Processing Training

  • 8 RCE credits towards RCA, RCSP, RelativityOne Certified Pro, RelativityOne Review 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

Relativity Processing training is a one-day, hands-on, in-person class that teaches attendees how to use Relativity’s processing solution to import unprocessed source data directly into Relativity for review. We recommend attending Relativity Admin Essentials I prior to this training.

Course Objectives

Processing training walks an attendee through the end-to-end processing workflow. By the end of this full-day training, through a series of demos and hands-on exercises, trainees will gain the skills needed to successfully process and publish data directly into one or more workspaces.

Specifically, trainees will learn how to do the following:

  • Configure a processing job
  • Inventory and filter data before processing
  • Process data to a workspace
  • Identify and resolve processing errors
  • View and analyze reports and dashboards

Audience: Litigation support and project management staff

Course Length: One day

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

All open-enrollment Processing trainings will feature Relativity’s Aero UI. For training on Relativity’s Classic UI, consider scheduling a closed enrollment training.

Where: Open trainings will be held virtually through the end of 2021.

Who: The first 12 people to register.

Cost: $700 per attendee

When: Currently scheduled trainings can be found below. Relativity will add any newly scheduled sessions the first Monday of the month. 


Upon scheduling training you will work with the Relativity Training Team to determine if your sessions will feature Relativity’s Aero UI or Relativity’s Classic UI.

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

Processing Training Agenda

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

  • Overview of Processing in e-Discovery and Integration with Relativity
  • Installing the Processing Application and Configuring Processing Profiles
  • Creating Custodians and Using the Password Bank
  • Creating and Running a Processing Set (File Discovery)
  • Using Inventory and Filtering
  • File Error Investigation
  • Publishing Processed Files to a Relativity Workspace
  • Resolving Processing Errors
  • Processing Reports and Special Considerations
  • Introduction to the Relativity Processing Console and Q&A

Available Dates

  • Wednesday, October 13, 2021 in Chicago (Virtual)
  • Tuesday, October 19, 2021 in London (Virtual)

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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