Overview

Case Elements is a powerful extension of Insight ECI™ designed to surface the who, what, and when of a case with greater speed and clarity. This feature unlocks deeper narrative-building intelligence by identifying the Key People, Key Events, and Key Documents central to your matter in just 72 hours.

While Insight ECI empowers fast, intelligent data triage and categorization, Case Elements takes the next step by transforming foundational insights into strategic case intelligence. Case Elements is designed to answer critical case questions — who was involved, what happened, and when — while linking each insight back to the supporting documents.

Prerequisites

Before using Case Elements, ensure you have completed the following:

System Requirements

1. Insight ECI Analysis - Case Elements requires ECI analysis to on your document set.
2. Extracted Text - All text-based documents (emails, Word docs, PDFs, etc.) must have extracted text populated in the Extracted Text field. Only text based documents may be reviewed for ECI and Case Elements.
3. File Size Limitations - All documents should have an Extracted Text Size of less than 2 MB. 

Permissions

Required Relativity permissions are available here. 

Core Capabilities

Case Elements provides three primary areas of analysis:

1. Key People

• Identifies the most important individuals involved in your case
• Analyzes communication patterns and document involvement
• Links each person to critical documents and interactions
• Provides context about their role and significance to the matter

2. Key Events

• Surfaces critical events and timelines within your case
• Identifies important dates, meetings, and occurrences
• Links events to supporting documentation
• Builds chronological understanding of the matter

3. Key Documents

• Highlights the most important documents for your case
• Identifies documents central to key events and people
• Provides more robust document summaries

Using Case Elements

Step 1: Access Case Elements

1. Choose your set of documents for review in Relativity
2. Select the mass operation “Send to eDiscovery AI”

3. Enter the Early Case Intelligence information
4. Check the “Run Case Elements" option on the bottom of the ECI input screen

5. Case Elements analysis is seamlessly embedded into the existing Insight ECI interface at https://hub.ediscoveryai.com/
6. You will see three intuitive tabs: People, Events, and Docs
7. No additional input is required beyond the standard Insight ECI case description

Step 2: Review Key People

1. Click on the People tab to view identified key individuals
2. Review the list of people ranked by their importance to the case
3. Click on individual names to see: 

• Their role and involvement in the matter
• Documents they are associated with
• Timeline of their involvement

Step 3: Analyze Key Events

1. Navigate to the Events tab to examine critical case events
2. Events are presented chronologically with importance rankings
3. For each event, you can view: 

• Date information
• Event description and context
• Supporting documents
• Related people involved
• Significance to the overall case narrative

Step 4: Examine Key Documents

1. Access the Key Documents tab to review the most important documents
2. Each document entry includes: 

• Document summary
• Relevance explanation
• Connected people and events
• Links to full document content

Step 5: Export and Integration

1. Case Elements results can be exported for use in other applications
2. All findings link back to original documents in Relativity
3. Results can be incorporated into case strategy documents and presentations
4. Use findings to inform deposition preparation, discovery strategy, and case narrative development

Important Considerations

Accuracy and Review

• Case Elements provides highly accurate initial analysis, but legal teams should conduct quality control review of all key findings
• The AI analysis serves as a starting point for deeper investigation, not a replacement for attorney review
• Critical case decisions should always be supported by attorney verification of AI findings

Data Completeness

• Results are only as comprehensive as the underlying document set
• Ensure all relevant custodial data is included before running Case Elements analysis
• Consider running additional analysis if new document sets are added to the case