ServePort by Safari
  • Overview

    WELCOME

    At Safari, we combine unified workflows, automation, and AI to help legal process teams work faster, reduce risk, and improve compliance.

    With newly-established data formats and AI, this is an exciting time for transformation—here’s how we’re redefining legal order processing. Learn More

    WORKFLOWS, AUTOMATION, AND AI

    Workflows Start with Intake
    Introducing ServePort: The service of process platform
    Seamless Workflow Automation
    Enable your team to operate at a whole new level
    Secure & Integrated AI
    Enhancing, not replacing, legal workflows and decisions

    WHY CUSTOMERS CHOOSE SAFARI

    Purpose-built
    The industry's best levy & subpoena response solutions
    ROI and Risk Reduction
    Transformation that cuts costs and reduces risk
    Industry Leader in Legal Order Processing
    Trusted by Fortune 5 companies and financial institutions
  • PRODUCTS

    The ServePort Difference

    Whether your team manages levies, subpoenas, or all served documents, every solution we provide leverages the power of the ServePort® platform

    Capture data at the source, streamline workflows, and automate manual tasks with next-generation tools—that's the power of ServePort. Learn More

    Solutions

    Levy Manager
    Transformation with integrated automation and AI
    Subpoena Manager
    Take control of processing and communication
    Delivery Manager
    Securely send responsive docs with cost recovery
    Central Intake Manager
    Capture, review, and route incoming legal service

    Additional Workflows

    Law Enforcement Requests
    Optimized for faster intake & turnaround
    Service on Offices & Branches
    Internal portals routed directly to HQ
    HR Requests & Wage Garnishments
    Delivered to designated systems / teams
    Customer Portals
    Streamlined for request intake & response
  • Companies

    Companies choose Safari

    Why have 3 of the 5 largest employers in the U.S. chosen Safari? Because we offer easy to implement, purpose-built solutions that seamlessly integrate with existing systems. Learn More

    Explore The Benefits

    Executives Team Managers Front-line Users

    Jump in the Jeep

    How to Buy How to Implement How to Integrate

    Featured

    Safari Executive Overview
    Safari is the only purpose-built solution for teams handling account garnishments, levies, subpoenas, and doc requests. Read Now

  • Law Firms

    ServePort For Law Firms

    ServePort® is a state-of-the art solution to instantly serve documents electronically—anytime at no cost. Upon upload, you'll instantly receive confirmation of receipt in compliance with all legal requirements. That's fast, convenient, and free. Learn More

    Overview

    What is ServePort? Benefits to Law Firms Tools and FAQs

    Featured

    Getting Started:
    How to use ServePort

    A step-by-step walkthrough of how to serve documents and download responses using ServePort—the legal industry's fastest growing served document platform. Read Now

  • Resources

    Product Research

    Case Studies Video Demos Product Collateral

    Practice Insights

    On-demand Webinars Best Practices Blog News Articles

    Featured

    The 2024 Safari
    Subpoena Cost Recovery Index

    The Industry Standard for Measuring Subpoena Cost Recovery Across the U.S. View Now

  • About Us

    Our Company

    About Safari SOP Leadership Partners

    Our Background

    If the animals look familiar it's because we're the same team that built Serengeti Tracker (Sold to Thomson Reuters in 2010), the world's largest and #1 rated legal e-billing and matter management system. Today, we're back at it solving more legal challenges.

    What We Do

    At Safari SOP, we transform the way companies receive and process high volumes of served documents (like 3rd-party subpoenas, account garnishments, levies, etc.), by providing the industry's best SDM platform and solutions. Learn More

DEMO
SUBPOENA RESPONSE

First Merchants Bank

A regional bank shares their experience with Safari

FMB Postcard
In 1893—the year that First Merchants Bank (FMB) was founded—paper-based technology broke new ground with the unveiling of the world’s first punch card tabulating machine. 128 years later, many banks still handle subpoena response in paper-based processes that haven’t progressed much since Herman Hollerith’s big invention.

