ECA and Investigation Training

  • 4 RCE credits towards RCA, RCSP, Processing, and Project Management certifications
  • 1 day, 3 hours
  • $350

Course Overview

This half-day session covers the early case assessment (ECA) and investigation workflows in Relativity for litigation support professionals and case managers. Designed for intermediate Relativity users, attendees will use a handful of real-world scenarios to learn administrative setup and workflows for Relativity ECA and Investigation. The training is offered virtually via our online training platform, and attendees are provided with a practice environment and workbook after attending the live instructor-led portion.

Course Objectives

By the end of this course, through a series of engaging discussions, demos, and post-training hands-on activities, trainees will learn how to:

  • Interact with the ECA dashboard
  • Use Relativity dashboard widgets to analyze and flag data for inclusion or exclusion
  • Promote relevant documents to review workspaces
  • Overlay coding decisions from a review workspace to an ECA repository workspace
  • Understand the differences between ECA on-premises and ECA in RelativityOne

Audience: Litigation support and project management professionals. Intermediate to advanced Relativity users.

Course Length: Three hours (plus subsequent time with the post-training exercise environment)

Prerequisites: Relativity Admin Essentials I or equivalent Relativity experience. Relativity Processing experience is not required, but general processing knowledge will be helpful.

You can also check out the following recommended resources in preparation for the class:

How to Attend a Training

Attendance in this training is offered via our online training platform. Attendees will be able to log in and interact with instructors from their workstation anywhere across the globe.

Open Enrollment

Who: The first 10 people to reserve a spot. Please note that classes are limited to two attendees per organization.
Where: Virtual
When: See available training dates below
Cost: $350 per attendee. No minimum number of attendees.

Closed Enrollment

Who: Your team, with up to 10 attendees
Where: Virtual
When: See available training dates below

  • $350 per attendee. No minimum number of attendees
  • Sessions are booked on a first-come, first-served basis
  • Email to schedule

ECA and Investigation Training Agenda

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

  • Introduction
  • ECA and Investigation Overview
  • ECA Dashboard
  • ECA Scenarios
    • Standard filtering
    • Analytics-aided workflows
    • Configuring integration points
  • Overview of the ECA Repository in RelativityOne
  • Conclusion
No sessions available at this time.

Additional Resources


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