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2Relativity - Agendas and Pricing
ContentsRelativity Training Overview ..................................... 3
1 Relativity 101 ............................................................... 5
2 Relativity Admin Essentials I ................................. 8
3 Relativity Admin Essentials II ................................ 11
4 Analytics and Active Learning Training .............. 13
5 Infrastructure Training ............................................ 15
6 Relativity Processing & ECA Training ................. 17
7 Assisted Review ....................................................... 19
8 Relativity Legal Hold ............................................... 21
9 RelativityOne Overview ......................................... 23
10 Recurring Webinars ............................................... 25
11 Ask the Expert Webinars ....................................... 27
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Relativity Training OverviewRelativity recommends that all new employees working with Relativity receive formal training, either by our training department or internally to ensure an easy transition for all users and those who support them.
What trainings are offered?We offer a variety of training courses, including in-person training, webinar training, and independent self-guided options. These offerings are listed below; complete training details are provided in subsequent sections.
In-Person Training
We offer the following in-person classes taught by an experienced Relativity instructor.
• Relativity 101: Relativity for End Users (1 day)
• Relativity Admin Essentials I: Fundamentals of Case Administration (1 day)
• Relativity Admin Essentials II: Advanced Searching and Case Management (1 day)
• Analytics and Active Learning (1 day)
• Processing (1 day)
• Infrastructure (1 day)
• Assisted Review: Sample-Based Learning (1 day)
Virtual Classroom TrainingWe offer the following interactive virtual classroom sessions led by an experienced Relativity instructor.
• Legal Hold (2.5 Hours)
• RelativityOne Overview (2.5 Hours)
WebinarsThe following free, one-hour webinars are offered on a recurring basis.
• Relativity for Reviewers
• Relativity Assisted Review for Administrators
• Relativity Assisted Review for End Users
• Building Relativity Applications
• Legal Hold
• Active Learning for Administrators
Additionally, we offer regular “Ask the Expert” webinars that provide a rotating list of relevant presentation topics in areas such as workflow solutions, Analytics, Processing, Infrastructure, etc.
You can register for any of these webinars on our Training Center.
Where can I attend in-person training?We offer our trainings at our Chicago and London offices, on the road in our major markets, and onsite at your office.
Open EnrollmentWe regularly schedule open enrollment trainings in our Chicago and London offices. Additionally, we schedule open
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enrollment trainings in our major markets such as New York, NY, Washington, DC, Los Angeles, Sydney, Hong Kong, and many more locations. View our Training Center for upcoming sessions.
Onsite Training
We also offer training for your team at your office for a minimum of 5 attendees and a maximum of 12 attendees. Onsite trainings are offered Tuesday through Friday and are typically scheduled 6-8 weeks in advance on a first come, first served basis. You will be charged for the travel and related expenses for the trainer in addition to our training registration fees.
How much does in-person training cost?All in-person trainings are $500 USD per person. Our virtual Relativity Legal Hold Training is $250 USD per person. If additional trainers or specialized agendas are requested, a separate quote will be issued.
For requested onsite training, flight, accommodations, and related expenses for the trainer will be in addition to the registration fees.
What forms of payment does Relativity accept?Relativity accepts checks, ACH payments, credit cards and wire transfers.
What is Relativity’s cancellation policy?Relativity’s training cancellation policies are outlined below.
Open Enrollment - Individual PayTraining fees must be paid before your training. Training fees are non-refundable and not subject to any rescheduling credit, except as provided here. If you are unable to attend a training you’ve registered for, please contact the Relativity training team at least two business days prior to the training to reschedule. In that case, we will apply the fee you pre-paid as a credit for the rescheduled training fee. However, if you cancel or reschedule within two business days of the training, no refund or credit will be issued. If you reschedule a training more than one time, we may consider your training as having been cancelled and require a new fee in order to reschedule the training again. Any credit applied to your account will expire twelve months after the date of original issue.
Open Enrollment - Company PayUpon registering for a training session, your company will be invoiced for the full cost of the training, which must be paid within 30 days. Training fees are non-refundable and not subject to any rescheduling credit, except as provided here. If you are unable to attend a training you’ve registered for, please contact the Relativity training team at least two business days prior to the training to reschedule. In that case, we will apply the fee your company pre-paid as a credit for the rescheduled training fee. However, if you cancel or reschedule within two business days of the training, no refund or credit will be issued. If you reschedule a training more than one time, we may consider your training as having been cancelled and require a new fee in order to reschedule the training again. Any credit applied to your account will expire twelve months after the date of original issue.
