Contents
1 Relativity Training Overview... 3
2 Relativity Administrative Training ... 5
3 Relativity Analytics Training ... 8
4 Relativity Assisted Review Training ... 10
5 Relativity Infrastructure Training ... 12
6 Relativity Processing Training... 14
7 Applications Training ... 16
8 Advanced Applications Developer Training ... 18
9 Legal Hold Training ... 20
10 Collection Training ... 22
11 Recurring Webinars ... 24
1 Relativity Training Overview
kCura recommends that all new employees working with Relativity receive formal training, either by our training department or internally. This ensures an easy transition for all users and those who support them.
1.1 Training Offerings
We offer a variety of training courses to help users excel in using Relativity, including standard in-person training, webinar training and customized in-person training from our advice@kCura team. These offerings are listed below; complete training details are provided in subsequent sections.
1.1.1 In-Person Training
The following courses are offered as one- or two day in-person classes taught by an experienced kCura instructor. • Administrative Training
• Relativity Analytics Training • Relativity Assisted Review Training • Infrastructure Training
• Processing Training • Applications Training • Legal Hold Training • Collection Training
1.1.2 Webinars
We offer the following webinars on a recurring basis: • Reviewer Training
• Relativity Assisted Review for Administrators • Relativity Assisted Review for End Users • Advanced Searching
• Building Relativity Applications • Legal Hold
• Relativity Collection
In addition, we offer regular “Ask the Expert” webinars that provide a rotating list of relevant presentation topics in areas such as Analytics and Infrastructure.
1.1.3 advice@kCura Day
The advice@kCura Day is a one day, hands on, in-person class taught by a member of kCura’s advice@kCura team that provides attendees with a deep dive into optimized workflows and customized use cases.
1.2 Training Locations
We offer our trainings at our Chicago office, on the road in our major markets, and onsite at your office. Note, in order to schedule onsite training, you must be able to connect to our training servers.
1.3 Pricing
Any pricing listed is for one trainer covering the predefined agendas. If additional trainers or specialized agendas are requested, a separate quote will be issued.
1.4 Payment
kCura accepts checks, ACH payments, credit cards and wire transfers.
1.5 Cancellation Policy
kCura’s training cancellation policy is outlined below.
1.5.1 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 kCura 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.
1.5.2 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 kCura 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.
To register for training using the Company Pay option, the company must be a Relativity license holder.
1.5.3 Closed Enrollment
Upon completion of a closed enrollment 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. If a training session is cancelled or rescheduled with at least ten business days prior to the training, your company will not incur any cost. If the training session is cancelled or rescheduled within ten business days of the session, your company will be required to pay any fees incurred by kCura for travel and shipment of materials.
2 Relativity Administrative Training
Relativity Administrative training is a two day, hands-on, in-person class. Designed for Relativity beginners, Administrative Training is an introductory course to the Relativity platform and gives users a foundation of the basic concepts, features, and terminology used throughout the application. We recommend attending this course before attending any other in-person Relativity training course. Please note that Administrative training is not a Relativity Certified Administrator (RCA) exam preparation course.
2.1 Course Overview
Administrative training walks an attendee through the entire Relativity case lifecycle. Each attendee will start with an empty case. They will create fields, load data, establish workflow rules, report on their data, run productions, and export the data. • Audience: Litigation support and project management staff
• Course Length: Two days
2.2 How to Attend
Trainings are available in our Chicago office and at other locations. We can also work with you to schedule a closed 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. • Where: Visit the training page on our website for the locations
• When: Visit the training page on our website for the schedule • Cost:
− $1,000 per attendee
− No minimum number of attendees
2.2.2 Closed Enrollment
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− Two days agreed upon by kCura and your team − 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:
− $1,000 per attendee − Five attendee minimum
2.3 Administrative Training Agenda
The below agenda represents the general topics and timing guidelines for this training and is subject to change.
