Analytics Training

  • 6 RCE credits towards RCA, Review Management, and Project Management certifications
  • 7 hours
  • $350

Course Overview

This training is designed in two parts:
Part 1: Self-paced learning path (asynchronous)
This self-paced training focuses on the skills and tools needed to locate conceptually related case documents as well as manage a complete prioritized review project.

Part 2: Live Session (synchronous)
In the live instructor-led session we'll build on what you've learned in the self-paced portion in a live RelativityOne Environment.

The learning path provides the foundational knowledge necessary for the Analytics live session where you will join a cohort of other learners and a trainer to complete exercises that complement what you practiced in Part 1. You are required to complete the self-paced learning path prior to attending the live session.

Course Objectives

By the end of this training, through a combination of lectures, explorations, demos, and exercises, learners will be able to leverage essential Relativity core, AI-powered data analysis tools, including conceptual analytics to search documents using themes or concepts and Review Center to manage a complete prioritized review project. In this self-paced training, you will specifically learn how to do the following:

  • Creating an analytics index
  • Leveraging Conceptual Analytics tools to locate documents of interest based on conceptual content
  • Creating and monitoring prioritized Review queue projects in Review Center
  • Running validation on Prioritized Review queue projects

In this live session, you will specifically learn how to do the following:

  • Search documents using a combination of clustering, concept search, and Find Similar Documents based on concepts.
  • Identify new case terms using keyword expansion and update other search operations.
  • Monitor prioritized review projects using Review Center’s built-in metrics, charts, and tables.
  • Verify prioritized review queue accuracy in delivering relevant documents using Review validation.

Who should take this course?
People who would like to learn more about leveraging Relativity's analytics tools to search case documents and managing Prioritized Review projects in Review Center.

Prerequisites: Analytics learning path (self-paced)Introduction to RelativityAdmin Foundations I (recommended), Admin Foundations II (recommended)
Duration: Approximately 7 hours (4 hours - self-paced, 3 hours - live)

How to Attend a Training

Trainings are available for open enrollment throughout the year. We can also work with you to schedule an on-site session at your office.

Open Enrollment

Where: Virtual

Who: The first 12 people to register.

Cost: $350 per attendee 

When: Currently scheduled trainings can be found in Relativity Learning. Relativity will add any newly scheduled sessions at the end of every quarter (March, June, September, December).

Policies: By registering and making payment for the training, you confirm your acceptance of and agreement to comply with the Terms and Conditions established for the training program. 

Closed Enrollment

Where: Closed enrollment trainings can be held either entirely virtually or entirely on-site. 

Who: Your team, with up to 12 attendees

Note: A training agreement is required before training dates can be held. 

When:

  • One day agreed upon by Relativity and your team
  • Can be scheduled to begin Tuesday, Wednesday, Thursday, or Friday
  • Six to eight weeks' notice is requested
  • All dates may not be available
  • Sessions are booked on a first-come, first-served basis
  • Email training@relativity.com to schedule

Cost:

  • $350 per attendee
  • Five attendee minimum
  • Travel and related expenses for the trainer, if applicable

Analytics Training Agenda

The agenda below represents the general topics and timing guidelines for this training and is subject to change.

  • Introduction and Overview of Analytics
  • Configuring a Conceptual Index
    • Understanding the function of a Conceptual Index
    • Setting Up and Using Conceptual Analytics Tools
    • Attaching Repeated Content Filters
    • Building the Index
  • Setting up and Using Conceptual Analytics Tools
    • Finding Similar Documents
    • Concept Searching
    • Categorization
    • Clustering and Cluster Visualization
    • Keyword Expansion
  • Using Active Learning
    • Understanding Active Learning
    • Setting up an Active Learning Project
    • Reviewing Documents in a Project
    • Monitoring Project Progress
    • Performing an Elusion Test to Validate Project Completion

Available Dates

Please visit Relativity Learning to see all scheduled sessions.


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