Third-party data migration partners

There are many benefits to working with a RelativityOne partner who has earned the Data Migration Competency.

First and foremost, these partners specialize in Relativity and can consult with you on customized solutions or, in some cases, even provide their own applications to accelerate your migration. Second, data migration requires a combination of expertise and availability. While a lot of our customers have technical proficiency and availability, for many this will be their first large RelativityOne data migration. Partners with the Data Migration Competency bring knowledge and resources that can help accelerate your timeline and provide peace of mind. Finally, because migrations typically occur on nights and weekends, it is optimal for many organizations to rely on a partner for the necessary coverage.

Note: Partners with the Data Migration Competency are certified to support and understand RelativityOne standard practices for data migration. Each partner with the competency may implement expanded or enhanced offerings of value for data migrations, including but not limited to customized workflows or applications. For these reasons, approaches and processes may differ with each partner who has earned the Data Migration Competency.

This page contains the following information:

Current RelativityOne partners with the Data Migration Competency

The following partners have earned the Data Migration Competency with RelativityOne.

Acorn Legal Solutions

Cimplifi
icourts
The MCS Group
Page One
PLUSnxt
Special Counsel

Relativity Data Migration Competency criteria

Data Migration Competency is granted to eligible Partners who have demonstrated proficiency and proven customer success in Relativity’s Data Migration solution. Partners must:

  • Receive regular training updates on all Relativity applications to support migrations

  • Have a web page, public blog post, or microsite highlighting their capabilities, thought leadership, and successes attributed to a data migration solution or product built for RelativityOne customers

  • Provide four relevant client references pertaining to data migration projects

  • Maintain regular feedback loops with Relativity, including:

    • Feedback on their work and customer experience with them

    • Product updates

    • Providing Relativity with important feedback on the improvement and enhancement of the applications that were utilized for migrations to RelativityOne

Roles and responsibilities when using a Relativity Data Migration Competency partner

Once you have selected your data migration partner, the process kicks off with selecting your team and defining and assigning roles.

The following table is an overview of potential third-party partner data migration roles and responsibilities.

Organization Role Role definition

Relativity

Data Migration Specialist
(RelativityOne Customer Enablement team member)

  • Oversees your organization's data migration
  • Leads initial project planning discussions and stays involved throughout the process as a consistent point of contact
  • Provides prescriptive guidance on the best approach and considerations
  • Provides insight and feedback for data migration plan

Relativity

Technical Support

  • May be pulled into the data migration project to address and troubleshoot technical issues preventing workspaces from being migrated that the Data Migration Specialist could not resolve
  • Provides 24-hour/7-day technical support for issues with Relativity or RelativityOne software and systems

Customer

Data Migration Project Manager

  • Overall data migration project manager for your organization
  • Helps design the plan or provides information to consider for planning

Customer

IT admin

  • Ensures the customer data migration team has the proper permissions to successfully migrate cases to RelativityOne
  • Installs Relativity desktop applications for the project team
  • Configures network firewall and opens necessary ports to communicate to RelativityOne

Customer

Relativity Case Admin

  • This team member is hands-on with the Relativity application, with a strong knowledge of your use of current Relativity workspaces
  • Works closely with the Customer Data Migration Project Manager to ensure the workspaces are properly prioritized
  • Assists with the Quality Control process after workspaces are restored in RelativityOne

Approved data migration partner

Data Migration Project Consultant

  • Project Manager and coordinator of the overall data migration process after the handoff from Relativity
  • Acts as Level 1 – Level 2 technical support
  • Communicates on a regular basis to internal/external stakeholders regarding the migration status
  • Escalates to the appropriate Relativity teams to resolve technical issues or address customer concerns

Approved data migration partner

Data Migration Technical Resources

  • Leads the migration work to perform the migration of the workspaces
  • Provides technical expertise
  • Analyzes the current environment and workspaces
  • Often helps to develop designed approaches for the migration