Using a third party data migration partner

There are many benefits to working with an approved data migration partner.

First and foremost, these partners specialize in Relativity and can consult 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 Relativity data migration. Our approved data migration partners 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: Data Migration Partners are approved to support and understand RelativityOne standard practices for data migration. Each approved data migration partner 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 Approved Data Migration Partner.

This page contains the following information:

Current Relativity approved partners

The following are current approved data migration partners for RelativityOne.

Array
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Array is the litigation support partner that delivers speed, accuracy and unmatched service. Unlike other providers, we are founder owned: This empowers us to deliver effective custom solutions that save our clients time, stress and unnecessary spend. Our team is experienced interpreting, planning and consulting on the most challenging eDiscovery and managed review projects. We combine the latest technology with battle-tested human know-how to inform smart, results-driven strategies from intake to outcome.

As early adopters of RelativityOne we offer unmatched experience working in and administering an environment, have completed hundreds of migrations from on-premises to RelativityOne and are adept at the functionality and features of Relativity’s Aero UI.

Trust Array to manage the logistics of your eDiscovery needs, including:

  • Early case assessment. We dynamically filter and report on your data, so only the relevant portions are promoted to Review.
  • Processing. The backbone of your case: From forensic images and cell phone collections to email stores and network shares, our team of eDiscovery experts will ensure you get the best possible result out of your unstructured data.
  • Web hosting. Access your data from anywhere. Be confident that it will be there when you need it – and that our team of experts is on standby to help you when questions arise.
  • Consulting. Whether you need to map out an advanced workflow, seek an expert opinion or want a custom solution/application, our team of Solutions Architects stays up to speed on the ever-evolving landscape of legal technology.
  • Forensics. We leverage remote collection where possible, lowering costs as well as turnaround times. In addition to standard hard drive imaging and email collections, we collect from cell phones, cloud storage and most enterprise ecosystems.
  • Document review. Our Document Review attorneys are extensively vetted and can be scaled up on short notice. They follow the guidance and protocols set out by our Review Managers, who work alongside clients throughout every matter’s life cycle.

For more information visit trustarray.com.

BDO
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An early adopter of RelativityOne with geolocations throughout the globe, BDO approaches migrations in a thoughtful, methodical and holistic approach – putting the Services back in Migration Services.

A successful migration can be a daunting task for most companies to undertake. There is inherent risk and concern with these types of transitions and implementations. As a result, upfront and proactive planning with an engaged, experienced and vested team is paramount to a successful implementation. BDO has been providing complex consultative solutions for a myriad of migration challenges to our clients for over 15 years.

Our focus is on continued quality and transparency during the migration as well as knowledge transfer of critical institutional knowledge held by the incumbent. We leverage business intelligence dashboards to understand all phases of the migration through visual representation and project reporting: Migration Status, Migration Target Date, Migration Start and Completion Dates and other KPIs.

From things as simple as field mapping and backup restores, to complex extracted text, language & tokenization barriers, challenges can present for customers in many forms, and can be an obstacle to making meaningful change.

We follow a 10 point Assessment methodology followed by 10 point Execution Plan and Migration Portal. Our services and experience include:

  • Migration consulting as a service
  • Business impact & investment analysis
  • Migration workflow planning, assessment and execution
  • Automation and script development
  • Documentation and migration portal
  • Change management program
  • Data disposition analysis
  • Large scale migrations, including in excess of 50+ TB move
  • Experience with Relativity to RelativityOne, RelativityOne to RelativityOne, Summation to RelativityOne, Ringtail, Logikull, Nuix, Concordance, Intella, Xera, Accelerate and other eDiscovery platforms

People Who Know, Know BDO…

For more information, please visit bdo.com or relativity.com/partners/bdo/.
Complete Discovery Source, Inc. (CDS)
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Complete Discovery Source, Inc. (CDS) is a leading provider of end-to-end eDiscovery, data management and compliance solutions centered around the RelativityOne platform. As a RelativityOne Silver Partner, CDS’s Data Migration Architects and Consultants have extensive experience with designing, developing and implementing migrations to RelativityOne. CDS understands and accommodates each client's technological and business considerations when migrating complex databases, creating novel, cost-effective workflows. Additionally, CDS can advise on all of RelativityOne’s features and translate the platform’s functionality into forward thinking, tailor-made solutions.

