Certification Guide - Relativity

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Certification Guide Relativity. All rights reserved.1

Table of ContentsIntroduction to Relativity Certifications3Product Certifications4Pro Certifications5Specialist Certifications7Administrator Certification9Trainer Certifications11Relativity Certified Trainer12Continuing Your Certification Journey14Expert & Master Designations15Certification Paths16 Relativity. All rights reserved.2

Introduction to Relativity CertificationsRelativity certifications validate your proficiency in Relativity and add value to yourself and your organization. No matter your role or experience level, Relativitycertifications are an option for anyone.You can use certifications to differentiate yourself from your peers, make yourself and your organization more marketable, and establish your credibility as a subjectmatter expert.Not sure which exams to take? Use this guide to find out what to expect and where to go next.What to consider when deciding which exam to take: What is my role? What specific product areas do I work in? What are my career goals? What processes or workflows do I need to attend more training for? How much time am I willing to spend studying for a certification? Have I taken or prepared for a Relativity certification exam before?Exam Resources Exam details on the Certifications page Answers to common questions in our FAQs Study materials on the Certification Tracker in the Relativity Community Instructor-led and self-paced trainings on the Training Center Relativity. All rights reserved.3

Product CertificationsDepending on your experience level, there are multiple entry points to Relativity Certifications. If you have less than six months of experience with Relativity, or if this isyour first Relativity exam, start with a Beginner exam. If you use the product every day with years of experience at expert level, select a Skilled or Advanced exam.Aspiring to even greater heights? Check out the Expert and Master designations on page 15.AdvancedRelativity Certified AdministratorPerformance-based exams: 70 hours of study; 6 months experienceadministering Relativity recommended.Counts toward Expert and Masterdesignations.Relativity Analytics SpecialistRelativity Infrastructure SpecialistRelativity Processing SpecialistRelativity Project Management SpecialistRelativity Review Management SpecialistSkilledSpecialist exams: 30 hours ofstudy; 6 months of relevant productexperience in Relativity recommended.Counts toward Expert and Masterdesignations.RelativityOne Certified ProRelativityOne Review ProRelativity Certified Sales Pro Relativity. All rights reserved.BeginnerPro exams: 5 hours of study; anyexperience level can be successful.4

Pro CertificationsRelativity Experience Level: Beginner (any experience level)Cost: 50Study commitment: 5 hours*Does not count toward Expert/Master designationsRelativity Pro certifications are a great entry point into the certificationprogram, compliment existing certifications and knowledge you alreadyhave, and do not expire. Consider a Pro certification if you are: Looking to validate yourknowledge of Relativityfundamentals Newer to Relativity Interested in learning moreabout RelativityOne Interested in a certification witha shorter time commitment Someone who frequentlydiscusses the advantagesof RelativityPath to getting certified:Join the Relativity Community to access exam resources andregister for an exam.Review and complete the checks to ensure you meet the technicaland physical requirements for an online exam.RelativityOne Certified ProThe RelativityOne Certified Pro certificationis designed to help Relativity Server andRelativityOne users, and others who advocatefor RelativityOne, verify their proficiency inthe product.RelativityOne Review ProThe RelativityOne Review Pro certificationis designed for individuals who want tovalidate their understanding of Relativitydocument review fundamentals,functionality, and workflows.Relativity Certified Sales ProThe Relativity Certified Sales Pro (RCSP)is designed to help individuals articulatethe value proposition of RelativityOne andvalidate their understanding of how Relativitycan solve the challenges they face.Schedule your exam!Review the Study Guide.Check out the related trainings.Take the exam and get certified.Start studying for your next certification exam to continue your journey! Relativity. All rights reserved.5

