IMPORTANT NOTE:   Whenever you enter information in a field, upload a document, delete information or a document, etc., the update will NOT save in Safari until you click SAVE  in the upper left corner.

Matter fields organized in sections

 

1. Primary – Generally the required fields
   
2. Serving Party – Law firm, government agency, or entity to be contacted about the served document
   
3. Issuing Authority / Forum – Fields about the authority that issued the legal order; it is a configuration option set up by system Owners, so you may see it in a specific matter
   
4. Subjects – Person(s) or entity(ies) subject to the document request or garnishment; for garnishments the Subject is the debtor
   
5. Financial –
   
1. Subpoenas / Document Requests:  the fields relating to invoicing, such as Inv. type, prepayments, and payment info
   
2. Levies / Garnishments: the fields relate to the judgment/lien amount, releases, accounts, and payments 
   
6. Creditor/Payee - Section and fields shown for garnishments only
7. Additional – Information such as the plaintiff & defendant, document title, court, etc.   

Required Fields

Red   = hard required                                                 Orange   = soft required

Keyboard Shortcuts

Action	Windows / PC	Apple / Mac
Save	Alt -  +    s -	Option -  +    s -
Close	Alt -  +   w -	Option -  +    w -
Collapse all sections	Ctrl+Shift -  +   [	Ctrl+Shift  +    [-
Expand all sections	Ctrl+Shift -  +   ]	Ctrl+Shift -  +   ]
Paste image as file	Ctrl -  +   v -	command -  +    v-

Notes about Specific Fields

Case No.

If there's no case number, enter an identifier (e.g., Serving Party's internal ID or Safari Response ID). Avoid using "None" or "N/A". 

Entity Served / Incorrect Entity Name

From time to time, serving parties may incorrectly serve your company with incomplete, out of date or misspelled company names.  Your company's policy determines how you choose to respond; either closing the matter as invalid or accepting service despite the name discrepancy.  Safari allows you to track and report incorrect entity served data if you choose to accept requests sent incorrectly. ​

In the left-hand data capture of a matter, when you choose the ENTITY SERVED from your pick list, there is also a box you can tick that says ENTITY NAME DISCREPANCY, which opens a free text field.  Assuming you're willing to accept service, choose the entity accepting service from your list, and tick the box to enter the Entity named in the INCORRECT ENTITY NAME field.

 

Serving Party Lookup

SEARCHING FOR CONTACTS AT AN ORGANIZATION:    If you want to search for all contacts at an organization, type the domain name of the email address.  For example, in the image below, the law firm domain is "wilsonsunrise.com." By searching for the domain, two contacts are displayed for the firm:

1. Newest results shown first.  The search results display by the newest entries to oldest.  In other words, if you have a list of serving parties that satisfy your search criteria, Safari displays the most recently active contacts. 
   
2. Selecting a serving party card overwrites data in the serving party fields.  If you had already entered information in the serving party fields, but then search and find a serving party contact, the selected contact data overwrites any data in your fields (including if the card selected has blanks, the blank replaces data you previously entered).
   
3. Correcting Serving Party data.  If the Serving Party data shown in a card isn't accurate, if you select the card and then correct the data in the matter, Safari updates it in the card for future searches. 
   
1. Note: Safari doesn't update the card in the lookup until you deliver documents to the Serving Party in a document request matter, or you close a garnishment matter.  If you want the Serving Party information immediately updated, contact a system Owner or Admin, who can access Serving Party lookup information and update it immediately -- see Setup - Serving Party Data (Address Book).
   
2. Note: a NEW card is created if either the contact Name or Email Address is changed prior to the portal opening for document requests, or a garnishment matter is closed.
   

Individual Subject Names

Safari now displays individual subject names with more detail beyond one field, including First, Middle, Last names and Suffix.

Note: If the number of characters in each field exceeds the box, simply expand the divider to the right to show all of the characters in each field as shown below. 

Audit History

Safari logs all data changes, which are viewable in the audit history for a Matter.  View the audit history by clicking the audit history icon in the Matter header.  Click the icon again to hide the history.