Early Case Assessment: Evolving from Tactical to Practical

Our digitized world has many benefits over the pre-digital age. However, in our discovery practices, we’ve lost one great habit—doing preliminary walkthrough of material potentially relevant for disclosure.

Just as we walked through paper documents in the past, today we should do walk-throughs of electronically stored information (ESI). This nearly extinct ritual gives the discovery team the lay of the land before they dive deeper into the evidence.

This process—early case assessment—is different with ESI than it was with paper. It requires new analytical approaches, best practices, and its own tricks avoid potential pitfalls as the earliest stages of discovery.

Download this paper to find:

  • Four kinds of analytics to help get an early understanding of data
  • Five practical tips to apply these analytics
  • The difference between early case assessment and technology assisted review


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