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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.
The advice@kCura Blog is written by the advice@kCura team, your dedicated resource for Relativity workflow advice and custom development. The team combines product knowledge and development capabilities with years of litigation support expertise. This blog features content from the team, including workflow recipes, helpful hints, and informative experiences in the field.
Don’t see the advice you need on this blog? If you're looking for an existing workflow recipe, click here for the full library. Otherwise, reach out to email@example.com to get in touch with the team.
This recipe will show you how to set up your workspaces to support the import of productions with natives, when natives are available. This conserves disk space by storing only one copy of the images and the natives.
Download this recipe (PDF).
This recipe will show you how to upload multiple documents into a file field stored on a custom object.
Using a regular expression and dtSearch, this recipe will show you how to find the words “fax” or “phone” when they are not followed by contact numbers.
This recipe will break down the formula used to calculate the number of documents in a random sample set. You can reference this formula to ensure your random sample set is statistically valid.
This recipe will show you how to create a field that will contain a shared network document path that can be opened in the core reviewer interface via a hyperlink.
Using Relativity’s similar documents functionality, this recipe will show you how to leverage previously coded documents to determine the potential values of new documents in your workspace.
This recipe will show you how to secure an Assisted Review project while allowing access to the Overturned Documents view.
This recipe will highlight considerations to keep in mind as you take advantage of Assisted Review for Relativity 7.5 in your pre-existing workspaces.
This recipe will show you how to create an indented view to display documents organized by family.
This recipe will walk you through the process of repairing or unprotecting your files to add them to your workspace during processing.
This recipe will show you how to delete categorization examples in an Assisted Review project.
This recipe will highlight some best practices for migrating case information from Summation to Relativity.
This week's workflow recipes focus on tips for working with Relativity Assisted Review. We often work with clients to help improve their Assisted Review workflows, and we're happy to share what we've learned. Take a look at the recipes below to learn more about how to fine-tune your Assisted Review project.
This recipe will show you how to calculate precision and recall using some of Relativity’s built-in features.
This recipe will teach a Relativity Assisted Review project manager to identify high-ranking overturns, as well as highly influential seed documents that are responsible for a large number of overturns.
Posted by advice@kCura on December 21, 2012.
This recipe will show you how to customize a dtSearch index to return documents containing special characters.
This recipe will show you how to set up a custom view in Relativity that will display similar documents in an indented format.
This recipe will show you a number of Pivot charts that may be useful for analyzing data throughout your project.
The below steps will show you how to verify that your filters are accurately applied to your analytics results.
This recipe will show you how to use saved searches and filters to optimize a Relativity Analytics index.
This recipe will show you how to use the Relativity Desktop Client to overlay searching information into a premade search terms report.
The advice@kCura team is comprised of team members with product knowledge, litigation support expertise, and custom development skills. With an average of 10 years in e-discovery, team members can help with tasks such as transferring workflows from legacy software into Relativity, creating strategies for multi-level reviews or complex searching, and building your own Relativity Applications.
For more information,
For a list of existing workflow advice recipes, click here.
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