Safari Live Training Sessions

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:

Click here to join the meeting

Meeting ID: 297 386 258 983 
Passcode: t3bRcC 

OR copy and paste this link into an event on your calendar:


2026 SCHEDULE 

Wed., Feb 11 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Cost Recovery Trends and Best Practices 
Wed., Feb 11 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours

Wed., Feb 25 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Safari Intake Solutions (ServePort/Registered Agent Feed) 
Wed., Feb 25 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours

Wed., Mar 11 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Organizational Tools (Matter List Pages/Date Drop Downs/Subfolders/Templates) 
Wed., Mar 11 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours

Wed., Mar 25 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Template Functionality (Invoices, Emails and PDFs)  
Wed., Mar 25 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours

Wed., Apr 8 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Reporting Functionality (Standard and Custom Reports)
Wed., Apr 8 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours

Wed., Apr 22 @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Safari Integration Options for Greater Automation 
Wed., Apr 22 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours


Do you have a topic you would like to learn about?
Please email customer-success@safarisop.com. Thank you!




    • 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 ...

    • 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 ...

    • 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" ...

    • GAR - Agency Electronic Levies

      Electronic Levies: A Game-Changer for Financial Institutions VIDEO (8 mins) - Levy Manager Automation Safari's Levy Manager transforms the levy process. Our system can receive any form of electronic levy from agencies, automatically extract the ...