> Markdown copy of https://www.safarisop.com/resources/blg-top_5.html for AI agents.
> Index of every page on this site: https://www.safarisop.com/llms.txt

##### SUBPOENA RESPONSE

# Top 5 Recommendations

### Legal process teams share their top tips

Every year we update our list of top five suggestions to improve subpoena response based on conversations with legal and operational teams. Here are the latest tips and old favorites:

“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

#### FIRST

**Set Expectations**

By sending an acknowledgment email

**A routine message to each issuer is a small step that delivers big dividends.** You acknowledge receipt, estimate your response date, ask that they not call for updates in the meantime, and notify them of your estimated cost to respond. You save time on phone calls from issuers and put them on notice that you expect them to pay. In response, issuers typically either narrow the scope, abandon a request altogether, or just reimburse you as expected.

Sample: Issuer acknowledgment

<https://www.safarisop.com/_doc/sample-issuer_acknowledgment.html>