When Sheena Ferarri joined Blue Shield of California’s she noticed that their subpoena response process was very heavy on administration. They relied on spreadsheets to track incoming requests, postcards to acknowledge receipt, and snail-mail to send responses. Needless to say, the process hadn’t been updated in decades.
One of her first goals is to transform the process using technology. First, she wants to get more efficient (and reduce data entry) by moving requests directly from her registered agent into a subpoena management system. Second, she’ll automate common tasks like corresponding with issuers using templates and workflows. Third, she’ll will reduce cost by replacing paper delivery with an online portal and start charging for the time it takes to prepare responses. And last, she’ll run better reports including trends over time.
Safari SOP is an online application specifically designed for companies like Sheena’s to manage the entire response lifecycle. Tom Melling, CEO of Safari, explained how the solution automates every step from intake to delivery and cost recovery. For example, he showed how quick and simple it is to deliver responses and recover costs. The company just selects a pre-configured recovery amount and then the system does the rest. It notifies the issuer, generates an invoice, collects payment via an online paywall, and then presents the documents for download.
Sheena Ferarri, Sr. Manager, Legal Ops, Blue Shield CA
Sheena is an experienced data-centric legal operations nerd. She thrives at finding, building, and administering cross-functional in-house operations solutions and processes at scale. Prior to Blue Shield of CA, she oversaw legal operations at Fitbit and SurveyMonkey.
Tom Melling, CEO, Safari SOP
Tom has devoted much of his professional career helping the legal profession bridge the geek-wonk divide. He was a founder and President of Serengeti, the world’s largest ebilling & matter management platform (acquired by Thomson Reuters). He recently formed Safari SOP with many from the original Serengeti team to help legal operators reduce risk, save time, and recover costs when responding to subpoenas and other SOP.