Services & Solutions

Early Case Assessment

Early Case Assessment

BlackStone’s consulting group works with corporate clients in matters involving early data and case analysis. Consulting with industry leading technology, the firm’s experienced team identifies, validates and tests data, as well as assists with early case assessment, eDiscovery budgeting and search term development strategies. The consulting team is trained to defensibly set the foundation for a concise data set that will keep processing and review costs low and predictable. BlackStone recognizes the overwhelming need for early data evaluation to significantly reduce discovery and attorney review costs by providing a window into the universe of data prior to processing and review. Critical to successful early case evaluation is a combination of technology and consulting expertise.

Early Case Assessment Case Study

Blackstone engaged by an R&D-based client involved in litigation where core intellectual property assets were at issue. Because of the extreme sensitivity of the data potentially involved in the litigation, BlackStone was requested to perform early analysis, filtering, and culling at client’s location inside of client’s secure network. BlackStone’s consulting group was able to leverage the LexisNexis Early Data Analyzer software and the BlackStone litigation expertise to complete early data analysis of a 250 GB data set within days and achieve a cull rate of 95% on the data. This allowed the client to produce all relevant documents prior to a settlement conference and dispose of the case before significant litigation costs were incurred. The consulting group was able to maintain the highest confidentiality standards, process the data with great efficiency, reduce the review dataset for the client, and significantly reduce client’s eDiscovery and outside legal spend.

E-Discovery Budgeting & Preparation

BlackStone’s consultants utilize cutting-edge technology and best practices so you and your counsel will have an idea of the data scope and cost prior to litigation. Effective Information Governance policies enhance efficacy of early case assessment. Our knowledge of data trends and processing challenges provide tremendous leverage for meet-and-confer meetings as well as drafting ESI / E-Discovery Agreements.


  • Accurate case budgeting
  • Earlier factual comprehension of case
  • Greater understanding of data volume and burden imposed by discovery decisions
  • Data-drive discovery conference approach for counsel
  • Better settlement decisions


K&L Gates

"Cost is never an issue when dealing with BlackStone, they are always focused on the smartest way to solve a problem..."

Partner, K&L Gates
Morgan Lewis

"The Blackstone team has been an invaluable extension of our litigation teams for many years. [The BlackStone Team] always take a personal interest in our work and deliver a quality product within the confines of our demanding deadlines. The Blackstone team has assisted us with document collections, discovery matters and trial preparation.  Blackstone is an excellent eDiscovery partner for us."

Stephen Gillen, Morgan Lewis
Todd Roberts, Ropers Majeski Kohn & Bentley

"As a longtime client, I rely on BlackStone Discovery for their comprehensive eDiscovery support services. BlackStone has the technical understanding and experienced project management to support our diverse needs. Whether it's forensic collection, early case assessment, ESI processing, hosting, or general litigation support I would highly recommend the BlackStone Discovery team."

Todd Roberts, Ropers Majeski Kohn & Bentley
Neda Shakoori, McManis Faulkner

"I have always been impressed with Blackstone's response times and the care they take to address my ediscovery issues in the most practical and efficient way possible. I have recommended colleagues to Blackstone and have received positive feedback relative to the work Blackstone has performed."

Neda Shakoori, McManis Faulkner
DLA Piper

"The BlackStone team took the time to fully understand our requirements for discovery and was able to come up with a custom solution to our needs. They have been nothing but professional and provided us with the some of the most powerful tools in the industry to get our data culling, tagging, filtering, and conversions done quickly and efficiently"

Senior Attorney, DLA Piper
Perkins Coie LLP

"I rely upon Blackstone because they are always ready to provide prompt, thorough, and cost efficient support. They also have the knowledge and experience to advise even our largest clients how to best tackle the clients' discovery issues."

Daniel Shvodian, Perkins Coie LLP
Quinn Emanuel Urquhart & Sullivan, LLP

"I've used BlackStone for years now and have nothing but the best results. From the collections to the production, the professionals at BlackStone knew exactly what they were doing and kept us in the loop throughout every phase of the project. Knowing that you are putting yourself in the hands of such professionals puts a huge weight of my shoulders and lets me focus on other parts of my business."