System Setup
Setup / Intake: Intake Email
Safari Intake Emails INTAKE EMAIL FEATURE: IMPORTANT SECURITY CONSIDERATIONS Understanding the Security of the Intake Email Feature. While our Intake Email feature is designed to use Transport Layer Security (TLS) to encrypt emails during transit, ...
Setup / Intake - ServePort
Overview ServePort®, which stands for service of process portal, is a core component of Safari. It is a customizable portal feature for the receipt and intake of served documents, and it is a delivery portal for subpoena response documents. This help ...
Setup - Auto User Provisioning via SCIM
Auto User Provisioning Overview Auto User Provisioning enables your company to integrate an external user directory with your Safari account. You can connect your identity provider with Safari to automatically provision and de-provision users in your ...
Setup - Subfolder Groups
Creating Subfolder Groups Safari Owners or Admins can create Subfolder Groups in the system Setup. Under the Matters heading, select Subfolder Groups. Within Subfolder Groups, Owners or Admins can create a +NEW Subfolder Group with a naming ...
Admin - Editing Serving Party Data
Overview To minimize data entry about the Serving Party / Requestor, Safari gives you a purpose-built lookup feature in matters to search for and auto-populate a Serving Party's information if they've previously served your company. To learn more how ...
Setup - Auto-Delete Documents (Record Retention Policy)
Overview YOUR COMPANY MUST FIRST CONTACT SAFARI SUPPORT TO SET UP THIS FEATURE. Because document destruction is permanent and not recoverable, this feature is not automatically accessible in system setup. If you'd like to implement this feature, a ...
Setup - Matter List Columns
Overview VIDEO: Matter List Configuration (2 mins) The Matter List pages display lists of matters using five columns of double-stacked information. The first three columns are fixed for consistency, but Safari system Owners or Admins can change the ...
Setup / Intake - Registered Agent Feed
Registered Agent Feeds Overview If your company employs CSC or CT Corporation as your registered agent, Safari offers the capability to automatically download served documents and their associated data directly from these agents. To activate this ...
Setup - Date Dropdowns
Overview You must complete certain actions or responses within a legally designated time period. For example, a state might require a garnishee to complete and mail an Answer to Interrogatories within seven business days of receiving a writ of ...
Setup - Compliance Policies
Overview Safari's built-in features and configuration options help your company ensure compliance with your legal processes and company policies. See the outline below of the features and configuration options to help you maintain compliance ...
Setup - Automation with API Integrations
Overview - Automating Workflows & API Integrations Responding to subpoenas, levies, garnishments, and other types of served documents can be a highly manual process. For example, when you receive a subpoena, without an automated lookup, a user must ...
Setup - Templates and Library
This help page describes how your company can incorporate your standard forms and policies into its Safari workflows: Templates - Incorporate your standard forms or legally required forms with templates to create documents or send correspondence. ...
Setup - Subtypes
Overview NOTE: Only system Owners can edit Subtypes. For more information see Setup - Users. Safari requires a Subtype field in every matter. You can use and configure Subtypes for several purposes, including matter assignment, workflows, transfers ...
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 ...
Setup - Company, Entities & Teams
Overview Safari organizes your company information into three levels: Company - information and settings Entities - list for identifying the entity that was actually served, as well as information and settings Teams - used for identifying groups of ...
Setup - Single Sign-On (SSO)
SSO Overview Single sign-on (SSO) is an authentication system that allows your users to access online applications like Safari by simply logging into your company's network. In other words, rather than you having a separate user ID and password for ...
Setup - Invoices
Overview This help page addresses the following topics about setting up invoicing in Safari to charge the serving party for your subpoena response costs: Safari's approach to invoicing Invoice practices by other companies (comparative data) Setting ...
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 ...