To register for training using the Company Pay option, the company must be a Relativity license holder.
Onsite TrainingUpon completion of a onsite training session, your company will be invoiced for the full cost of the training or for a minimum of five attendees, and travel expenses, which must be paid within 30 days. Any notice to cancel or reschedule the Training must be in writing and received by Relativity at least twenty-one (21) days in advance of the first Training Date. For any cancellation notice received after twenty-one (21) days in advance of the first Training Date, customer will pay Relativity $1,000 as liquidated damages for Relativity overhead and administrative costs, lost opportunity costs, and other expenses (such as any third party fees that Relativity incurs in canceling or rescheduling travel / hotel arrangements).
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1 Relativity 101: Relativity for End UsersDesigned for Relativity beginners, Relativity 101: Relativity for End Users training is a one-day, introductory course to the Relativity platform covering the foundation of the basic concepts, features, and terminology used throughout the application during document review.
Please note that Relativity 101: Relativity for End Users training is not a Relativity Certified Administrator (RCA) or Relativity Certified User (RCU) exam preparation course.
1.1 Course ObjectiveBy the end of this full day training, through a series of demos and hands-on exercises, trainees will gain the skills needed to manage and code documents in Relativity.
Specifically, trainees will learn how to do the following:
− Understand typical Relativity workflows and how they support common eDiscovery scenarios
− Become familiar with Relativity navigation and terminology
− Review documents, including checking out batches and making coding decisions
− Use highlighting, redactions, and other markup tools
− Use views, lists, and layouts to manage how documents and their related metadata and attachments are displayed
− Use search term reports, dashboards, and email threading visualization to analyze data
− Search a data set to return specific documents using filters, conditions, and conceptual analytics tools
• Audience: New Relativity users including reviewers, paralegals, litigation support, and project management staff
• Course Length: One day
1.2 How to AttendTrainings are available in our Chicago office and at other locations. We can also work with you to schedule an onsite session at your office. Details are provided below.
1.2.1 Open Enrollment
• Who: The first 10 people to register
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization.
• When and Where: Visit the training page on our website for the schedule and locations
• Cost:
− $500 $400 per attendee when you register for the course by July 1.*
- *Discount not available if registering for course with prepaid Training Credit or as a component of a Training Package
− No minimum number of attendees
1.2.2 Onsite
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• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by Relativity and your team
− Can be scheduled Tuesday, Wednesday, Thursday or Friday
− Six to eight weeks’ notice is requested
− All dates may not be available
− Sessions are booked on a first-come, first-served basis
− Email [email protected] to schedule
• Cost:
− $500 $400 per attendee for courses scheduled by July 1.*
- *Discount not available if registering for course with prepaid Training Credit or as a component of a Training Package
− Five attendee minimum
− Travel and related expenses for the trainer, if applicable
7Relativity - Agendas and Pricing
1.3 Relativity 101: Relativity for End Users Training Agenda The agenda below represents the general topics and timing guidelines for this training and is subject to change.
Topic
Course Overview
Relativity and eDiscovery
eDiscovery & Electronic Discovery Reference Model (EDRM) Overview
Basic Document Review
Getting Started with Relativity
Using the Core Reviewer Interface to Code Documents
Using Persistent Highlighting
Using the Email Threading View
Next Level Review
Applying Redactions
Using Pivot Widgets & Dashboards
Using Mass Operations
Using Email Thread Visualization
Searching for Documents
Using Filtering
Using Search Conditions & Logic Groups
Using Keyword Search
Creating Saved Searches
Using dtSearch
Creating a Search Terms Report & Applying Persistent Highlighting
Concept Searching
Putting it all Together
Completing a Capstone Project
Additional Tools and Resources
Overview of Relativity Resources
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2 Relativity Admin Essentials I: Fundamentals of Case Administration TrainingRelativity Admin Essentials I: Fundamentals of Case Administration training is an introductory course to administering cases in Relativity. It covers the fundamental concepts, features, and terminology essential for new Relativity administrators. It is helpful to have some Relativity experience before attending this course.
Please note that this training is not a Relativity Certified Administrator (RCA) exam preparation course.
2.1 Course ObjectiveBy the end of this training, through a series of demos and hands-on exercise scenarios, trainees will gain the skills to successfully administer a case in Relativity.
