Relativity 101: Relativity for End Users Training

  • 8 RCE credits towards RCA, RCSP, Analytics, Assisted Review, Project Management, RelativityOne Certified Pro, and Relativity Certified User certifications
  • 1 day, 9 a.m. to 5 p.m.
  • $700

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

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

Specifically, 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

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

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

Who: The first 10 people to register. Please note that for trainings outside of Chicago, classes are limited to two attendees per organization.

Cost: $700 per attendee


Where: Your office

Who: Your team, with up to 12 attendees


  • 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 to schedule


  • $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.

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

  • Tuesday, November 5, 2019 in Sao Paulo, SP
  • Tuesday, December 10, 2019 in Chicago, IL

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


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.


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