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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.
At LTNY 2014, members of the advice@kCura team helped staff the Relativity Showcase throughout the show. Several Relativity users were also on hand to share their experiences with the software.
Paul Laven of Merrill Corporation was one of those users. He shared his story with attendees and the kCura staff and, after the show, sat down with Constantine Pappas to further discuss his experiences with Relativity.
In the second part of their Q&A, Constantine and Paul discuss Relativity Assisted Review. Check out part one—which focused on other Relativity Analytics features—here.
Constantine: You’re one of our few Analytics Experts. Tell us about it?
Paul: It was really exciting for me to have that opportunity, and Merrill was very supportive in letting me take the exam. It was a lot of work—and it’s one of the toughest exams I’ve ever taken—but it’s such a volume of product information that it has to be that way.
I started using analytics in 2010, first with some clustering for a large defense contract with several million documents. From there, I read a lot about it to learn how I could use it to offer value to my clients. At the time, we were looking at the emergence of computer-assisted review, too, so I was able to pilot a couple of those early cases. It was exciting, and I was fortunate to work with clients who were very interested in using the software to see what it could do to help them get through their data.
I’ve been using Analytics whenever I can since then. All of us are facing the Big Data problem, and Analytics is really about making that less painful for our clients. It’s tough to collect millions of documents and face the daunting task of hiring reviewers and getting through the documents, so I like putting this technology to work to cut through that.
Since that start back in 2010, you’ve worked with Relativity Assisted Review often in recent years. How many projects—and what styles of project—have you worked on?
I started working with computer-assisted review way back in 2011, when it was just emerging. I’ve been involved in several dozen in one way or another, and I’ve been able to use it in a lot of ways.
When I work with a client who’s new to it, it’s easy to get them started with the technology by introducing it as a QC measure for validating reviewers’ work. I can say confidently that 100 percent of the times I’ve used Assisted Review as a QC measure, it’s been smarter than the reviewers who looked at the documents first. That’s always great to show off to reluctant clients.
The QC option is also helpful when clients face projects with very large productions that may not get to receive a really thorough second-level review. In cases like that, we’ll use sets of known privileged items to train Assisted Review. The system then identifies privileged documents we hadn’t found on our own because they were worded slightly differently, or any number of other reasons. In fact, during one of those projects, Assisted Review identified an entirely new lawyer in a case during a QC project on privilege. That ended up making a huge difference.
I’ve also used Assisted Review to organize data early in a case. For example, if you have a case with a tight deadline and the client is uncomfortable diving into a complete Assisted Review project, even running just a couple of training rounds can paint a great early portrait of their data. In projects like that, Assisted Review helps highlight some highly responsive documents first so we can send them to reviewers right away, prioritizing the most useful information on the front-end.
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Relativity user groups are coming together across the country. It’s exciting to see the energy with which users want to unite and share their experiences. User groups offer an opportunity to connect the Relativity community, learn unique workflows, and explore new features—and we’re thrilled to see them off to a great start.
From what we’ve seen in the field, it’s common for organizations to build standard workflows in Relativity and stay in those boundaries. For that reason, when users ask other community members about their own processes, it’s interesting for them to see how many different ways people can tackle the same issue. These lessons shared among the group either reaffirm the best methods or bring to light new ideas.
“There are a lot of users who know Relativity really well—well enough to pass the RCA—without comprehending the full scope of what it can do,” one attendee recently told me. “User groups give the folks who do comprehend the capabilities an opportunity to share that knowledge.”
Each user group is based in a certain location and starts with a few local, organizing members. They select the topics, location, and time for the group meeting. kCura helps build the group by emailing invitations to users in the area to get the word out. We can also help organize the logistics of the event. For each session, members of our sales and advice@kCura teams join the session and help answer questions as they arise.
To find or start a user group in your area, please contact email@example.com. Additionally, keep your eye on the Relativity Customer Portal for information on user groups—including a calendar and listing of groups across the United States, as well as topics and signup information—in the next few weeks. We'll also update you here when those additions are live.
We’re excited to keep the user group momentum going, and we hope to see you at a meeting soon.
