TruLegal Relativity Self-Assessment

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Please provide the email where you can be contacted about job-sensitive information.
Were you directed to fill out this application by a TruLegal employee?*
Which employee?

Annette HabibByron JohnsonJared CosegliaJess BarreKatie PlayerMichael FoxMichelle ShanikMonica LennonMonique DayRachael HaherSarah RobertsMegan Smith
Where is Relativity hosted?

Relativity hosted in-houseRelativity hosted by third-party providerRelativityOne
Which version of Relativity are you currently using?
In the next section, please rate yourself based on the levels described.
- No experience = have not done this in Relativity
- Some experience = have done this in Relativity but not regularly, maybe a few times a month
- Regular experience = you use this feature daily or almost daily
- Expert level = have a mastery of this area based on years of experience or additional Specialty certifications

(OLD) Please rate your Relativity experience in the following areas:

	No Experience	Some Experience	Advanced	Expert
Using Analytics
Designing and using Conceptual Analytics workflows
Designing and using Structured Analytics workflows
Designing and using Active learning
Using Legal Hold
Using Relativity Integration Points
Using the Relativity Desktop Client
Configuring and using Review workflow
Creating custom workflows using fields, choices, layouts, views, and dashboards
Creating and managing batches
Using Relativity Event Handler Express
Running scripts
Creating and using persistent highlight sets
Creating markup sets
Using RelativityOne Redact
Using the Relativity Short Message Viewer
Creating Relativity Dynamic Objects
Creating and running reports: Dashboards, Pivots, STR, Audit, sampling
Setting permissions
Managing users and groups
Setting workspace permissions
Setting instance permissions
Applying object level security
Administering a Relativity instance
Managing queues
Configuring agents and servers
Installing and upgrading Relativity
Using Case Dynamics
Importing and supporting Transcripts
Creating and running searches
Creating saved searches
Using keyword search
Using dtSearch
Using filters and lists
Creating and running productions
Creating and running production sets
Creating privilege logs
Imaging documents
OCR’ing documents
Managing Relativity Security
Configuring two-factor user authentication
Setting up VPNs
Configuring network and internal systems security
Using customer lockbox
Using client domains
Using RelativityOne data migration tools
Using ARM
Using the workspace portal
User and group synchronization
Using RelativityOne data transfer tools
Using the RelativityOne Staging Explorer
Using Relativity Collect
Using RelativityOne data management tools
Using Relativity Processing
Installing and configuring Relativity Processing
Configuring a processing profile
Creating password bank entries
Configuring and creating processing sets and data sources
Resolving errors and troubleshooting
Creating and analyzing processing reports
Using the Relativity Processing Console (RPC)
Using early case assessment
Using Relativity Trace

Please rate your Relativity experience in the following areas:

(OLD) ANALYTICS AND ACTIVE LEARNING

	No Experience	Some Experience	Advanced	Expert
Using Analytics
Designing and using Conceptual Analytics workflows
Designing and using Structured Analytics workflows
Designing and using Active learning
Using Review Center
Using aiR

(OLD) ANALYTICS*

	No Experience	Some Experience	Advanced	Expert
Using Analytics
Designing and using Conceptual Analytics workflows
Designing and using Structured Analytics workflows
Using Review Center

ANALYTICS*

	No Experience	Some Experience	Advanced	Expert
Designing and using Conceptual Analytics workflows
Designing and using Structured Analytics workflows
Using Review Center

(OLD) APPLICATIONS

	No Experience	Some Experience	Advanced	Expert
Using Legal Hold
Using Relativity Integration Points
Using early case assessment
Using the Relativity Desktop Client
Using Import/Export
Using aiR for Review

(OLD) APPLICATIONS*

	No Experience	Some Experience	Advanced	Expert
Using Legal Hold
Using Relativity Integration Points
Using early case assessment
Using aiR for Review
Using Import/Export
Using Personal Information Detect
Using Data Breach Response
Using Contracts

Relativity aiR*

	No Experience	Some Experience	Advanced	Expert
Using AI-powered tools to optimize workflows

aiR for Privilege*

	No Experience	Some Experience	Advanced	Expert
Setting up an aiR for Privilege project
Managing Domains, Entities, Privilege
Performing Annotations
Reviewing results

aiR for Review*

	No Experience	Some Experience	Advanced	Expert
Creating an aiR Review project
Iterating on prompt criteria
Managing aiR jobs
Validating aiR for Review results

APPLICATIONS*

	No Experience	Some Experience	Advanced	Expert
Using Legal Hold
Using Collect
Using Relativity Integration Points
Using early case assessment
Using Import/Export
Using Relativity Data Breach Response
Using Relativity Contracts
Use Sentiment Analysis

(OLD) REVIEW

	No Experience	Some Experience	Advanced	Expert
Configuring and using Review workflows
Creating custom workflows using fields, choices, layouts, views, and dashboards
Creating and managing batches
Using Relativity Event Handler Express
Running scripts
Creating and using persistent highlight sets
Creating markup sets
Using RelativityOne Redact
Using the Relativity Short Message Viewer
Creating Relativity Dynamic Objects
Using Automated Workflows
Creating and running reports: Dashboards, Pivots, STR, Audit, sampling
Setting permissions
Managing users and groups
Setting workspace permissions
Setting instance permissions
Applying object-level security
Administering a Relativity instance
Managing queues

