Transitioning from Relativity Server to RelativityOne: Users

This topic provides resources for users who are moving from Relativity Server to RelativityOne. It includes links to information on data ingestion, processing, review, production, and information on additional products and tools in RelativityOne.

General Resources

  • The self-paced Relativity Learning course Transitioning from Relativity Server to RelativityOne describes important workflow changes when transitioning from Relativity Server to RelativityOne, including workflows for Import/Export, Review Center, Processing, Automated workflows, and other features introduced in RelativityOne. We strongly recommend reviewing the course content to become familiar with RelativityOne.
  • Use the Quick reference Guides to get started in using RelativityOne, particularly if you are coming from a Server environment with the older (non-Aero) user interfaces.
  • The AI Help Chatbot provides conversational assistance while using RelativityOne, without having to search or browse the Documentation or Knowledge Base.

Expanded functionality

RelativityOne offers additional products not available in Relativity Server. These products extend the platform's capabilities, providing even more functionality and streamlining workflows (some require additional subscriptions, contracts, or fees).

  • Data Breach Response is an AI-powered solution used to reduce the time, cost, and risk to produce an entity notification list following a data breach incident.
  • Contracts is a contract review solution that helps legal teams transform existing executed agreements into structured data to address a variety of use cases, ranging from corporate transactions to regulatory responses.
  • With Translate you can translate sets of documents or single documents from one language to another for search and review.
  • The Relativity aiR suite of products leverages artificial intelligence to support your workflows in RelativityOne . These products include:
    • aiR for Review streamlines the review process by using generative AI to both predict coding decisions and to support those predictions with descriptive text and document excerpts which explain the decisions.
    • aiR for Privilege uses generative AI, large language models, natural language processing, machine learning, and social network graphs to analyze documents and predict whether they are privileged or not and create a draft privilege log description. This streamlines privilege review, improves the accuracy of your final privilege calls, and reduces overhead when creating a privilege log.
    • aiR for Case Strategy enables you to generate facts automatically from key documents, get customizable document summaries, and use large sets of these facts to craft witness summaries and deposition outlines to prepare for interviewing individuals.

Data Ingestion

  • The browser-based Import/Export feature is the recommended tool to use for data transfer (importing or exporting data) from RelativityOne.
  • Collect allows you to collect and import data from various data sources, such as Bloomberg, Box, Google Workspace, iManage, Microsoft 365, Refinitiv Eikon, Slack, and more.
    • For certain data sources in Collect, you can automatically convert chat data to Relativity Short Message Format (RSMF) files for processing into Relativity.

Processing

  • You can process native Slack and Microsoft Teams data without needing to convert the data to RSMF prior to processing, saving time and avoiding the need for third-party solutions.
  • Use the roll up image text processing profile setting to save on hosting fees and reduce document counts, while keeping the maximum amount of searchable text for review.
  • You can download and replace errored files from processing in bulk, saving time and effort when resolving processing errors by replacing files.

Review

  • Review Center is a centralized review experience that helps you build custom queues, use AI to prioritize relevant documents, and leverage a rich reporting dashboard to understand the state of your data and track productivity.
    • Active Learning is deprecated and read-only in RelativityOne. Create new projects in Review Center instead.
  • Automated workflows enable you to automate tasks in workspaces that required manual actions to complete before.
  • Early Case Assessment workflows and the ECA Template provides a streamlined workflow to cull unwanted data and find unique information and insights.
  • Sentiment Analysis is an artificial intelligence tool that scores documents on the likelihood that they contain negativity, anger, desire, or other emotions. Through this analysis, you can quickly and easily locate documents that show unusual or highly charged interactions between participants.

Production

  • Use Redact to apply markups to imaged documents, spreadsheet files, and PDF files either manually or automatically as part of a project.