Specifically, trainees will learn how to do the following:
− Load data and troubleshoot errors
− Set up a workspace for efficient review
− Configure user access and security permissions
− Export and produce case data
• Audience: Litigation support professionals and project management staff
• Course Length: One day
2.2 How to AttendTrainings are available in our Chicago office and at other locations. We can also work with you to schedule an onsite session at your office. Details are provided below.
2.2.1 Open Enrollment
• Who: The first 10 people to register
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization.
• When and Where: Visit the training page on our website for the schedule and locations
• Cost:
− $500 $400 per attendee when you register for the course by July 1.*
- *Discount not available if registering for course with prepaid Training Credit or as a component of a Training Package
− No minimum number of attendees
2.2.2 Onsite
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by Relativity and your team
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− Can be scheduled Tuesday, Wednesday, Thursday or Friday
− Six to eight weeks’ notice is requested
− All dates may not be available
− Sessions are booked on a first-come, first-served basis
− Email [email protected] to schedule
• Cost:
− $500 $400 per attendee for courses scheduled by July 1.*
- *Discount not available if registering for course with prepaid Training Credit or as a component of a Training Package
− Five attendee minimum
− Travel and related expenses for the trainer, if applicable
10Relativity - Agendas and Pricing
2.3 Relativity Admin Essentials I: Fundamentals of Case Administration Training Agenda The agenda below represents the general topics and timing guidelines for this training and is subject to change.
Topic
Course Overview
Module 1 – Relativity Administration
Relativity Administration
The Relativity Workspace
Templates
Module 2 - Loading Data
Processing Data into Relativity
Loading Data using Web Import and the Relativity Desktop Client (RDC)
Module 3 – Workspace Configuration
Views
Saved Searches
Email Threading
dtSearch index
Search Terms Reports and Persistent Highlight Sets
Pivots and Dashboards
Batching
Layouts and Choices
Workspace Security
Module 3 – Production and Export
Imaging and Markup Sets
Production Workflow
Production Sets
Optical Character Recognition (OCR)
Exporting Data
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3 Relativity Admin Essentials II: Advanced Searching and Case Management TrainingRelativity Admin Essentials II: Advanced Searching and Case Management training is an advanced searching and case management workflow course to supplement your current Relativity skills. We recommend this course for experienced Relativity administrators. It is helpful to have at least a year of Relativity experience before attending this course.
Please note that this training is not a Relativity Certified Administrator (RCA) exam preparation course.
3.1 Course ObjectiveBy the end of this training, through a series of demos, group activities, and hands-on exercise scenarios, trainees will gain skills necessary to employ a variety of helpful workflows.
Specifically, trainees will learn how to do the following:
− Harness Relativity’s many searching features to efficiently build, run, and troubleshoot complex Keyword, dtSearch, and conceptual Analytics search queries
− Use Relativity’s data visualization features to gain deeper insight into your data and the progress of your case
− Enhance your case management with dashboards, clustering, event handlers, and object rules
• Audience: Litigation support professionals, project management staff, and experienced Relativity admins
• Course Length: One day
3.2 How to AttendTrainings are available in our Chicago office and at other locations. We can also work with you to schedule an onsite session at your office. Details are provided below.
3.2.1 Open Enrollment
• Who: The first 10 people to register
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization.
• When and Where: Visit the training page on our website for the schedule and locations
• Cost:
− $500 $400 per attendee when you register for the course by July 1.*
- *Discount not available if registering for course with prepaid Training Credit or as a component of a Training Package
− No minimum number of attendees
3.2.2 Onsite
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by Relativity and your team
− Can be scheduled Tuesday, Wednesday, Thursday or Friday
− Six to eight weeks’ notice is requested
− All dates may not be available
− Sessions are booked on a first-come, first-served basis
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− Email [email protected] to schedule
• Cost:
− $500 $400 per attendee for courses scheduled by July 1.*
- *Discount not available if registering for course with prepaid Training Credit or as a component of a Training Package
− Five attendee minimum
− Travel and related expenses for the trainer, if applicable
3.3 Relativity Admin Essentials II: Advanced Searching and Case Management Training Agenda The agenda below represents the general topics and timing guidelines for this training and is subject to change.
