Processing Training

  • 8 RCE credits towards RCA and Project Management certifications
  • 1 day, 9 a.m. to 5 p.m.
  • $700

Course Overview

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. We recommend attending Relativity Admin Essentials I prior to this training.

Course Objectives

Processing training walks an attendee through the end-to-end processing 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 and publish data directly into one or more workspaces.

Specifically, trainees will learn how to do the following:

  • Configure a processing job
  • Inventory and filter data before processing
  • Process data to a workspace
  • Identify and resolve processing errors
  • View and analyze reports and dashboards

Audience: Litigation support and project management staff

Course Length: One day

How to Attend a Training

Trainings are available for open enrollment throughout the year. We can also work with you to schedule an on-site session at your office.

Open Enrollment

Where: Open enrollment trainings will be held either entirely virtually or entirely on-site at one of Relativity's offices. When registering for training, review the training city details or email to confirm if your training is virtual or on-site.

Who: The first 12 people to register.

Cost: $700 per attendee

When: Currently scheduled trainings can be found below. Relativity will add any newly scheduled sessions every other month.

Closed Enrollment

Where: Closed enrollment trainings can be held either entirely virtually or entirely on-site. 

Who: Your team, with up to 12 attendees

Note: A training agreement is required before training dates can be held. 


  • One day agreed upon by Relativity and your team
  • Can be scheduled to begin 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
  • Email to schedule


  • $700 per attendee
  • Five attendee minimum
  • Travel and related expenses for the trainer, if applicable

Processing Training Agenda

The agenda below represents the general topics for this training and is subject to change.

  • 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
  • File Error Investigation
  • Publishing Processed Files to a Relativity Workspace
  • Resolving Processing Errors
  • Processing Reports and Special Considerations
  • Introduction to the Relativity Processing Console and Q&A

Available Dates

  • Tuesday, December 12, 2023 in Sydney (Virtual)
    9:00 AM - 5:00 PM AEDT

If you're looking for more training dates, we post newly scheduled trainings during the first week of each month, so check back then for the latest updates.

Don't see a city near you? Let us know where you'd like to take a training.

Additional Resources


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