How garnishments arrive
- From a registered agency, electronically. Some agencies send garnishments as structured data rather than documents — either through an agency exchange (X9.129 or JSON) or through the ServePort Agency Portal.
- As a document through ServePort®. A serving party uploads the order to ServePort. Safari creates the matter and attaches the document.
- By email. Orders sent to an intake email address create matters automatically, with the email and its attachments kept on the matter. See Setup / Intake: Intake Email.
- By hand. A processor creates the matter directly and enters the details from a paper or scanned order.
What Safari Does on Arrival
For matters created automatically, several things happen before a person picks the matter up:
- The matter is created and assigned a subtype. The subtype governs much of what follows.
- Fields are populated from the document. Where the garnishment arrived as a scanned or paper order rather than structured data, Safari AI reads it and fills in the matching fields — including handwritten values and any check amount. This runs when the matter is first created. See Workflow - AI Data Extraction.
- A reviewer is assigned, if automatic reviewer assignment is switched on for the subtype. If no reviewer can be assigned, Safari can email an alert so the matter doesn't sit unclaimed.
- The garnishment type is set. For X9.129 orders Safari reads it from the order and locks it, because the workflow depends on it being right. Where the type can't be determined from the agency's data, it defaults to Point-in-Time: 1-step, and you can change it.
- Subject searches are queued. If your institution has search integration, subjects that arrived electronically are searched automatically. See GAR - Integration-Driven Automation.
Is there a question we didn't answer? Please send it to us at support@safarilaw.com