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Relativity

Work with RelativityOne e-discovery: find and code documents, run saved searches, manage matters, folders and productions, and start workflows when a workspace, document or production arrives or a production finishes.

actions
25
triggers
8

Triggers

Start a workflow when something happens in Relativity.

  • New workspaceRuns for each new workspace in Relativity. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • New matterRuns for each new matter in Relativity. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • New userRuns for each new user in Relativity. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • New documentRuns for each new document in Relativity. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • New objectRuns for each new object in Relativity. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • New productionRuns for each new production in Relativity. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • Production producedRuns each time a production in the workspace finishes producing, with or without errors. Ones produced before the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • Production failedRuns each time a production in the workspace stops with an error while staging or producing. Ones that failed before the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

Steps a workflow can run in Relativity.

  • List workspacesList the workspaces the OAuth2 client's user can see, newest first, by name or a condition. Gets one page; to see more, run it again with the next page it gives.
  • Get workspaceGet one workspace with its matter, status, keywords and notes, and how many documents it holds.
  • List clientsList the clients matters are filed under, newest first. Gets one page; to see more, run it again with the next page it gives.
  • List mattersList matters, newest first, by name or a condition. Gets one page; to see more, run it again with the next page it gives.
  • Get matterGet one matter with its number, client, status, keywords and notes.
  • Create matterCreate a matter under a client, Active unless another status is picked, and return it.
  • Delete matterDelete a matter. Relativity refuses while a workspace still belongs to it.
  • List usersList Relativity users with their full name and email address, newest first, by name or a condition. Gets one page; to see more, run it again with the next page it gives.
  • List groupsList user groups, newest first. Gets one page; to see more, run it again with the next page it gives.
  • List group membersList the users in a group with their full name and email address. Gets one page; to see more, run it again with the next page it gives.
  • Query documentsFind a workspace's documents matching a condition, with the fields asked for, newest first or sorted by a field. Gets one page; to see more, run it again with the next page it gives.
  • Get documentGet one document's identifier and the fields asked for, such as its custodian, coding or extracted text.
  • Update document fieldsSet field values on a document, such as coding a yes/no field or filling in a text field. Relativity's event handlers still apply.
  • List saved searchesList a workspace's saved searches, newest first. Gets one page; to see more, run it again with the next page it gives.
  • Run saved searchGet the documents a saved search returns now, with the fields asked for. Gets one page; to see more, run it again with the next page it gives.
  • List foldersList a workspace's folders, newest first, each with its parent folder. Gets one page; to see more, run it again with the next page it gives.
  • Create folderCreate a folder in a workspace, at the top or inside another folder.
  • List productionsList a workspace's productions with their status, Bates range and counts, or only those with one status.
  • Get productionGet one production with its status, Bates range, numbering and counts.
  • Create productionCreate a production set numbered page by page with a Bates prefix. Add its documents (a data source) in Relativity before staging it.
  • Stage and run productionStart a production: stage it and run it, only stage it, or run one already staged. Returns once Relativity has queued the job; use 'Get production status' or the 'Production produced' trigger to follow it.
  • Get production statusGet where a production's job is: its status, how far imaging and producing have got, and any errors.
  • Delete productionDelete a production set. Its documents stay in the workspace.
  • List object typesList a workspace's object types, such as custodians or the types an installed application adds. Gets one page; to see more, run it again with the next page it gives.
  • Query objectsFind the objects of one type in a workspace, such as custodians or Legal Hold projects, by a condition, with the fields asked for. Gets one page; to see more, run it again with the next page it gives.

Automate Relativity with Lodol.

Connect Relativity, then hand Lodol the job in Slack, Claude or ChatGPT.

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