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Customer Onboarding: Early Case Assessment

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Using Relativity to filter data to identify a population of documents for review. The filtering process may include applying date limitations, search terms, and analytics to narrow the review population. ECA also includes a substantive component of quickly learning case facts and may turn into reviews for production in formal litigation or in response to requests from government entities. 

Collect Ask the Expert: Optimizing Relativity Collect Workflows
Learn how to use Relativity Collect.
60 min
Administrator Intermediate Collection Data Ingestion & Management Recorded Webinar
Collect Foundations: Setting Up, Running, Monitoring, & Reporting
Get started with Relativity Collect from start to finish including demonstrations in Relativity.
46 min
Beginner Administrator Self-paced course Reviewer Collection Data Ingestion & Management
Processing Foundations: Setup, Workflows, Publishing, & Error Resolution
Get going with processing from initial setup to workflows and resolving errors.
151 min
Beginner Administrator Self-paced course Reviewer Collection Data Ingestion & Management
Automated Workflows Foundations: Benefits, Configuration, and Demo
Discover key features of Automated Workflows.
36 min
Beginner Review Administrator Matter & Workspace Management Self-paced course Reviewer RelativityOne Only
Automated Workflows Ask the Expert: Streamlining Admin Tasks
In this session, we'll walk through the latest Automated Workflow actions and features in RelativityOne and how they can help you streamline your administrative tasks.
59 min
Review Administrator RelativityOne Only Intermediate Recorded Webinar
Workspace Navigation Foundations: Navigation Basics and Best Practices
Discover workspace navigation best practices in this self-paced course.
25 min
Beginner Administrator Matter & Workspace Management Self-paced course Reviewer Student/Professor
ECA Foundations: Introduction to Performing Early Case Assessment in RelativityOne
Introduction to the Early Case Assessment (ECA) process and how to set up your workspace.
4 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Starting a Project
In this video, we discuss ways to prepare for an Early Case Assessment (ECA) project.
6 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Culling Documents By Date and File Type
This lesson shows you how to use the RelativityOne ECA Template to cull documents based on a selected date range or the documents' file types.
13 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Culling Using Key Terms and Concepts
In this video, we demonstrate how to use the RelativityOne ECA Template to cull documents based on key terms and concepts.
11 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Culling Using Duplicates, Language, and Sender Domain
This video shows you how to use the RelativityOne ECA Template to cull documents based on duplicate files, the language(s) identified for the documents, of the sender domain of email messages.
12 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Exploring Documents - Conversations and Concepts
In this video, we show you how the RelativityOne ECA Template can help you explore your documents based on conversations and concepts present in your data set.
12 min
Video Beginner Administrator Reviewer Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Adding Family Documents and Email Threads
In this video, we explain how you can use the RelativityOne ECA Template to add family documents and email threads within your data set.
9 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Reviewing to Promote Documents
This video covers how to use the RelativityOne ECA Template to review documents before promoting them to the review phase.
5 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
ECA Foundations: Promoting Documents to a Workspace
This video will guide you through promoting documents from ECA to a review workspace.
15 min
Video Beginner Administrator Intermediate Preservation Collection Processing Data Ingestion & Management
Review Foundations: Key Functionality for Document Review
This is a recorded version of the Relativity Reviewer Webinar which is a reviewer orientation containing 6 lessons.
65 min
Beginner Review Reviewer Recorded Webinar
Review Center Foundations: Key Functionality & Workflows
Review Center benefits, queue management, and use in recommended scenarios.
Beginner Review Self-paced course Reviewer RelativityOne Only
Review Optimization Foundations: Searching and Visualizing Data
In this course, you’ll learn how to search through data to find what matters.
53 min
Beginner Administrator Self-paced course Search & Visualization Student/Professor
Review Center Foundations: Create/Edit Queue Templates and Manage Queues
In this interactive tutorial, you'll get an overview of RelativityOne's Review Center, queues and templates, and the dashboard.
19 min
Beginner Review Administrator Reviewer RelativityOne Only Tutorial
Searching & Visualizations Foundations: Selecting and Using Search Features
Searching and visualization features are introduced and demoed in this self-paced course.
60 min
Beginner Review Self-paced course Reviewer Search & Visualization
Production Foundations: Basic production workflow
This course covers the process of producing data, including running OCR.
Import/Export Foundations: Exporting Data
This course covers the process of exporting data out of Relativity using Import/Export.
00:08
RelativityOne Only Data Ingestion & Management
Production Ask the Expert: QC and Conflict Checks
In this recorded webinar, we discuss tips for instituting quality control measures in your productions to avoid conflicts such as privilege and confidentiality.
62 min
Administrator Intermediate Recorded Webinar Production
Façade Redactions Introduction
Learn how producing native documents is easier with Façade Redactions.
Video RelativityOne Only
Redact Foundations: Automated Redaction Projects
Learn about Redact features and functionality for RealtivityOne.
Beginner Self-paced course Reviewer RelativityOne Only Production
Translate Introduction
In this video, you'll get a first look at how you can translate documents into over 100 languages seamlessly in RelativityOne.
2 min
Video Review Administrator Reviewer RelativityOne Only Intermediate
Translate Foundations: Capabilities & Workflows
Learn more about Relativity Translate capabilities, workflows, and tracking & billing.
20 min
Beginner Review Administrator Self-paced course Reviewer RelativityOne Only