CHALLENGE

The legal intake junkyard

Is your team digging through everything that looks legal just to find the documents that actually matter?

Even with a registered agent, served documents don’t all arrive in the same way. They can be served at a retail branch, mailed to headquarters, or delivered to a local office. Remote staff aren’t legal experts, so the safe rule becomes “anything that looks legal, goes to legal.” With no system of record or audit trail, every hour a document sits unclassified or misrouted creates regulatory, financial, and legal risk.

SOLUTION

A single, purpose-built front door

What if every document was identified, classified, and routed on arrival—with a complete record behind it?

SDM triages each incoming document automatically while your team stays in command: AI identifies the document type, extracts the key data, and applies the routing rules. Human-in-the-loop review gives staff single-click tools to split, merge, or correct a classification or routing. Every batch receives a unique intake ID, and every document is tracked for arrival time, source, classification, and processing speed across its lifecycle—an unalterable audit trail, examiner-ready from the moment it arrives.

FEATURES

An end-to-end intake & routing solution

Centralized Intake

One system to collect all requests with data captured at the source

  • External portals for law firms and agencies
  • Internal portals for offices and teams
  • Data feeds for registered agent agencies (like X9.129)
“Mosaic has previously advised companies about SOP intake using matter management / document systems, but we no longer recommend that approach. Safari has built a far superior solution, which is much more cost effective.”
Dan Hamilton photo Dan Hamilton
President,
Mosaic Consulting
video - intake at the source CENTRALIZED SERVED DOCUMENT INTAKE
Regardless of the method of service (online intake portal, internal branch/office portal, data feed, or direct upload) every served document arrives with metadata and the ability to view the file alongside the fielded information. The result is faster review and streamlined assignment.

Better Review & Triage

Tools to review and escalate requests that are not automatically routed

  • Document review alongside metadata
  • Assessment & escalation tools for collaboration
  • Duplicate flags and linking
“I was a bit skeptical of online portals at first… but after a few months on Safari, I would never go back.”
Ashley Ewing photo Ashley Ewing
Research Specialist,
First Merchants Bank
Served Document Manager — split and route incoming documents EFFICIENT SERVED DOCUMENT REVIEW
Imagine how much more efficient your team would be if all legal service was organized into a central queue, with metadata and documents viewable inline, auto-linked to related service, and built-in review tools optimized for quick assessment.

Auto-Assignment & Routing

Rules to auto-assign and route requests by type, team, or other criteria

  • API integration with destination systems
  • Transfer confirmation with delivery details
  • Notifications & alerts of routing issues

Benefits to Leadership

  • Eliminate surprises and risk caused by delay and a lack of visibility
  • Bring security, automation, and efficiency to a long-neglected workflow
  • Eliminate employee burnout with the modern, easy-to-use tools for the job

Benefits to Front Line Teams

  • Eliminate a patchwork of systems to reduce fire drills
  • Leverage technology to enhance focus and make your job easier
  • Finally have a system and process that brings confidence to your entire team
NEXT
Additional Workflow: Tailored for the types of requests you receive
ADDITIONAL RESOURCE: INTAKE
Served Document Manager
An automated intake solution that brings order to served document chaos no matter how they come in
A purpose-built solution that streamlines your entire process from receipt to routing and resolution
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
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