What's new in RelativityOne
Discover new features in RelativityOne that will help you tackle every phase of your e-discovery projects.
Note: The date shown represents when the feature or change is available in most Relativity environments. Due to differences in deployment and update schedules between regions or environments, the features listed may be available before the date shown or may not yet be available in all Relativity environments.
For a full list of changes, please refer to the RelativityOne release notes
**Indicates features that will be deployed using a Phased Rollout approach.
Management Console: Introducing Usage Reports
2024-12-18 | Management Console
We are introducing a new reporting interface into the Management Console called usage reports, which will modernize and centralize your reporting experience across instances. Initially focusing on end-client billing, processing usage tracking, and basic waterfall reporting, this feature will reduce your reliance on Relativity scripts and fragmented reports, streamlining your data-gathering process and improving overall efficiency.
Management Console documentation
Translate: Set Source Language
2024-12-18 | Translate
To improve the accuracy of translations in multilingual documents, we are adding an option to set the source language, addressing instances where the automatic language detection may miss parts of the document. This update will enhance translations by ensuring better output and greater accuracy for documents containing multiple languages.
Accessibility: Skip to Main Content
2024-12-18 | Accessibility
We have introduced a WCAG accessibility shortcut link that allows users to quickly navigate to the main content of a page, bypassing repetitive navigation steps. This significantly enhances the user experience by speeding up navigation, particularly in workflows such as navigating into the review interface to review data in their matters.
Legal Hold: Retry Failed Communications
2024-12-18 | Legal Hold
We’ve introduced a new mass action to the Mailbox object in Legal Hold that allows users to re-queue failed communications with a status of "Error" or "Pending." This enhancement empowers you to retry failed communications directly, eliminating the need to send a brand-new communication or seek assistance from Support. By streamlining this process, we ensure you have greater control and efficiency in managing your communications.
Staging Explorer: Update Required
2024-12-18 | Staging Explorer
A new version of Staging Explorer (26.43.6) is now available in RelativityOne. For a seamless experience, please update your instance as soon as possible, as forced updates will begin on January 31, 2025.
Staging Explorer documentation
Security Center: Security Configurations View
2024-12-17 | Security Center
Security Center now displays best practices for security configurations in RelativityOne, showing you how your current settings compare against industry standards and offering recommendations for improvement. This enhancement enables you to identify and resolve risky configurations, enhancing the overall security of your RelativityOne environment.
Legal Hold: Automatic Graph API Token Refresh
2024-12-16 | Legal Hold
For Legal Hold users that leverage Graph API to send emails, the system now automatically refreshes the access token, preventing the token from expiring after 90 days of inactivity. This ensures that periodic users can seamlessly continue their workflows without interruptions, enhancing the overall reliability and user experience. Note, the toggle is currently turned on for Graph API users by default. If you’d like to turn this feature off, you can do so in the Legal Hold settings page.
Data Breach Response: Project Dashboard Early Access
2024-12-10 | Data Breach Response
The new project dashboard in Data Breach Response is designed to improve project supervision for project leads. This custom page provides insights and data to help project leads make informed decisions on next steps. It allows for the identification of impacted individuals, PI, and project scope across documents, facilitates the quick identification of documents needing quality control through visualizations, and offers advanced filtering and performance tracking to reduce the time and effort required to manage a project.
Data Breach Response documentation
aiR for Privilege: Customer Managed Key Support
2024-11-30 | aiR for Privilege
Relativity aiR for Privilege now supports Customer-Managed Keys (CMK). This enhancement allows customers to maintain control over the encryption of persistent data, just as they do with other CMK-enabled storage options in RelativityOne, ensuring enhanced data security without additional complexity.
aiR for Privilege documentation
New Collect Data Source: Cellebrite Endpoint Inspector & Mobile Now
2024-11-21 | Collect
Our latest Collect integration enables Cellebrite customers to submit collection requests for mobile devices directly to Cellebrite Endpoint Inspector and Mobile Now, managing these collections remotely within RelativityOne and automatically transferring the data for review and analysis. The collected data includes short message data in Relativity Short Message Format (RSMF) and the original phone image (UFD). This integration significantly streamlines the mobile device collection process, eliminating the need to physically acquire custodian devices, limiting disruption, and accelerating review timelines.
