Relativity aiR Workspace Templates

Relativity aiR workspace templates put an entire workflow on rails using a prescriptive approach to tab setup, searches, and more.

The following workspace templates are available for all Relativity aiR customers. To receive the latest copy of any of these workspace templates, contact Support.

• Relativity aiR Blank Template—Start your work with as few applications installed as possible and no additional views, layouts, fields, tabs, or choices.
• Relativity aiR Data Breach Response Template—Run a Data Breach Response matter to identify personal information using AI and produce an entity notification list using Data Breach Response.
• Relativity aiR ECA Template—Run an early case assessment workflow to quickly understand case facts and cull down document set to a subset for review.
• Relativity aiR Hold and Collect Template—Run all legal holds and collection jobs from a single workspace to unify custodian reporting.
• Relativity aiR Investigations Template—Run an investigation workflow to search records by key terms, dates, communicators, or concepts while recording your findings.
• Relativity aiR Review Template—Run a document review to search for responsive material, image/redact, produce/OCR, and export.

For details on importing a template, see Importing a workspace template.

Your Relativity aiR instance may contain workspaces labeled "[DO NOT ACCESS]." You are not billed for these workspaces. However, do not access or delete them. In addition, we recommend updating any views to exclude them.