Using categorization to identify hot documents

Published April 18, 2012

Using Relativity Analytics and methods for finding initial key documents, you can easily find other potentially hot documents.

This recipe describes how to use Analytics to find hot documents based on records that have already been marked as hot.


  • Applicable to all Relativity versions
  • Active Analytics index
  • Analytics categorization set
  • Edit/Add access to Analytics categorization set


  1. Identify hot documents to serve as example documents, using any of these methods:
    1. Use key search terms to find hot documents.
    2. Use key documents from your review to serve as examples against opposing production.
    3. Use the Find Similar Documents functionality to begin a review of main document items.
    4. Cluster and analyze documents from each cluster.