Your first update will arrive this Friday.
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.
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.
Read More »
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.
Earlier this week, we announced a new information governance boot camp, available exclusively for corporate professionals at this year’s Relativity Fest. Today, we’re excited to open up a second session for our corporate attendees—the corporate legal super session led by Seyfarth Shaw.
During this full-day interactive session, attorneys and e-discovery experts from Seyfarth will provide practice information on how forward-thinking organizations approach e-discovery, as well as alternative uses for e-discovery software that bring efficiencies to your business. It’s a great session for in-house attorneys and corporate counsel responsible for or involved with e-discovery functions at their company.
By the end of the day, attendees will walk away with answers to the following questions:
• How can my team best manage our relationship with outside counsel? Who should own which processes and technology?
• How can I get the most out my e-discovery software? How can it be used outside of litigation?
• Where are my real opportunities for cost savings?
The session takes place on Monday, October 13 in Chicago, and CLE credits are available, pending approval. Contact email@example.com to reserve your spot, and keep an eye on www.relativityfest.com for up-to-date conference information.
The Information Governance Initiative (IGI) announced the availability of their 2014 annual report today. IGI is a cross-disciplinary consortium dedicated to advancing the adoption of information governance practices and technologies. They perform research, advocacy, and peer-to-peer networking, and publish their work freely to help provide guidance for individuals responsible for IG at their organization.
IGI 2014 Annual Report
The inaugural report, titled Information Governance Goes to Work, offers a thorough introduction to information governance, including:
• Definitions of IG concepts
• Survey results quantifying the market
• Predictions on the future of IG
• Quantifications of ROI, and
• Descriptions of current projects and how to get started
Whether you’re well versed in IG, or are just trying to build knowledge on the topic, you’ll find the report a valuable read.
As a charter supporter of the IGI, we’re happy to provide you with a copy of the report. Check it out here to learn more.
Announcing the IG Boot Camp at Relativity Fest 2014
We’re excited to announce a new IG boot camp at this year’s Relativity Fest sponsored by the IGI and exclusively for corporate legal, IT, RIM, and compliance professionals. On October 14, corporate attendees will have an opportunity to dive deeply into IG content and learn from experts at the IGI and kCura.
Learn about and workshop the core facets of IG, and see hands-on, practical examples of how to run a data remediation project in Relativity. This one-day boot camp will be interactive, and is great for practitioners who are currently engaged in active projects, working on getting a cross-functional IG initiative off the ground, or who are interested in tangible and actionable information and strategies from industry experts.
Contact firstname.lastname@example.org to reserve your spot, and keep an eye on www.relativityfest.com for up-to-date conference information.
Posted by Greg Houston.
Our certification team has been hard at work building new ways to validate our users’ expertise with Relativity. As the Relativity Review Specialist certification program matures, we’re excited to see how it can help our users.
Constantine Pappas of the advice@kCura team sat down with Danielle Urban from our certification team to get her insight into the exam. Check out the interview below to learn more
Constantine: I understand there’s a new certification for reviewers.
Danielle: We rolled out the Relativity Review Specialist certification in April. This exam is geared toward helping teams staff a review project with objective standards for competency with Relativity. The certification is a great way to measure a candidate’s experience and knowledge of Relativity—so it’s also a good way for candidates to differentiate themselves in the marketplace
Those of you who have taken our training courses, followed the blog closely or have heard us speak no doubt are familiar with our assertion that computer-assisted review is not just a helpful tool, but rather an increasingly necessary one as data volumes begin to escalate. We’re not alone in this regard. Judges are becoming increasingly like-minded, and are structuring their discovery rules in such a way that sometimes the only means of compliance is via technology.
For example, let’s consider Judge Paul W. Grimm, United States District Judge for the District of Maryland, and his discovery rules, along with Judge Lorna Schofield’s Individual Rules and Procedures for Civil Cases in the Southern District of New York. They each have similar rules which limit review to only 160 hours. This figure includes:
• Identification and collection
• Searching and analysis
• Review for responsiveness, privilege, and work product
This figure suggests four weeks of review for one person—employing the all too mythical 40-hour work week—or less as the team expands. Now compare these figures to some of the larger cases out there, where hundreds or even thousands of attorneys work weeks or months to push through a production.
