Access e-Discovery

The Access e-Discovery Program is designed to give those who are new to e-discovery an overview of the industry and to educate them on how to use Relativity effectively throughout the e-discovery process.

Course Overview

The program begins with high-level, self-paced videos to give you an overview of the electronic discovery reference model (EDRM). From there, you'll continue with self-paced demonstrations of Relativity, followed by immersive courses where you’ll be able to practice your skills in a Relativity training environment through hands-on exercises, brief knowledge check quizzes, and two RelativityOne Pro exams. The program culminates with studying for and taking the Relativity Certified Administrator Exam.

Course Module & Description Estimated Completion Time Estimated Content Length
Module 1: e-Discovery Essentials
High-level overview
1-2 weeks 1.5 hours
Module 2: e-Discovery Bootcamp
Overview and Relativity demos
1 month 8.5 hours
Module 3: Intro to e-Discovery in Relativity
Deep dive into Relativity. Hands-on workspace provided for each training. Finish with a pro exam.
1 month 20 hours
Module 4: Building on Your Relativity Skills
Deep dive into Relativity. Hands-on workspace provided for each training. Finish with a pro exam.
1 month 18 hours
Module 5: RCA Prep
Deep dive into Relativity administration. Get access to a Relativity environment and take the RCA exam.
3 months 90 hours

Module 1

e-Discovery Essentials

This module gives a high-level introduction to what e-discovery is, introduces the Electronic Discovery Reference Model and what happens at each step, and discusses factors that are important throughout the entire e-discovery process.

Estimated time of completion: 1-2 weeks
Estimated length of content: 1.5 hours

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Program Overview

This video will give you an overview of what the Access e-Discovery program includes, a demo of navigating the program, and discuss some of the benefits you will gain from participating.

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What is e-Discovery

This video gives an overview of what e-discovery is, why it’s needed, and what part the Electronic Discovery Reference Model plays in the e-discovery process.

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EDRM: Information Governance & Identification

This video dives into the Information Governance and Identification steps of the Electronic Discovery Reference Model (EDRM), including what they are, their importance when dealing with big data, and the Information Governance Reference Model (IGRM).

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EDRM: Preservation

This video dives into the Preservation step of the Electronic Discovery Reference Model (EDRM), including why preservation is important in the litigation process and how organizations ensure preservation using the legal hold process. It also highlights Relativity Legal Hold and how it assists clients in administering their legal holds.

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EDRM: Data Collection

This video dives into the Collection step of the Electronic Discovery Reference Model (EDRM), including an overview of what type of data must be considered in a collection and considerations for administering a defensible collection. It also highlights Relativity Collect and how it assists clients in data collections.

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EDRM: Processing

This video dives into the Processing step of the Electronic Discovery Reference Model (EDRM), including how processing normalizes collected data sets and selects the most relevant data so that it can be ingested into a review platform. This video also highlights Relativity Processing and how it assists clients in processing their data sets.

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EDRM: Review

This video dives into the Review step of the Electronic Discovery Reference Model (EDRM), including how reviews can be organized for efficiency and what reviewers are looking for during the review. It also highlights Relativity Review and how it assists clients in the review process.

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EDRM: Analysis

This video dives into the Analysis step of the Electronic Discovery Reference Model (EDRM), including common uses of structured analytics, conceptual analytics, and technology-assisted review. It also highlights Relativity Analytics and how it assists clients in getting to the truth faster and more effectively.

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EDRM: Productions

This video dives into the Production step of the Electronic Discovery Reference Model (EDRM), including the importance of productions and key considerations such as document format and numbering. It also highlights Relativity’s production capabilities and how clients leverage them to produce their documents.

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Planning Your e-Discovery Project

In this video, we explore foundational concepts, expert strategies, and real-world best practices to leverage when planning an e-discovery project. We discuss how to think about e-discovery project management, including asking the right questions early in the process to ensure critical project milestones, resources, workflows, and contingency plans are in place at the start.

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Ethical Considerations for e-Discovery

This video dives into an overview of ethical considerations, a few potential ethics issues related to e-discovery, and how using Relativity can enable matters to be handled ethically.

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Module 2

e-Discovery Bootcamp

This module drills down further into the components of the Electronic Discovery Reference Model, introduces how RelativityOne plays into each part of the process, and gives you a basic introduction to reviewing documents in RelativityOne.

Estimated time of completion: 1 month
Estimated length of content: 8.5 hours

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Sixty Minute e-Discovery Bootcamp

60 minutes

Are you new to the world of e-discovery? Do you want to get a better understanding of the EDRM, industry terminology, load files, and a whole lot more? In this compact e-discovery bootcamp we'll kickstart your understanding of both e-discovery and the RelativityOne platform.

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Sixty Minute e-Discovery Bootcamp: Information Governance

60 minutes

Are you new to the world of e-discovery, or just want to get a better understanding of Information Governance? This compact e-discovery bootcamp walks through the fundamental principles of Information Governance and shows you how the RelativityOne platform can help you organize data before discovery.

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Sixty Minute e-Discovery Bootcamp: Identify, Preserve, and Collect

60 minutes

In this session, we dive into the "left side" of the Electronic Discovery Reference Model (EDRM). Our team of experts provide an overview of tools like Relativity Collect and Legal Hold while offering advice, insights, and lessons they've learned during their "left side" experiences in the field.

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Sixty Minute e-Discovery Bootcamp: Processing

60 minutes

In this session, we continue our journey through the Electronic Discovery Reference Model (EDRM) with an overview of Processing. Our team of experts demonstrate the key features of Relativity Processing, dive into the Processing Profile, and explain how what happens during the Processing phase impacts subsequent phases of the EDRM.