RoleKeyTopicsRelativityOne Certified ProRelativityOne Review ProRelativity Certified Sales Pro End user Document reviewer Sales professional Sales professional Attorney Lit support professional Lit support professional Paralegal Project manager Academic student End user Academic student Workspace and core reviewerinterface navigation RelativityOne value proposition Coding documentsRelativity differentiatorsand use cases Working with batches Product functionality Using Analytics features for reviewLearn more about RelativityOne andReview with the RelativityOne ReviewPro exam Learn more about RelativityOnefeatures and benefits with theRelativityOne Certified Pro exam Learn more about RelativityOne with theRelativityOne Certified Pro exam Demonstrate your understanding ofreview management practices with theReview Management Specialist exam Demonstrate your understanding of reviewmanagement practices with the ReviewManagement Specialist exam Relativity 101 Admin Essentials I Documentation RelativityOne features Cloud benefits NextCertificationsRelatedTrainings Relativity. All rights reserved.Demonstrate your understanding ofreview management practices with theReview Management Specialist exam6

Specialist CertificationsRelativity Experience Level: Skilled (6 months of relevant productexperience in Relativity recommended to be successful)Cost: 250Study commitment: 30 hours*Counts toward Expert/Master designationsRelativity Specialist certifications are advanced certifications for skilledRelativity users. Consider a Specialist certification if you are: Familiar with Relativity on amore technical level Interested in achieving Expertor Master designations Looking to validate yourexpertise in a specific areaof Relativity Proficient in advancedRelativity workflowsPath to getting certified:Join the Relativity Community to access exam resources and registerfor an exam.Review and complete the checks to ensure you meet the technicaland physical requirements for an online exam.Schedule your exam!Review the study materials and begin the study plan.Check out the related trainings.Take the exam and get certified.View the list of Relativity Continuing Education (RCE) creditopportunities and complete activities to maintain your certification.Start studying for your next certification exam to continue your journey! Relativity. All rights reserved.Relativity Analytics SpecialistThe Relativity Analytics Specialist certificationis available for individuals who have extensiveexperience with Relativity’s conceptual analyticsand active learning tools and workflows.Relativity Infrastructure SpecialistThe Relativity Infrastructure Specialistcertification is available for individuals whohave extensive experience managing andtroubleshooting Relativity infrastructure and SQLperformance.Relativity Processing SpecialistThe Relativity Processing Specialist certificationis available for individuals who perform allProcessing tasks during a Relativity project andcan effectively manage and communicate thatprocess with stakeholders.Relativity Project Management SpecialistThe Relativity Project Management Specialistcertification is available for individuals whomanage a Relativity instance and understandthe full suite of Relativity’s front-end featuresand capabilities.Relativity Review Management SpecialistThe Relativity Review Management Specialistcertification is available for individuals who haveexperience creating and managing documentreview processes, monitoring review teamefficiency and accuracy, and reporting on thestatus of document reviews in Relativity.7

RoleKeyTopicsNextCertificationsRelativity AnalyticsSpecialistRelativity InfrastructureSpecialistRelativity ProcessingSpecialistRelativity ProjectManagement SpecialistRelativity ReviewManagement Specialist Project manager Processing user Project manager Project manager Analytics userApplications Specialist /EngineerProject manager Case manager Review team leadCase adminSystems Administrator Litigation supportprofessional Consultant Review consultantSolutions engineerDatabase Administrator Client liaison Litigation supportprofessionalSolutions engineer Litigation supportprofessionalLitigation supportprofessional Solutions engineer Basic knowledge ofLegal Hold, Processing,importing and exporting,and Case Dynamics Managing reviewworkflows Searching Analytics for reviewers Reporting Deepen your knowledgeof case administrationwith the RelativityCertified Administratorexam Strengthen your Analyticsskills with the AnalyticsSpecialist exam Learn more aboutRelativityOne withRelativityOneCertified Pro exam Building andmaintaining indexes SQL server performance Basic processing workflow Conceptual analytics Relativity configuration Active learningServer setup andadministrationProcessing profilesand sets Deduplication Environment monitoring Processing administration Networks and security Troubleshooting and errorhandling workflow Showcase your Analyticsknowledge from anAdmin capacity withthe Relativity CertifiedAdministrator exam Demonstrate yourAdmin knowledgewith the RelativityCertified Administratorexam Showcase your Processingknowledge from anAdmin capacity withthe Relativity CertifiedAdministrator exam Demonstrate yourAnalytics workflowknowledge with theProject Managementexam Learn more aboutRelativityOne with theRelativityOneCertified Pro exam Demonstrate yourProcessing workflowknowledge with theProject ManagementexamAnalytics andActive Learning Infrastructureself-paced trainings RelatedTrainings Processing In-depth knowledgeof review, searching,Analytics, and production Become a RelativityCertified Administratorto get one step closer toExpert or Master status Show expertise withReview or Analyticswith the ReviewManagement Specialistor Analytics Specialistexams Admin Essentials I Relativity 101 Analytics andActive Learning Admin Essentials I Processing Legal HoldDocumentation Relativity. All rights reserved.8