Topic
Introduction and Course Overview
Searching Workflows
Relativity Search Indexes
Modifying the dtSearch Index Alphabet and Noise Words
Advanced Order of Operations and Proximity Search
Logic Groups
Regular Expressions for dtSearch
Case Management Workflows
Cluster Visualization
Data Visualizations Using Dashboards
Audit Analysis
Event Handlers
Object Rules
Conclusion
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4 Analytics and Active Learning TrainingAnalytics and Active Learning training is a one day, hands-on, in-person class that teaches attendees how to manage and use Analytics and Active Learning workflows within Relativity. We recommend prior Relativity experience or attending Admin Essentials I training before taking this class.
4.1 Course ObjectiveAnalytics and Active Learning training walks attendees through several training scenarios that demonstrate how Analytics and Active Learning help users organize, search, analyze, and review data. By the end of this full-day training, through a series of demos and hands-on exercises, trainees will gain the skills needed to successfully configure these tools and use them within a case lifecycle.
Specifically, trainees will learn how to do the following:
− Build an optimized Conceptual Index
− Use concept searching and keyword expansion to uncover insights
− Use categorization and clustering to help organize review
− Set up, run, and validate an Active Learning project
• Audience: Litigation support and project management staff
• Course Length: One day
4.2 How to AttendTrainings are available in our Chicago office and at other locations. We can also work with you to schedule an onsite session at your office. Details are provided below.
4.2.1 Open Enrollment
• Who: The first 10 people to reserve a spot
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization.
• When and Where: Visit the Analytics and Active Learning Training page on our website for the schedule and locations.
• Cost:
− $500 per attendee
− No minimum number of attendees
4.2.2 Onsite
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by Relativity and your team
− Can be scheduled Tuesday, Wednesday, Thursday or Friday
− Six to eight weeks’ notice is requested
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− All dates may not be available
− Sessions are booked on a first-come, first-served basis
− Email [email protected] to schedule
• Cost:
− $500 per attendee
− Five attendee minimum
− Travel and related expenses for the trainer, if applicable
4.3 Analytics and Active Learning Training AgendaThe below agenda represents the general topics and timing guidelines for this training and is subject to change.
Topic
Introduction and Overview of Analytics
Structured Analytics pre-work video review
Configuring a Conceptual Index
Understanding the function of a Conceptual Index
Setting up Training and Searchable Sets
Attaching Repeated Content Filters
Building the Index
Setting up and Using Conceptual Analytics Tools
Finding Similar Documents
Concept Searching
Categorization
Clustering and Cluster Visualization
Keyword Expansion
Using Active Learning
Understanding Active Learning
Setting up an Active Learning Project
Reviewing Documents in a Project
Monitoring Project Progress
Performing an Elusion Test to Validate Project Completion
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5 Infrastructure TrainingInfrastructure training is a one day, hands-on, in-person class that teaches attendees how to manage their Relativity environment and databases. We recommend attending Administrative Training prior to attending this training.
5.1 Course ObjectivesBy the end of this full-day training, through a series of demos and hands-on exercises, trainees will gain the skills needed to successfully set up, scale, and manage a Relativity environment and databases.
Specifically, trainees will learn to do the following:
− Understand the components of Relativity Infrastructure
− Configure agents and servers
− Optimize and maintain SQL
− Upgrade environments
− Monitor environment performance issues
• Audience: IT professionals responsible for maintaining servers and SQL environments
• Course Length: One day
5.2 How to AttendTrainings are available in our Chicago office and at other locations. We can also work with you to schedule an onsite session at your office. Details are provided below.
5.2.1 Open Enrollment
• Who: The first eight people to reserve a spot
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization.
• When and Where: Visit the Infrastructure Training page on our website for the schedule and locations
• Cost:
− $500 per attendee
− No minimum number of attendees
5.2.2 Onsite
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by Relativity and your team
− Can be scheduled Tuesday, Wednesday, Thursday or Friday
− Six to eight weeks’ notice is requested
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− All dates may not be available
− Sessions are booked on a first-come, first-served basis
− Email [email protected] to schedule
• Cost:
− $500 per attendee
− Five attendee minimum
− Travel and related expenses for the trainer, if applicable
5.3 Infrastructure Training AgendaThe below agenda represents the general topics and timing guidelines for this training and is subject to change.