  • Migration planning and consultation
  • Workflow development
  • Application and script transfer
  • Near real-time migration tracking and reporting
  • Documented quality control procedures and checklists
  • Thorough assessment of risks and security
  • Testing
  • Template design
  • Documentation / training

For more information, please visit cdslegal.com.
Compliance
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Compliance has performed thousands of workspace migrations to on-premise Relativity and RelativityOne instances. Compliance offers an unparalleled level of support, with an experienced support staff, comprised of dozens of Relativity Certified professionals, including Relativity Certified Administrators, Relativity Certified Infrastructure Engineers, and Relativity Masters. Our team has performed hundreds of thousands of hours of Relativity support for clients and are ready to assist with your next migration project.

CI Migrate, our newest Compliance Innovation, is a state-of-the-art automation tool that allows a user to, with one click, commence an automated process that creates an ARM of a selected workspace, transfers the backend data directly from your Relativity Server repository to a RelativityOne Repository, and ultimately restores the ARM with full validation to ensure everything transferred properly. As this process does not copy the data multiple times, as it would with a normal ARM, it is incredibly fast and efficient.

Our migration services include:

  • Migration to RelativityOne from Relativity Server or other major eDiscovery platform, including:
    • Clearwell, Disco, Nuix Discover and Ringtail, Summation, Concordance, IPRO, Eclipse, and many others
  • Migration planning, execution, and validation, including:
    • Reporting, metrics and team engagement for scheduling, to ensure seamless transitions
  • CI Migrate, a fully-automated migration tool

See www.complianceds.com.
FTI Technology RelativityOne data migration services
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As an early adopter of RelativityOne, FTI Technology has been at the forefront of migrating data and workspaces from Relativity Server instances to RelativityOne both internally and on behalf of clients. From creating a migration plan to managing the transfer of applications and scripts, FTI assists law firms, corporations and government agencies in upgrading to RelativityOne. And, should exceptions occur in transferring files at any stage of the process, FTI has the technical expertise to remedy-- ensuring a complete migration.

FTI RelativityOne Data Migration Services include:

  • Migration planning
  • Data and workspace migration
  • Application and script transfer
  • Post migration evaluation
  • File expectation identification and remediation
  • Migration services into RelativityOne include but are not limited to Relativity SQL back-up, Concordance, Summation, Ringtail, CloudNine LAW, OpenText / Recommind, Clearwell, CaseLogistix, Introspect, Viewpoint, and Exterro

For more information, please visit www.ftitechnology.com.
GeorgeJon, Inc.
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George Jon, Inc. (gji) is a pioneering eDiscovery data & infrastructure services specialist delivering performant, scalable, and fault-tolerant environments for all eDiscovery platforms. As full technology stack experts and consultants, we specialize in every aspect of the eDiscovery environment lifecycle – from large-scale eDiscovery ecosystem implementation and deployment to eDiscovery data migration services and datacenter wind downs to existing environment audits.

As the eDiscovery landscape continues to rapidly shift and evolve, George Jon is focused on being in lockstep with market demands. With this core tenet in mind, we developed an industry leading, data migration and datacenter wind down program that allows clients to avoid the traditionally drawn out and painful process of moving their data. Over the past five years, gji has helped over 150 eDiscovery providers and end-users to successfully migrate their data. Our services cover data footprints of all sizes and all sources and destinations.

The Data Migration Best Practices developed by George Jon are not only endorsed by leading eDiscovery application vendors, but have become the standard for global eDiscovery systems – driving productivity, profits and peace of mind throughout the industry.

For more information, please visit georgejon.com.
icourts RelativityOne data migration services
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icourts’ RelativityOne Data Migration Services are uniquely customized to overcome common migration challenges. icourts is also adept at dealing with complex data sets and security requirements. icourts’ workflow has been specifically designed to streamline and accelerate the movement of eDiscovery data repositories to the cloud whilst mitigating any unexpected issues that may arise.

