SERVED DOCUMENT MANAGEMENT

The Safari SOP Platform

A purpose-built Served Document Management (SDM) solution

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Served Document Manager is the intelligent front door for everything that arrives—turning a fragmented stream of paper and scans into a fast, traceable, digital workflow, without changing how your locations operate today.

Account Garnishment
/ Levy Processing

Better compliance and peace of mind

Safari delivers peace of mind as you process legal orders to seize funds or assets. Minimize risk by improving compliance, visibility, task tracking, and automation—all within Safari.

  • COMPLIANCE
    Configure Safari to backstop your compliance policies for regulators
  • VISIBILITY
    Centralize key data and documents, eliminating spreadsheets and email
  • RISK REDUCTION
    Track status to ensure funds are timely seized and paid to creditors
  • PRODUCTIVITY
    Use auto-populated templates for correspondence and answers
  • OVERSIGHT
    All actions are logged, audited, and available in customized reports
“Our legal process team is working smarter with Safari. We’ve eliminated tracking in spreadsheets and automated our processes.”
Nick Mitchell photo Nick Mitchell
VP, Legal Affairs,
Logix Federal Credit Union

Subpoena Response

Better control and productivity

Safari provides control over high-volume processes with third parties. Improve productivity as you automate intake, correspondence, document delivery, and payment collection. With Safari it’s simple.

  • CENTRALIZED INTAKE
    All documents, whether served on a branch office or to your registered agent, arrive in one central queue for processing
  • PRODUCTIVITY
    Automate correspondence and standard documents in auto-populated templates
  • RESPONSE DELIVERY
    Send files with no limits on file size, file type, or number of files per delivery
  • INVOICING
    Auto-generate invoices and the recipient is prompted to pay via credit card prior to downloading their documents
  • COMPLIANCE
    Flag invalid service or missing RFPA certificates
  • OVERSIGHT
    All actions are logged, audited, and available in customized reports

NEXT STEPS

RELATED RESOURCES

Safari SOP
Transforming Legal Order Processing

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