Last date modified: 2026-Feb-24

Review (Advance Access)

The Review phase of a RelativityOne FOIA workflow involves assessing records for responsiveness, sensitivity, and compliance with applicable exemptions. Reviewers determine whether responsive records may be released in full or require partial redaction. During this phase, Relativity leverages AI-assisted review to support timely and accurate release decisions.

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Click the Review step in the workflow panel to open its details.

The review details screen showing review tasks and linked workspaces.

The following are some noteworthy navigational points on the Review details screen.

A. Workflow steps—the RelativityOne FOIA workflow consists of four steps: Intake, Search, Review and Response. As you complete the tasks for a step, the workflow automatically advances you to the next. You can also jump from one step to another to view details.

B. Action buttons—includes Back, which redirects you to the previous screen, and Other Actions, consisting of the following:

  • Email Requester—opens an email template you can use to contact the requester. Relativity auto-fills the requester's name and address for you.
  • Activity History—shows a searchable list of activity for this request.
  • Extension—(available in GA)
  • Toll Clock—opens a form for requesting a change to the clock status.

C. Progress bar—indicates the status of workflow sub-sections. A green circle indicates the sub-section is complete for the workflow step. A white circle indicates the sub-section actions are not complete.

D. Request Details—the review details including requester input and attachments.

E. Linked workspaces—a list of linked workspaces associated with the search documents.

Review details for the coordinator

During the Review phase, coordinators can link to or create new workspaces and request input from other agencies.

The review details screen showing links to workspaces and email templates.

Review sub-sections

There are three sub-sections for the Review step: Workspace(s), Send Equity Review Request, and Send Consultation Request.

Workspace(s)

During the Review phase, you will decide where to store documents that are being evaluated for release. You can select an existing workspace or create a new workspace. When you click the option to Link to Existing Workspace, the Workspace Management modal opens.

Select an existing workspace for this request.

Steps for linking to existing workspaces:

  1. Select one or more existing workspaces.
  2. Provide a reason for selecting the workspace in the Justification box.
  3. Click Link to [] Workspace to save and exit the modal.

When you click the option to Create New Workspace, the Workspace Information modal opens.

Create a new workspace for uploading review documents.

Steps.

  1. Complete the following fields:
    1. Name—provide a name for the workspace.
    2. Matter—select a matter.
    3. Client—select a client.
    4. Template Workspace—select FOIA Standard Template. Click Set to save your template decision.
      Template for creating a new ECA workspace.
    5. Justification—provide justification for creating a new workspace.
  2. Click Create Workspace to save and exit the modal.

Send Equity Review Request

This feature will be available in GA.

Send Consultation Request

During the review phase, you may need to request input from another agency. The Consultation Request template is designed to streamline this process by providing a form with prompts and merged fields that correspond to the request. You can link to additional resources, add attachments, and customize the message body to suit your needs. This template helps ensure consistency throughout your communications.

The form contains prompts that you can use to customize your email, along with merged fields that pulled data directly from the existing record. You can use the form as is or edit it to suit your specific need.

You can edit form templates to customize them for your agency. See Letter Template Management for details.

  • <***ABC***>—indicates data that you must provide. Replace the prompt with content specific to your request.
  • [ABC]—indicates merged content that is pulled directly from the pre-existing record. Relativity populates these prompts for you.

Form template for requesting additional consultation from another agency.

Steps:

  1. Complete the following fields: 
    1. Consulting Agency—enter the name of the agency from which a consultation is being requested.
    2. Due Date—enter the due date for the consultation.
    3. Link Saved Search (Optional)—select a saved search from the drop-down menu. Relativity automatically creates a consult saved search and includes it in your template for convenience. You can select other saved searches as well. You are not limited to the consult saved search.
      A list of saved searches in a drop-down menu that you can select for your review requests.
    4. First Name—enter the first name of the consultation agent.
    5. Last Name—enter the last name of the consultation agent.
    6. To—replace <***RECIPIENT_AGENCY_CONTACT***> with the email address of the agency contact.
    7. CC—enter another email address if you want to copy this email.
    8. Subject—there is no action required for this field. Relativity automatically populates the tracking number for you.
    9. Message—replace each prompt with a response specific to your request.
      • <***RECIPIENT_AGENCY_CONTACT***>—the email address of the agency contact.
      • <***REQUEST_TOPIC_SUMMARY***>—enter a title for your consultation request.
      • <***PAGE_COUNT***>—enter the number of pages you want reviewed as part of the consultation.
      • <***RECIPIENT_AGENCY***>—enter the agency owner of the documents.
      • <***RECORDS_SUMMARY***>—enter a brief description of the consultation request.
      • <***DISCLOSURE_RECOMMENDATION***>—enter your initial recommendation on disclosing the records.
      • <***YOUR_AGENCY***>—enter the name of the agency you represent.
      • <***DATE***>—enter the due date for the consultation.
      • <***Other Agency Name(s)***>—enter any other agencies you are consulting.
    10. Additional Attachments (Optional)—upload any attachments you want to include in your request.
  2. Click Preview Email Content to review the email before you send it.
  3. Click Back to Edit to return to the template. Click Confirm and Send to send the consultation request.

Once all sub-sections are complete, and consultation requests returned, the Review phase is complete. The workflow moves to the Respond step.

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