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This library is a complete list of Relativity workflow recipes, broken down by feature sets. These files are also available on the Relativity Customer Portal.
Use the dropdown menu below to select a feature set and explore the related recipes.
Welcome to kCura’s dedicated resource for advice on Relativity. Click here to learn more about our subject matter experts.
Don’t see the advice you need? For a list of existing workflow advice recipes, click here. Otherwise, reach out to firstname.lastname@example.org or call (312) 870-5555 to get in touch with the team.
According to a recent analyst report, the use of legal hold software is standard practice for very large enterprises in a perennial state of hold. Meanwhile, for the smallest and least litigious companies, spreadsheets and email plans may be all they’ll ever need. But what about organizations that fall somewhere in the middle, dealing with more than a handful of holds per year? For them, we’ve seen that the most cost-effective approach to these projects isn’t as clear.
If you are considering a new legal hold process or software solution and aren’t sure where to begin, it’s a good idea to start with questions about how the legal hold process is already managed in your organization.
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Hosted, on-premises, in the cloud—there are many ways to deploy Relativity. Whether you’re building out a litigation support or e-discovery function of your own or seek the help of a hosting partner for external support, we try to make sure there’s an option out there that fits your unique needs.
At this year’s Relativity Fest, which just wrapped up this week, we held a popular discussion on this topic and presented the guide below as a starting point to help your team determine the best fit for your organization (please click to enlarge).
If you’d like more in-depth insight on any of these deployment solutions, we’re here to help. Reach out, and we can point you in the right direction.
Our advice@kCura and custom development teams often provide custom solutions to Relativity customers who want to do more—or achieve unique workflows—with the software. Once these applications are built, they’re often posted for everyone in the Relativity community to use.
You can view and download the most popular solutions in the new Advice Hub section of the Relativity Customer Portal. Here’s a quick preview of what you’ll find to make setting up your workspace a more painless, more efficient process:
Build Folders and Move Documents. This solution provides the ability to move documents to a folder path specified in a text field. Several documents can be moved to multiple folders with a single execution.
Collect Folder Path Data. This report displays the total file counts and sizes grouped by folders.
Delete Empty Case Folders. This script deletes any empty folders in a workspace, provided that they do not form part of a folder path that includes documents in a lower leaf.
File Validation Agent. This custom agent validates that document files—natives, TIFFs, production images, full text, and so on—actually exist in a workspace. The agent reads the file path location for each file in the workspace and identifies whether or not it exists.
Set Native Timezone Offset With DST. This solution takes a date field on each document and calculates if the Relativity Native Timezone Offset needs to be modified to account for daylight savings time, updating the offset where necessary.
We encourage you to learn more about these custom solutions in the Advice Hub in the Customer Portal. They can help make simple, day-to-day tasks in Relativity more efficient. If you have any questions, please contact us at email@example.com.
Yesterday, we kicked off our fifth-annual user conference, Relativity Fest. Spanning three full days, the conference gives customers the chance to dive into educational sessions and hands-on labs, validate their expertise with certification exams, and connect with peers from across the globe.
Our founder and CEO, Andrew Sieja, personally welcomed more than 1,100 attendees to the show. His welcome note sums up what we’ve been looking forward to for the past 12 months:
Hi Relativity Fest Attendees,
Welcome to our fifth-annual Relativity Fest, our biggest yet. Nearly 1,100 of you have traveled to Chicago from across the globe, and we're excited to have you. We hope you're looking forward to the next few days as much as we are.
Earlier this year, we launched the Relativity Review Specialist certification—a great way to measure your skill with Relativity and distinguish yourself as an experienced reviewer. While more and more users are taking the exam and finding the certification valuable, we wanted to share 8 reasons to join them.
Last week, Judge Ronald L. Buch of the United States Tax Court allowed a party to use computer-assisted review to find relevant documents on two backup tapes which contained archived emails. The order granted permission over the objections of the IRS, who unsuccessfully alleged that predictive coding technology is unproven.
The case—Dynamo Holdings v. Commissioner, 143 T.C. No. 9—concerns a controversy relating to whether certain transactions between Beekman Vista, Inc. and Dynamo Holdings Limited Partnership were loans or disguised gifts. The IRS requested access to the complete tapes, indicating that Dynamo could simply “claw back” any privileged or non-relevant information after the fact.
Dynamo, concerned with its obligation to protect privileged data, felt that such a measure would be overly intrusive. Furthermore, Dynamo alleged that it would require at least $450,000 to review the two backup tapes via a traditional, manual workflow, and argued that the use of computer-assisted review could reduce the cost to around $85,000—roughly 19 percent of the traditional estimate.