DAY ONE Topic
Course Overview
Relativity- An End to End Solution
Module 1 – System Administration
Object Framework & Common Terminology Getting Started with Relativity
Instance Management Creating Groups and Users Setting Admin Security
Module 2 - Case Creation
Creating Clients, Matters, and Workspaces Workspace Automation & Templates The Case Workspace Interface Enabling the New Doc List UI Customizing Dashboards
Module 3 - Data Analysis
Relativity Data Grid
Field Creation & Relational Fields Processing Data
Importing Data (Relativity Desktop Client) The Viewer
Overlaying Data Mass Operations
DAY TWO Topic
Module 4 – Data Analysis
Filters & Saved Searches
Keyword Search, dtSearch, and Data Grid Search Creating dtSearch indexes
Creating Pivot Widgets
Running Search Terms Reports Applying Persistent Highlights
Module 5 – Review Management
The Core Reviewer Interface Creating Fields and Choices Building Layouts
Batching Documents Creating Views Enabling Propagation Imaging Documents
Markup Sets & Applying Redactions Setting Workspace Security
Enhancements - Event Handlers, Applications, and Scripts
Module 6 – Production and Export
The Production Workflow Running OCR
Exporting Documents (Relativity Desktop Client) Mass Save As PDF
Relativity Binders
3 Relativity Analytics Training
Relativity Analytics training is a one day, hands-on, in-person class that teaches attendees how to run and manage Analytics and conceptual searching workflow within Relativity. Attendance in Administrative training is recommended before
attending this training.
3.1 Course Overview
Relativity Analytics training walks attendees through several training scenarios that demonstrate how Analytics helps users organize, search, analyze, and review data.
• Audience: Litigation support and project management staff
• 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 a closed session at your office. Details are provided below.
3.2.1 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. • Where: Visit the training page on our website for the locations
• When: Visit the training page on our website for the schedule • Cost:
− $500 per attendee
− No minimum number of attendees
3.2.2 Closed Enrollment
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by kCura and your team − 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
3.3 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 Email Threading and other Structured Analytics tools
The Relativity Analytics Engine Break
Creating an Analytics Index Lunch
Data Analysis (Concept Search, Keyword Expansion, Clustering, visual-ization)
Break
Categorization and Introduction to Relativity Assisted Review Finding Similar Documents
Document QC (Categorization, Near Duplicates) Real World Scenarios
4 Relativity Assisted Review Training
Relativity Assisted Review training is a one day class that teaches the fundamentals needed for managing a computer-assisted review project. Attendance in Analytics training is recommended before attending this training.
4.1 Course Overview
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. This training will walk attendees through the recommended workflows to review large volumes of electronic information, reducing risk and cost.
• Audience: Project managers, consultants, litigation support professionals, and Relativity administrators
• 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 a closed 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. • Where: Visit the training page on our website for the locations
• When: Visit the training page on our website for the schedule • Cost:
− $500 per attendee
− No minimum number of attendees
4.2.2 Closed Enrollment
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by kCura and your team − 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
4.3 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 Meta Rounds Project Stabilization Next Steps
5 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. Attendance in Administrative training is recommended before attending this training.
5.1 Course Overview
Infrastructure training provides attendees with the tools to understand, scale, and maintain their Relativity environment. Throughout the course of the training, attendees will examine the servers that comprise an optimized Relativity
environment, perform an upgrade, learn best practices for maintenance, and understand how to identify performance issues experienced by end users.
• Audience: IT professionals responsible for maintaining servers and SQL environments
• 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 a closed 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. • Where: Visit the training page on our website for the locations
• When: Visit the training page on our website for the schedule • Cost:
− $500 per attendee
− No minimum number of attendees
5.2.2 Closed Enrollment
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by kCura and your team − 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
5.3 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 Data Grid Setup and Monitoring
Break
Searching in Relativity Invariant
Tools and Monitoring Q&A
6 Relativity Processing Training
Relativity Processing 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. Attendance in Administrative training is recommended before attending this training.
6.1 Course Overview
Processing training walks an attendee through the end-to-end processing workflow. Attendees will start by installing the Processing application, then work through multiple workspace scenarios to configure processing settings, discover files, resolve file errors, and publish to Relativity for document review. They will also learn about file inventory and filtering, QC/ reporting features, and best practices.