Topic
Introductions and Overview of Relativity Infrastructure
Web Server Overview
Break
Scaling Agents and Resource Pools
Storage in Relativity
Lunch
SQL Server Configuration and Optimization
Service Bus
Upgrading your Environment
Data Grid Setup, Text Migration, and Monitoring
Break
Searching in Relativity
Invariant
Tools and Monitoring
Q&A
17Relativity - Agendas and Pricing
6 Relativity Processing & ECA TrainingRelativity Processing & ECA training is a one day, hands-on, in-person class that teaches attendees how to use Relativity’s processing solution to import unprocessed source data directly into Relativity for review. Additionally, attendees will learn the workflow for the Relativity ECA & Investigation product. We recommend attending Administrative Training prior to attending this training.
6.1 Course ObjectiveProcessing & ECA training walks an attendee through the end-to-end processing workflow in addition to learning about the ECA & Investigation workflow. By the end of this full-day training, through a series of demos and hands-on exercises, trainees will gain the skills needed to successfully process, publish, and cull data directly into one or more workspace(s).
Specifically, trainees will learn how to do the following:
− Configure a processing job
− Process data to a workspace
− Identify and resolve processing errors
− View and analyze reports and dashboards
− Tag documents for inclusion / exclusion for review
• Audience: Litigation support and project management staff
• Course Length: One day
6.2 How to AttendTrainings are available in our Chicago office and at other locations. We can also work with you to schedule an onsite session at your office. Details are provided below.
6.2.1 Open Enrollment
• Who: The first eight people to reserve a spot
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization.
• When and Where: Visit the Processing & ECA Training page on our website for the schedule and locations
• Cost:
− $500 per attendee
− No minimum number of attendees
6.2.2 Onsite
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by Relativity and your team
− Can be scheduled Tuesday, Wednesday, Thursday or Friday
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− Six to eight weeks’ notice is requested
− All dates may not be available
− Sessions are booked on a first-come, first-served basis
− Email [email protected] to schedule
• Cost:
− $500 per attendee
− Five attendee minimum
− Travel and related expenses for the trainer, if applicable
6.3 Processing & ECA Training AgendaThe below agenda represents the general topics and timing guidelines for this training and is subject to change.
Topic
Overview of Processing in e-Discovery and Integration with Relativity
Installing the Processing Application and Configuring Processing Profiles
Creating Custodians and Using the Password Bank
Creating and Running a Processing Set (File Discovery)
Using Inventory and Filtering
Break
File Error Investigation
Publishing Processed Files to a Relativity Workspace
Resolving Processing Errors
Lunch
Processing Reports and Special Considerations
ECA and Investigation Overview
Configuring an ECA Workspace
Using the Relativity UI to Tag Documents for Review
Break
Reviewing the ECA Dashboard
Promoting Data from ECA to Review
Introduction to the Relativity Processing Console and Q&A
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7 Assisted Review: Sample-Based Learning TrainingAssisted Review Sample-Based Learning training is a one day, hands-on, in-person class that teaches the fundamentals of managing a computer-assisted review project. We recommend attending Administrative Training prior to attending this training.
7.1 Course ObjectiveAssisted Review Sample-Based Learning training provides attendees with the knowledge to utilize Assisted Review’s flexible predictive coding workflow that combines both human expertise and powerful technology to review large volumes of electronic information, thus reducing risk and cost. By the end of this full-day training, through a series of demos and hands-on exercises, trainees will gain the skills needed to create a Sample-Based Learning project and proceed through various rounds in the Sample-Based Learning workflow to successfully complete a project.
Specifically, trainees will learn how to do the following:
− Configure and run a series of different project rounds using various sampling methodologies
− Calculate precision and recall
− Employ best practices for coding documents and identifying coding inconsistencies
− Report on and evaluate a project’s current status
− Determine when a Sample-Based Learning project is stable and ready to complete
• Audience: Project managers, consultants, litigation support professionals, and Relativity administrators
• Course Length: One day
7.2 How to AttendWe can also work with you to schedule an onsite session at your office.
7.2.1 Onsite• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by Relativity and your team
− Can be scheduled Tuesday, Wednesday, Thursday or Friday
− Six to eight weeks’ notice is requested
− All dates may not be available
− Sessions are booked on a first-come, first-served basis
− Email [email protected] to schedule
• Cost:
− $500 per attendee
− Five attendee minimum
− Travel and related expenses for the trainer, if applicable
20Relativity - Agendas and Pricing
7.3 Assisted Review Training AgendaThe below agenda represents the general topics and timing guidelines for this training and is subject to change.
