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Relativity Innovation Awards Turn 5: How the Community is Innovating This Year [Part 2]

Drew Deitch

Throughout this week, we’ll be highlighting submissions for the technology categories and finalists for the individual categories of the 2018 Innovation Awards. This is the first post in a three-part series. Take a look at them all and cast your vote by October 2 to have a say in who takes the stage at Relativity Fest.

In yesterday’s post we highlighted nine innovations that the Relativity community submitted for this year’s Relativity Innovation Awards. Here are ten more that offer new ways to secure, automate, and improve e-discovery workflows.

Adding More Layers of Security

Securing your data and your clients’ data is only becoming more important and complex. To enable clients to tailor their Relativity authentication settings and accommodate advanced security requirements, Compliance DS built CI Login.

By combining the power of the Relativity and Okta platforms, CI Login allows administrators to set restrictions, audit user login details and password workflows, and enact adaptive two-factor security protocols, all from within Relativity. Once users access Relativity via single-sign on, they have easy access to other applications in their ecosystem. CI Login adds an extra layer of security with a user-friendly interface, allowing Compliance DS to elevate their security practices without complicating the end user experience.     

Automating Processes to Increase Efficiency

With more data than ever before, the e-discovery community is creating more ways to automate their workflows.

In cases that have regularly occurring data loads, BDO was left manually updating all dtSearch indexes, Analytics indexes, and Search Term Reports (STRs) after each load. They built Case Control Panel to provide a single point of administration for all these tasks and more in a workspace, allowing the team to update dtSearch indexes, Analytics indexes, and STRs from one page, saving time and reducing errors.

To meet client requirements, Clayton Utz had to capture all duplicate records relevant for different notices and capture information such as document providers. To streamline this manual process, they built a script to capture the information from the client’s load file and automatically create overlays into Relativity’s custom objects, allowing them to meet requirements, save time, and reduce client cost by 75 percent.

To streamline the entire case lifecycle, reduce errors, and allow the team to focus on the results, EY developed an automation tool. Using a combination of agents, scripts, event handlers, Relativity Integration Points, and dashboards, EY’s Relativity Automation Tool automates various processes in their complex end-to-end workflow, including regular privilege screen updates, evidence barcoding and tracking chain of custody, data staging, and propagating privilege decisions across cases. A self-service portal allows clients to access analytics for the entire portfolio with live case statistics, a dashboard to track custodian data across matters, a cost calculator, and more. EY has saved nearly $3 million with Relativity Automation Tool.

Fidelity National Financial’s Oracle system is off-network and their Relativity instance is in a different network, hosted by third party. Using scripts, FTP, and Integration Points, Fidelity National Financial can seamlessly integrate their discrete Microsoft Office 365, HRIS, and data storage systems with Relativity, simplifying the legal hold process and removing manual custodian tracking, while connecting separate, locked down systems.  

KPMG UK’s clients needed to perform remediation on hundreds of data points across tens of thousands of structured data records. Each one had to be checked against original legal documents, which were not collated at the outset of the project. They built a solution, DaRT, allowing end users to track original and updated values for each data point and upload new documents on an ad hoc basis. It also provides automated reporting and a custom state machine workflow for each project. 

Improving Workflows and Gaining More In-depth Insight into Data

In addition to automation, the Relativity community is finding ways to improve existing workflows and get deeper insight into their data, allowing them to deliver better results for their clients.

To help clients with trial preparation and presentation, Epiq built TMX—an application designed to improve workflows and make it easy to identify key case information during deposition planning. The tool also facilitates collaboration during deposition and trial preparation, and provides the ability to search and browse related documents in Relativity. Fully integrated with Relativity, TMX improves efficiency and reduces costs as matters proceed to trial.  

Email content presents various review challenges. To address them, H5 developed a proprietary viewer in Relativity that combines thread visualization with an aggregated message view, allowing quick consumption of information and key details with full context and awareness to inform review decisions. Users can navigate between branches, area select nodes for mass coding, propagate coding decisions across branches, edit metadata such as the role of a custodian, quickly examine other names from name normalization, and easily spot internal vs. external and attorney vs. non-attorney participants on the thread via color coding.  

JND wanted to find a way to fully leverage all of Relativity’s analytics and searching features in a cohesive workflow. With LayerCake (LC), users create “layers” using positive results from technology-assisted review (TAR), clustering, concept searching, or any query. LC then measures the overlap between each layer, determining a priority ranking for each document. The results can be baked into a workflow. LayerCake accelerates the document review phase by finding key documents sooner and eliminating more junk from the review set. 

QDiscovery recognized that privileged documents pose unique challenges to case teams. They can’t be missed or inadvertently produced, yet they take significant time to find and review—and key term searches often result in over- or under-inclusive results. Leveraging Relativity Processing’s ability to create custom fields, QPrivAlert enables early identification of potentially privileged communications. Case teams now get instant insight into potentially privileged communications as soon as documents are published to the workspace.

If you missed yesterday’s post, check out more of the Innovation Award technology submissions, and stay tuned tomorrow to read about the finalists in this year’s Innovation Awards individual categories.

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Drew Deitch is commercial lead of Relativity Patents, where he helps patent attorneys and searchers work faster with AI. He's been at Relativity for 10 years, in roles supporting our strategic partnerships, executive team, and product strategy.