Migrating to a new eDiscovery platform can be daunting. Planning and managing the safe transfer of data, workspaces, applications and scripts is not always straight forward. Migration to a cloud-based solution presents a range of challenges from compliance to continuity.

icourts have managed the data migration needs of three financial services regulators and countless projects for law firms and corporations. Our icourts’ experience provides you with a secure, reliable method to quickly and cost-effectively move your eDiscovery data holdings to RelativityOne.

icourts’ data migration services support migration from all leading eDiscovery platforms including:

  • Relativity
  • Concordance
  • Summation iBlaze
  • Summation Pro
  • AccessData QUIN-C
  • Ringtail (Nuix Discover)
  • Nuix
  • Intella

icourts has the experience and technical capability to design data migration processes for other platforms through back-end integration or front-end processes.

For more information please get in touch at contact@icourts.com.au or visit icourts.com.au.
Milyli, Inc.
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Milyli is a software development firm dedicated to making eDiscovery easier for anyone. Milyli has worked with Relativity and eDiscovery technologies since 2008, building custom solutions and developing innovative applications. Legal professionals working on any litigation type can reduce review time, create efficiencies, and lower end costs with Milyli.

As one of the first RelativityOne Approved Data Migration Partners, Milyli provides comprehensive planning, painless and timely execution, and expert support – whether it's pre-, during, or post migration. With over 100K hours developing for Relativity, Milyli's team meets the highest standards of functionality, reliability, usability, and efficiency.

For more information, please visit www.milyli.com.
The MCS Group RelativityOne data migration services
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Having been at the forefront of cloud e-Discovery services as well as an early adopter of RelativityOne, the MCS Technology Solutions team is up to the challenge of migrating workspaces from many different providers and software platforms, in part, because of our full understanding of the underlying technology and processes for archiving and restoration to the cloud platform. Additionally, MCS Group is very familiar with the challenges that go along with migrating data from on-premise applications to the cloud. These challenges range from bandwidth issues, establishing a communication and outage plan, to managing custom applications or scripts that require upgrade or modification.

Through our extensive experience with migration, we have developed processes that promote the quality and completeness of your data and we will work with your team to identify potential issues before, during, and after data migration.

Although migration services are technical in nature, there is a great deal of planning that is needed when migrating from another platform. Our experience in performing data migrations will help you through other pain points of the process as well by supplying user communication templates and migration planning templates, preparing workspaces or other databases for archive, or providing general advice on cost-effectively managing your data.

For more information, please visit www.themcsgroup.com.

Morae Global data migration services

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Morae’s data migration team offers a solution to the problem of data capture. Our migration experts boast a long history of success in migrating massive volumes of data for the world’s largest companies from a wide variety of platforms into either RelativityOne or our Relativity ISO-certified server environments, managed by dedicated service teams together with 24/7 Support.

In addition to substantial cost savings, a primary motivation for global enterprises to migrate data to Morae is our premier service delivery.

  • Reduced fees – migration clients save millions per year, generally recouping migration costs from within one to 90 days.
  • High quality service – Morae team consistently out-perform SLAs with premier service.
  • First tier platform – Relativity is the market-leading, most widely used eDiscovery platform.
  • Centralized insights and control – a single platform allows for enterprise level matter intelligence.

As the longest running RelativityOne partner in the world, Morae clients enjoy an outstanding user experience in either our self-serve RelativityOne Client Domain or with our full managed service deployment. For data migrations, Morae follows a proven migration process, with tailored project plans and custom solutions to match any requirement and all platform intricacies. We have a deep understanding of the complexities and moving parts involved in data migrations. Our focus is on achieving the outcomes that matter most to our clients.

In just the last several years, we’ve migrated over a petabyte of data to Morae platforms, including development of custom workflows and applications to meet client needs for migration. We have migrated many types of platforms, including for example:

  • Relativity Server to RelativityOne (cloud migration)
  • Ringtail to Relativity
  • Clearwell to Relativity
  • Global RPM to Relativity
  • Autonomy to Relativity
  • Viewpoint to Relativity

For more information, please visit relativity.com/partners/morae-global or moraeglobal.com.