Topic
Course Overview, Case Scenario, and Relativity Basics
Planning and Workflow
Analytics Overview
Setting Goals
Break
Workspace Setup
Project Setup
Lunch
Reviewer Protocol
Project Rounds
Round Reports
Break
Quality Control
Evaluation
Project Stabilization
Next Steps
Review Quiz Q&A
21Relativity - Agendas and Pricing
8 Relativity Legal HoldRelativity Legal Hold training is a two and a half hour, online class that teaches attendees how to manage and use Legal Hold workflows within Relativity. This training is offered virtually via the Adobe Connect online training platform, and attendees are provided with a practice environment and workbook after attending the live instructor-led portion.
8.1 Course ObjectiveBy the end of this two and a half hour training, through a series of discussions and demos, trainees will gain the skills needed to successfully administer a legal hold project from start to finish.
Specifically, trainees will learn how to do the following:
− Create a Hold Project & Assign Custodians
− Customize & Send Hold Communications
− Interact with the Custodian Portal
− Investigate Reports
• Audience: In-house counsel, paralegals, litigation support and project management staff
• Course Length: 2.5 hours (plus subsequent time with practice environment)
• Prerequisites: There are no required prerequisites for this course, but you can check out the following recommended resources in preparation for the class:
− Legal Hold webinars - Live | Recorded
− Legal Hold documentation
− Legal Hold blog articles
- The 4 Questions to Ask Before Issuing a Legal Hold
- Take the Gamble Out of Legal Hold in 3 Steps
- 4 Legal Hold Headaches and How to Cure Them
8.2 How to AttendAttendance in this training is offered via the Adobe Connect collaboration platform. Attendees will be able to log in and interact with instructors from their workstation anywhere across the globe.
The classroom can be accessed directly from your browser. It is recommended to download the official Adobe Connect desktop plugin for a more streamlined experience.
8.2.1 Open Enrollment
• Who: The first ten people to reserve a spot
− Please note that classes are limited to two attendees per organization.
• Where: Virtual (Adobe Connect)
• When: Visit the Legal Hold Training page on our website for the schedule and locations
• Cost:
− $250 per attendee
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− No minimum number of attendees
8.2.2 Closed Enrollment
• Who: Your team, with up to 10 attendees
• Where: Virtual (Adobe Connect) When:
− One day agreed upon by Relativity and your team
− Can be scheduled Tuesday, Wednesday, Thursday or Friday
− Six to eight weeks’ notice is requested
− All dates may not be available
− Sessions are booked on a first-come, first-served basis
• Cost:
− $250 per attendee
− Two attendee minimum
− Sessions are booked on a first-come, first-served basis
− Email [email protected] to schedule
8.3 Legal Hold Training AgendaThe below agenda represents the general topics and timing guidelines for this training and is subject to change.
Topic
Introduction
Legal Hold Overview
Creating a Project
Hold Communications
Custodian Portal
Reports and Libraries
Next Steps
Conclusion
23Relativity - Agendas and Pricing
9 RelativityOne OverviewRelativityOne Overview Training is a two and a half hour, online class that teaches attendees how to use and administer features and workflows specific to the RelativityOne cloud solution. This training is offered virtually via the Adobe Connect online training platform.
9.1 Course ObjectiveBy the end of this two and a half hour training, through a series of discussions and demos, trainees will gain the skills needed to successfully administer RelativityOne.
Specifically, trainees will learn how to do the following:
− What is RelativityOne?
− Security features that ensure access and data are protected in RelativityOne
− Workflow options and best practices when moving data to or from Relativity in the cloud
− Using the RelativityOne Staging Explorer to quickly upload files for processing in RelativityOne
− Considerations for using the Relativity Desktop Client and Relativity Integration Points to import and export data via RelativityOne
− How RelativityOne can be used in conjunction with other features and tools such as Data Grid, Office365, MaxBilling, and other tools and products
• Audience: Litigation support professionals, project management staff, experienced Relativity admins, and IT professionals
• Course Length: 2.5 hours
9.2 How to AttendAttendance in this training is offered via the Adobe Connect collaboration platform. Attendees will be able to log in and interact with instructors from their workstation anywhere across the globe.
The classroom can be accessed directly from your browser. It is recommended to download the official Adobe Connect desktop plugin for a more streamlined experience.
