Continuing Your Certification Journey

Certification Paths

Advocate Path

Lakshmi is an employee at a RelativityOne Partner and is an advocate for Relativity within her organization. She helps her organization sell RelativityOne to their customers and is involved in discussions where she is consulting on how Relativity can solve their challenges. It’s crucial that she is familiar with key features in Relativity and wants to show her expertise in the product with her peers and her customers. Lakshmi should consider the Advocate path.

Reviewer Path

Sandy is contract attorney, looking for a role in house at a law firm; he knows the law firm uses RelativityOne, and eventually, he thinks he could lead reviews or manage workspaces. Sandy should consider the Reviewer path.

Project Manager Path

Kathy is a project manager with experience in creating different Relativity workflows with her clients. She has experience in various aspects of Relativity, including Legal Hold, Processing, Review, and Analytics. Kathy should consider the Project Manager path and after she completes the certifications, she achieves Relativity Expert status.

Admin Path I (has Relativity experience)

Bob is a Relativity lit support professional and mainly sets up indexes, searches, and permissions. Bob has no certifications, but wants to show his expertise and demonstrate knowledge to his manager. Bob should consider the Admin path.

Admin Path II (no Relativity experience)

Annie codes documents daily, working on several matters, always within the constraints set by her review manager. She has been in this role for a few years and is always learning about new Relativity features. Annie loves how customizable Relativity is, and as a career goal, is working towards becoming a Relativity admin. Annie should consider the Admin path II.

Specialist Path

Nellie is new to Relativity and is motivated to learn all aspects of the software to set herself up for success in future roles. She wants to begin with a more general overview of RelativityOne, then work her way through learning key features of Relativity. Nellie should consider the Specialist path.

Relativity Master Path

Carlos has three years’ experience at a large Relativity partner, managing cases, using Analytics – a real workflow expert. Carlos attempts his RCA to validate his administrative knowledge and passes! He’s hooked and wants to pass Analytics next, but also take time to familiarize himself with how clients use Processing and Legal Hold. After the RCA, Carlos passes Review Management, Analytics, Project Management, and Processing over the next 1.5 years, achieving Relativity Master status. At that time, he wants to learn more about RelativityOne data migration, data transfer, and billing processes, so he takes the RelativityOne Certified Pro exam. Carlos followed a common path to Relativity Master.

Trainer Path

Arjun ensures the Relativity environment and templates are all optimized from a technical standpoint for his employer, and he ensures that the PM team is equipped with the necessary skills and training to assist the sales team. Arjun has his RCA and Review Management certifications, is passionate about helping others learn Relativity, and is looking to be even better at providing effective training. Arjun should consider the Trainer Path.

Relativity Expert & Master Designations

Relativity Expert and Master designations offer ways for individuals to validate their expertise in multiple areas of the software. Because these designations are intended to recognize proficiency of technical skills, the Pro and Trainer certifications do not count toward Relativity Expert or Master status.

Relativity Expert Benefits

• Join a growing community of talented Relativity users.
• Participate in networking opportunities.
• Share your achievements on your LinkedIn profile and email signature.
• Use your vast Relativity knowledge across many product areas to help with your day-to-day work consulting and using the product.
• Show your competitive drive to continue your Relativity education.

Relativity Master Benefits

• Join a growing community of talented Relativity users.
• Participate in networking opportunities.
• Share your achievements on your LinkedIn profile and email signature.
• Use your vast Relativity knowledge across many product areas to help with your day-to-day work consulting and using the product.
• Show your competitive drive to continue your Relativity education.
• Join an exclusive Relativity Community group for Relativity Masters only where you can network and learn from other Relativity power users.
• Be the first to hear about new Certification programs, promotions, and events.
• Annual benefits including one free Pro exam, one free Specialist exam, and one free Training of your choice. These benefits will be awarded at the start of a new year for current Relativity Masters, and on the first week of every month for new Relativity Masters.