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ECA Basics

Preparing for an Early Case Assessment (ECA) project? This video series introduces the RelativityOne ECA template and details all the features that help you cull your documents to a smaller subset for review.

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ECA Foundations: Introduction to Performing Early Case Assessment in RelativityOne
Introduction to the Early Case Assessment (ECA) process and how to set up your workspace.
4 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management

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ECA Foundations: Starting a Project
In this video, we discuss ways to prepare for an Early Case Assessment (ECA) project.
6 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management

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ECA Foundations: Culling Documents By Date and File Type
This lesson shows you how to use the RelativityOne ECA Template to cull documents based on a selected date range or the documents' file types.
13 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management

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ECA Foundations: Culling Using Key Terms and Concepts
In this video, we demonstrate how to use the RelativityOne ECA Template to cull documents based on key terms and concepts.
11 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management

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ECA Foundations: Culling Using Duplicates, Language, and Sender Domain
This video shows you how to use the RelativityOne ECA Template to cull documents based on duplicate files, the language(s) identified for the documents, of the sender domain of email messages.
12 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management

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ECA Foundations: Exploring Documents - Conversations and Concepts
In this video, we show you how the RelativityOne ECA Template can help you explore your documents based on conversations and concepts present in your data set.
12 min
Video Beginner Administrator Reviewer Intermediate Preservation Collection Processing Data Ingestion & Management

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ECA Foundations: Adding Family Documents and Email Threads
In this video, we explain how you can use the RelativityOne ECA Template to add family documents and email threads within your data set.
9 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management

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ECA Foundations: Reviewing to Promote Documents
This video covers how to use the RelativityOne ECA Template to review documents before promoting them to the review phase.
5 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management

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ECA Foundations: Promoting Documents to a Workspace
This video will guide you through promoting documents from ECA to a review workspace.
15 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management

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