Legal Hold Training

  • 4 RCE credits towards RCA, RCSP, RelativityOne Certified Pro, RelativityOne Review Pro, and Project Management certifications
  • 1 day, 2.5 hours
  • $350

Course Overview

Relativity Legal Hold training is a two-and-a-half hour, online class that teaches attendees how to manage and use Legal Hold workflows within Relativity. 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 two-and-a-half-hour training, through a series of discussions and demos, trainees will gain the skills needed to successfully administer a legal hold project from start to finish.

Specifically, trainees will learn how to do the following:

  • Create a hold project and assign custodians
  • Customize and send hold communications
  • Interact with the custodian portal
  • Use Relativity Legal Hold tools to help with reporting and compliance obligations

Audience: In-house counsel, paralegals, litigation support, and project management staff

Course Length: 2.5 hours (plus subsequent time with practice environment)

Prerequisites: There are no required pre-requisites for this course, but you can 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

This training features Relativity’s Classic UI.

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. 

Closed Enrollment

This training features Relativity’s Classic UI.

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


  • $350 per attendee. Minimum of two attendees
  • Sessions are booked on a first-come, first-served basis
  • Email to schedule

Legal Hold Training Agenda

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

  • Introduction
  • Legal Hold Overview
  • Creating a Project
  • Hold Communications
  • Custodian Portal
  • Reports and Libraries
  • Next Steps
  • Conclusion

Available Dates

  • 2021-02-23T10:00:00

Additional Resources


Geek out in our library of technical resources.

Community Site

Track your Relativity trainings and Relativity continuing education credits in the Education Center in the Community.


Ready to earn a Relativity e-discovery certification? Get the resources you need to pass the exam.


Get the latest thoughts on e-discovery and the technology that powers it.