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

  • Agencies

    Overview

    Safari provides software solutions for banks, credit unions, and companies. Because government agencies serve levies on our customers, we work closely with all parties to accelerate the process.

    Safari facilitates the electronic service of all e-Levy formats, along with the secure receipt of responses to reduce manual effort and improve coordination. We also offer Safari Managed Exchanges—a turnkey service that handles onboarding, support, and delivery for all banks on your behalf. Learn More

    SIMPLIFYING YOUR E-LEVY ROLLOUT

    Safari: Your Trusted Partner for e-Levies
    X9.129, PDFs, or faxes—Safari converts it all to X9 at no cost
     X9.129 Formatted Levies
    The national standard for e-Levies, backed by Safari’s X9 leadership
     PDF and Other e-Levy Formats
    With Safari’s converters to X9.129, bring your agency into the e-Levy future
    Safari Managed Exchanges for All Banks
    Expand your e-Levy reach without expanding your workload

    SUPPORT / RESOURCES

    Getting Started
    For a step-by-step walkthrough and other support resources, click here or go to serveport.com and click on the help link in the upper right corner. 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 Partners Careers

    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
LEVY PROCESSING

Levy Manager

Purpose-built software for high-volume work that’s too complex for paper, spreadsheets, and workarounds.

EVERYTHING YOUR TEAM NEEDS TO RESPOND

Legal order teams face constant pressure from high volumes, tight deadlines, and strict compliance requirements. Delays and manual errors can lead to missed deadlines, incorrect seizures, and regulatory risk.

Safari solves this structured electronic intake, automated workflows, and purpose-built integrations to reduce risk, cut manual effort, and accelerate responses to levies, writs, and other attachments.

“We used to average 30+ minutes per levy. Now with the intake automation in Safari's Levy Manager, we're processing in 10 minutes or less.”
Ashley West photo Ashley West
Senior Applications Analyst, Operations,
First Merchants Bank

Loading resource...

Get full access to all resources

Please provide your full name
Please provide your work email

WHY LEVY MANAGER

ONE PLACE TO DO THE WORK
Your team shouldn't need five systems, three inboxes, and a spreadsheet to process a single order. Levy Manager gives every specialist a single workspace where the order, the accounts, the history, and the response tools are all in one place.
NOTHING FALLS THROUGH THE CRACKS
When orders live in inboxes and spreadsheets, the only thing between your institution and a missed deadline is individual heroics. Levy Manager gives management real-time visibility into every order's status—so you manage by system, not by memory.
GET RID OF PAPER AND DATA ENTRY
Paper levies, faxed writs, emailed court orders—they all end up as manual data entry. Levy Manager digitizes intake and minimizes the keystrokes between receiving an order and acting on it.
FLEXIBILITY FOR EVERY TYPE AND JURISDICTION
One-step, two-step, continuous, point-in-time—every jurisdiction has its own rules, and they change. Levy Manager gives you configurable workflows that adapt to the specifics without forcing a one-size-fits-all process.
A SYSTEM OF RECORD WITH AN AUDIT TRAIL
When regulators or plaintiffs ask what you did and when, scattered emails and shared drives aren't an answer. Levy Manager documents every action, decision, and dollar—audit-ready, any time.
DON'T BUILD IT—BUY PURPOSE-BUILT
Legal orders aren't a generic workflow problem. They're a deep domain problem—one-step vs. two-step, continuances, state exemptions, seizure multipliers, and more. The teams selling you a low-code or generic AI solution don't know what they don't know. We do.
Safari SOP
Transforming Legal Order Processing
sales@safariSOP.com425.298.3620
© Safari SOP
All Rights Reserved

Levy Manager
Purpose-built software for high-volume work that’s too complex for paper, spreadsheets, and workarounds.

How It Works

Account Review Screen
CENTRALIZED WORKSPACE
Intake, Processing & Response—All in One Place
  • ServePort® network accepts electronic intake from agencies, law firms, and registered agents
  • Single workspace for the order, accounts, history, exemptions, and response tools
  • Digital responses delivered in ANSI-approved X9.129 format or via configurable templates
  • Drag-and-drop document handling—no scanning, no rekeying, no switching between systems
  • AI-assisted data extraction minimizes manual entry from PDF and paper orders
VISIBILITY & AUDIT TRAIL
Management Oversight and Compliance Documentation
  • Real-time dashboard of every order's status across the department
  • Complete audit trail of every action, decision, and financial transaction
  • Configurable compliance warnings for jurisdictional and policy issues
  • Warnings require documented resolution before the user can proceed
  • Custom reports and exports for internal review and regulatory response
Innovative
Drive legal order technology standards through the X9 organization
Responsive
Customer-first model delivers industry-leading satisfaction and 99% retention
Established
Trusted by financial institutions and agencies nationwide
Enterprise
Security, compliance, and scalability to the Fortune 10
FLEXIBLE WORKFLOWS
Configurable for Every Type, Jurisdiction & Process
  • Point-in-time (1-step & 2-step) and Continuous (1-step & 2-step) fully supported
  • Configurable workflows adapt to state-specific rules without custom development
  • Seized Amount Multiplier handles requirements like Hawaii 1.2x or Florida 2x
  • Exemption tracking with state law, state/federal amounts, and documentation fields
  • Visual compliance timeline tracks the full lifecycle with click-through decision points
CORE SYSTEM INTEGRATION
Automate Workflows by Connecting to Your Core
  • API connections to Corelation, FIS, FiServ, and Jack Henry
  • Automated subject search, account lookup, balance retrieval, and ACH history
  • Automated fund seizure, holds, releases, and processing fee collection
  • Transforms Levy Manager into a near-fully automated platform

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
Transforming Legal Order Processing
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.

SITEMAP
Products - For Companies - For Law Firms - For Agencies
 
Resources About Us Careers Demo
CONTACT
425.298.3620
Bellevue, WA
LinkedIn/SafariSOP
LEGAL
Privacy Policy Terms of Service Vulnerability Reporting © Safari SOP All rights reserved.
Hot Legal Tech
×