Roles and security permissions

Access to aiR for Privilege is granted through individual actions in the Permissions UI. Each action bundles the tab and object-level permissions needed for that specific capability.

Three presets (Case SME, Annotator, Project Manager) pre-select the right combination of actions for each typical role, or admins can select actions individually to build a custom combination.

Client Brain set up

Client Brain access is managed at the instance level, not through Feature Permissions.

To use the Privilege Client Brain feature and set up a new project, Project Managers need the following instance-level permission:

Object security	Tab visibility	Admin operations
Client - view	Clients	View Admin Repository

To enable this permission, complete the following steps:

In the Permissions UI, select Admin Security.
Select theFeatures tab.
Locate Client and Matter Management in the features list.
Select See details to expand the available actions.
Enable the View Clients option.
Select Granular permissions mapping to expand and review details.
Select Review and Save to confirm your selection.

Permissions

The Privilege application uses the following permissions, which are available as preset options in the Permissions UI.

Role/User group	Tasks and requirements	Permissions
Project Manager 1 person Can be a single person across an entire organization Common titles: Project Manager, Litigation Support, Technology Specialist	Description of Tasks: An Privilege Project Manager creates projects, manages settings, defines known items (list of attorney and law firms from any prior priv screen,) runs pipeline steps, monitors annotator progress, QC’s annotator decisions, and performs validation on Privilege Results. Requirements: Can dedicate on average 2 hours a day when an Privilege project is in progress Can operate Relativity at a high level (ability to import/export data, perform mass actions, etc.). Non-Requirements: Does not need to have knowledge of the matter or an understanding of privilege.	Assign the Project Manager preset, which selects the following actions: View Privilege Results, View Privilege Analysis Results, Designate Privilege Status, Annotate Privilege Objects, Run Pipeline Steps, Set Up Privilege Project, and Import/Export Privilege Data
Annotator 1-3 people depending on project size A Project Manager can also play an Annotator role Common titles: Project Manager, Litigation Support, Contract Attorney, Staff Attorney, Paralegal	Description of Tasks: An Privilege Annotator reviews content identified by the AI (Law Firm Domains, Lawyers) and confirms its correctness. Requirements: Can dedicate 6 hours a day when an Privilege project is in progress. Number of days depends on project size. Has a basic understanding of Relativity (searching, coding, etc.) Has a high attention to detail and an ability to follow directions Is familiar with attorney titles (general counsel, partner, etc.) Non-Requirements: Does not need to have knowledge of the matter or an understanding of privilege.	Assign the Annotator preset, which selects the following actions: View Privilege Results and Annotate Privilege Objects.
Case SME 1-2 people depending on project size Common titles: Sr. Attorney, Partner, In House Counsel.	Description of Tasks: An Privilege Case SME will review the default Privilege Designations for Law Firms and Entities discovered by the Privilege Annotators and confirm whether each item is Privilege Conferring, Privilege Neutral, or Privilege Breaking for this specific matter and confirm revisions as necessary. Requirements: Can dedicate 2 hours total for an Privilege project Has deep knowledge of this specific matter and the people involved in it Understands what it means to be privilege conferring or privilege breaking Non-Requirements: Does not need access to Relativity or experience in operating Relativity. They can complete their tasks in Excel.	No access is necessary, as a Case SME will generally perform their tasks outside of Relativity aiR in Excels shared by a Project Manager. If a Case SME is performing their tasks in Relativity aiR, assign the Case SME preset, which selects the following actions: View Privilege Results and Designate Privilege Status

Role/User group

Tasks and requirements

Permissions

Project Manager

1 person

Can be a single person across an entire organization

Common titles: Project Manager, Litigation Support, Technology Specialist

Description of Tasks: An Privilege Project Manager creates projects, manages settings, defines known items (list of attorney and law firms from any prior priv screen,) runs pipeline steps, monitors annotator progress, QC’s annotator decisions, and performs validation on Privilege Results.

Requirements:

Can dedicate on average 2 hours a day when an Privilege project is in progress
Can operate Relativity at a high level (ability to import/export data, perform mass actions, etc.).

Non-Requirements: Does not need to have knowledge of the matter or an understanding of privilege.

Assign the Project Manager preset, which selects the following actions:

View Privilege Results, View Privilege Analysis Results, Designate Privilege Status, Annotate Privilege Objects, Run Pipeline Steps, Set Up Privilege Project, and Import/Export Privilege Data

Annotator

1-3 people depending on project size

A Project Manager can also play an Annotator role

Common titles: Project Manager, Litigation Support, Contract Attorney, Staff Attorney, Paralegal

Description of Tasks: An Privilege Annotator reviews content identified by the AI (Law Firm Domains, Lawyers) and confirms its correctness.

Requirements:

Can dedicate 6 hours a day when an Privilege project is in progress. Number of days depends on project size.
Has a basic understanding of Relativity (searching, coding, etc.)
Has a high attention to detail and an ability to follow directions
Is familiar with attorney titles (general counsel, partner, etc.)

Non-Requirements: Does not need to have knowledge of the matter or an understanding of privilege.

Assign the Annotator preset, which selects the following actions:

View Privilege Results and Annotate Privilege Objects.

Case SME

1-2 people depending on project size

Common titles: Sr. Attorney, Partner, In House Counsel.

Description of Tasks: An Privilege Case SME will review the default Privilege Designations for Law Firms and Entities discovered by the Privilege Annotators and confirm whether each item is Privilege Conferring, Privilege Neutral, or Privilege Breaking for this specific matter and confirm revisions as necessary.

Requirements:

Can dedicate 2 hours total for an Privilege project
Has deep knowledge of this specific matter and the people involved in it
Understands what it means to be privilege conferring or privilege breaking

Non-Requirements: Does not need access to Relativity or experience in operating Relativity. They can complete their tasks in Excel.

No access is necessary, as a Case SME will generally perform their tasks outside of Relativity aiR in Excels shared by a Project Manager.

If a Case SME is performing their tasks in Relativity aiR, assign the Case SME preset, which selects the following actions:

View Privilege Results and Designate Privilege Status

Actions

The following table describes each action assigned by the preset permissions.

Actions	Grants
View Privilege Results	View Privilege Projects, Aliases, and Entities; edit Documents and Domains. Baseline tab access (aiR for Privilege, Annotation, Domains, Entities).
View Privilege Analysis Results	View aiR for Privilege document analysis results, in addition to View Privilege Results.
Designate Privilege Status	Revise/designate privilege status (Conferring, Neutral, Breaking) via mass operations, in addition to View Privilege Results.
Annotate Privilege Objects	Annotate Domains, Equivalent Domains, Entities, and Aliases; run annotation mass operations, in addition to View Privilege Results.
Run Pipeline Steps	Run pipeline steps, including Prepare Project, in addition to View Privilege Results.
Set Up Privilege Project	Create/manage Privilege Projects, Pipeline Steps, General Settings, Known Attorneys, and Known Law Firms, in addition to View Privilege Results.