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.

2025 SCHEDULE 


  • Wed., Jan 22 @ 10:00 a.m. PT / 1:00 p.m. ET -- Topic: ServePort® Intake Automation
  • Wed., Jan 22 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open Office Hours 

  • Wed., Feb 5 @ 10:00 a.m. PT / 1:00 p.m. ET -- SPECIAL Presentation: Levy Manager Automation (White Rhino Release)

  • Wed., Feb 5 @ 10:30 a.m. PT / 1:30 p.m. ET -- Open office hours

  • Wed., Feb 19  @ 10:00 a.m. PT / 1:00 p.m. ET – Topic: Safari Professional Services and API Integrations
  • Wed., Feb 19 @ 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-engagement@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 ...
    • Invoicing - Safari Funds Transfer

      OVERVIEW When you present an invoice with responsive documents on the SecureShare portal, the Issuer pays your invoice via credit card. Safari uses Stripe to process the credit card payment. Stripe deposits all Issuer payments into a Safari bank ...
    • 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 ...