Relativity Review Foundations

  • 6 RCE credits towards Review Management certification
  • 5 hours
  • $350

Course Overview

This training is designed in two parts:

Part 1: Self-paced learning path (asynchronous – approximately 2 hours)

This training focuses on the skills and tools needed to navigate, locate, and review case documents. In the self-paced portion we'll cover:

  • Analyzing, reviewing, coding, and finalizing relevant documents for production.
  • Completing a document review using Review Center queues.

Part 2: Live Session (synchronous – approximately 3 hours)

In the live instructor-led session we'll build on what you've learned in the self-paced portion in a live RelativityOne Environment.

The learning path provides the foundational knowledge necessary for the Review Foundations live session where you will join a cohort of other learners and a trainer to complete exercises that complement what you practiced in Part 1. You are required to complete the self-paced learning path prior to attending the live session.

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 combination of lectures, explorations, demos, and exercises, learners will be able to complete a first and second pass document review to identify, QC, and prepare documents relevant for production.

In this self-paced training, you will specifically learn how to do the following:

  • Locate documents of interest using Relativity search tools
  • Code documents using a pre-configured coding layout
  • Analyze review progress and QC document coding using Relativity visualizations and field tree
  • Prepare relevant documents for production, including imaging and redacting responsive documents

In this live session, you will specifically learn how to do the following:

  • Locate documents of interest using Relativity search tools
  • Examine document content using in-viewer tools, including Persistent Highlights and email threading visualization
  • Review documents according to specified criteria within a review queue
  • QC reviewer coding decisions according to specified criteria within a review queue

Audience: New Relativity users including reviewers, paralegals, litigation support, and project management staff who would like to learn more about completing a document review with Review Center.

Course Length: Approximately 5 hours (Self-paced: 2 hours, Live session: 3 hours)

Prerequisites: Introduction to Relativity

How to Attend a Training

Trainings are available for open enrollment throughout the year. We can also work with you to schedule a closed enrollment session for your team. 

Open Enrollment

Where: Virtual

Who: The first 12 people to register.

Cost: $350.00 per attendee 

When: Currently scheduled trainings can be found in Relativity Learning. Relativity will add any newly scheduled sessions at the end of every quarter (March, June, September, December).

Policies: By registering and making payment for the training, you confirm your acceptance of and agreement to comply with the Terms and Conditions established for the training program. 

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. 

When:

  • Date agreed upon by Relativity and your team
  • Five attendee minimum
  • 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:

  • $350.00 per attendee
  • Travel and related expenses for the trainer, if applicable

Relativity Review Foundations Agenda

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

Self-Paced Agenda

  • Introduction to Document Review
  • Review Logistics and Workflows
  • First Pass Document Review
  • Second Pass Document Review
  • Coding Layouts
  • Saved Searches and Search Indexes
  • Search Terms Reports and Persistent Highlights
  • In-Viewer Markups
  • Review Center Queues

Live Instructor-Led Session Agenda

  • Overview​​
  • Introduction to Document Review​
  • First Pass Document Review​
  • Searching​
  • Reviewing​
  • Second Pass Document Review​
  • Analyzing​
  • Preparing for Production​

Available Dates

Please visit Relativity Learning to see all scheduled sessions.


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.