Meanwhile, FMB has updated their process by taking subpoena response online with Safari.
As a top 15 bank on Forbes’ list of “America’s Best Banks” for the fourth consecutive year, FMB strives for a culture that reflects the best technology and people—and that includes Safari.

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CLIENT PROFILE
First Merchants Corporation


First Merchants Corporation Logo
HEADQUARTERS
Muncie, Indiana
OLD PROCESS
Tracked with spreadsheets
OLD DELIVERY
Email or mailed documents
OLD INVOICING
Manual

Safari SOP
SOP Response Simplified
sales@safariSOP.com425.298.3620
© Safari SOP
All Rights Reserved

First Merchants Bank
A regional bank shares their experience with Safari


We talked with Ashley Ewing, Research Specialist at FMB, about the new technology they’re using to manage subpoena response:

Question
What was your old subpoena process?

“Before Safari, we routed and tracked all of our requests manually.”
We got served with paper requests by mail and into our branches, or by fax or email. Sometimes, the direct recipient didn’t know where to send the document, so it would get inter-officed around until it made its way to the right place. Then our team scanned it, stored it on a network folder, and separately filed the original paper document.

Once we identified and collected the requested documents, we scanned them and then responded by email—although sometimes an issuer requested paper, which we shipped separately.

Question
How was the Safari setup?

“I was skeptical of online portals at first… but after a few months on Safari, I would never go back.”
I had some doubts because this was another program we had to learn, and I had my rhythm with a manual process that I’d developed over 3 years. But our Safari implementation was quick and smooth. I was processing subpoenas on our first day.

Question
What’s been the biggest improvement?

“Now we have everything in one place.”
I used to scan requests and send them to our counsel, then he’d review and send a message that I matched up in a separate workflow system. Now I use Safari to route new subpoenas, and he adds his notes directly in the system and routes back to me. It works really well.

Instead of keeping response documents on a network folder, with communications in email or a correspondence file, now we have one organized system. It’s amazing.

Once a response was sent, I used to spend time manually collecting all of the information and moving it into a network folder for reference. Safari does all of that for us automatically. It used to be that if someone called after the fact, I needed to track down the information. With Safari, we can pull up everything immediately.
“Choosing Safari was an easy decision—we went from first look to implementation in less than a month.”
Valerie Deckman photo Valerie Deckman
Document Retention Specialist,
First Merchants Bank

Safari SOP
SOP Response Simplified
sales@safariSOP.com425.298.3620
© Safari SOP
All Rights Reserved

First Merchants Bank
A regional bank shares their experience with Safari


Question
Do you have a favorite feature?

“The templates make my job much easier.”
For cover letters and routine correspondence, we created Safari templates that pull directly from our system data. We used to edit a Word document for every form and piece of correspondence. Now we send letters with one click. We’re saving at least 15-20 minutes per request just on that.
“Culturally, we strive for the best technology and people. We want to get away from manual processes because they take time and cost more in the long run. We’re relying on Safari to replace outdated processes.”
Brian Hunt photo Brian Hunt
Senior Vice President & General Counsel,
First Merchants Bank

Question
Would you say Safari is a good value?

“Yes. We are saving significant time and money.”
Everything goes much smoother and more quickly. I don’t have to manually tag every document, which was a hassle. Overall, we save at least 30 minutes per subpoena and as much as 45 minutes. I used to write key data points on a post-it note and attach it to the file folder for reference. Now, that’s stored in Safari and we reuse it for our cover letters, correspondence, and delivering responses—I don’t have to flip back and forth or re-enter information.

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
© Safari SOP
All Rights Reserved
Safari SOP Logo

Safari streamlines the work involved in delivering, processing, and responding to high-volume matters like subpoenas, levies, and other information requests—all from one, online Served Document Management (SDM) platform.

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