• Audience: Litigation support and project management staff
• 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 a closed 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. • Where: Visit the training page on our website for the locations
• When: Visit the training page on our website for the schedule • Cost:
− $500 per attendee
− No minimum number of attendees
6.2.2 Closed Enrollment
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by kCura and your team − 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
6.3 Processing 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 Break
Creating and Running a Processing Set (File Discovery) Using Inventory and Filtering
Lunch
File Error Investigation
Publishing Processed Files to a Relativity Workspace Resolving Processing Errors
Processing Reports and QC Break
Processing Workflow Options and Best Practices
7 Applications Training
Applications training is a one day, hands-on, in-person class that guides attendees through the process of creating an application in Relativity. Attendance in Administrative training is recommended before attending this training.
7.1 Course Overview
Applications training gives attendees a general overview of how to conceptualize an application to fit a particular need. Attendees will then gain hands-on experience in learning about database relationships, Relativity objects, and how multiple objects relate to one another in order to create a number of different types of applications that serve a number of different purposes.
• Audience: Anyone new to applications (including, but not limited to project managers, consultants, litigation support
professionals, IT, Relativity Administrators) • 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 a closed session at your office. Details are provided below.
7.2.1 Open Enrollment
• Who: The first 12 people to reserve a spot
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization. • Where: kCura’s Chicago Office
• When: Visit the training page on our website for the schedule • Cost:
− $500 per attendee
− No minimum number of attendees
7.2.2 Closed Enrollment
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− One day agreed upon by kCura and your team − 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
7.3 Applications 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 Applications Databases and Relativity Objectives
Conceptualizing and Navigating your Application Installing and Linking Applications
Break
Updating Applications
Troubleshooting Errors and Exporting Applications Uninstalling an Application Lunch Structured Data Event Handlers Break Final Exercise
8 Advanced Applications Developer Training
Advanced Applications Developer training is a self-paced, independent study course that covers the fundamentals of developing applications on the Relativity platform.
8.1 Course Overview
Advanced Applications Developer training presents the participant with basic platform concepts and components. The objective of this course is to create a custom application that illustrates how to use the features and extensibility supported by the Relativity platform. This course provides detailed instructions on how to develop a redistributable Relativity
application.
• Audience: Developers, case managers, and database administrators
• Course length: 3-5 hours
8.2 Recommended Prerequisites
• Attendance in Relativity Administrative Training or similar on-the-job training
• At least 1-2 years of .Net/SQL Server development experience and a solid understanding of software development • Working knowledge of Visual Studio, including
− Integration with third party APIs − Compiling code
− Debugging applications • Familiarity with C# or VB.Net
• Practical experience with standard SQL operations
8.3 How to Participate
The course workbook and associated training files can be downloaded here. After completion of the workbook, an optional, in-person training can be scheduled for more customized instruction.
Please note that the workbook must be completed prior to scheduling further training.
8.4 Training Topic
The below agenda represents the general topics for this training and is subject to change.
Topic
Introduction and Overview of Applications
Basic Functionality of Relativity Event Handlers and their Types Basic Functionality of Relativity Agents
Basic Functionality of Relativity Custom Pages How to Create and Update Relativity Applications How to Push Applications to the Application Library
9 Legal Hold Training
Legal Hold training is a half-day, hands-on, in-person class that guides attendees through the process of creating a project/ hold in Relativity’s Legal Hold application.
9.1 Course Overview
Legal Hold training gives attendees a general overview of the legal hold workflow and best practices. Attendees will gain hands-on experience creating projects/holds and custodians, and through sending communications and questionnaires. Attendees will also use the custodian portal to answer a questionnaire before closing their hold.
• Audience: Anyone new to legal hold (including, but not limited to project managers, hold administrators, general
counsel, IT, Relativity administrators) • Course Length: Half day
9.2 How to Attend
Trainings are available in our Chicago office and at other locations. We can also work with you to schedule a closed session at your office. Details are provided below.
9.2.1 Open Enrollment
• Who: The first 12 people to reserve a spot
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization. • Where: kCura’s Chicago Office
• When: Visit the training page on our website for the schedule • Cost:
− $250 per attendee
− No minimum number of attendees
9.2.2 Closed Enrollment
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− Half day agreed upon by kCura and your team − 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:
− $250 per attendee − Five attendee minimum
9.3 Legal Hold 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 Legal Hold
Legal Hold Installation, Workspace Configuration, and Creating Custodians
Creating a Project/Hold, Communication, and Questionnaire Break
Creating a Project/Hold from a Template Using the Custodian Portal
10 Collection Training
Relativity Collection training is a half-day, hands-on, in-person class that covers the key features of the Relativity Collection Application, including scouting and collecting custodian data remotely, via portable drive, or from a Microsoft Exchange server.
