Relativity 101: Relativity for End Users Training

  • 8 RCE credits towards RCA, RCSP, RelativityOne Certified Pro, RelativityOne Review Pro, Review Management, Analytics, 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 training@relativity.com.

Course Overview

Designed for Relativity beginners, Relativity 101: Relativity for End Users is a one-day, introductory course to the Relativity platform covering the foundation of the basic concepts, features, and terminology used throughout the application during document review. This course is considered part of the admin suite of training classes.

Please note that Relativity 101: Relativity for End Users is not a Relativity Certified Administrator (RCA) or Relativity Certified User (RCU) exam preparation course.

Course Objectives

All open enrollment classes will be conducted on the Aero UI. Closed enrollment trainings can be conducted on the Classic UI by request. Please carefully look at the course objectives and agendas below to see what is covered in each.

Aero UI Course Objectives

Trainees will learn how to do the following:

  • Understand typical Relativity workflows and how they support common e-discovery scenarios
  • Become familiar with Relativity navigation and terminology
  • Review documents, including checking out batches and making coding decisions
  • Use search term reports, dashboards, and email threading visualization to analyze data
  • Search a data set to return specific documents using filters, conditions, and find similar documents

Classic UI Course Objectives

Trainees will learn how to do the following:

  • Understand typical Relativity workflows and how they support common e-discovery scenarios
  • Become familiar with Relativity navigation and terminology
  • Review documents, including checking out batches and making coding decisions
  • Use search term reports, dashboards, and email threading visualization to analyze data
  • Search a data set to return specific documents using filters, conditions, and find similar documents

By the end of this full-day training, trainees will gain the skills needed to manage and code documents in Relativity.

Audience: New Relativity users including reviewers, paralegals, 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 Relativity 101 trainings 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. 

On-Site

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

When:

  • One day agreed upon by Relativity and your team
  • Can be scheduled 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 training@relativity.com to schedule

Cost:

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

Relativity 101: Relativity for End Users Training Agenda

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

Aero UI Agenda

Relativity and e-Discovery

  • eDiscovery & Electronic Discovery Reference Model (EDRM) Overview

Basic Document Review

  • Getting Started with Relativity
  • Using the Core Reviewer Interface to Code Documents
  • Using Persistent Highlighting
  • Using the Email Threading View

Next Level Review

  • Applying Redactions
  • Using Pivot Reports & Dashboards
  • Using Mass Operations
  • Using Email Thread Visualization

Searching for Documents

  • Using Filtering
  • Using Search Conditions & Logic Groups
  • Using Keyword Search
  • Creating Saved Searches
  • Using dtSearch
  • Creating a Search Terms Report & Applying Persistent Highlighting
  • Concept Searching

Putting It All Together

  • Completing a Capstone Project

Additional Tools and Resources

  • Overview of Relativity Resources

Classic UI Agenda

Relativity and e-Discovery

  • eDiscovery & Electronic Discovery Reference Model (EDRM) Overview

Basic Document Review

  • Getting Started with Relativity
  • Using the Core Reviewer Interface to Code Documents
  • Using Persistent Highlighting
  • Using the Email Threading View

Next Level Review

  • Applying Redactions
  • Using Pivot Reports & Dashboards
  • Using Mass Operations
  • Using Email Thread Visualization

Searching for Documents

  • Using Filtering
  • Using Search Conditions & Logic Groups
  • Using Keyword Search
  • Creating Saved Searches
  • Using dtSearch
  • Creating a Search Terms Report & Applying Persistent Highlighting
  • Concept Searching

Putting It All Together

  • Completing a Capstone Project

Additional Tools and Resources

  • Overview of Relativity Resources

Available Dates

  • Wednesday, June 23, 2021 in Chicago (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

Documentation

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.

Certifications

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

Blog

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