Top Benefits of Early Case Assessment for In-House Teams
How ECA curbs costs, cuts risks, and drives smarter dispute resolution strategies
by Petra Pasternak
Outside counsel often leave no stone unturned in their search for relevant documents — a thorough but expensive approach to discovery that can overwhelm legal budgets. For in-house legal teams working with lean resources, that kind of wide-net strategy is not sustainable. The good news? It isn’t necessary, either.
Modern ediscovery tools have made it possible to get control of vast amounts of data early. In fact, up to 75% of collected data for a legal matter is irrelevant or duplicative. Early Case Assessment, or ECA, gives in-house teams the power to quickly and defensibly reduce data volumes to just what matters — saving time, money, and unnecessary effort. Whether review is handled by a third party or internally, attorneys only need to set eyes on relevant information.
With the right approach, ECA doesn’t just reduce review costs. It provides legal teams with early insight into the risks and strengths of their case, helping shape strategy and control outcomes.
How Does Early Case Assessment Work?
Early Case Assessment is both a mindset and a methodology that helps legal teams understand the scope, cost, and risk of a matter before it escalates. It typically starts with identifying and collecting electronically stored information, or ESI. This may include emails, documents, chats, and more, to which legal professionals apply filters, keyword searches, and metadata analysis to isolate what really matters.
The goal? Focus on the most relevant data sets at the outset. That includes identifying key custodians, understanding communication timelines, and flagging potentially privileged or high-risk content.
Some of the questions ECA helps legal professionals answer are:
What are the estimated ediscovery costs?
What are the data sources?
How much data can defensibly be culled?
How much data requires actual human review?
This helps legal teams quickly isolate relevant documents, interview key custodians (people involved in the matter), and determine how much data may need to be reviewed by attorneys.
By conducting this focused analysis early, legal teams can make informed decisions about how to proceed — including whether and when it’s most effective to lean on outside counsel.
When Should You Use ECA?
ECA is most impactful at the very start of a legal matter—before issuing legal holds or collecting every possible data source. It’s especially valuable in high-stakes litigation, internal investigations, and regulatory inquiries, where speed, precision, and control are essential.
With ECA, legal teams can avoid overcollection, reduce the data footprint, and get a fast, accurate view of what’s really at issue. Legal ops, litigation support, and in-house counsel all play critical roles in making this process successful.
How Do Teams Rein in Expenses with ECA?
The most immediate benefit of ECA is its ability to reduce outside counsel spend. Document review can account for up to 80% of litigation spend. By using ECA to cull irrelevant or duplicative data early, in-house teams drastically minimize the volume of materials sent for external review.
For example, Everlaw users remove on average 76% of documents before active review. In a case with 1 million documents, that translates to over 12,700 hours saved, or more than six years of review time. This work can be done securely in-house before involving outside counsel. When less data leaves the organization, security improves and review costs drop.
How Does ECA Help Build a Stronger Litigation Posture?
ECA also helps legal professionals shape smarter strategies. By analyzing key documents, communications, and custodians early, counsel can quickly evaluate the strength of the case, identify weaknesses, and understand the company’s exposure. Early identification of key custodians and documents also reduces the chance of missing critical data or issuing incomplete legal holds. The resulting clarity enables faster, more confident decisions about whether to settle, negotiate, or proceed to trial.
ECA helps uncover facts and themes that matter most, so teams can begin preparing arguments, identifying key players, and planning for witness interviews. With a clearer view of the legal landscape, in-house counsel not only stay ahead of the narrative but guide its direction. With early insights, teams can scope cases more accurately, set realistic budgets, and reduce last-minute surprises.
That level of control improves collaboration, too. Outside counsel can be brought in with clear direction, fewer unknowns, and a refined set of documents. Internally, legal leaders can manage expectations with business partners and avoid the panic that comes from unexpected escalations.
Crafting Winning Strategies with the Right Technology
ECA is more than just an ediscovery tactic — it’s a strategic advantage. It allows in-house legal teams to reduce costs, minimize risk, and guide matters with confidence from day one. When applied effectively, ECA can transform reactive legal work into proactive case strategy.
Whether a company handles litigation in-house or partners closely with outside law firms, ECA puts in-house teams in the driver’s seat — with the insight, speed, and control to get to the best outcome faster.
Learn how Everlaw helps corporate law departments streamline litigation and internal investigations while collaborating more effectively with outside counsel in the Taking Charge: The Time to Transform Ediscovery Is Now white paper.

Petra is a writer and editor focused on the ways that technology makes the work of legal professionals better and more productive. Before Everlaw, Petra covered the business of law as a reporter for ALM and worked for two Am Law 100 firms.