10.1 Course Overview
Relativity Collection training gives attendees a hands-on overview of the features available in the Collection application. This includes how to scout a custodian’s machine remotely, then create use search, browsing, and filtering options to create a targeted collection from the scouted data. Attendees will also learn how to collect from a portable drive, scout and collect from a Microsoft Exchange server, and generate detailed reports on data scouted and collected.
• Audience: Anyone new to Relativity Collection (including, but not limited to project managers, consultants, litigation
support professionals, IT professionals, Relativity Administrators) • Course Length: Half day
10.2 How to Attend
Trainings are available in our Chicago office and at other locations. We can also work with you to schedule a closed session at your office. Details are provided below.
10.2.1 Open Enrollment
• Who: The first 12 people to reserve a spot
− Please note that for trainings outside of Chicago, classes are limited to two attendees per organization. • Where: kCura’s Chicago Office
• When: Visit the training page on our website for the schedule • Cost:
− $250 per attendee
− No minimum number of attendees
10.2.2 Closed Enrollment
• Who: Your team, with up to 12 attendees
• Where: Your office
• When:
− Half day agreed upon by kCura and your team − 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:
− Five attendee minimum
− Travel and related expenses for the trainer, if applicable
10.3 Collection 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 Collection Scouting a Custodian’s Machine
Creating a Targeted Collection from Scouted Data Break
Collecting via Portable Drives
Collecting from a Microsoft Exchange Server Reporting on Collecting Data
11 Recurring Webinars
We offer the following one-hour webinars to teach a variety of skills in Relativity: • Reviewer Training
• Assisted Review for Administrators • Assisted Review for End Users • Advanced Searching • Building Applications • Legal Hold • Relativity Collection
11.1 Webinar Overviews
11.1.1 Reviewer Training
Reviewer training, 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:
− Workspace and Core Reviewer navigation − Document list and batches
− Coding and tagging − Relational items
− Document skip and propagation − Markups
− Basic searching and filtering
11.1.2 Assisted Review for Administrators
• Audience: Administrators
• Course Objectives: Upon completion of this course, attendees will be familiar with the Assisted Review workflow.
11.1.3 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.
11.14 Advanced Searching
The Advanced Searching webinar is an hour-long webinar to familiarize uses with advanced searching techniques for Relativity. This webinar is recommended for users that are already familiar with basic Relativity functionality.
• Course Objectives: Upon completion of this course, attendees will be familiar with:
− Search capabilities
− Building effective searches − Checking search criteria
11.1.5 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
11.1.6 Legal Hold
• Audience: Legal hold users
• Course Objectives: Upon completion of this course, attendees will be familiar with:
− Hold workflow − Custodian Portal − Reporting − Closing a hold
11.1.7 Relativity Collection
• Audience: Administrators and any users who will be performing collections
• Course Objectives: Upon completion of this course, attendees will be familiar with:
− Using Collection to scout custodians’ drives − Running a targeted collection
− Configuring a forensic collection − Additional Collection options
11.2 How to Attend
You can attend webinars in two ways: open enrollment or closed enrollment.
11.2.1 Open Enrollment Webinar
• Who: Any Relativity user who would like to join
• Where: Web session
• When: Visit the training page on our website for all webinar schedules • Cost: Free
11.2.2 Closed Enrollment Webinar
• Who: Your team
• Where: Web session
• When:
− A date and time agreed upon by kCura 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 [email protected] to schedule
• Cost:
− $250 per hour
NOTE: A $225 consulting charge will be added if the training is to be performed using the client’s data and/or environment. This one hour of consulting time will allow the trainer to test the provided login, become familiar with the case setup, and find good examples within the data.
11 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:
• advice@kCura • Analytics • Developer • Infrastructure
11.1 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.
11.2 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 training page on our website for all webinar schedules • Cost: Free
