Welcome!

Welcome to your online demonstration of kCura's web-based application, Relativity.  Throughout this tour, you will get a taste of Relativity's powerful functionality while seeing how it is incorporated into our tool.

Case List

The Case List details all of the repositories to which a user has access.  With Relativity's granular security model, everything in the system can be secured; from the case level, all the way down to an individual field, document, annotation layer, or application feature.  As you can see here, this user has access to four cases in Relativity.  After clicking on a case, a user can begin the review!

Case Workspace

The Case Workspace includes 5 areas that aid in locating, organizing, and culling down documents.

Tab Strip

The Tab Strip allows you to navigate between the different sections of the application.  Depending on permissions set in the system, a user may see more or less tabs. 

The Document Browser contains the tools for browsing through Documents in your case, these tools include: Case Folders and Searching options.  The organizational hierarchy of the folders is customizable.  Here we have one example where the folders are organized by custodian.  We have also preserved the original folder structure of how the email lived in their mailbox.

Document Browser

The Document Browser contains the tools for browsing through your case Documents, these include: Case Folders and Searching.  The organizational hierarchy of the folders is purely customizable.  Here we have one example where the folders are organized by custodian. We have also preserved the original folder structure of how the email lived in their mailbox.

View Bar

The View Bar enables Administrators to regulate workflow by creating customizable and securable views that are based on field criteria and sorting options.

Basic Search

The basic search bar gives users the ability to search hundreds of terms with thousands of characters to quickly, and effectively, cull down document sets.

Document List Manager

The Document List Manager is the central location for navigating through Documents in your case.  Filter and/or sort, bulk print, bulk tag, and easily export fielded tables to Excel.  Clicking on a document link will take us to the document reviewer manager.

Document Review Manager

The Document Review Manager includes five main areas of interest to help users in the review process.  The following images will walk you through these areas. 

Navigation Bar

The Navigation Bar allows users to:

1. Move between the Case Workspace and the Document Review Manager, while also giving them access to scroll through their document results.
   
   
2. Utilize the display icons in the upper right-hand corner to dock or undock their workstation for a multi-monitored review. 
   
   
3. Email a link of the document to themselves or other users who have permission to view the document.
   

Document Viewer

Relativity’s embedded Document Viewer presents over 250 document types in a high-fidelity, interactive viewer.  Users can view the native document, the native document in its original application such as Word, Excel, or PowerPoint, the converted TIFF image, its extracted text, or any productions associated with the document.

Additional functionality includes the ability to TIFF on the fly, redact or annotate the native document, show highlighted hits, search within the document, and print.

Document Profile Pane

Within the Document Profile Pane, administrators can create customizable and securable tagging layouts for reviewers. 

The use of long/short, user, currency, date, single/multiple choice, whole number, decimal, and yes/no field types, coupled with the ability to propagate coding designations to duplicates and family groups and other field-specific rules, enables administrators to develop customized layouts to suit the needs of individual cases.

Related Items Window

The Related Items Window gives users the ability to view any attachments, duplicates, near duplicates, conversation threads, productions, and the full audit history of their document.

Markup Sets

Administrators can create Markup Sets so that multiple users, or groups of users, can redact and annotate documents without knowledge of what other parties are doing.

Summary Reports

Administrators accessing Relativity’s ad hoc Summary Reporting tool can group by, and aggregate on, any field created in the system.  Administrators can use this functionality for a wide-variety of tracking needs, such as tagging results and calculating the number of file types in the system.

Production Sets

Relativity allows Administrators to store productions in the system for easy reference.  Once the criteria for the production are set, documents can be added and QC’d before the production is run.  Production options include the ability to produce natively, run an image-based production, or a run a mixed mode production of natives and images.  Relativity’s production tool allows for a wide variety of branding options, and the ability to sort the production by any field in the database.  Produced images are linked to the original record in Relativity’s Native File Viewer, so reviewers have a quick historical reference.

Advanced and Saved Search

Relativity’s form-based Advanced Search gives users the ability to build powerful searches in an easy to use, legible interface.  Options for searching include returning family groups and/or duplicates regardless if they are responsive to the defined search criteria and the ability to search across the entire case of within specific folders.  Users can choose which fields will be visible once the search is run, as well as how the data should be sorted.  Relativity gives power users the ability to edit the query syntax directly through a text editor.  Search criteria are saved, as opposed to results.  Thus every time an Advanced Search is run, the query is executed in real time.

Desktop Client

Importing and exporting documents from Relativity is done through the Desktop Client.  A standalone application that communicates with a Relativity database through Web Services, the desktop client allows documents to be imported to, or exported from, Relativity from anywhere in the world where a user has an Internet connection.  A powerful set of import validation tools allows an administrator to check a load file for errors, and ensure all images are in the required format.  The Desktop Client writes bad lines in the load file to a separate file, allowing an administrator to load everything, but the erroneous data.  The Desktop Client also allows for vendors and third parties to validate their load file against the database schema before shipping it to a firm to be loaded.