Posted by Greg Houston.
A while back we posted an article regarding Relativity Assisted Review’s designation-issue comparison report—also known as the bubble chart. That piece explains why such a report would be useful in finding highly relevant documents using Assisted Review, but I feel there is an opportunity here to expand even further.
When the advice team receives questions about Assisted Review workflows—particularly when a client is just getting started on their first project—the question on issue coding best practices invariably arises.
Our response typically covers two basic options:
Both have advantages, so the decision on which is appropriate for a given project is largely situational.
In the first part of their Q&A, Constantine and Paul discuss several Relativity Analytics features and the Analytics Expert certification. Look for Part 2—focused on Relativity Assisted Review—soon.
Constantine: What’s been your experience with Analytics for Relativity 8 so far?
Paul: It’s my favorite thing in the world. It’s helped me change the way I’ve been able to pitch the Analytics package to clients and really get them sold on how much it can do to help a case.
Recently, I had a case with 360,000 keyword-responsive documents we needed to produce—after a privilege review—within two weeks. The team wasn’t prepared to hire contract attorneys to get it done, so I ran Analytics to thread all of the emails to help kickstart the process. It took nine days to finish the privilege review with just six attorneys with the help of that threading organization.
The reporting is also great, because we can answer questions about how many threads there are, whether any originating emails are missing from any of those threads, and more. That information is right there in front of you in these reports, whereas without them you’d have no way of knowing that these things were missing. Armed with those kinds of details, we can make sure our collections were complete early on.
Email threading is such an easy thing to deploy on a case, and near-duplicate detection and foreign language identification are also really helpful. What’s great about Relativity is that those items are part of the greater Analytics package, so you get everything else with it, too—including Assisted Review, clustering, categorization, and all the rest.
Last month, I hosted a webinar for Relativity system admins called "Managing and Creating Indexes in a Relativity SQL Database." We walked through the reasons a new index might need to be created, how to build it, and how to optimize it so users could get the most out of their environment. You can watch the recording of the original webinar here.
As a follow-up to the webinar, the lesson has been transcribed into an article. If you weren’t able to attend the webinar—or would like a quick brush-up on the subject—please feel free to check out the document here.
As always, if you have any questions about optimizing your Relativity environment, please feel free to contact us.
Posted by Scott Ellis.
Several members of our advice@kCura team are experts in custom development, helping our partners and clients build applications and integrations to extend Relativity’s functionality. To highlight some of the unique ways our users are taking advantage of the platform, we interviewed a few of our partners and clients who have worked with custom development to help create some more complex applications.
We sat down with Mark Ettinger, the vice president of business development at Linguistic Systems, Inc. In addition to delivering language translation services to more than half of the Fortune 500 companies, Linguistic Systems has developed a patent-pending secure SaaS solution, Select Translation Service (STS), that provides five levels of translation service to address the varying special needs involved in translating e-discovery documents.
The Linguistic Systems Translation Plug-in (LTP) for Relativity is a bridge between Relativity and STS that was developed specifically to provide Relativity users with seamless access to the unique translation services of STS.
kCura: Tell us a little about the Linguistic Systems Translation Plug-in for Relativity (LTP).
Mark Ettinger: LTP is a free translation plug-in for Relativity that allows law firms, corporations or e-discovery companies to choose among five levels of translation adequacy: machine translation (MT) that uses proprietary secure computer translation engines; light human post editing of the MT; full human post editing of the MT; human translation (without using the MT); and human translation with editing by a second human translator to eliminate possible human errors. This integration is a perfect fit for the high volume application of e-discovery because it offers an ability to optimize the balance among accuracy, speed, and cost to suit the user’s needs.
The beautiful thing about LTP is that it takes the translation result and puts it right back into Relativity next to the extracted text, allowing users to then toggle between the original extracted text and the translated text. Another important aspect of this integration is that users can download the plug-in for free and can keep it on their system for free. It’s a pay-for-service-only model.
Finally, our system is highly secure. All communications with STS are encrypted, and the security is regularly checked for vulnerability by third-party companies specializing in security testing. Only authorized personnel have access to the documents for the human component of STS, and the MT is performed without any human involvement at all. More than that, all machine-translated documents are removed from STS servers upon delivery unless otherwise requested by the client.
