SUBPOENA MANAGEMENT: What’s In and What’s Out

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DON'T CONVERSE—ANNOUNCE
Give up on the idea that you need to engage with every lawyer who serves you with a subpoena.

Unnecessary back-and-forth only wastes time you could spend preparing your response. Instead, send standard communications that set expectations and provide information. A few examples:

Don’t ask for an extension. Tell them when you’ll respond
Give notice that you expect to be paid for your response and estimate your cost
Instead of coordinating delivery, tell the requestor how you’ll make documents available to them

Sample: Issuer acknowledgment

BE DONE WITH IT
If the next step is up to the issuer, you're done.

Sometimes, you’re waiting for something from the requesting party—for example, you’ve asked for more information or told them they served the wrong corporate entity. Maybe you set a reminder to check the status or plan to follow up with a second message. But if the next step is up to the issuer, why not consider yourself done with it? Particularly since there’s a decent chance you won’t hear from them again, it’s not your job to follow up. If you hear back, work on it then. In the meantime, cross it off your list.

Sample: Request for more information

Safari SOP
SOP Response Simplified

sales@safariSOP.com425.298.3620

What’s In and What’s Out
Recent trends in managing subpoenas

JUST ASK
Recouping costs is just a matter of asking.

When we talk about Safari’s invoicing features, someone occasionally asks about legal authorities. If you’re facing a broad request and an e-discovery project, maybe it’s worth researching cost-shifting. But considering the low stakes for “go and get” civil subpoenas, our customers take a different approach: they commit to comply, and they ask that the requestor reimburse their response cost. Usually that cost represents an hour or two of someone’s time and a means of delivery. If the odd issuer says no, you’ve lost nothing by asking. And if you’re like our customers, you have a lot to gain by recouping that cost across many subpoenas.

Automating invoice creation & collection

WHAT ELSE IS OUT AND IN
A few additional items

OUT

Issuers call to ask for updates

You automatically notify issuers when to expect response

Outlook reminders

Auto-tracked deadlines

Poll the team, assemble spreadsheets

Track details and report everything in one system

Duplicate service = duplicate work

Spot duplicates before they waste anyone’s time

Email around to find the right person

Assign and route documents programmatically

Pay your own costs

Charge for your time and cost

Chase down payment

Collect with a paywall

Draft correspondence

Use templates

Ask issuers

Tell issuers

Excel

Safari

NEXT STEPS

Schedule a conversation with a Safari workflow specialist or live demo of the system over Zoom: SafariSOP.com/demo
Contact Safari Sales at sales@safariSOP.com or 425.298.3620
View more resources in the Safari Watering Hole

Safari SOP
SOP Response Simplified

sales@safariSOP.com425.298.3620

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