Relativity Admin Essentials I: Fundamentals of Case Administration Training

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

Course Overview

Relativity Admin Essentials I: Fundamentals of Case Administration is an introductory course to administering cases in Relativity. It covers the fundamental concepts, features, and terminology essential for new Relativity administrators. It is helpful to have some Relativity experience before attending this course. This course is considered part of the admin suite of training classes.

Please note that this training is not a Relativity Certified Administrator (RCA) exam preparation course.

Course Objectives

By the end of this training, through a series of demos and hands-on exercise scenarios, trainees will gain the basic skills to successfully administer a case in Relativity.

Specifically, trainees will learn how to do the following:

  • Load data and troubleshoot errors
  • Export and produce case data
  • Set up a workspace for efficient review
  • Configure user access and security permissions
  • Use Relativity best practices in various real-world review scenarios

Audience: Litigation support professionals and project management staff

Course Length: One day

Prerequisites: This class assumes familiarity with basic Relativity navigation. In preparation for the class, please watch the pre-work videos covering common Relativity instance operations below.

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 Admin Essentials I: Fundamentals of Case Administration Training Agenda

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

Relativity Administration

  • Relativity Administration
  • The Relativity Workspace
  • Templates

Loading Data

  • Processing Data into Relativity
  • Loading Data using Web Import and the Relativity Desktop Client (RDC)

Workspace Configuration

  • Views
  • Saved Searches
  • Email Threading
  • dtSearch Index
  • Search Terms Reports and Persistent Highlight Sets
  • Pivots and Dashboards
  • Batching
  • Layouts and Choices
  • Workspace Security

Production and Export

  • Imaging and Markup Sets
  • Production Workflow
  • Production Sets
  • Optical Character Recognition (OCR)
  • Exporting Data

Available Dates

  • Wednesday, November 6, 2019 in Sao Paulo, SP
  • Tuesday, November 12, 2019 in Zurich, CH
  • Tuesday, December 3, 2019 in New York, NY
  • Tuesday, December 3, 2019 in London, UK
  • Wednesday, December 11, 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

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