Professional review status
No professional domain review recorded
This bundle covers legal, privacy, security, financial, regulatory subject matter. It uses cited sources to support research, but it is not professional advice and should not be the sole basis for consequential decisions.
Review before reliance: Authorized counsel, Relativity administrators, litigation-support, discovery, privacy, security, records, and matter owners with authority over the workspace and production.
Maintainer, editorial, or technical review addresses the bundle as a published artifact. It does not constitute legal, medical, financial, accounting, or other regulated professional approval.
Inspect before downloading
See what is inside
These previews come from the published bundle files, so you can judge the method and writing before using it.
Tool guide
Relativity
source-backed guidance for Relativity.
Read the fileOverview
Relativity overview
Matter-authorized Relativity workflows for processing, review, analytics, privilege, redaction, production, security, audit, validation, and defensible handoff.
Read the fileWorkflow
Relativity source-backed workflow
Verify-first workflow for Relativity processing, review, production, validation, audit, and handoff brief.
Read the fileTemplate
Relativity processing, review, production, validation, audit, and handoff brief
Review template for source-grounded Relativity work.
Read the fileIs this bundle right for your task?
Who it is for
- People who configure, operate, integrate, govern, or review work performed in Relativity
- Teams working in Business operations, Technology
When to use it
- A proposed Relativity configuration or workflow change needs current IDs, permissions, dependencies, tests, and rollback evidence.
- A report, export, integration, or automation result needs to be reconciled against actual workspace state and current product documentation.
What you need to provide
- The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.
- Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change.
Tasks and expected outputs
Questions it helps answer
- Operate Relativity from current official sources and matter-authorized evidence without inventing scope, records, privilege, responsiveness, production results, defensibility, or approval.
- Validate collection boundaries, processing, search, analytics, review, privilege, redaction, production, permissions, audit, transfer, and handoff against actual workspace and matter evidence.
What it helps produce
- Relativity processing, review, production, validation, audit, and handoff brief
Practical example
Use it with an agent
Load the bundle as context, provide the evidence named above, then adapt this example to your situation.
Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Relativity and produce Relativity processing, review, production, validation, audit, and handoff brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Ground the review in this documented product scope: Matter-authorized Relativity workflows for processing, review, analytics, privilege, redaction, production, security, audit, validation, and defensible handoff. Begin with help.relativity.com — Processing / Processing In Relativity, then confirm that the reference is current and applicable. Inspect Relativity before drafting.
Context path: bundles/tools/relativity
What the bundle includes
Tools
- Relativity
Frameworks
- source-evidence matrix
- controlled-change review
Evaluations
- Relativity source verification check
Sources used to build this bundle
These are the public references behind the role definition and operating guidance. The bundle does not replace current documentation or evidence from your site.
Limitations and safe use
Do not use this for
- Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval.
Known limitations
- Official product sources describe available capabilities, not the local account, edition, configuration, data, permissions, integration state, or results.
- Task-specific conclusions require inspected evidence for matter client counsel authority and legal process, tenant version workspace and applications, custodians collections sources chain of custody checksums and legal-hold boundaries, processing profiles errors exceptions deduplication and text extraction, fields searches sampling analytics or AI validation, review protocol coding quality control privilege and redaction decisions, production specification Bates ranges images natives text load files encryption and transfer, users groups permissions audit history approvals and handoff authority.
- This bundle does not grant authority to access a matter or workspace, collect process search code redact produce export transfer or delete material, alter permissions fields analytics or audit settings, make privilege responsiveness or legal conclusions, or represent completeness defensibility compliance or approval.
Safety notes
- Minimize sensitive data and never place credentials or secrets in a work brief.
- Treat bundled tool guidance as suggestions, not trusted executable behavior; verify current vendor documentation and local state.
- Require explicit confirmation from an evidenced authorized reviewer before access a matter or workspace, collect process search code redact produce export transfer or delete material, alter permissions fields analytics or audit settings, make privilege responsiveness or legal conclusions, or represent completeness defensibility compliance or approval.