

When working in Relativity Legal Hold, there may be a need to customize it to fit your unique workflows. In particular, we discuss tracking custodian information (like employee location), tracking custodian response information in real time, and creating custom dashboards to visualize and provide snapshots of your Hold data.
This recipe utilizes the flexibility provided by Relativity to integrate it into the Legal Hold application, gaining the ability to track additional information or obtain information out of Relativity in real time via Dashboards.
Below are some workflow suggestions one can employ to customize Relativity Legal hold to cater to their unique needs and / or for advanced reporting functionality.
Create custom fields to track additional pieces of information that are unique to your Hold needs or tie in well with your precedent of subsequent workflow. Below are a couple examples of these fields.
Custom fields are on the Projects object to track information about the Department that the hold is associated with. Below is an illustration of what the Custom field and the Custom Layout would look like on a layout.
When creating the custom fields, layouts, or views, keep in mind the following considerations:
The Custodian Status Tab can be unhidden and the view on the object made available. It’s useful to report information about the Custodian’s interactions, such as:
To create the Custodian Status Tab, fill out the settings as follows:
To create a new View on the Custodian Status Object, fill out the setting as follows:
The Custodian Role Tab can also be unhidden and the view on the object made available. It's useful to report information about the Custodian's interactions, such as:
To create the Custodian Role Tab, fill out the settings as follows:
To create a new View on the Custodian Role Object, fill out the settings as follows:
Dashboards provide a way to make information available in Relativity realtime, providing self-service with very little training. Layering the Dashboards with custom views make it a powerful reporting aid. Below are a few examples of custom Dashboards that address reporting needs.
Name |
Group By |
Pivot On |
Type |
---|---|---|---|
Subject Matter Start Date |
Subject Matter Start Date |
<Grand Total> |
Line Chart |
Project Status by External Counsel |
External Counsel |
Project Status |
Table |
Department (Custom field) |
Office |
<Grand Total> |
Bar Chart (OR) Pie Chart |
Name |
Group By |
Pivot On |
Type |
---|---|---|---|
Employee Status (Custom field) by Department |
Department |
<Grand Total> |
Bar Chart (OR) Pie Chart |
Employment Start Date |
Employment Start Date |
<Grand Total> |
Line Chart |
Custodian Office |
Office |
<Grand Total> |
Bar Chart (OR) Pie Chart |
Name |
Group By |
Pivot On |
Type |
---|---|---|---|
Answers by Project |
Project |
Answer Status |
Stacked Bar Chart |
Custodian by Project |
Project |
Custodian |
Table |
Name |
Group By |
Pivot On |
Type |
---|---|---|---|
Message Type |
Message Type |
<Grand Total> |
Pie Chart |
Message Status by Project |
Project |
Message Status |
Stacked Bar Chart |
Message Sent Date |
Sent Date |
<Grand Total> |
Line Chart |
When the Custodian Status tab is available, we can use Pivots and Dashboards to visualize a lot of this information and make it more digestible.
Name |
Group By |
Pivot On |
Type |
---|---|---|---|
Escalations by Custodian |
Custodian |
Escalations Sent |
Table |
Resolutions by Custodian |
Custodian |
Resolved By |
Table |
Reminders by Custodian |
Custodian |
Reminders Sent |
Table |
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