Last date modified: 2025-Jul-09

Third-party data migration partners

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

RelativityOne Data Migration logo

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 RelativityOne Data Migration Solution 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.

Partners with the RelativityOne Data Migration Solution 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 RelativityOne Data Migration Solution Competency.

Find a RelativityOne Data Migration Partner

RelativityOne Data Migration Competency criteria

To earn the RelativityOne Data Migration Competency from Relativity, partners must meet a defined set of criteria that demonstrate their expertise, experience, and ongoing engagement. These include:

Receiving regular training updates on all Relativity applications to support migrations.
Having 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.
Providing four relevant client references pertaining to data migration projects.
Maintaining 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

After 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	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 hand-off 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.