Setup - FAQs

Setup - FAQs

The subpoena is not for a document request but for in-person testimony.  How do we track that in Safari?  You can create a Subtype for "In-Person Testimony" and store the location information in the "Other Information" field.

Is it possible to load prior served documents and matters into Safari?  Yes, but it usually requires a custom import by Safari.  Please contact support@safarilaw.com for more information.

We would like to customize fields in the matter profile and lists of matters.  Is that in Safari's product roadmap?  Yes, it is in our roadmap, but we don't yet have a specific release date for you.  If you'd like this capability, please send us a feature request email to support@safarilaw.com.

Is there a question that we have not answered? Please send us the question to support@safarilaw.com, and we will add it to this FAQ.

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