Make Your Move to RelativityOne
Aligned to this momentum, by 2028, all new matters and workspaces will be hosted in RelativityOne. Here, your data becomes more than a repository. Every decision, annotation, and workflow contributes to a continuously evolving system of record and action – helping your team move faster and smarter.
Organizations that begin preparation now will reduce their migration risk and lay a strong foundation for what’s next. Ready to make the move from Relativity Server to RelativityOne? This hub offers guidance, best practices, and the right tools – proven to support successful migration.
Choose a migration path that works for you
We know that every organization approaches migration differently. No matter which path best fits your needs, we’re here to support you every step of the way.
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Work with a Relativity Partner
- Our partners bring a wealth of knowledge and migration success stories. Get custom guidance from an ecosystem of trusted experts ready to help you reach your goals.
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Haven’t received a migration plan from your Partner? Here’s a sample email to get the conversation started.
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Looking for a migration partner? Explore our list of certified experts to get started.
Work with Relativity
Our success team holds the technical and strategic expertise on RelativityOne to guide you through the migration.
- Continue reading to learn how Relativity supports your migration.
The RelativityOne Data Migration Program
The RelativityOne Data Migration Program provides a structured, proven approach to help customers move case data from Relativity Server to RelativityOne while ensuring data integrity, preserving chain of custody, and maintaining defensible workflows throughout the transition.
Customize your access to high-touch technical support.
- A dedicated cloud services specialist to guide your migration
- Personalized planning based on your data footprint and unique goals
- Targeted training and best-practice guidance throughout the migration
- Access to specialized teams (engineering, support, product) if needed
Key Steps of a Migration Project
With ~79% of Relativity’s business running in RelativityOne and 500+ organizations moved successfully, our team is equipped to handle migrations of any size or complexity. Our proven, phased model is designed not only to reduce risk, but to ensure your data is ready to support scalable, repeatable workflows in RelativityOne.
Prepare for Your Migration
- Step 1
Connect with Relativity Early
Talk with your account executive, customer success manager, or technical account manager to enroll in the Data Migration Program.
- Step 2
Align Your Migration Team
Define roles such as a migration champion, technical lead, and project lead. Depending on your organization, individuals may take on more than one role.
- Step 3
Prepare Your Server Environment
A well-functioning and appropriately scaled Server environment is essential to this process. Your cloud services specialist will help assess readiness and provide guidance.
Plan Your Migration
Migration planning determines how and when workspaces move to RelativityOne. Because every migration is unique, your cloud services specialist will work with you to develop a plan that aligns with your priorities and operational needs.
Common factors that influence migration planning include:
- Case priority and status
- Data size and complexity
- Network upload and download speeds
- Scheduling and downtime considerations
- Available staffing
Migrate Your Data
- Step 1
Run a Data Migration Pilot
Running a pilot is strongly recommended to reduce risk before full migration. Pilots allow you to:
- Confirm RelativityOne readiness
- Establish baseline performance metrics
- Align teams and refine process
- Identify and address potential issues early
- Step 2
Migrate Data in Waves
After a successful pilot, workspaces are migrated in planned waves based on priority, size, and readiness. This phased approach supports a more controlled and predictable transition.
- Step 3
Optimize in RelativityOne
Once your data is migrated, it’s connected to all of your decisions and workflows – so you can take full advantage of RelativityOne as a unified system of record and system of action. Drive defensible insights with embedded AI, build a continuous feedback loop of enriched data, and make your system smarter, faster, and more efficient over time.
Learn more about migrating to RelativityOne
The Migration Checklist
Looking for something to help you track your process? This checklist provides a step-by-step look at the move from Server to RelativityOne.