of the response process
RECEIPTNew requests come in via a registered agent feed, internal email to the system, or manual entry.
ROUTINGFrom an “Unassigned” list, each request is assigned to an owner and routed for routine or escalated handling.
MANAGEMENTRequests, key details, status, and deadlines are all tracked in one place.
RESPONSEOwners upload responsive documents and use templates to send standard correspondence.
NOTICEWhen the response is ready, Safari generates unique login credentials and sends them to the issuer.
DOWNLOADIssuer uses the credentials to log in to the SecureShare™ Portal to download responsive documents.
INVOICINGThe request owner selects a pre-configured or custom invoice and records any prepayment.
PAYMENTSafari presents the invoice and collects online payment when the issuer downloads the response.
New Request Intake
Streamline internal routing
Use an internal email address to send requests directly into Safari
Review requests as they appear, assign staff and route, and escalate as needed
Direct Feed from registered agent
Receive documents and populate data with a feed from your registered agent
Capture all request details and gather responsive documents in one system
Record progress notes and track deadlines, status, and workflow
Send standard communications directly, with variables pulled from the system
View files inline
Review request files alongside corresponding meta data fields
Convert documents to pdf format within an online viewer
Build a template library
Use templates to create documents populated by fielded data
Use a built-in workflow to set recipients, delivery method, notifications, etc.
Deliver via SecureShare™
Make responses available instantly (and at no cost) with the integrated portal
Track issuer activity, including who downloaded what documents when
Create standardized invoices and line items for common requests
Create on-off invoices
Upload or input custom invoice amounts and descriptions for one-offs
Collect online payments
Issuer pays via credit card paywall simultaneously with response delivery
View preconfigured or custom reports and charts
Capture every action taken in the system
Restrict certain requests and actions to specified users
Trust & Security
Meets highest industry standards such as HIPAA, GLBA, and 23 NYRR Part 500
SOC 2 compliant verified by an independent auditor annually
All client data encrypted at rest (AES-256 bit) & in transmission (SSL-TLS 1.2)
Field guides to
Why go on Safari?Response Simplified
What most teams need is a simple way to handle a lot of requests, deliver responsive documents, and collect payment...Read the guide
Subpoena Response Challenges & Safari Solutions
Whatever the challenge in responding to routine requests, Safari offers a simple solution...Read the guide
Safari Executive Summary: Features and Benefits
Implement Safari today to streamline preparation, save time, and recover your response costs....Read the guide