Privilege QC using categorization

Published February 22, 2012

Relativity's categorization functionality can help you locate potentially privileged documents that may have been overlooked during review.


  • Relativity 7.1 or above
  • An active Analytics index
  • Categorization data source (saved search)
  • Edit/Add access to Analytics Categorization Set


  1. Create a new Analytics Categorization Set (found under the Analytics tab) with the following settings:
    1. Set the Documents to Be Categorized and Analytics Index.
    2. Set Privilege as the Categories and Examples Source.
    3. Save your Categorization Set.
  2. Click Categorize All Documents and set Synchronization to Yes.
  3. Click Save.
  4. Once categorization is complete, a field is created that contains the categorization results. It will be named Categories – <your Categorization Set name>. To begin screening for privileged documents, sort on the CSR – <your Categorization Set name>::Category Rank field, and prioritize the higher-ranking documents.

Note: Categorization has the potential to return many false-positive results. You can focus on more viable results by raising the Minimum Coherence Score.