Analytics and Active Learning Training

  • 8 RCE credits towards RCA, RCSP, Relativity Certified User, RelativityOne Certified Pro, and Project Management certifications
  • 1 day, 9 a.m. to 5 p.m.
  • $700

All in-person trainings will be offered virtually until further notice as we continue to monitor the COVID-19 pandemic. Trainings will still occur from 9 a.m. to 5 p.m. in the time zones where they were originally scheduled. If you have questions about a training you've registered for, please contact

Course Overview

Analytics and Active Learning training is a one day, hands-on, in-person class that teaches attendees how to manage and use Analytics and Active Learning workflows within Relativity. We recommend prior Relativity experience or attending Admin Essentials I training before taking this class.

Course Objectives

Analytics and Active Learning training walks attendees through several training scenarios that demonstrate how Analytics and Active Learning helps users organize, search, analyze, and review data. By the end of this full-day training, through a series of demos, hands-on exercises, and group activities, trainees will gain the skills needed to successfully configure these tools and use them within a case lifecycle.

Specifically, trainees will learn how to do the following:

  • Build an optimized conceptual index
  • Use tools such as concept searching, keyword expansion and find similar documents to uncover insights
  • Use categorization and clustering to help organize review
  • Set up, run, and validate an Active Learning project
  • Review documents in Active Learning review queues, monitor project progress and completion

Audience: Litigation support and project management staff

Course Length: One-day

Prerequisites: This class assumes familiarity with basic Relativity administration skills. Previous Relativity Administrator experience is recommended before attending. In preparation for the class, please watch the pre-work videos covering the five structured analytics operations:

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: Open trainings will be held virtually for the remainder of 2020.

Who: The first 12 people to register.

Cost: $700 per attendee *Relativity has decided to waive registration fees for Open Enrollment training through July 31.

When: Currently scheduled trainings can be found below. Relativity will add any newly scheduled sessions the first Monday of the month. The tentative schedule for trainings through the end of 2020 can be found here.


Where: Your office

Who: Your team, with up to 12 attendees


  • 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 to schedule


  • $700 per attendee
  • Five attendee minimum
  • Travel and related expenses for the trainer, if applicable

Analytics and Active Learning 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

Data Organization (Using Email Threading and Other Structured Analytics Tools)

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

If you're looking for more training dates, we post newly scheduled trainings during the first week of each month, so check back then for the latest updates.

Don't see a city near you? Let us know where you'd like to take a training.

Additional Resources


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