This capability will initially be available only to US customers, with broader geographic support expected in 2025.
Translate: Stored PDFs
2024-11-21 | Translate
You can now translate stored PDFs directly within the platform. This update empowers you to handle translation projects more efficiently, streamline your workflows, and save valuable time.
Import/Export: AI Field Mapping
2024-11-21 | Import/Export
AI-supported field mapping can now be used for document and RDO import workflows, giving you the option to map fields with a single click using the power of AI. This will streamline the job configuration process, reducing the manual effort required to map fields.
Translate: Increased Job Limit
2024-11-13 | Translate
We’ve increased the job limit from 1,000 to 10,000 documents in Translate. This upgrade empowers you to handle large-scale translation projects more efficiently, streamline your workflows, and save valuable time. Note, to leverage the increased document limit, you will need to adjust the default settings.
Data Breach Response: Updated Entity Report Format
2024-11-13 | Data Breach Response
Data Breach Response customers can now leverage an updated entity report format in RelativityOne which includes filtering and sorting within the report and high-level statistics like total de-duplicated entities, simplifying the entity report consolidation process.
Data Breach Response documentation
aiR for Privilege is Generally Available
2024-11-01 | aiR for Privilege
Relativity aiR for Privilege uses generative AI and a series of AI models to accelerate first pass privilege review and privilege log creation. By delivering faster and more accurate privilege predictions and detailed log descriptions, aiR for Privilege allows you to better protect sensitive information, reduce risk, and create privilege logs far more efficiently. With transparent, natural language reasoning provided for every prediction, your teams can better understand how the AI interprets each document, drive more accurate final privilege calls, and have peace of mind that the only the right information is going out the door.
aiR for Privilege documentation
Legal Hold: Error Messages for Failed Communications
2024-10-31 | Legal Hold
Legal Hold customers will now see an error message field in the Mailbox object if an email fails to send, providing users with visibility into issues such as expired Graph API tokens or security blocks. By seeing these error messages, you can troubleshoot and resolve email failures independently, without needing to contact support. This capability significantly enhances user autonomy and reduces downtime in communication workflows.
Relativity Contracts: Essential Fields Model Powered by Generative AI
2024-10-24 | Relativity Contracts
The new Contracts Essential Fields Model capability expands the AI-driven auto-population of contract fields beyond Contract Title and Contract Type to over a dozen key fields including, but not limited to, Parties, Effective Date, Expiration Date, Renewal Term, and Governing Law. With a focus on transparency and defensibility, Contracts hyperlinks field values to citations in contracts and populates rationale fields where appropriate. This enhancement saves you time and resources by reducing the need for manual entry, custom model training, or RegEx, ultimately improving margins on contract review projects and enabling more competitive pricing to win bids.
Updates to RelativityOne Support Groups
2024-10-24 | Security Center
Support groups created in RelativityOne will now be named after the ticket ID, with a 'time to live' tied to the ticket's status. This ensures groups are automatically deleted once the ticket is closed, preventing accidental lockbox bypass and providing customers with clear visibility into why Relativity employees need access to their instance.
Processing: Publish Documents with Field Length Warnings**
2024-10-15 | Processing
This latest enhancement allows documents with field metadata length issues to be published to RelativityOne without errors, excluding the problematic fields temporarily. This reduces friction and increases flexibility during the publish process, allowing you to get your documents into review faster.