Administrator CertificationRelativity Experience Level: Advanced (6 months experienceadministering Relativity recommended to be successful)Cost: 300Study commitment: Hands-on: 40 hours Quiz: 30 hours, minimum*Counts toward Expert/Master designationsRelativity Certified AdministratorThe Relativity Certified Administrator (RCA)exam is designed for individuals who managea Relativity instance and understand the fullsuite of Relativity’s front-end features andcapabilities.The Relativity Certified Administrator (RCA) certification is an advancedcertification for a skilled Relativity admin. Consider the RCA exam ifyou are: Striving to demonstrate yourability to handle a case fromstart to finish Looking to validate your handson Relativity skills Interested in increasing yourcredibility in the industry byachieving Expert or MasterdesignationsPath to getting certified:Navigate to the Relativity Community to access exam resources andknowledge articles, and register for an exam.Review and complete the checks to ensure you meet the technicaland physical requirements for an online exam.Schedule your exam!Review the study materials and begin the study plan.Check out the related trainings.Take the exam and get certified.View the list of Relativity Continuing Education (RCE) creditopportunities and complete activities to maintain your certification.Start studying for your next certification exam to continue your journey! Relativity. All rights reserved.9

Relativity Certified dTrainings Relativity admin Litigation support professional Project manager Solutions engineer Consultant Data loading Workspace and instance permissions Case administration Structured Analytics Productions Compliment your admin knowledge with the RelativityOne Certified Pro exam. Earn 10 RCE credits for achieving the RelativityOne Certified Pro examif you are a Relativity Certified Administrator! Demonstrate expertise in a core product or workflow area with a Specialist Take your expertise and learn to train others with the Relativity Certified Trainer Relativity 101 Admin Essentials I Data Loading and Productions Documentation Relativity. All rights reserved.10

Trainer CertificationsThe Relativity Certified Trainer (RCT) program offers you membership to an exclusive group of highly technical and instructional experts who are passionate abouttechnical training and Relativity. The RCT program adds value by providing you the tools you need to conduct in-person or virtual training at your sponsoring company,validating your Relativity knowledge and ability to conduct training, and reducing the cost of training, amongst other benefits. The Trainer certifications focus ondelivering training effectively versus the Product certifications that focus on different areas of the product and feature sets.Here are the pre-requisites and requirements: Earn your Relativity Certified Administrator certification. Be employed at a sponsoring company. Your sponsoring company must be a licensed user of Relativity—either via a direct contract with Relativity or through aRelativity partner—and in “Good Standing.” Apply and be accepted into the Relativity Certified Trainer program. You are required to attend the following to enter the program: Relativity 101: Relativity for End Users Training Bootcamp. After attending bootcamp and earning your Relativity 101 RCT status, you can opt to earn another Trainer certification available via virtual training evaluation, orconversely, earn additional Product certifications to deepen your expertise, or both! Relativity. All rights reserved.11

