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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.
Relativity aiR for Review: Export Prompt
2025-05-07 | aiR for Review
With our latest update, users can now export prompt criteria from aiR for Review to a Word file for easier sharing and collaboration. This capability works to streamline distribution of prompt criteria and enhance usability.
Legal Hold: Slack Preserve in Place
2025-04-24 | Legal Hold
Automatically preserve Slack data in-place through Relativity Legal Hold. This integration centralizes preservation, reduces the risk of spoliation, and simplifies legal hold workflows, reducing the need to juggle multiple platforms. Simply select your custodians and automatically preserve the direct messages and channels they are part of. This functionality is available to RelativityOne Legal Hold customers with Slack Enterprise Grid licenses.
Audit: Use ‘is like” and “is not like” Operators to Filter Audit Details
2025-04-24 | Audit
With this update, users will now be able to use the "is like" and "is not like" operators when filtering the Details field. Additional filtering capabilities will enable users to develop insight into activity in their Relativity environment more quickly.
Review Center: Anonymize Reviewer Names in Review Center Tables and Charts
2025-04-24 | Review Center
To address certain governmental and geographical restrictions, this new optional setting will anonymize reviewer names in all tables and charts on the Review Center dashboard. Please note, anonymous names assigned to users will not be static; upon page refresh or new session, names will be re-anonymized.
Relativity aiR for Review: Increase Job Size Limits
2025-04-21 | aiR for Review
We’ve increased aiR for Review’s maximum job size to 150,000 documents and the limit for documents per instance to 600,000. This update, combined with recent throughput improvements, will streamline document processing and boost review efficiency.
Production: Apply Production Branding to PDFs
2025-04-08 | Production
This new capability allows you to brand stored PDFs directly within RelativityOne during Production. By enabling the same process for both image and PDF productions, it simplifies workflows and eliminates the need for third-party tools post-Production. This enhancement increases efficiency and consistency, saving you time and reducing the complexity of managing multiple tools during the Production process.
Review Center: Saved Models
2025-03-27 | Review Center
With this new feature, you will now be able to take the knowledge, or the training, from one Review Center prioritized review queue and use them with other prioritized review queues, enabling less repetitive, faster workflows.
Usage Reports: Enhanced Permissions
2025-03-24 | Usage Reports
We have updated Usage Reports Instance Level permissions. There are now two permissions:
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View Client Domain Usage Reports (Current Permission renamed)
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View Instance-wide Usage Reports (New permission)
Users assigned the 'View Client Domain Usage Reports' instance permission will be able to create Usage Reports across the workspaces they have access to. Users assigned the 'View Instance-wide Usage Reports' permission will be able to create Usage Reports across the whole instance (every workspace) without requiring access to those workspaces. This change will allow users with minimal permissions to generate reports that contain metrics from all workspaces.
Redact: Inverse Redactions
2025-03-06 | Redact
We’ve introduced capabilities to more easily track removed markup in spreadsheets through our new inverse markups. These replace reversion functionality and make removed markups easier to find. Inverse markups are identified and can be viewed in the Markup Review card in the Redact Markup Navigator, allowing for more efficient filtering and streamlining your ability to review and QC your data.
Relativity aiR for Privilege: Client Brain Enhancements
2025-02-15 | aiR for Privilege
We’ve introduced significant updates to Relativity aiR for Privilege’s Client Brain. Now, additional annotation decisions (Disclaimers, Spammers, Domains, Equivalent Domains, Entities, and Aliases) are stored in the Client Brain at the end of each project. This improvement streamlines the setup process and reduces the time spent annotating in future matters. Additionally, multiple Client Brains can now be supported under the same Client Object, enabling customers to better manage annotator decisions and flexibly apply stored knowledge across diverse use cases. These enhancements eliminate redundancies in the annotation decision process, while also increasing user control over Client Brain knowledge when working on new or diverse projects.
aiR for Privilege documentation
Review Center: Release Skipped Documents
2025-02-14 | Review Center
This latest enhancement gives administrators the ability to put skipped documents back into the main queue, making it easy for them to be reviewed again without needing a separate workflow. This update not only simplifies the document review process but also helps ensure nothing gets missed, boosting the overall efficiency and accuracy of your review.
Permissions: New Feature Permissions**
2025-02-06 | Security & Permissions
The new Feature Permissions redefines Relativity's permissions management by shifting the focus from Object Types and Tab Visibility to feature-based permissions. This new interface enables administrators to manage permissions at the feature level, offering a more intuitive experience. By viewing granular permissions associated with each feature, administrators can ensure comprehensive control, ultimately reducing complexity and minimizing errors.
Security & Permissions documentation
Matter Administration: Background Workspace Creation**
2025-01-15 | Matter Administration
You can now work on other tasks in RelativityOne while your workspace is created in the background. Once the workspace is ready, you'll receive an email notification, and the ‘Workspace State’ field will update accordingly. This enhancement eliminates the need to wait for the workspace creation process to be completed, allowing you to move on to other tasks immediately, increasing efficiency and providing peace of mind.
Matter Administration documentation
Import/Export: Rename Fields at Export
2024-12-20 | Import/Export
With our latest update to Import/Export, you can now select and rename fields during the data export process and provide a custom alias for each field. This enhancement streamlines your workflow by eliminating the need to manually rename fields after export. Now you can ensure that your exported data aligns with your specific project requirements, improving efficiency and consistency.
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.