Relativity Contracts: Now Using Relativity OCR
2024-10-02 | Relativity Contracts
We are replacing the OCR in Relativity Contracts with the more advanced Relativity OCR, which improves accuracy, increases speed, supports additional languages, and enhances the handling of multi-column contracts and auto-rotation of images. This upgrade is essential for ensuring higher-quality and more efficient contract review projects.
aiR for Review is Generally Available
2024-10-01 | aiR for Review
Relativity aiR for Review is now generally available in RelativityOne to help customers accelerate review with powerful generative AI technology that rapidly analyzes each document, at scale, and provides transparent, natural language reasoning around recommendations. Quickly conduct relevance review, tag issues, and identify key documents while viewing rationales and citations that drive deeper insights and more effective QC. You can leverage aiR for Review across all your review projects, whether you are reviewing for a production, conducting an internal investigation, or analyzing material from opposing parties.
Contact your account representative today for commercial details and to learn how you can improve the efficiency, consistency, and quality of your document reviews.
*Please note, Relativity aiR solutions are supported where both RelativityOne and Microsoft Azure OpenAI models are available. Please ask your account representative about specific region availability.
Mass PDF Permissions**
2024-09-19 | Review
System admins can now assign document-level permissions for Mass PDF actions, including creating, deleting, downloading, and numbering PDFs. This enhancement provides greater control over who can perform specific PDF-related tasks, improving security and ensuring more precise management of document workflows.
Processing: Processing Job Insights**
2024-09-19 | Processing
Over the past few months, we’ve made several enhancements to Processing that give you clearer insights into your job statuses. The updated layout and new status fields help you understand the impact of concurrent jobs and custom priorities, making it easier to manage your projects and provide accurate status reports. The new Processing Set layout is now the default view and ensures comprehensive visibility into your Processing jobs.
Legal Hold: Google Mail Authentication
2024-09-11 | Legal Hold
Customers that use Google Basic Authentication for SMTP will need to transition to Google OAuth (Modern Authentication) by September 30, 2024. Failure to do so could result in the inability to send or receive Legal Hold notices via Google Mail. For more information on how to update your settings, please refer to our documentation page.
Staging Boundary Updates: Data Transfer
2024-08-28 | Data Transfer
Changes to our Staging boundaries will be implemented beginning in September. With this change, you will no longer be able to write to or access data outside of the defined staging area. To better align with this initiative, we are updating some of our data transfer tools:
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Integration Points will support direct imports and exports to the StructuredData folder.
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Import/Export will support direct uploads of raw (unprocessed) data to the ProcessingSource folder and exports to the StructuredData folder within the Staging area.
Inline Editing
2024-08-27 | List Page
You can now easily edit fields inline directly from the document list page, eliminating the need to enter a coding layout or use a mass action to make changes. For users with permission, this intuitive editing capability introduces a new "edit mode" that bolds and highlights editable fields, reduces the chance of accidental edits, and auto-saves to ensure your desired changes are captured.
Processing: Mass Replace Errored Files
2024-08-22 | Processing
You can now replace multiple files at once that have been previously downloaded and modified outside of Relativity to remediate issues such as DRM encryption and data corruption. The new 'Mass Replace for Errored files' will now automatically perform the matching and replacement, significantly reducing the time and effort needed to replace files, from 30 minutes to just one minute per 100 files.
Processing: Track Exceptions as Errors and Warnings
2024-07-23 | Processing
You can now distinguish between expected issues (encryption, file corruptions, etc.) and unexpected (environmental, Input/Output problems, etc.) so you can better target remediation efforts after a job has completed. This creates a more targeted and specific workflow on error resolution, as you will be able to see which issues should be retried and which require manual resolution.
Name Normalization Improvements
2024-07-18 | Structured Analytics
We've adjusted how Name Normalization merges entities, reducing the likelihood that separate entities are incorrectly merged. These changes include putting more emphasis on the proper names of email participants, a new workflow to allow customers to identify entities that should be merged, new logic that address "undefined" aliases, and a UI option to exclude specific emails from analysis.
Structured Analytics documentation
Conduct Coverage Review
2024-07-18 | Review Center
You can now easily conduct coverage review in Review Center. By simply toggling on "coverage mode" when you begin a prioritized review queue, Review Center will sort documents in alignment with coverage review workflows, serving up mid-ranked documents first so that the AI classifier can learn from those coding decisions and train as quickly as possible.