Relativity Certified TrainerProgramRelativity experience level: Skilled / AdvancedTime commitment: 45 hours (prework and Bootcamp)Cost: 1,000Pre-req: Relativity Certified Administrator and employed at asponsoring company*Does not count toward Expert/Master designationsThe Relativity Certified Trainer program certifies you in Relativity’sinstructor-led training and focuses on adult learning principles, facilitationtechniques, and training best practices. In addition to your Relativityknowledge, these skills will enhance how you deliver training to yourstaff today. You are provided access to Relativity Training materials, virtualenvironments, and access to our full-time trainers during the process.Relativity Certified TrainerCERTIFIED TRAINING PROThe Relativity Certified Trainer (RCT) programcertifies your ability to effectively andefficiently conduct Relativity training. Withaccess to Relativity training materials andvirtual environments, you’ll have all the toolsyou need to successfully train your staff, onyour turf—there’s no need to spend timere-creating the wheel when you have theseresources at your fingertips.Path to getting certified:Read the Program Guide.Fill out the Relativity Certified Trainer application in the RelativityCommunity and wait for acceptance.Complete pre-work, prior to bootcamp.Attend the virtual meet & greet and bootcamp to achieve yourcertification.Continue your journey with another Trainer or Product certification! Relativity. All rights reserved.12

Relativity Certified Training ProRoleKeyTopics Trainer Training/implementation specialist Relativity admin or lit support professional Project manager Consultant Fundamentals of adult education Best practices of instructor-led training and facilitation Techniques for delivering clear, technical instruction Evaluation methods and providing feedbackOnce RCT certified, you can continue to explore additional Trainer or Product certifications, ideally in the areas you want to train. For example, youmight attend Analytics training, achieve the Analytics Specialist certification, and then proceed with the Analytics and Active Learning virtual evaluation.NextCertificationsIf you want to certify as a Trainer in additional areas, consider attending these optional trainings before attempting evaluation:Available for evaluation via bootcamp or virtually: RelatedTrainings &CertificationsRelativity 101: Relativity for End UserAvailable for virtual evaluation only: Admin Essentials I: Fundamentals of Case Administration Analytics and Active Learning Data Loading and Productions Processing (Virtual evaluation coming in 2022) Relativity. All rights reserved.13

Continuing Your Certification Journey Relativity. All rights reserved.14

Expert & MasterDesignationsExpert: Relativity Certified Administrator 2 SpecialistsMaster: Relativity Certified Administrator 4 SpecialistsRelativity Expert and Master designationsoffer ways for individuals to validate theirexpertise in multiple areas of the software.Because these designations are intended torecognize proficiency of technical skills, thePro certifications do not count toward Expertor Master status.Benefits of Expert and Master designations: Join a growing community of talented Relativity users Participate in networking opportunities Share your achievements on your LinkedIn profile andemail signature Use your vast Relativity knowledge across many product areas to helpwith your day-to-day work consulting and using the product Show your competitive drive to continue your Relativity educationAdditional benefits for Relativity Masters: Join an exclusive Relativity Community group for Relativity Masters onlywhere you can network and learn from other Relativity power users Be the first to hear about new Certification programs, promotions,and events Annual benefits including one free Pro exam, one free Specialist exam,and one free Training of your choice. These benefits will be awardedat the start of a new year for current Masters, and on the first week ofevery month for new Masters. Relativity. All rights reserved.“Being a Relativity Master means that I can serve myclientele with the most efficient and streamlinedworkflows that promote defensibility, enhance review,and create competence for all stakeholders involvedin a matter.”Dawud W. Burke, Relativity MasterLitigation Support Project Manager“Being a Relativity Expert has empowered me toconfidently represent the valuable service that Iprovide to our clients to help them effectively andefficiently reach their goals.”Contessa Glass, Relativity ExpertForensics Investigator & eDiscovery Manager15