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Sixty Minute e-Discovery Bootcamp: Review

60 minutes

In this session, our tour through the Electronic Discovery Reference Model (EDRM) continues as we explore the Review stage. Our team of experts offer a detailed overview of the three key methods for reviewing data: linear, email threading, and Active Learning.

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Sixty Minute e-Discovery Bootcamp: Analysis

60 minutes

Journey through the Electronic Discovery Reference Model (EDRM) with Relativity tools. In this session, we explore the Analysis stage as our team of experts will offer a detailed overview of AI technologies and Structured Analytics. We’ll show how Analytics is used to prepare and carry out Review and will provide some information on the future of Analytics in e-discovery.

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Interactive Tutorial

Getting Started in Relativity

9 minutes

This introduction to Relativity covers logging in, editing personal settings, opening a workspace, and using Favorites and Quick Nav. You will also see how Relativity looks from different user perspectives.

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Interactive Tutorial

Navigating Case Documents

10 minutes

This tutorial illustrates how to navigate the Case Workspace. You'll learn how to locate and browse through case documents, as well as different ways to view them.

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Live Webinar

Reviewer Webinar

1.5 hours | Online

This webinar will help you get familiar with the key functionality for document review, such as running searches and reports, viewing and coding your documents, working with email threads, and applying redactions.

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Module 3

Intro to e-Discovery in Relativity

This module gives you an opportunity to take hands-on training in Relativity, introduces some of the fundamental features and workflows used in e-discovery, and gives you a chance to test your knowledge by taking the RelativityOne Certified Pro exam.

Estimated time of completion: 1 month
Estimated length of content: 20 hours

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Processing Setup

8 minutes

Processing profiles can have a substantial downstream effect on the review process. In this video, we discuss processing setup by creating a custom processing profile, including the settings and configurations that have the greatest impact on how files are extracted, deduped, and added to the document list.

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Running a Processing Job

6 minutes

Running a processing job can be as easy as 1-2-3! In this video, we discuss how to process data into Relativity, including creating a processing set, selecting data sources, and discovering and publishing files into Relativity.

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Instructor-led Training

Relativity 101 Training

8 hours | In-person

Access the training registration page using the link below. Scroll down the page to the Available Dates section on the right-hand side of the page. Locate the training you wish to attend and click Register. Complete the information on registration form.

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Instructor-led Training

Admin Essentials I Training

8 hours | In-person

Access the training registration page using the link below. Scroll down the page to the Available Dates section on the right-hand side of the page. Locate the training you wish to attend and click Register. Complete the information on registration form.

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Active Learning: Unlocking AI to Tackle Document Review

64 minutes

Are you ready to unlock the power of artificial intelligence (AI) technology to enhance your document review strategy? In this introductory session we provide a high level overview of Relativity's Active Learning tool, covering its components, workflows, and common use cases.

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Instructor-led Training

Data Loading & Production Training

2.5 hours | Online

Access the training registration page using the link below. Scroll down the page to the Available Dates section on the right-hand side of the page. Locate the training you wish to attend and click Register. Complete the information on registration form.

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Import/Export Overview

45 minutes

In this video, we provide a comprehensive dive into the Import/Export application, giving you a solid foundation for harnessing Relativity's most powerful data transfer tool.

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Certification Exam

RelativityOne Certified Pro Exam

Study time: 5 hours minimum

The RelativityOne Certified Pro certification helps Relativity Server and RelativityOne users, and others who advocate for RelativityOne inside and outside their organization, verify their proficiency using the product and communicating its advantages.

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Module 4

Building On Your Relativity Skills

This module digs deeper into some of the robust tools available in RelativityOne, shows how to leverage RelativityOne for an investigations workflow, and gives you another chance to test your knowledge by taking the RelativityOne Review Pro exam.

Estimated time of completion: 1 month
Estimated length of content: 18 hours

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Instructor-led Training

Processing Training

8 hours | In-person

Access the training registration page using the link below. Scroll down the page to the Available Dates section on the right-hand side of the page. Locate the training you wish to attend and click Register. Complete the information on registration form.

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Instructor-led Training

Analytics & Active Learning Training

8 hours | In-person

Access the training registration page using the link below. Scroll down the page to the Available Dates section on the right-hand side of the page. Locate the training you wish to attend and click Register. Complete the information on registration form.

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Introduction to Investigations in RelativityOne

38 minutes

In this video, you'll see how Relativity can streamline and simplify the process of conducting an investigation while also providing the ability to dive deeper into your data using powerful analytics tools and workflow options.

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Certification Exam

RelativityOne Review Pro Exam

Study time: 5 hours minimum

The RelativityOne Review Pro certification is designed for individuals who want to validate their understanding of Relativity document review fundamentals, functionality, and workflows.

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Module 5

Relativity Certified Administrator (RCA) Prep

This optional final module of the program provides guidance on how to most efficiently review the information covered on the RCA exam to help you prepare for taking the exam.

Estimated time of completion: 3 months
Estimated length of content: 90 hours

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Certification Exam

Relativity Certified Administrator (RCA) Exam

90 hours

The Relativity Certified Administrator (RCA) exam is designed for individuals who manage a Relativity instance and understand the full suite of Relativity's front-end features and capabilities.

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Exam Resources

Relativity Certified Administrator (RCA) Community Resources

Visit the Certification Tracker and click on the Study Materials link in the Relativity Certified Administrator section. Download and complete the RCA Exam Workbook, RCA Practice Hands-on Project, and RCA Study Resources.

Access the Study Resources