction
Automatic routing with a full audit trail

Explore Served Document Manager Watch the 2-minute overview

Subpoena Manager

Process, deliver, and recover cost

Synergistic modules for intake, processing, secure delivery, and cost recovery. Use them end to end, or add just the piece your team is missing.

Assignment, templates, and issuer correspondence
Encrypted delivery portals with proof of receipt
Automated invoicing and fee collection

Explore Subpoena Manager Watch the 3-minute overview

Levy Manager

No-touch legal order processing

Structured electronic intake, automated workflows, and core integrations that take levies, writs, and attachments from arrival to answer with little or no manual handling.

X9.129 electronic levies straight from agencies
Automated account lookup and answers
Integrations with your core banking system

Explore Levy Manager Watch the 5-minute overview

HOW IT FITS TOGETHER

Mail and scans, email, fax, and registered agent deliveries all feed AI-powered intake, which classifies and extracts the data, assigns a matter type—garnishment, levy, subpoena, or other—and routes each one to the payroll system, Safari, or a case management system.

Underneath all three products is ServePort^®, our intake network. It captures documents and data directly from agencies, law firms, and registered agents, so matters arrive already populated instead of being keyed in by hand.

That means the same platform can serve a single team handling subpoenas or an enterprise routing every served document across payroll, litigation, compliance, and legal—without changing how your locations operate today.

WHY TEAMS CHOOSE SAFARI

PURPOSE-BUILT, NOT CONFIGURED

Safari is built only for legal order processing. There is no generic workflow tool to bend into shape and no implementation project to invent your process from scratch.

30–60 MINUTES BACK PER RESPONSE

Customers report saving 30–60 minutes on a typical subpoena, levy, or garnishment by replacing manual steps with automated intake, templates, and delivery.