Contents. Relativity Training Overview Relativity 101: Relativity for End Users... 5

Transcription

1 Agendas and Pricing

2 Contents Relativity Training Overview Relativity 101: Relativity for End Users Relativity Admin Essentials I: Fundamentals of Case Administration Training Relativity Admin Essentials II: Advanced Searching and Case Management Training Relativity Analytics Training Relativity Assisted Review Training Relativity Infrastructure Training Relativity Processing & ECA Training Relativity Legal Hold Recurring Webinars Ask the Expert Webinars

3 Relativity Training Overview Relativity 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 (1 day) Relativity Assisted Review (1 day) Processing (1 day) Infrastructure (1 day) Legal Hold Training (2.5 Hours) Webinars The 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 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 Enrollment We regularly schedule open enrollment trainings in our Chicago and London offices. Additionally, we schedule open 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. 3

4 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 Pay Training 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 three times, 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 Pay Upon 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 three times, 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 Training Upon 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). 4

5 1 Relativity 101: Relativity for End Users Designed 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) exam preparation course. 1.1 Course Objective By 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 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 Attend Trainings 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 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 No minimum number of attendees Onsite Who: Your team, with up to 12 attendees Where: Your office 5

6 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 training@relativity.com to schedule Five attendee minimum Travel and related expenses for the trainer, if applicable 6

7 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 Threading View Next Level Review Applying Redactions Using Pivot Reports & Dashboards Using Mass Operations Using 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 7

8 2 Relativity Admin Essentials I: Fundamentals of Case Administration Training Relativity 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. We recommend this course 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 Objective By 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 Attend Trainings 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 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 No minimum number of attendees 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 8

9 Sessions are booked on a first-come, first-served basis training@relativity.com to schedule Five attendee minimum Travel and related expenses for the trainer, if applicable 9

10 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 Loading Data Processing Data into Relativity Loading Data using Web Import and the Relativity Desktop Client (RDC) Data Overlays Module 2 Workspace Configuration Views and Relational Fields Creating Layouts and Choices Saved Searches Imaging and Markup Sets dtsearch and Search Terms Reports Batching Threading Language Identification Security Using Workspace Templates Module 3 Exporting Data Production Workflow Production Sets Optical Character Recognition (OCR) Exporting Data 10

11 3 Relativity Admin Essentials II: Advanced Searching and Case Management Training Relativity 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 Objective By 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 Attend Trainings 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 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 No minimum number of attendees 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 11

12 to schedule Five attendee minimum Travel and related expenses for the trainer, if applicable 12

13 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 13

14 4 Relativity Analytics Training Relativity Analytics training is a one day, hands-on, in-person class that teaches attendees how to manage and use Analytics workflows within Relativity. We recommend attending Administrative Training prior to attending this training. 4.1 Course Objective Relativity Analytics training walks attendees through several training scenarios that demonstrate how Analytics helps 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 structured and conceptual analytics tools and use them within a case lifecycle. Specifically, trainees will learn how to do the following: Configure and use threading, near duplicate detection, and language identification Build an optimized Analytics Index Use concept searching, keyword expansion, and clustering to accelerate review Use categorization to QC coding decisions Audience: Litigation support and project management staff Course Length: One day 4.2 How to Attend Trainings 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 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 Training page on our website for the schedule and locations No minimum number of attendees 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 14

15 Six to eight weeks notice is requested All dates may not be available Sessions are booked on a first-come, first-served basis training@relativity.com to schedule Five attendee minimum Travel and related expenses for the trainer, if applicable 4.3 Analytics Training Agenda The below agenda represents the general topics and timing guidelines for this training and is subject to change. Topic Introduction and Overview of Analytics Data Organization (using Threading and other Structured Analytics tools The Relativity Analytics Engine Break Creating an Analytics Index Lunch Data Analysis (Concept Search, Keyword Expansion, Clustering, Cluster Visualization) Break Categorization and Introduction to Relativity Assisted Review Finding Similar Documents Document QC (Categorization, Near Duplicates) Real World Scenarios Additional Analytics Workflow Exercises 15

16 5 Relativity Assisted Review Training Relativity Assisted Review 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. 5.1 Course Objective Relativity Assisted Review 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 an Assisted Review project and proceed through various rounds in the Assisted Review 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 project is stable and ready to complete Audience: Project managers, consultants, litigation support professionals, and Relativity administrators Course Length: One day 5.2 How to Attend Trainings 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 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 Assisted Review Training page on our website for the schedule and locations No minimum number of attendees 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 16

17 Six to eight weeks notice is requested All dates may not be available Sessions are booked on a first-come, first-served basis training@relativity.com to schedule Five attendee minimum Travel and related expenses for the trainer, if applicable 5.3 Assisted Review Training Agenda The 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 17

18 6 Relativity Infrastructure Training Relativity Infrastructure 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. 6.1 Course Objectives 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 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 6.2 How to Attend Trainings 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 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 No minimum number of attendees 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 18

19 All dates may not be available Sessions are booked on a first-come, first-served basis training@relativity.com to schedule Five attendee minimum Travel and related expenses for the trainer, if applicable 6.3 Infrastructure Training Agenda The 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 19

20 7 Relativity Processing & ECA Training Relativity 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. 7.1 Course Objective Processing & 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 7.2 How to Attend Trainings 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 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 No minimum number of attendees 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 20

21 Six to eight weeks notice is requested All dates may not be available Sessions are booked on a first-come, first-served basis training@relativity.com to schedule Five attendee minimum Travel and related expenses for the trainer, if applicable 7.3 Processing & ECA Training Agenda The 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 21

22 8 Relativity Legal Hold Relativity 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 Objective By 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) Pre-requisites: There are no required pre-requisites 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 Attend Attendance 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 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 22

23 $250 per attendee No minimum number of attendees 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 $250 per attendee Two attendee minimum Sessions are booked on a first-come, first-served basis training@relativity.com to schedule 23

24 8.3 Legal Hold Training Agenda The 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 24

25 9 Recurring Webinars We 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 9.1 Webinar Overviews 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 threads Utilizing the propagation and document skip workflow Applying redactions and annotations Assisted Review for Administrators Audience: Administrators Course Objectives: Upon completion of this course, attendees will be familiar with the Assisted Review workflow 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 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 25

26 9.1.6 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 9.2 How to Attend You can attend webinars in two ways: open enrollment or closed enrollment 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 Free Closed Enrollment Webinar To schedule a closed enrollment webinar, contact training@relativity.com. 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 training@relativity com to schedule $250 per hour 26

27 10 Ask the Expert Webinars Our 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: Analytics Infrastructure 10.1 Webinar Overview Each session is worth 2 RCE credits, includes an in-depth presentation from a subject matter expert, and incorporates audience discussion and Q&A How to Attend You 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 Free 27