Relativity Admin Essentials II: Advanced Searching and Case Management Training

  • 8 RCE credits towards RCA, RCSP, Analytics, RelativityOne Certified Pro, 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

Course Overview

Relativity Admin Essentials II: Advanced Searching and Case Management is an advanced searching and case management workflow course to supplement your current Relativity skills. We recommend this course for experienced Relativity administrators. It is helpful to have at least a year of 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, group activities, and hands-on exercise scenarios, trainees will gain skills necessary to employ a variety of helpful workflows.

Specifically, trainees will learn how to do the following:

  • Harness Relativity’s many searching features to efficiently build, run, and troubleshoot complex keyword, dtSearch, and conceptual Analytics search queries
  • Use Relativity’s data visualization features to gain deeper insight into your data and the progress of your case
  • Build out a case strategy with Case Dynamics, transcripts, and name normalization
  • Enhance your case management with audit, event handlers, and object rules

Audience: Litigation support professionals, project management staff, and experienced Relativity admins

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 will be held virtually for the remainder of 2020.

Who: The first 12 people to register.

Cost: $700 per attendee *Relativity has decided to waive registration fees for Open Enrollment training through July 31.

When: Currently scheduled trainings can be found below. Relativity will add any newly scheduled sessions the first Monday of the month. The tentative schedule for trainings through the end of 2020 can be found here.


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 II: Advanced Searching and Case Management Training Agenda

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

Searching Workflows

  • Relativity Search Indexes
  • Modifying the dtSearch Index Alphabet and Noise Words
  • Advanced Order of Operations and Proximity Search
  • Logic Groups

Data Visualization Workflows

  • Creating and Using Dashboards
  • Cluster Visualization
  • Regular Expressions for dtSearch

Case Management Workflows

  • Case Dynamics
  • Transcripts
  • Audit Analysis
  • Event Handlers and Object Rules
  • Case Metrics

Available Dates

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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