> Markdown copy of https://www.safarisop.com/overview/ for AI agents.
> Index of every page on this site: https://www.safarisop.com/llms.txt

###### WORKFLOWS START WITH INTAKE

# Introducing ServePort, the service of process (SOP) platform

Safari provides premium solutions to handle subpoenas, information requests, levies, garnishments, court orders, and served documents of all other types. **Every solution is built on ServePort®: Our collaborative platform that captures information directly from agencies, law firms, and registered agents—so your matters arrive with pre-populated data directly from the source.**

OVERVIEW

### Automated Intake

ServePort automates and streamlines the intake of served documents, acting as a virtual mailroom for the various ways you receive and route service today. It replaces manual, disorganized processes with automated matter creation in your fulfillment systems, including Levy Manager™, Subpoena Manager™, or your own internal or third-party systems.

By capturing documents and data electronically from all sources in all data types, including electronic formats such as X9.129 legal orders, ServePort enables greater automation—reducing manual effort, minimizing errors, and, in some cases, allowing for fully automated responses without human involvement.

“Because our bank has so many lines of business, we didn’t have one centralized solution for intake, collaboration or delivery—Safari changed that.”

![Erin Hormozi photo](https://www.safarisop.com/img/h-Erin_Hormozi.png) **Erin Hormozi**
Manager, Legal Ops Specialist,,
TIAA

### Benefits of ServePort

Depending on your needs and how you implement ServePort, our platform delivers the following key benefits:

-   **Centralize** the digital intake of levies, garnishments, and subpoenas
-   **Automate** served document downloads from your registered agent
-   **Enable** faster, instant intake to minimize delays, which reduces legal risk
-   **Reduce** service burdens on branches and offices
-   **Prevent** duplicate service requests from issuers before they occur
-   **Detect** and eliminate duplicate documents upon intake to avoid processing redundancies
-   **Auto-route** documents to the proper team or system
-   **Minimize** the risk of lost documents

### A Flexible and Modular Solution

ServePort is both a flexible and modular solution. It’s flexible, in that it can provide intake for just a single matter type such as subpoenas, or as a comprehensive solution for all served documents.

It is also modular with many “Connection Types” that can be deployed to ensuring a faster, more reliable intake process of served documents. Some companies may need only one Connection Type, while very large financial institutions might use all the Connection Types, which include:

-   Registered agent integrations to automate the download of served documents directly into your fulfillment system

-   Direct exchanges with agencies and law firms, facilitating the intake and digital capture of information from documents such as X9 electronic levies, ISRNs, and subpoenas
-   External portals to receive served documents directly from the serving party, with data capture and an automated acknowledgment customized by your legal team
-   Internal portals to be used by your branch offices, to eliminate the hassle and confusion and automatically create matters in your fulfillment systems
-   Integrations with Central Intake solutions, for third party-hosted intake capabilities to which paper documents are routed.

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NEXT

##### [**Seamless Workflow Automation** Enabling teams to operate at a new level](https://www.safarisop.com/overview/automation.html)

ADDITIONAL RESOURCE: INTAKE

**Service of Process Intake at the Source** How companies are using ServePort to collect subpoenas and other requests directly from law firms, government agencies, and in-house teams

<https://www.safarisop.com/resources/web-intake_source.html>

ADDITIONAL RESOURCE: INTAKE

**Served Document Manager**
An automated solution that brings order to fragmented served document intake, no matter how it comes in
A purpose-built solution that streamlines your entire process from receipt to routing and resolution

<https://www.safarisop.com/resources/doc-overview_intake.html>

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Calendar

### Talk to a ServePort specialist at Safari

<https://www.safarisop.com/demo/>