Subpoena Manager

This product overview covers Subpoena Manager by Safari SOP, a modular subpoena management solution made of three parts: Intake Manager, Request Manager, and Delivery Manager. Each part handles one stage of the subpoena response process. You can implement them together for an end-to-end solution or individually alongside your existing systems.

Key points

• Intake: external portals for law firms and agencies, internal portals for offices and branches, data captured at the source, original and follow-up service, a registered agent feed, and automatic acknowledgment or confirmation of receipt.
• Processing: review and assignment, de-duplication and linking, auto-assignment by type, template correspondence with data fields, centralized communication, internal notes and collaboration tools, and escalation tools.
• Delivery: encrypted document delivery through an online portal, an audit history of delivery, no file size or type limits, and built-in records retention.
• Cost recovery: automated invoice generation and a built-in paywall before the response can be downloaded.
• Platform: role management with SCIM, single sign-on, custom reports and exports, an audit history of all changes, API access to all data, and record retention.

Common questions

How does Subpoena Manager keep an audit trail across the whole response?

Subpoena Manager keeps an audit history of all changes, and its delivery details show when and to whom documents were delivered. The platform also offers custom reports and exports. Jonathan Rupp, General Counsel at Mountain America Credit Union, put it this way: "It's easy to use and the ability to audit the entire process is important."

How does Subpoena Manager handle intake and duplicates?

Online intake portals collect data for each matter type, duplicate matter alerts flag matters to review and resolve, and organized views centralize all subpoenas by team, type, and other criteria. Side-by-side review shows each data field next to its related document.

Can we recover the cost of responding to subpoenas?

Yes. Subpoena Manager generates the invoice automatically, and a built-in paywall collects payment before the recipient can download the response. Tyler Williams, Associate General Counsel at ABC Supply, said: "With Safari's cost recovery features, we're collecting more in one month than we did in the past 16 years."

Do we have to replace our existing systems?

No. Subpoena Manager is designed for use together or individually with your existing systems, so you can implement one part to improve a specific operation, based on your company's needs. The platform also offers API access to all data.