Safari Live Training Sessions
Please join us on alternate Wednesdays, when Safari offers topic driven live training sessions and open office hours for Safari customers. Training sessions offer insight to the newest features and functionality, and office hours provide an opportunity to ask the Customer Success team questions that may be best answered with a demonstration. See the calendar below for details. To join any of these sessions, use the Microsoft Teams link below.
Microsoft Teams Meeting:
OR copy and paste this link into an event on your calendar:
Wed., August 20 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Cost Recovery Trends and Best Practices
Wed., August 20 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours
Wed., Sept 3 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Safari Generated Templates and Invoices
Wed., Sept 3 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours
Wed., Sept 17 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Safari Reporting Capabilities
Wed., Sept 17 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours
Wed., Oct 1 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Transfer Service of Process to Another Department/Business Unit
Wed., Oct 1 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours
Wed., Oct 15 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: API Driven Subject Search, Account Lookup and Seize/Release Funds
Wed., Oct 15 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours
Wed., Oct 29 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: ServePort Intake Portals, Auto-Assignment and Optimizing Intake Workflows
Wed., Oct 29 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours
Wed., Nov 12 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Safari Listing Pages, Quick Search and Serving Party Look up Functionality
Wed., Nov 12 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours
Do you have a topic you would like to learn about?
Related Articles
Welcome to Safari!
Safari is the only solution specifically designed for legal order processing teams that handle served documents, third-party subpoenas, document requests, attachments, levies, and court ordered garnishments. Safari offers three products: Subpoena ...
Invoicing - Safari Funds Transfer
OVERVIEW When you present an invoice with response documents via the ServePort delivery portal, the Recipient pays your invoice via credit card. Safari uses Stripe to process the credit card payment. Stripe deposits all Recipient payments into a ...
Detailed Info - Safari-Sent Emails
Emails - "Sent by" and "Reply To" addresses The Safari system sends you various emails based on certain actions or events. This help page informs you how it sends those emails. Specifically, what address is the sending address (called the "Sent by" ...
Reports - Trending Reports & Graphs
This help page describes how to download data from Safari to create trending reports and graphs using Microsoft Excel. You can build these trending reports to show trends by Type, Subtype, Entity, or any data you chose for sorting. How to Create ...
Setup - Users
This help page for system Owners and Admins covers the following topics: Viewing List of Users Creating/Editing Users Includes information about adding outside counsel as users System and Access Permissions Deactivating Users Individual users can ...