Conceptual Index Tags

Note that after a conceptual index is populated in Relativity three tags will be created for:

- the training set used for the index

- the searchable set

- the documents excluded from the index.

Searches can be run in which any of these three is set as a condition.

1. Select 'Conceptual Index' as a condition when setting up a Saved Search

2. In the next step, you will be able to select either an entire index, or any of the three subsets (searchable; training; or excluded from)

3. The conceptual index set . . .

. . . can be used in conjunction with other conditions to return the documents you need.

Mass Download PowerPoints in Relativity with New Options

The April 2021 Osier release of RelativityOne includes a new option on the PDF profile for PDFs created with mass operations. PDFs of PowerPoint files can be set to automatically print with comments and speaker notes. See the new section for PowerPoint below that for Word.

The notes and comments for each slide will be displayed in different sections, one above the other, both below the image of the slide itself.

Relativity Legal Hold

Relativity has a checklist to follow when implementing a legal hold. Relativity Legal Hold is an application that helps an analyst send out hold notifications, and track the responses to those notifications. Using Legal Hold will leave behind an audit trail to confirm that relevant custodians have been contacted. It's important to identify who is performing the following roles when preparing a hold for a client:

1. The project stakeholders - client employees responsible for determining who the relevant custodians are, and sending out the hold notices.

2. The Legal Hold admins - who will actually be using the Relativity application.

3. The data stewards - which client employees manage its information systems.

4. The alert groups - who receives the responses from custodians.

Relativity uses an interesting term, "escalation cadence", to refer to how unresponsive custodians are to be reminded of their obligation to comply with a hold. I hadn't heard this term before, but its obvious how it is important to get this right. These should be tailored for individual custodians, and individual projects.

The application includes templates for a general hold notice; a release notice, and an email acknowledgment.

Note that the new Osier release of Relativity lets an admin assign custodians to a project automatically using a list of employee numbers.