Processing Training

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

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

Where: Open trainings are held at our Chicago office and rotating locations around the globe. See upcoming training dates and locations.

Who: The first eight people to reserve a spot. Please note that for trainings outside of Chicago, classes are limited to two attendees per organization.

Cost: $700 per attendee. No minimum number of attendees.


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, November 6, 2019 in London, UK
  • Tuesday, November 12, 2019 in Chicago, IL
  • Thursday, November 14, 2019 in Zurich, CH

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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