Early Case Assessment

Who might be interested:

Users who are interested in Everlaw's ECA database structure and promoting documents for review.

What you will learn:

How to create or request an ECA database for your matter. The functionality of ECA projects on Everlaw and how to search and promote documents for review.

Training Options

Early Case Assessment is once a month on Mondays at 10 AM Pacific (6 PM GMT/BST).

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Learn more about ECA

Everlaw offers dedicated databases for Early Case Assessment (ECA) with a separate billing model. ECA databases comprise of at least two projects, an ECA project and a Review project. From the ECA project with limited functionality, you can identify and promote documents for full review in the Review project. Data stored only in the ECA project will be billed at a lower rate. If you are interested in using an ECA database, please reach out to your account manager on Everlaw’s Customer Success team or email support@everlaw.com. To learn more about ECA functionality read the ECA databases help article.

Training Activities Checklist

After you've watched the video and have a basic understanding of how an ECA database works, practice your skills and try performing the following actions:

  • Promote documents from the ECA project to the Review project

  • Add "Promotion Codes" to your results table

  • Use the Promotion Code search term in the ECA project to find the documents that have been promoted