Relativity Admin Essentials I: Fundamentals of Case Administration Training

  • 8 RCE credits towards RCA, Review Management, Analytics, Processing, and Project Management 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

All classes will be conducted on the Aero UI. 

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.

Trainees will learn how to do the following:

  • 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.

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 enrollment trainings will be held either entirely virtually or entirely on-site at one of Relativity's offices. When registering for training, review the training city details or email to confirm if your training is virtual or on-site.

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 every other month.

Closed Enrollment

Where: Closed enrollment trainings can be held either entirely virtually or entirely on-site. 

Who: Your team, with up to 12 attendees

Note: A training agreement is required before training dates can be held. 


  • 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.

While prior versions of Relativity Admin Essentials I training covered Data Loading and Productions, this one does not. If you would like to learn how to perform those tasks in Relativity, please attend our Data Loading and Productions virtual training.

  • Introduction & Relativity Administration
  • Creating the Workspace
    • Object Framework
    • User Creation
    • Workspace Creation
    • Workspace Security
  • Customizing the Workspace
    • Fields
    • Layouts
    • Views
    • Item Level Security
    • Saved Searches
    • dtSearch
    • Search Terms Reports and Persistent Highlights
  • Setting Up for Review
    • Structured Analytics
    • Dashboards
    • Batching
    • Imaging
    • Markup sets
  • Reusing Your Customization
    • Templates

Available Dates

  • Wednesday, March 6, 2024 in Chicago (Virtual)
    9:00 AM - 5:00 PM US Central time
    1 seat left

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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