New Client Onboarding – Social Media

New Client Onboarding – Social Media

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Effective client communication accelerates your discovery process and produces useful data faster. Incorporating Novara, our Social Media Collection platform, provides you an essential tool that helps manage client expectations and discovery requests. Novara enables your front office to collect, search, tag, and export responsive documents from multiple Social Media accounts at the same time. The guide below outlines a simple walkthrough of how to set up Novara in your office; allowing your team to vet clients, protect your plaintiff’s cases, and ensure your win in court.

  1. Establish a team in Novara. Built-in team collaboration allows essential employees from your team to work with multiple clients simultaneously. Assign paralegals, other lawyers, and critical staff directly from your account page. With teams in Novara, import social media data from new clients, search information for important evidence, tag at 10,000 documents a minute, then export defensible data from several computers in your office at once.

  2. Communicate how Novara works and manage expectations. Novara works using downloaded .JSON Zip Files from Social Media websites such as Facebook, Twitter, Instagram, and Snapchat. You’ll need to upload these Zip Files into Novara to search the data. Collect these files early, even during the first meeting. Explain the necessity for producing native, authentic, and defensible data to opposing counsel and the court. Our platform extrapolates .JSON structured files; which yields metadata and proves when, how, and where a post originated from. This prevents evidence from being thrown-out and gives your client’s case an edge in the court room.

  3. Secure your client’s data. Take advantage of the collection process for Novara by securing your client’s social media data in the same step. The fastest approach to downloading your client’s Zip Files includes: making their account private, activating two-factor authentication, generate new and unique passwords for each social media account, and instructing them not to post about their case online or in messenger chats. Our step-by-step guides and articles include how to complete each of these processes within 30 minutes.

  4. Incorporate Novara into your Post-Meeting step. Instruct your client to prepare their accounts by performing the security steps first, before coming to your office. Providing information on these simple steps shows you’re proactive and expedites the collection process with Novara. Continue to communicate and explain the prerequisite of bringing in their login information.


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