Prepare Project

The Prepare Project pipeline step organizes the documents in the linked saved search for AI analysis using both the project settings and general settings. This pipeline step links all the documents in the saved search to the project so that if the saved search changes the documents included for analysis will not change.

The Prepare Project step also retrieves and organizes information from the Client Brain depending on your general settings and the known items if populated. Changes to these items after running the Prepare Project step on a project are not reflected for that specific project.

Requirements

Before running this step, complete the Pre project checklist. Failure to do so may results in errors.

Billing

Upon the successful completion of the Prepare Project step Relativity will bill you for the documents included in the projects. See Billing for more details.

Actions

The Run action is the only action for the Prepare Project pipeline step.

To run Prepare Project:

  1. Navigate to the Projects (Priv) page.
  2. Select the project you want to interact with.
  3. Locate the Prepare Project step in the Pipeline Steps category.
  4. Click the Run button within the Actions column next to the Prepare Project step.
    Note: If there is already a project in progress, Run will error out. Only a single aiR for Privilege project within a workspace can be In Progress at any given time. Complete any in progress projects before starting another project in the same workspace.
  5. Select Continue within the confirmation modal review the billing estimates and select Continue.

The Prepare Project step status will change to Run In Progress. The system will disable the Run button until the status updates.

Upon the successful completion of the Prepare Project Run action, the status on the step will change to Completed and you can move on to the next pipeline step.

Errors

If the status of a pipeline step becomes Run Failed or Apply Annotations Failed then there was an error in the action. Check the Error Details field within the Pipeline Steps category or refer to the error message that appears on screen for detailed error information including steps to resolve the issue.

For more information, see aiR for Privilege errors.

Documents with parsing errors

If you receive a parsing error when attempting to run Prepare Project, you can use the Documents with Parsing Errors saved search to identify all failed documents.

To view failed documents:

  1. Navigate to the Documents tab in Relativity.
  2. Select the Saved Searches icon from the Browsers panel.
  3. Select the aiR for Privilege folder and choose the Documents with Parsing Errors saved search.

A list of failed documents from the current Prepare Project run will populate.