(OLD) REVIEW*

	No Experience	Some Experience	Advanced	Expert
Configuring and using Review workflows
Creating custom workflows using fields, choices, layouts, views, and dashboards
Creating and managing batches
Using Relativity Event Handler Express
Running scripts
Creating and using persistent highlight sets
Creating markup sets
Using RelativityOne Redact
Using the Relativity Short Message Viewer
Creating Relativity Dynamic Objects
Using Automated Workflows
Creating and running reports: Dashboards, Pivots, STR, Audit, sampling
Managing queues
Using Case Dynamics
Importing and supporting Transcripts

REVIEW*

	No Experience	Some Experience	Advanced	Expert
Configuring and using Review workflows
Creating custom workflows using fields, choices, layouts, views, and dashboards
Creating and managing batches
Using Conditional Coding Rules
Running scripts
Creating and using persistent highlight sets
Creating markup sets
Using RelativityOne Redact
Using the Relativity Short Message Viewer
Creating Relativity Dynamic Objects
Using Automated Workflows
Creating and running reports: Dashboards, Pivots, STR, Audit, sampling
Managing queues
Importing and supporting Transcripts

(OLD) INFRASTRUCTURE

	No Experience	Some Experience	Advanced	Expert
Configuring agents and servers
Installing and upgrading Relativity
Using Case Dynamics
Importing and supporting Transcripts

INFRASTRUCTURE*

	No Experience	Some Experience	Advanced	Expert
Configuring agents and servers
Installing and upgrading Relativity

(OLD) SEARCHING*

	No Experience	Some Experience	Advanced	Expert
Creating and running searches
Creating saved searches
Using keyword search
Using dtSearch
Using filters and lists

SEARCHING*

	No Experience	Some Experience	Advanced	Expert
Using the Search panel
Creating saved searches
Using keyword search
Using dtSearch
Using filters and lists

(OLD) PRODUCTIONS*

	No Experience	Some Experience	Advanced	Expert
Creating and running productions
Creating and running production sets
Creating privilege logs
Imaging documents
OCR’ing documents

PRODUCTIONS*

	No Experience	Some Experience	Advanced	Expert
Creating and running productions
Importing/Exporting productions
Creating privilege logs
Imaging documents
OCR’ing documents

(OLD) RelativityOne*

	No Experience	Some Experience	Advanced	Expert
Managing Relativity Security
Configuring two-factor user authentication
Setting up VPNs
Configuring network and internal systems security
Using customer lockbox
Using client domains
Using ARM
Using the workspace portal
User and group synchronization
Using the RelativityOne Staging Explorer (ROSE)
Using Relativity Collect
Processing data
Setting permissions
Managing users and groups
Setting workspace permissions
Setting instance permissions
Applying object-level security
Administering Relativity instance

RelativityOne*

	No Experience	Some Experience	Advanced	Expert
Managing Relativity Security
Configuring two-factor user authentication
Setting up VPNs
Configuring network and internal systems security
Using customer lockbox
Using client domains
Using ARM
Using the workspace portal
User and group synchronization
Using the RelativityOne Staging Explorer (ROSE)
Managing users and groups
Setting feature or role permissions
Setting instance permissions
Applying object-level security
Administering Relativity instance

PROCESSING*

	No Experience	Some Experience	Advanced	Expert
Using Relativity Processing
Installing and configuring Relativity Processing
Configuring a processing profile
Creating password bank entries
Configuring and creating processing sets and data sources
Resolving errors and troubleshooting
Creating and analyzing processing reports

(OLD) Please check the certifications you have obtained:

Relativity Certified AdministratorRelativity Analytics SpecialistRelativity Data Management SpecialistRelativity Infrastructure SpecialistRelativity Processing SpecialistRelativity Project Management SpecialistRelativity Review Management Specialist (formerly Relativity Certified User)Relativity Certified Sales ProRelativityOne Certified ProRelativityOne Review ProRelativity Personal Information Detect ProRelativity Data Breach Response ProRelativity Contracts ProRelativity Generative AI ProRelativity Certified Trainer
Please check the certifications you have obtained: (select None if not applicable)*

Relativity Certified AdministratorRelativity Analytics SpecialistRelativity Data Management SpecialistRelativity Infrastructure SpecialistRelativity Processing SpecialistRelativity Project Management SpecialistRelativity Review Management Specialist (formerly Relativity Certified User)Relativity Certified Sales ProRelativityOne Certified ProRelativityOne Review ProRelativity Data Breach Response ProRelativity Contracts ProRelativity Generative AI ProRelativity aiR for Privilege ProRelativity Certified TrainerNone
Please check the designations you have obtained: (select None if not applicable)*

Relativity ExpertRelativity MasterNone
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