Supporting applications

RelativityOne provides you with additional tools to customize your e-discovery platform needs from beginning to end. Follow the links below to learn more about RelativityOne's supporting applications.

ARM
ARM Archive, restore, and move Relativity workspaces between Relativity installations or SQL Servers.
Automated Workflows
Automated Workflows Automate tasks in workspaces that previously required manual actions to complete.
Billing
Billing and usage for RelativityOne (MaxBilling) To automatically generate bills in RelativityOne, we recommend the MaxBilling app. TSD's MaxBilling app automates the billing process and streamlines the invoice-to-cash cycle. MaxBilling reduces the time and effort you spend on billing, while also minimizing the potential for errors. With this application in RelativityOne, you can generate detailed, easy-to-read PDF reports with calculated costs from pre-set or custom metrics, including billing rates, periods, and tasks. For more information, see MaxBilling on TSD's website.
Case Dynamics

Case Dynamics

Relativity Case Dynamics, formerly Fact Manager, assists in organizing and analyzing case details such as facts, issues, organizations, people, interview questions, and documents. This analysis helps identify strengths and weaknesses in litigation strategy and leads to better preparation for depositions, interviews, and trial.

Case Metrics

Case Metrics

The Case Metrics application is a bundle of three reports: Reviewer Choices, Reviewer Overturns, and Reviewer Statistics. These reports help system admins track user, group, and workspace-level performance during document review across multiple or a single workspaces at the instance level.
Data Grid Text Migration

Data Grid Text Migration application

The Data Grid Text Migration application is an application you can use to migrate your long text fields from SQL to Data Grid.
Direct SQL access
Direct SQL access in RelativityOne In addition to querying and manipulating data through Relativity's suite of API's, administrators and developers can extend the power of the Platform even further by directly querying the SQL database. This is an important aspect of the Platform that you may be used to using in your on-premises Relativity deployment, and something you can also take advantage of in RelativityOne. You can run Relativity Scripts in your RelativityOne instance, and you can also run SQL scripts in SQL Server Management Studio (SSMS) directly against your Relativity databases.
Document Utilities
Document unitization Split imaged documents into multiple child documents.

Move to folder path

This mass operation can be used to move documents to a new folder that you specify in a text field on the document object.
Fields
Auto increment field on object Calculates and adds an incremental value to a field automatically each time a user creates a new record for an object.
Date field parsing Parses the date and time from a Date field and writes each value to a separate field for each document that's returned by a specified saved search.
Set native time zone offset with DST Updates the Relativity Native Time Zone Offset field for new documents to account for Daylight Saving Time (DST) and sets the Time Zone field to use for imaging profiles.
Performance Dashboard
Starting on April 1, 2019, Relativity will no longer support the Performance Dashboard (PDB) application. For those interested in maintaining their own PDB application based on the existing code, or having one of our development partners make modifications for you, click here. For more information on getting involved with this or other Relativity open source projects, contact our Relativity Developer Experience team.
Processing

Processing WorkerIQ application

When this application is installed and the Processing WorkerIQ Agent agent is present small jobs will automatically be re-prioritized so that they don't wait behind large jobs.
Propagation
Propagate coding post-import Propagates the value of one or more fields to documents that are part of the same relational group and reports any coding variances within those groups.
Relativity Event Handler Express

Relativity Event Handler Express

The Event Handler Express application facilitates the creation of simple event handlers by providing a user-friendly interface. It provides the ability to define validation rules for fields available in Relativity layouts. With this application, you create Pre Save event handlers that perform validation when the user clicks the Save button on a layout. This validation occurs before Relativity writes any data to the database.
Relativity Hybrid Model

Workspace Portal (Relativity Server)

In Relativity, a workspace provides a secure data repository for documents used in cases or for applications developed with Dynamic Objects. Workspace portal refers to a Relativity application that you can use to view and create workspaces across all your connected instances.
User and Group Synchronization You can use the Relativity User and Group Synchronization application to synchronize groups, users, and clients from a designated master instance to a connected duplicate instance.
Repository workspace
RelativityOne repository workspace application The RelativityOne repository workspace application converts the workspace into a more streamlined version for performing early case assessment on processed data. This limited workspace is equipped with Relativity functionality you need for early case assessment while providing more cost-effective pricing for storing data that may not be actively used in a case.
RelativityOne Activity Dashboard
RelativityOne Activity Dashboard You can use the RelativityOne Activity Dashboard to obtain a high-level view of the health of your instances and users.
Redactions
Change redaction type Changes black, white, or text redactions that were applied to a specific set of documents by using a specific markup set to a different redaction type.
Copy redactions across markup sets Copies redactions from one markup set to another.
Copy redactions across workspaces Copies redactions from a specified markup set in one workspace to a destination markup set in another workspace.
Normalize redactions across relational group Applies redactions in one document to all other documents that are in the same relational group and do not have those redactions.
Reproduce a redaction to a document universe Reproduces a redaction to a primary document in a source markup set to all pages of all documents that are in a specified saved search and destination markup set.
Reporting
User counts per workspace Calculates the number of system admins and other users who had access to a workspace for a specified month and year.
Workspace folder group security Reports the permission settings for each folder in a workspace.
 Solution Snapshot
Solution Snapshot 4.1.1.1 Helps you identify compatibility issues with custom applications in your environment so you can resolve them prior to upgrade. You can also upgrade older applications without having to leave the Relativity interface. This version limits results to 1,000 records and displays the current number of records in the queue table overall.
Transcripts Application

Transcripts application

The Transcripts application gives users the ability to upload, review, code, and annotate Transcript files in Relativity. This application is available for download in the Relativity Community.
System
File validation agent Searches for document files on a file server, updates a field to indicate whether any files are missing from the server, and provides a report of any files that are missing.
User Import Application Use the Relativity User Import Application to import multiple users into Relativity from a CSV file by defining the users and their Relativity settings. You can also export a list of users from your environment along with their Relativity settings.