Ricoh Canada Inc.
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Ricoh Canada delivers Intelligent Information Management solutions that empower organizations to manage their most critical asset – their data – by introducing exceptional efficiencies while aligning the needs of key stakeholders across the organization.

As a Relativity partner since 2011 and current RelativityOne Silver Partner, Ricoh Canada offers an end-to-end approach on all phases of data migration from initial scope assessment, consultation, project planning and management to user coordination, communication, technical execution, and initial configuration of the RelativityOne instance, working closely with clients to integrate internal resources where possible.

Ricoh Canada has executed on multiple migrations of workspaces between Relativity instances and other web-hosted solutions such as, Clearwell, iPro Eclipse, and CaseLogistix, to Relativity and RelativityOne. This includes individual cases to entire Relativity instances with more than 1,000 workspaces. Ricoh Canada’s custom approach to efficiently migrate even the largest of workspaces means minimal downtime for end users.

Backed by their ISO 9001:2015 quality certification, Ricoh Canada offers Case Management from the most Relativity-certified professionals in Canada – over 50 total certifications, including three Masters and two Experts - enabling clients to optimize their investment by leveraging the most powerful features and workflows, and best practices in RelativityOne from the get-go.

For more information visit ricohediscovery.com or relativity.com/partners/ricoh-canada/.
Special Counsel data migration services
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Special Counsel data migration services ensures a smooth transition from your current platform to RelativityOne. Our experience and expertise help you avoid migration pitfalls and minimizes downtime. Whether you are migrating from Relativity Server or another eDiscovery platform, we can help your organization successfully land on the industry-leading RelativityOne platform.

Whether the project calls for a full backup of a workspace via the ARM process or a two-step method required of large cases with mass migrations, our experts can handle the export and restoration of data regardless of scale. Our infrastructure team is trained to run a differential analysis on original data stores to evaluate a firm’s workspaces and data to determine the proper jurisdiction for each component.

Data migration services:

  • Migration planning - design a transition plan specific to your requirements including security and risk assessment, template design along with milestones and deliverables.
  • Workspace migration - detailed planning and inventory checks are conducted to ensure a seamless transfer to RelativityOne. A confirmation review is conducted at the conclusion to confirm the migration is certified complete.
  • Relativity application migration - preserve custom applications and scripts to optimize your custom workflows in RelativityOne.
  • Handling exceptions - exceptions may be present and when they occur, our technical expertise ensures unforeseen challenges are quickly remedied for migration completion.
  • Third party migration - Summation, Concordance, IPRO, Everlaw, Ringtail and many other platforms can be migrated to RelativityOne. As a leading Managed Review provider, we’ve seen it all.
  • Training - once you are migrated to RelativityOne, take advantage of Training Solutions to ensure your team takes full advantage of the AERO interface and RelativityOne platform.

Now that you know what we can offer, read more about why you should partner with Special Counsel.

Please visit www.specialcounsel.com.

 

Relativity approved partner criteria

These approved partners must meet all of the following criteria to maintain their status as Relativity Approved Partners:

  • Receive regular training updates on all Relativity applications to support migrations (e.g., ARM and RelativityOne Staging Explorer)
  • Pass a complex scenario test that requires they perform data migration of Relativity Server workspaces to RelativityOne. These scenarios are challenging and require strong analysis and troubleshooting to pass.
  • 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/enhancement of the applications that were utilized for migrations to RelativityOne.

Roles and responsibilities when using an Relativity approved partner

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

The following table defines and overview of potential third party partner data migration roles and responsibilities.

Organization Role Role definition

Relativity

Data Migration Specialist
(RelativityOne Customer Experience 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/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 such as RDC, ARM, and RelativityOne Staging Explorer
  • 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 archive, data transfer and restoration of the workspaces
  • Provides technical expertise
  • Analyzes the current environment and workspaces
  • Often helps to develop designed approaches for the migration