The Court’s order indicates that computer-assisted review serves as a reasonable compromise, balancing the IRS’s need to obtain relevant documents against Dynamo’s obligation to protect its privileged information. Specifically, Judge Buch states:
We find a potential happy medium in petitioners’ proposed use of predictive coding. Predictive coding is an expedited and efficient form of computer-assisted review that allows parties in litigation to avoid the time and costs associated with the traditional, manual review of large volumes of documents. Through the coding of a relatively small sample of documents, computers can predict the relevance of documents to a discovery request and then identify which documents are and are not responsive.
When a Relativity workspace gets to be very large, you, as an infrastructure manager, might need to decide if you're going to cache the database in memory or provide extremely high I/O throughput. Neither solution is simple, so we’d like to dig deeper into options for handling big data in your Relativity workspaces—and offer advice on identifying which route to take.
Caching in SQL Server Memory
In an ideal world, you’ll always cache the database in memory for large workspaces, as an optimized SQL Server can cache the entire document table in each active Relativity workspace. Each document table stores a row for every record and includes the majority of metadata regularly queried and reviewed by users. On average, the document table consumes 50 GB of disk space for every million records. For this reason, we would not recommend hosting workspaces larger than two to three million records on SQL Server 2012 Standard Edition, as this edition of SQL Server has a memory limitation of 64 GB RAM. SQL Server 2014 Standard Edition supports up to 128GB RAM.
The document table for a 25 million record workspace including extracted text might consume more than one TB of disk space. Even if you’re unable to cache the entire table in memory, the closer you can get to doing so, the better your performance will be. This is because all of the table indexes will likely be cached in memory, and SQL Server is only going to have to pull from storage for a percentage of the data during certain operations.
Using SQL Server Fast Track
If we can't cache the data, we need to design I/O subsystems that can read all of the data quickly—which means a lot of connectivity between the storage and the server, and a lot of hard drives.
October 12 marks the start of our fifth annual Relativity Fest, and this year’s show promises to be the biggest and best yet. We’ve widened our content selection to include more unique sessions for every role in your organization, including Assisted Review content tailored for attorneys, reviewers, litigation support specialists, and discovery consultants at all levels of expertise.
The agenda is expansive, so we thought a few tips might help guide you in the right direction. Here are four Assisted Review sessions we think should be on your must-attend list.
If you’re a beginner:
Check out the Assisted Review Overview session. This session will cover the basics of Assisted Review and more, giving you a strong foundation of the technology, from how it works to the defensibility and cost-savings associated with a solid workflow.
Released this spring, Relativity Legal Hold is our new legal hold management application. As with anything Relativity, our team built Legal Hold to be as flexible as possible—allowing for custom uses of the application. Here are a few ideas on how you can use Legal Hold outside of the standard hold process.
Legal Hold can help you track projects and send email notifications inside the applications. Those email notifications can be set up to grant recipients access to a questionnaire portal. Because every questionnaire can be built from scratch, any online survey—such as a poll on preferred perks, feedback on a department meeting, or attendance to a company event—is possible with absolutely no need for custom programming.
Following up on this post from last May, we’re continuing to hear more complex questions from customers as they become more interested in Relativity Assisted Review. Our team is available to guide you through the workflow and any questions you may have—so hopefully these easy answers to more of our most-heard questions are helpful as you get started.
Can I add documents to the project in the middle of the review?
Absolutely. It is very common for new documents to arrive in the middle of a case, or that teams want to begin a project immediately—even as documents are still being added to the workspace. Documents can be added to an Assisted Review project at any time, but ideally before you finish your current round. To include them in the project, add the documents to the workspace, update the index, and finish the round. The great thing is that all of your existing example documents can provide values for all the new documents right away.
What do Seed Count and Eligible Sample Documents represent in the project overview?
There is a difference between documents that are coded as examples and those that are not examples. Documents submitted as examples are called seeds, meaning they are given a designation and will help train the system.
Eligible documents are all documents that can be reviewed for the project. Because Assisted Review is most effective if it learns new information in each round, the system will not batch out documents that have been reviewed as part of a previous round. Therefore, eligible documents cannot have a value present in the RAR Designation field.
The advice@kCura team leverages product knowledge and real-world expertise to help build unique workflows in Relativity. With an average of 10 years of industry experience, team members support case teams with their end-to-end approach to e-discovery.
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