9.2.1 Open Enrollment
• Who: The first ten people to reserve a spot
− Please note that classes are limited to two attendees per organization.
• Where: Virtual (Adobe Connect)
• When: Visit the RelativityOne Overview Training page on our website for the schedule and locations
• Cost:
− $250 per attendee
− No minimum number of attendees
24Relativity - Agendas and Pricing
9.2.2 Closed Enrollment
• Who: Your team, with up to 10 attendees
• Where: Virtual (Adobe Connect)
• When:
− One day agreed upon by Relativity and your team
− Can be scheduled Tuesday, Wednesday, Thursday or Friday
− Six to eight weeks’ notice is requested
− All dates may not be available
− Sessions are booked on a first-come, first-served basis
• Cost:
− $250 per attendee
− Two attendee minimum
− Sessions are booked on a first-come, first-served basis
− Email [email protected] to schedule
9.3 RelativityOne Overview Training AgendaThe below agenda represents the general topics and timing guidelines for this training and is subject to change.
Topic
Introduction
RelativityOne Overview
Security
Data Transfer Options
RelativityOne Staging Explorer
Workspace Portal
Import/Export using Relativity Integration Points
Data Grid and Audit
Using RelativityOne with Office 365
Conclusion
25Relativity - Agendas and Pricing
10 Recurring WebinarsWe offer the following one-hour webinars to teach a variety of skills in Relativity:
• Relativity for Reviewers
• Assisted Review for Administrators
• Assisted Review for End Users
• Building Applications
• Legal Hold
10.1 Webinar Overviews10.1.1 Relativity for Reviewers
Relativity for Reviewers, our standard end user training, is an hour-long webinar to familiarize reviewers with basic Relativity functionality.
• Audience: Relativity end users
• Course Objectives: Upon completion of this course, attendees will be familiar with:
− Interface navigation
− Running basic searches and reports
− Checking out batches
− Coding documents
− Working with relational items and email threads
− Utilizing the propagation and document skip workflow
− Applying redactions and annotations
10.1.2 Assisted Review for Administrators
• Audience: Administrators
• Course Objectives: Upon completion of this course, attendees will be familiar with the Assisted Review workflow.
10.1.3 Assisted Review for End Users
• Audience: Relativity end users
• Course Objectives: Upon completion of this course, attendees will be familiar with computer-assisted reviewer best practices and decision making skills.
10.1.5 Building Applications
• Audience: Users interested in creating customized database functions
• Course Objectives: Upon completion of this course, attendees will be familiar with:
− Creating dynamic objects and understanding their relationships
− Building a sample application with multiple components
26Relativity - Agendas and Pricing
10.1.6 Legal Hold
• Audience: Legal Hold administrators and end users.
• Course Objectives: Upon completion of this course, attendees will be familiar with:
− Creating and managing a Hold project
− Sending communications and questionnaires
− Working with the Custodian Portal
10.1.7 Active Learning for Administrators
• Audience: Administrators
• Course Objectives: Upon completion of this course, attendees will be familiar with how to set up and run a Relativity Assisted Review Active Learning project.
10.2 How to AttendYou can attend webinars in two ways: open enrollment or closed enrollment.
10.2.1 Open Enrollment Webinar
• Who: Any Relativity user who would like to join
• Where: Web session
• When: Visit the Attend Live Trainings page on our website for all webinar schedules
• Cost: Free
10.2.2 Closed Enrollment Webinar
To schedule a closed enrollment webinar, contact [email protected].
• Who: Your team
• Where: Web session
• When:
− A date and time agreed upon by Relativity and your team
− All dates may not be available
− 48 hours’ notice is requested
− Sessions are booked on a first come, first served basis
− Email training@relativity com to schedule
• Cost:
− $250 per hour
27Relativity - Agendas and Pricing
11 Ask the Expert WebinarsOur expert-led webinars cover pressing topics and subjects that we get asked about the most from the Relativity community. Each month, we present webinars covering each of the following overarching topics:
• solutions@Relativity
• Analytics
• Infrastructure
11.1 Webinar OverviewEach session is worth 2 RCE credits, includes an in-depth presentation from a subject matter expert, and incorporates audience discussion and Q&A.
11.2 How to AttendYou can attend these webinars each month during our open enrollment sessions.
• Who: Any Relativity user who would like to join
• Where: Web session
• When: Visit the Attend Live Trainings page on our website for all webinar schedules
• Cost: Free