Update Required for Staging Explorer
2024-07-09 | Data Transfer
A new version of Staging Explorer (26.37.8.1) is now available in RelativityOne that introduces new reporting features and performance enhancements. Please update your instance as soon as possible, as forced updates will begin on August 21.
Staging Explorer documentation
New Collect Data Source: ChatGPT Enterprise
2024-06-20 | Collect
Our newest Collect data source enables you to collect AI-generated conversational evidence directly from OpenAI’s ChatGPT Enterprise into RelativityOne. You can seamlessly capture all prompt and response data by custodian, metadata, attachments from DALL-E, and more. Conversations will automatically convert to RSMF — saving you time and accelerating the review process of data from one of the world's fastest growing AI platforms.
ChatGPT Enterprise customers – contact your OpenAI account representative to obtain an API Key.
Specify Rank Cutoff During Validation
2024-06-20 | Review Center
We've added the ability to specify a document rank cutoff in validation. This allows you to conduct validation and calculate precision and recall, driving additional efficiencies in Review Center's prioritized review workflows.
Email Notification Improvements
2024-06-10 | Automated Workflows
We have added more granular control for when you receive email notifications from Automated Workflows, allowing you to set your preferred level of awareness.
Automated Workflows documentation
Post-Production Workflow
2024-05-23 | Productions
We are introducing a new post-production phase into the existing production workflow to simplify the process of running scripts. With this release, we will introduce a "Copy legacy documents fields" script and more will be available throughout the year.
Download Rendered PDF Document
2024-05-23 | PDF Viewer
You are now able to download a rendered PDF directly from the Viewer. This feature, similar to the existing download Native function, allows you to pull down and share the rendered PDF outside of RelativityOne if desired.
Foreign Language Contract Support
2024-04-25 | Relativity Contracts
With the latest update to Relativity Contracts, the Contracts OCR now supports ten new languages in addition to English. Whether your agreements are in German, Portuguese, Chinese, Japanese, Korean, French, Italian, Spanish, Arabic, or Dutch, Relativity Contracts can now recognize key terms and clauses that will get you valuable insights, faster.
Track Coding Decisions with Review Center Coding Field
2024-04-25 | Review Center
We’ve implemented a new field in Review Center called Review Center Coding to help users track coding decisions made on documents in queues. You will now be able to easily see which documents were reviewed in which queues, when, and by which reviewer.
Introducing the New Document List Page
2024-04-16 | List Page
We've modernized our document list page to provide you with a more performant, secure, and seamless experience. With this enhancement, you can now freeze columns as you scroll and copy column values to your keyboard directly from the list. You'll also notice a new design to our browser, search, and document preview panels with collapsible panels for more intuitive control. Finally, we've removed the ability to access the cluster browser directly from the list page, but you can still access it through widgets and dashboards.
Automatic Teams to RSMF Conversion
2024-04-16 | Short Message
Teams messages will now be automatically detected from your PST files during Processing and converted to RSMF with all the metadata needed for your review.
Short message conversion documentation
Redactions in the List Page
2024-04-01 | PI Detect
We are excited to introduce enhancements to PI Detect, including workflow improvements to make redacting PI faster and other performance improvements. You can now redact with PI Detect in the document list page as a mass action.
Lockbox visibility state
2024-03-25 | Security Center
The lockbox states are now automatically surfaced and controllable in the Security Center, allowing you to more easily configure these states depending on your needs.
Lockbox scoped to Relativity employees
2024-03-21 | Permissions
The new Enable Relativity Lockbox setting will manage Relativity Support's workspace access and prevent them from adding themselves to groups. Additionally, the Enable Customer Lockbox setting to control Client System Admins, will now prevent their workspace access unless added to the designated groups, streamlining access for Client System Admins and reducing the need to disable Lockbox.
Staging Reports
2024-03-05 | Management Console
You can now generate staging reports directly in the Management Console to get information on the size and breakdown of your staging area folder structures. Reports will be exported into Excel files for all your billing needs outside of RelativityOne.
