Relativity Admin Essentials I: Fundamentals of Case Administration Training

  • 8 RCE credits towards RCA, RCSP, RelativityOne Certified Pro, RelativityOne Review Pro, Review Management, Analytics, Processing, and Project Management certifications
  • 1 day, 9 a.m. to 5 p.m.
  • $700

All in-person trainings will be offered virtually until further notice as we continue to monitor the COVID-19 pandemic. Trainings will still occur from 9 a.m. to 5 p.m. in the time zones where they were originally scheduled. If you have questions about a training you've registered for, please contact

Course Overview

Relativity Admin Essentials I: Fundamentals of Case Administration is an introductory course to administering cases in Relativity. It covers the fundamental concepts, features, and terminology essential for new Relativity administrators. It is helpful to have some Relativity experience before attending this course. This course is considered part of the admin suite of training classes.

Please note that this training is not a Relativity Certified Administrator (RCA) exam preparation course.

Course Objectives

All open enrollment classes will be conducted on the Aero UI. Closed enrollment trainings can be conducted on the Classic UI by request. Please carefully look at the course objectives and agendas below to see what is covered in each.

Aero UI Course Objectives

Trainees will learn how to do the following:

  • Set up a workspace for efficient review
  • Configure user access and security permissions
  • Use Relativity best practices in various real-world review scenarios

Classic UI Course Objectives

Trainees will learn how to do the following:

  • Load data
  • Export and produce case data
  • Set up a workspace for efficient review
  • Configure user access and security permissions
  • Use Relativity best practices in various real-world review scenarios

Prerequisites: Please watch the pre-work videos covering common Relativity instance operations below:

  1. Objects and Home Mode
  2. Creating Users and Groups
  3. Creating Clients, Matters, and Workspaces

By the end of this training, through a series of demos and hands-on exercise scenarios, trainees will gain the basic skills to successfully administer a case in Relativity.

Audience: Litigation support professionals and project management staff

Course Length: One day

Prerequisites: This class assumes familiarity with basic Relativity navigation.

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

All open-enrollment Relativity Admin Essentials I trainings feature Relativity’s Aero UI. For training on Relativity’s Classic UI, consider scheduling a closed enrollment training.

Where: Open trainings will be held virtually through the end of 2021.

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 the first Monday of the month. 


Upon scheduling training you will work with the Relativity Training Team to determine if your sessions will feature Relativity’s Aero UI or Relativity’s Classic UI.

Where: Your office

Who: Your team, with up to 12 attendees


  • 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
  • Email to schedule


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

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.

Aero UI Agenda

While prior versions of Relativity Admin Essentials I training covered Data Loading and Productions, this one does not. If you would like to learn how to perform those tasks in Relativity, please attend our Data Loading and Productions virtual training.

Introduction & Relativity Administration

Creating the Workspace

  • Object Framework
  • User Creation
  • Workspace Creation
  • Workspace Security

Customizing the Workspace

  • Fields
  • Layouts
  • Views
  • Item Level Security
  • Saved Searches
  • dtSearch
  • Search Terms Reports and Persistent Highlights

Setting Up for Review

  • Structured Analytics
  • Dashboards
  • Batching
  • Imaging
  • Markup sets

Reusing Your Customization

  • Templates

Classic UI Agenda

Relativity Administration

  • Relativity Administration
  • The Relativity Workspace
  • Templates

Loading Data

  • Processing Data into Relativity
  • Loading Data using Web Import and the Relativity Desktop Client (RDC)

Workspace Configuration

  • Views
  • Saved Searches
  • Email Threading
  • dtSearch Index
  • Search Terms Reports and Persistent Highlight Sets
  • Pivots and Dashboards
  • Batching
  • Layouts and Choices
  • Workspace Security

Production and Export

  • Imaging and Markup Sets
  • Production Workflow
  • Production Sets
  • Optical Character Recognition (OCR)
  • Exporting Data

Available Dates

  • Tuesday, September 28, 2021 in Chicago (Virtual)

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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