DALLAS USER GROUP

DALLAS USER GROUP New UI & Visualization Workflows

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Agenda: Features

Discussion – Possible Workflows

• How to Access the New UI

• Explore a new data set

• Location of Common Items

• Review Prioritization with Cluster Visualization

• The Search Panel

• Widgets – Pivot – Cluster Visualization • Dashboards © kCura LLC. All rights reserved.

• Pre-Production QC with Pivots • Build a Dashboard

Demo

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Search Terms Results

Build a Dashboard 1. Identify Key Custodians – Identify key custodians based on top keyword hits, then determine the timeline for their email conversations and identify high activity periods 2. Track Review Progress – Track the how many documents have been reviewed for relevance so far, and how many remain to be reviewed – Track relevance review progress for each custodian 3. Perform File Analysis – Identify unknown file types and determine their file extensions 4. Check for Conflicts – Identify documents that have been coded as not relevant, but have been coded for issues or for privilege © kCura LLC. All rights reserved.

Email Threading Analysis

Legal Hold Project Status

Processing Errors

RAR Overturned Documents

What are your dashboard ideas?

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Resources Dashboards and Visualization Training kcura.com/relativity/resources/training

Relativity Documentation help.kcura.com

Dashboards and Visualization Workflow Support [email protected]

Dashboards and Visualization Technical Support [email protected] © kCura LLC. All rights reserved.

Thanks for attending!

© kCura LLC. All rights reserved.