Early case assessment (ECA) is the process of targeting the key intelligence which will ultimately guide case strategy early on in a legal matter. ECA and investigation capabilities that are fully integrated into review platforms enable you to use whatever search and analysis tools you need to quickly dig into matters, gain a holistic understanding of your data before a case begins, start culling your collection, and quickly uncover the true story behind an incident.

No matter the size of the dataset, using the tools within Relativity as customisable ECA dashboards within advanced review platforms, lawyers can instantly get graphical representations and visual information about key case details at a click of a button.

These customisable dashboards in Relativity give you visibility into the size and scope of your case by quickly identifying important information about your data such as file formats, volume, date ranges, etc, while examining custodians, search terms, and concepts. An effective ECA strategy seeks answers to questions such as:

  • What are the key issues in the legal matter?
  • What keywords and search terms are relevant to those issues?
  • How much potentially relevant data do I have?
  • What are the potential e-discovery costs related to the complaint?
  • What is my overall legal liability?
  • Are there any key documents that must be accounted for?


It’s hard to answer these types of questions without having an understanding and knowledge of what is in the dataset that you are dealing with on that matter. Lawyers find themselves advising clients based more on experience or a gut feel from the discussions about the matter rather than basing it on tangible data and information. This is where ECA solves a pain point for lawyers.

Having all this information in visual formats with pivot tables, bar and pie charts, and detailed lists of relevant information such as top 10 custodians, data ranges, keywords, file types and such, Relativity ECA provides lawyers the information they require to make valid assumptions and recommendations to their client based on the information at hand.

Reports can easily be generated in Relativity to help you make sense of everything. Through reports and dashboards, you can more easily digest key figures, trends, and other actionable information. For example, a report might reveal that e-discovery costs and burdens far outweigh the monetary value of the case, a fact that might have been missed looking at the data at a more granular level. Plus, reports are easy to share and export-friendly for turning over to a judge or opposing party. They also keep a historical record of activities in case something needs to be revisited long after the event.