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##### WHITE PAPER

# Designing a Process Improvement Initiative for Legal Order Processing

## A Strategic Roadmap

Last updated November 5, 2026

Safari's mission is to help companies that receive high volumes of legal orders - such as levies, garnishments, and subpoenas - reduce risk, save time, and recover costs. This white paper will assist legal and banking operations professionals design and implement an initiative to improve their legal order processing. We look forward to working with you to determine if Safari can assist your organization with a process improvement initiative. ​

Prepared by:
 **Brandon Spurlock, JD** VP Global Sales, Safari SOP

This white paper by Brandon Spurlock, JD, VP Global Sales at Safari SOP, sets out a strategic roadmap for legal and banking operations professionals who want to design and implement a process improvement initiative for legal order processing. It covers levies, garnishments, writs of attachment, subpoenas, law enforcement requests and other court orders, and describes how to move that work from a fragmented, manual system to an efficient, compliant and cost-effective function.

## Key points

-   The challenge is high volumes, understaffed teams, time-consuming manual tasks and inadequate tools. Technologies built for litigation management, document management, e-discovery and deposit operations are not specifically built for legal orders.
-   Start by assessing the need for change: quantify current pain points in time expenditure, fiscal impact and compliance exposure, and understand what finance teams, legal departments and business units each care about.
-   Design the initiative with clear, measurable objectives, a scope that sets which document types and process components to include, a framework that maps current and future workflows, and a realistic timeline with phases and milestones.
-   Build a business case on concrete success metrics, such as time saved per document type, faster turnaround, improved cost recovery rates and reduced delivery expenses, and connect them to corporate strategic goals.
-   Engage business executives, budget and approval committees, IT and procurement teams, and end users, and recruit internal champions from each group into a cross-functional steering committee.
-   Plan a phased rollout, from initial assessment and solution design through pilot testing (if necessary) to full deployment, with a multidisciplinary team under executive oversight.

## Common questions

### Why do process improvement initiatives for legal orders stall?

The white paper names four common challenges: uncertainty about where to begin, resistance to changing established workflows, difficulty identifying and balancing stakeholder needs, and constraints imposed by complex budgetary approval processes. Its answer is a structured approach that articulates the need for change, identifies the relevant stakeholders, demonstrates meaningful return on investment and defines clear implementation strategies.

### How do you get a process improvement initiative approved?

Identify not just the formal decision-makers with signature authority but also the influential stakeholders whose support can accelerate or derail momentum. Prepare audience-tailored presentations that anticipate challenging questions, set realistic timeline expectations, and treat the approval process as a strategic campaign rather than an administrative hurdle.

### How can a vendor help with the initiative?

Engaged as strategic partners rather than mere suppliers, vendors can join the current state assessment with benchmarking insights, help articulate needs in technical terms, and share the types of efficiency gains typically realized, ROI analysis and timelines from similar projects. The white paper adds that vendors can be particularly effective in overcoming IT skepticism and explaining technical concepts to non-technical stakeholders.