Workflow & Processing
Matter Types - Fields & Functionality
Matter Types Overview All matters in Safari are assigned a Type and Subtype, which combine into a single selection. For example, when you create a matter or want to change a matter's Subtype, Safari presents a picklist organized by Type (Document ...
Intake Email - Troubleshooting FAQs
NOTE: This help page is about troubleshooting Intake Emails that don't create a matter in Safari. For information about how Intake Emails work, see Workflow - Add / Close / Delete Matters. Overview Safari will not accept an email sent to an Intake ...
Workflow - Transfer to Other System
Overview - Transferring Documents to Other Systems VIDEO TUTORIAL (8 mins) - view video For any served document you will not manage and resolve in Safari, you can transfer the served document to other systems or teams for processing. For example, if ...
Workflow - Notes
OVERVIEW VIDEO TUTORIAL - Notes (3 mins) Notes are a convenient workflow tool you can use in many situations. If you're the Reviewer, use notes to remind yourself of a detail, or something you need to do. Also use notes to communicate with other ...
Workflow - Alerts & Warnings
Overview - Alerts, Warnings, and Escalation Emails Safari notifies you of issues with alerts, warnings, and escalation emails. Action Alerts Dashboard. You'll see the alerts in a dashboard on Safari's main screen. The default view is alerts in ...
Workflow - Starred / Linked Matters
Starred Matters Safari enables you to star matters to more easily identify critical ones you're handling. Important note: when you star a matter, that star is applicable only to you. If another user accesses the matter, or if you assign the matter to ...
Workflow - Reviewer / Matter Access
Overview Safari offers you a robust collaborative platform for teams. For instance, your subpoena team can grant access to multiple users, ensuring uninterrupted access to matter history and information even when team members are on vacation. ...
Workflow - Status / Date Due
Overview The status selection in each matter is a critical workflow feature. Below are several examples: Tracking action that needs to be completed. Each matter has a series of "To Do" statuses. You can use these to monitor progress and identify work ...
Workflow - Editing Data / Audit History
Overview This help page gives you information and tips about editing data in a matter, including your ability to look up and auto-populate serving party data. You'll also learn about the audit history that Safari captures for you about any changes to ...
Workflow - Add / Close / Delete Matters
ADD MATTERS VIDEO (4 min) - Matter Creation, Reviewers, and Duplicate Alerts Overview There are three ways in which new matters can be created in Safari from served documents: Registered Agent Feed - The served document will be saved in the Served ...
Matter IDs / Matter Lists / Searching
This help page provides information about the various ways that matters are identified, listed, and found: Matter IDs Matter Lists Default views and matter counts Filters (e.g., list all Closed matters) Column data Searching -- Quick Search and ...
Workflow - FAQs
Can I customize the columns in a page that lists Matters? Not currently, but that is a feature we plan to add in an upcoming release. If this feature is important to you, please send us a feature request email to support@safarilaw.com. What should I ...