Load File Enhancements
2024-03-05 | Import/Export
Our latest Import/Export enhancement unifies load file import jobs, eliminating the need for varied file formats for each workflow. Now, load files (.opt and .dat) can be uploaded directly, while load files and .zip archives are uploaded separately. Additionally, we’re introducing load file precheck functionality for image and production load files.
Improved Scaling
2024-03-04 | Review Center
You can now run jobs in Review Center prioritized review queues of up to 2.5 million documents. This will allow you to scale to meet the needs of some of your largest cases without needing to use workarounds and separate queues.
Processing: Document deletion optimization
2024-02-28 | Processing
We made several improvements to the document deletion process. Now, when you delete a file ingested via Processing, all occurrences of the document, including duplicates, within the same processing data source will also be deleted. You can also choose to delete all occurrences of the document from other data sources, preventing automatic republication of duplicates to the workspace.
Job Page Improvements
2024-02-26 | Translate
We've made several improvements to the jobs page in Translate, including new ways to filter your data and pagination improvements. This will allow you to manage your jobs and reporting more easily.
New Collect Data Source: SharePoint
2024-02-22 | Collect
You can now Collect all data from within a SharePoint folder directly into RelativityOne without selecting a specific custodian. This integration allows you to easily access more potentially relevant data without the hassle of running collections for each custodian.
New Security Alert types
2024-02-22 | Security Center
We are introducing four new security alert types aimed at helping service providers better secure their client domains. The alerts will identify specific types of client domain boundary violations and provide quick remediation steps.
Processing: Enhanced job insights
2024-02-22 | Processing
We are updating our Processing set layout to provide individual progress bars and descriptions to subphases of Processing jobs. It will also be easier to display statistics associated with each Processing job enabling greater transparency into your jobs for easy troubleshooting.
Note: This capability will be available via a Preview button on the upper right corner of the Processing set layout so you can begin getting used to it. We will inform you when this becomes the default experience.
New Preservation Application
2024-01-25 | Legal Hold
Our enhanced in-place preservation application features a redesigned UI, improved status messaging, non-custodial preservations, and the ability to preserve multiple data sources within one legal hold project. We encourage all customers to migrate their preservation workflows into this new application. Other benefits include:
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New Google Workspace preservation—the new application supports preserving Google Workspace data including Gmail, Drive, and Chat.
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Refactored Microsoft 365 preservation—we’ve created a more streamlined and reliable experience when preserving Microsoft 365 data by integrating with Purview.
PDF image file option
2024-01-25 | Production
We added the ability to select PDFs as an image type when choosing your data source for production projects. You now have additional flexibility in the file types you can choose to produce PDFs for easy use outside of RelativityOne.
Project rules support dtSearch syntax
2024-01-25 | Redact
With this new capability, you can create Redact project rules that follow support terms written in dtSearch syntax such as stemming, fuzzy searches, proximity, and more to quickly and automatically redact your next batch of spreadsheets, PDFs or images.
Find & Redact for PDFs
2024-01-25 | Redact
Our newest markup action extends the searching capabilities in the viewer, allowing you to find text within a PDF and redact it in a few clicks instead of manually drawing your markup. Search your PDFs for key terms or other important information, then quickly draw a redaction over selected search hits with your preferred markup type, style, and scope.
Import/Export: Automated custodian mapping
2024-01-24 | Data Transfer
Our most recent improvement in Import/Export allows for automatic custodian mapping based on folder names. When new custodians are detected, they will be added to the entity and associated with the data source, eliminating the need for manual custodian assignment.
Streamline your redaction workflow with Façade Redactions
2024-01-23 | Redact
Marking up and producing natives just got easier with facade redactions. With this streamlined workflow, you no longer need to run a production preparation project for native documents, you can toggle markup transparency within the viewer, and you no longer need to manage redacted natives in a locked state for production.
*Note: This capability will be rolled out to RelativityOne instances starting January 23 over several weeks. The Relativity Team will notify you via email the week before it is delivered to your instance.
