> Markdown copy of https://www.safarisop.com/resources/blg-process_checklist.html for AI agents. > Index of every page on this site: https://www.safarisop.com/llms.txt ##### SUBPOENA PROCESSING # What Should You Look For in Subpoena Processing? ## What teams are doing to improve processing right now Last updated October 28, 2026 [Subpoena Manager](https://www.safarisop.com/product/subpoena.html) by Safari optimizes every facet of the response process. Eight practices from legal processing teams: centralized intake and routing, acknowledgements sent to issuers, template communications, everything stored online in one place, responses delivered through an online portal, a cost recovery policy, a streamlined invoicing process, and reporting on key metrics. * * * ### We centralized intake and routing Everyone who accepts service at our company—whether registered agent, local branch, store, or HQ—sends each request to one place for assessment. #### Intake assessment items ☐ Confirm obligation to respond ☐ Sufficient info to gather a response ☐ Route to process team or escalate to legal * * * ### We send acknowledgements to issuers After we receive a request, we notify the issuer of any additional information needed, the expected timeline for response, and estimated cost to respond. Sample: Issuer acknowledgment * * * ### We created template communications We use a system that generates routine internal and external communications from templates, then sends and stores them automatically. Sample: Request for more information * * * ### We store everything online in one place Everything is online, from key details like status, deadlines and issuer contact info to internal communications, correspondence, response docs, and invoices. How a large employer reduced the burden of responding to subpoenas * * * ### We deliver responses via an online portal Instead of shipping, we make responsive documents available using an online portal that sends notifications and shows us when the files are downloaded. [![Response Delivery - Secure pickup portals](https://www.safarisop.com/img/res/demo-sub_delivery.webp)](https://www.safarisop.com/resources/demo-sub_delivery.html)Response Delivery via an online portal * * * ### We developed a cost recovery policy We decided on a consistent approach to when and how much we would charge for responses. 3 Ways to Improve Cost Recovery * * * ### We streamlined our invoicing process We use a template for a custom invoice if we need one and save time with preconfigured invoices for frequently requested records. [![Cost Recovery - Automated invoicing and payment collection](https://www.safarisop.com/img/res/demo-sub_recovery.webp)](https://www.safarisop.com/resources/demo-sub_recovery.html)Automating bill creation & collection * * * ### We set up reporting on key metrics We make decisions based on key information: request types and numbers, turnaround time, costs recovered, etc. #### Types of reports to run ☐ Trending request types ☐ Average cost recovery ☐ Average turnaround time * * * “With Safari’s cost recovery features, we’re collecting more in one month than we did in the past 16 years.” ![Tyler Williams photo](https://www.safarisop.com/img/h-Tyler_Williams.webp) **Tyler Williams** Associate General Counsel, ABC Supply ## NEXT STEPS - Schedule a conversation with a Safari workflow specialist or live demo of the system over Zoom: [SafariSOP.com/demo](https://www.safarisop.com/demo/) - Contact Safari Sales at [sales@safariSOP.com](mailto:sales@safarisop.com) or [425.298.3620](tel:4252983620) - View more resources in the [Safari Watering Hole](https://www.safarisop.com/resources/) ## RELATED RESOURCES - [Subpoena Processing Demo](https://www.safarisop.com/resources/demo-sub_processing.html) - [Third-Party Subpoena Response Compliance](https://www.safarisop.com/resources/web-compliance.html) - [Automated Templating for Subpoena Response](https://www.safarisop.com/resources/web-automated_templating.html) * * * Safari SOP Transforming Legal Order Processing [sales@safariSOP.com](mailto:sales@safarisop.com) [425.298.3620](tel:4252983620) © Safari SOP All Rights Reserved