Introduced in Relativity 8, pre-coded rounds take documents that have already been coded and bring them into a Relativity Assisted Review project. When case teams take advantage of this option, documents with designations already provided can be used to train the system. Training the system in this way reduces the need to repeat work, and therefore saves review time.
It’s not uncommon to begin a project in a rush and then realize you need to take a different approach. Assisted Review allows you to leverage analytics to code fewer documents, so it’s especially helpful in very large cases. When you’ve already begun manual review but decide Assisted Review might be a more effective option, pre-coded rounds are the best option to bring those coded values into the project right from the start. That said, it’s key to remember that those documents need to be reviewed based on the content of the individual document and not the family. Documents coded based on the content of their families can train the system incorrectly.
Pre-coded sets are a great way to use old control sets, too. When the dynamic of the data set changes—often because new documents have been added—a new control set should be created. To prevent wasted work, the old control set documents can then be used to train the system with a pre-coded round.
To learn more about pre-coded rounds in Assisted Review, check out our documentation and, as always, feel free to contact us if you have any questions.
Posted by Constantine Pappas.
The Relativity Customer Portal was designed to allow the Relativity user community to interact with each other and the kCura team. One of the latest features on the portal is the Code Exchange—a place for users to post scripts and Relativity applications they’d like to share with the community. Because Relativity is a platform for open development and customizations, many users have built functionality, reporting, or new objects and looked for an opportunity to share their ideas. We’re excited to launch the Code Exchange for folks to do just that.
On the advice@kCura team, we’ve been able to take a first-hand look at countless customizations from our clients, and we’re always impressed. It’s great to have this central location to share their ideas and encourage other folks to take advantage of the platform.
Our team works with the custom development group at kCura to build solutions for clients. New solutions are billable based on the amount of time it takes to complete, but commonly requested solutions are distributed to clients free of charge. However—until now—there wasn’t a central location where users could find some of these frequently used scripts and applications for easy download.
So, along with our clients, we’ll post commonly requested solutions to the Code Exchange beginning this month. Pay attention to applicable versions when you’re downloading—popular scripts get incorporated into new releases of Relativity, so the solution you need might be a feature or a core script. With every new release of Relativity, we strive to improve the application end-to-end. Between releases, customizations allow users to take advantage of new functions immediately.
For example, this month, our post will be the Login History by User Report script. This report helps identify active users, and is very handy for billing purposes.
Feel free to contact us if you have any questions about the Code Exchange, as we’d love to hear your feedback. We encourage you to become a part of the platform story and post your code to the Code Exchange. You never know how the code karma will come back to help you later.
Last year, we launched our first specialty certification for Relativity Certified Administrators: the Analytics Expert program. Designed for RCAs with extensive knowledge of Relativity Analytics and Relativity Assisted Review, the certification validates their specialized expertise.
We’ve been getting frequent questions about the new program as folks consider taking the exam. To help address those questions from a certification candidate’s perspective, we sat down with Brandon Mack. Brandon became an Analytics Expert in late 2013. He is vice president of professional services at Iris Data Services and is a member of the Michigan Bar Association.
When information is passed upward, it’s most impactful when it can be consolidated—allowing the recipient to take a step back and see the big picture. The e-discovery industry follows this standard: for every case, an enormous data set will eventually be whittled down to just a handful of useful documents for the strategists’ use.
We developed Relativity Assisted Review to have a rich and useful set of reports to help case admins track a project’s success. By monitoring a diverse blend of statistics and progress measures, case teams can better manage their projects and understand their effectiveness. In Assisted Review, those data points include:
• Overturn documents report
• Overturn summary report
• Designation rank distribution report
• Round summary report
• Issue summary report
• Designation-issue comparison report
• Control set statistics report
• Control set documents report
What happens, however, when a high-level stakeholder without Relativity access wants to know how your Assisted Review project is going? You could give them one or all of the above-listed reports, but that could prove to be too little information.
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.
For more information, click here.
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