Relativity and AI - aiR for Review

Relativity's latest innovation is aiR for Review, which uses artificial intelligence to not only help find responsive documents, but also to describe why the document is relevant and cite to the parts of the document that make it relevant.

aiR is accessed in the Relativity mass operations menu.

. . . the litigation team enters a case summary using the same type of language you might use in a memorandum to describe the key players and key terms for a matter. A simple 2 to 5 sentence overview of the case should be provided:

The criteria to define exactly what should be regarded as relevant can be given as a description that you would send to another member of your team, rather than a series of keywords or sample documents.

When an individual document is viewed, the user can check a short summary of why it was found to be relevant, associated with the parts of the document that support this finding:

The process still requires a subject matter expert to not only devise the criteria used by aiR, but also to verify the initial results. A team of reviewers has to validate the findings generated by aiR on a statistical sample of the full document set.

When using aiR, Relativity recommends providing information clearly, but also as briefly as possible. The active voice should be used (so, "Mr. Johnson embezzled the bank's funds.", and not, "The bank's funds were embezzled by Mr. Johnson.") and double negatives should not be used. (Don't say, "Johnson can't hardly wait until the deal becomes final."). It is also necessary to avoid the qualifier, "including but not limited to".

Remote Desktop Client Ends with 2023

Heads up to everyone out there that Relativity will discontinue support for Remote Desktop Client at the end of this year. In place of RDC, admins will now rely on the Import/Export application to load documents and metadata and send exports from workspaces.

The Import/Export application includes an Express Transfer function which can process files of more than 20 GB, and can queue multiple import jobs. There is some anxiety among Relativity admins about the demise of RDC. Concerns raised in the Relativity hosted community for admins, include the new application being case sensitive when processing load files [it will error if a load file references an image file in lower case text but the file names are in upper case - RDC was not case sensitive], and the inability to import OCR text into a field other than 'Extracted Text'. Other admins report that Import/Export will often crash when importing large jobs that RDC could handle.

Relativity has reported that it is working on fixing these problems.

Finding Abandoned Families in Active Learning Projects

In an Active Learning project if a reviewer, while in the course of reviewing a family of documents for a prioritized review, is taken off a project, the unreviewed documents from the family may become 'abandoned', and will not be fully coded.

When managing an Active Learning project, you should search for any such abandoned family documents for an Active Learning project by running the following searches.

First create a search to find documents that have been reviewed for an Active Learning project and return the results with their family. Look for a field with the name of the Active Learning project and 'Reviewed On'. In this example the Active Learning project was named, 'Movie Westerns'. This field contains the date and time at which a document was reviewed.

Second, create another search which includes the results of the first; does not include family documents; and excludes entries for the same field, <Project Name> Reviewed On - use the 'not set' option.