

Data management encompasses the methods for which data can be stored within your RelativityOne environment. The format and level of access needed for the data will help guide and determine which storage option will be best.
Note the following data volume considerations for RelativityOne and RelativityOne Government:
Relativity retains file share backups and SQL Server backups for 14 days. Relativity cannot restore data outside of these windows.
The following table contains a high-level comparison of the various data management tools available to you within RelativityOne.
Staging | Repository Workspace | Review Workspace | Cold Storage | |
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Used for |
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Billing Considerations |
Staging is calculated based on the highest consumption peak during a given month. |
To ensure that you are charged at the repository rate for the current month, you must install the Repository in a new workspace within 24 hours of creating it. |
If you convert an existing Review workspace to a Repository workspace by installing the Repository application, it will continue to be classified as a Review workspace until the beginning of the next calendar month. |
Workspaces transitioned to cold storage are billed at their original data tier rate until the start of the following calendar month. At that point, billing automatically switches to the cold storage rate. |
Pricing model |
Minimum data size included based on contract |
Repository workspaces data rates based on subscription volume |
Standard review workspaces data rates based on subscription volume |
Cold Storage data rates based on subscription volume |
Data limits | Per contract | N/A | N/A | N/A |
Links | Repository Workspace | Cold storage help |
For more information on viewing, monitoring, and managing billing and usage data, see the Cost Explorer.
There are several workflows that can be utilized to manage your data.
This workflow allows you to process and strategically filter within one workspace (repository workspace), and then push only a select set of data to a separate review workspace.
This is useful when dealing with the same set of data and multiple matters where separate reviews are needed. This enables dedicated teams to focus on these specific areas of processing and review. It also lets you save on your overall data subscription utilization by processing and culling data in the Repository workspace before pushing just the documents you need for review.
Specifically, this workflow is used for early case assessment (ECA) workflows.
Use traditional review workflows in the review workspace, and then continue to process and push any additional data for review from the Repository workspace. You can also push data from Review workspaces back to the Repository workspace if needed based on things like coding decisions.
This workflow involves placing an existing case workspace into cold storage if it’s inactive for an extended period of time, where it can be retrieved when it becomes active again.
Note: Workspaces in Cold Storage can be archived directly using ARM without having to be moved to an active state before archiving. See
During a matter, if review is placed on an extended hold or is near completion, the Cold Storage option is available to help you save costs for your impacted workspaces. Then if case review starts up again, you can easily retrieve those workspaces from Cold Storage and continue with the review.
When the review is preparing to start up again, navigate to the Workspaces tab, and then click on the workspace you want to retrieve. Follow the standard prompts to retrieve the workspace from cold storage.
This workflow involves creating an ARM archive of the workspace and storing it within your RelativityOne cloud storage (staging area) for easy access. Once an archive is created, you have the option to delete the corresponding case workspace.
In situations where a review has completed but you still want or need to maintain an archive in ARM format in case it’s needed again.
There are two primary storage options within your RelativityOne environment.
Note: Before archiving a Repository workspace to cloud storage via ARM, determine if the repository workspace has been linked from any standard review workspaces via an ECA workflow. If so, you should consider transferring over ALL native files currently accessed in review workspaces linked to the repository via Integration Points links. To transfer these native files, you can utilize Integration Points and ensure to copy the files or you can export the natives from the Repository workspace, and then import them into the Review workspace using Import/Export.
When needed again, you can easily restore an archive from the staging area using ARM by setting the Sourcelocation for the archive file.
This workflow enables you to quickly transfer data from either Staging Area to a Repository or standard review workspace when processing is ready to begin.
Sometimes a data source is known, but certain aspects of the case are still in discussion and may take weeks or longer to finalize. For situations where you have the data, but are waiting to begin processing data, you can store data in your Staging Area to ensure quick access to the data when specifications are finalized, and processing is ready to begin. In addition to quick access, utilizing Staging storage can help you manage your subscription utilization by making sure to only add data to your Instance when ready.
Note: Be sure to manage the Staging Area data after processing and error remediation is complete.
This workflow involves converting an existing large case workspace to a Repository workspace, and then creating new review workspaces to push your data to where you can perform the review on a smaller set of culled data.
Same set of data needed for a separate matter - During the midst of an ongoing case, this workflow allows your already processed dataset to be used for multiple matters.
Used when size or scope changes during an ongoing matter - you may not realize how large a data set will become at the onset of a new case and you may only have a limited set of data for review. The large volume of data that’s not being reviewed is still being calculated towards your data subscription utilization and you may want to convert the workspace to a Repository workspace to save on costs.
Process any new data in the former review workspace now being utilized as a Repository workspace and push additional data as links only to the appropriate review workspace(s). You can also push data from Review workspaces back to the Repository workspace if needed based on things like coding decisions.
In this workflow, you transfer data from your Repository Workspace to Cold Storage to save on storage costs when discovery and processing complete while review is ongoing.
When the discovery and processing phase is completed while the review phase is still ongoing, one possible option for managing your subscription utilization is to transition a Repository workspace into Cold Storage.
Note: Before placing a Repository workspace into Cold Storage, determine if the workspace is linked to a Review workspace via an ECA workflow. If the repository workspace is utilized for an ECA workflow, you should consider transferring ALL native files currently accessed from the Review workspace via Integration Points links. To transfer these files, you can utilize Integration Points and ensure to copy the files or you can export the natives from the Repository workspace, and then import them into the Review workspace using Import/Export.
If there is ever a need to process additional files, retrieve the workspace from Cold Storage using the standard process.
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