Last month, I had the privilege of participating in a panel at the Technology in the Law Symposium, hosted by McDermott Will & Emery at the Mid-Atlantic Club here in Chicago. The panel, “Predictive Coding Trends and Challenges,” also consisted of:
• Maura R. Grossman, Of Counsel, Wachtell, Lipton, Rosen & Katz
• Jay Leib, Founder and Managing Member, NexLP
• Martha Louks, Discovery Consultant, McDermott Discovery
• Karl Schieneman, President, Review Less
• Geoffrey Vance, Head of McDermott Discovery and Partner, McDermott Will & Emery (moderator)
Before our panel convened, we were extremely fortunate to have an excellent keynote speaker: the Honorable Nan R. Nolan (retired), formally United States Magistrate Judge for the Northern District of Illinois. Some readers may recognize Judge Nolan from her trailblazing order in the Kleen Products case (Kleen Products, LLC, et al. v. Packaging Corp. of Amer., et al., Case: 1:10-cv-05711, Document #412 (ND, Ill., Sept. 28, 2012)).
Judge Nolan is keenly interested in promoting a more cooperative form of advocacy between parties, as per the Sedona Cooperation Proclamation (located here). She also expressed a staunch support for applying proportionality principles as a limiting factor in e-discovery. When questioned about the role technology plays in the process, she was adamant to remind us that the legal standard has always been one of reasonableness, not perfection. Given what we’re seeing in the field, I find this reminder particularly apt, especially for those of us who get lost in the minutiae of the process from time to time.
Welcome to Relativity 8.2. Our newest release includes a lot of new features that extend the platform and help you tackle tough workflow challenges. Over the next few weeks, we’ll highlight these features right here on the blog. Check back often to learn more about what’s new in Relativity 8.2. If you’ve downloaded the most recent version of Relativity Binders, you may have noticed that we’ve made quite a few improvements to our mobile app. Check out a few of the new things you can do:
Optimize reading, navigation, and searching. We’ve improved user experience and everyday interactions within Binders, making it easier for you to quickly find the documents you need. For example, you can now sort documents by title, date, and file type, and conduct quick and easy searches across documents within binders.
Access your documents on any computer or tablet. If you’re on the latest patch of Relativity 8.0 or higher, you can use a web version of Binders that allows you to access your documents through your favorite browser on any computer or tablet. With this web version, you can easily draw, highlight, and add notes just as you always have—but now you can do it on your Android tablet, Mac, or PC. Plus, because your annotations sync across devices, all of your notes and custom lists will be available everywhere, whether you’re on the go with your tablet or at the office on your computer.
Improved administrative controls. We’ve added more administrative options to make Binders even easier to manage. From within Relativity, admins can pick and choose which users within a workspace are able to print and email documents, and they can also add expiration dates to specific binders. When a binder expires, those documents will be automatically deleted from a user’s iPad—even if they’re not connected to the internet—giving you peace of mind about your most sensitive materials.
We’re excited about these updates, and we hope you are too. If you’ve never used Binders before, feel free to download it for free from the Apple App Store and play around with some of the sample data. To learn more about Relativity Binders—and to read our white paper, documentation, and infographic—check out our Binders page.
As always, feel free to contact us if you have any questions.
The collection of electronically stored information (ESI) is a critical task in the e-discovery process, as it dictates the scope of your data universe. The amount of data collected for an e-discovery case has a direct impact on an organization’s network, as well as downstream e-discovery expenses for the processing, review, analysis, and production of the data.
To help you take a more strategic approach to collection, we’ve provided the following answers and insights to a few common questions.
When is a forensic image appropriate over a targeted collection of data?
If there is an investigatory component to the case or a need to recover deleted files, creating a forensic image of a custodian’s hard drive can provide insight into some of the custodian’s actions over time. A forensic image also collects unallocated space on the hard drive where deleted files—or parts of deleted files—may be recovered.
In most civil litigations, it isn’t necessary to collect a custodian’s entire hard drive. The real need is to collect the user-created data of the custodian relevant to the case. Performing a targeted collection is a smarter, more precise way to collect data for most e-discovery cases.
What is the difference between “self-selection” and “self-collection”?
These refer to two different stages of ESI collection. First you need to select what to collect, and then you need to actually collect it.
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.