Certification PathsWhen considering where to start your learning journey and how to continue achieving certifications, there are several paths that we recommendyou review. Remember, each certified professional will have their own certification journey, so think about your certification goals when deciding where togo next on your path.Advocate path: Lakshmi is an employee at a RelativityOne Partner and is an advocatefor Relativity within her organization. She helps her organization sell RelativityOne to theircustomers and is involved in discussions where she is consulting on how Relativity can solvetheir challenges. It’s crucial that she is familiar with key features in Relativity and wants to showher expertise in the product with her peers and her customers. Lakshmi should consider theAdvocate path.Reviewer path: S andy is contract attorney, looking for a role in house at a law firm; he knowsthe law firm uses RelativityOne, and eventually, he thinks he could lead reviews or manageworkspaces. Sandy should consider the Reviewer path.Specialist path: Nellie is new to Relativity and is motivated to learn all aspects of the softwareto set herself up for success in future roles. She wants to begin with a more general overviewof RelativityOne, then work her way through learning key features of Relativity. Nellie shouldconsider the Specialist path.Project Manager path: K athy is a project manager with experience in creating differentRelativity workflows with her clients. She has experience in various aspects of Relativity,including Legal Hold, Processing, Review, and Analytics. Kathy should consider the ProjectManager path and after she completes the certifications, she achieves Expert status.Admin path I (has Relativity experience): Bob is a Relativity lit support professional andmainly sets up indexes, searches, and permissions. Bob has no certifications, but wants toshow his expertise and knowledge to his manager. Bob should consider the Admin path. Relativity. All rights reserved.RelativityCertifiedSales ProRelativityOneCertified ProRelativityOneReview ProRelativityOne RelativityOneCertified ProReview ProReviewManagementSpecialist RelativityOne RelativityOneCertified ProReview ministrator ProcessingSpecialist ProjectManagementSpecialist AnalyticsSpecialist RelativityCertifiedAdministrator ReviewManagementSpecialist r 16

Admin path II (does not have Relativity experience): Annie codes documents daily, workingon several matters, always within the constraints set by her review manager. She has beenin this role for a few years and is always learning about new Relativity features. Annie loveshow customizable Relativity is, and as a career goal, is working towards becoming a Relativityadmin. Annie should consider the Admin path II.Master path: Carlos has three years’ experience at a large Relativity partner, managing cases,using Analytics – a real workflow expert. Carlos attempts his RCA to validate his administrativeknowledge and passes! He’s hooked and wants to pass Analytics next, but also take timeto familiarize himself with how clients use Processing and Legal Hold. After the RCA, Carlospasses Review Management, Analytics, Project Management, and Processing over the next1.5 years, achieving Master status. At that time, he wants to learn more about RelativityOnedata migration, data transfer, and billing processes, so he takes the RelativityOne Certified Proexam. Carlos followed a common path to Relativity Master.Trainer path: Arjun ensures the Relativity environment and templates are all optimized froma technical standpoint for his employer, and he ensures that the PM team is equipped withthe necessary skills and training to assist the sales team. Arjun has his RCA and ReviewManagement certifications, is passionate about helping others learn Relativity and is looking tobe even better at providing effective training. Arjun should consider the Trainer Path.RelativityOneReviewReview Pro or RelativityReviewCertifiedManagementAdministrator ialistProcessingSpecialistRelativityOneCertified ProRelativity Relativity Review RelativityCertifiedManagement Certified TrainerAdministratorSpecialist- 101Showcasing your certifications:Once you are certified, share your certification with your network to get the most value out of your accomplishment by doing the following: Include your new certification in your elevator pitch to showcase your skills. Add your new certification to your LinkedIn profile. Download your badge and include in your email signature. Relativity. All rights reserved.17

Questions?Whether you have years of experience or are just starting out with Relativity, Relativity Certifications are a great asset to add to your resume or challenge yourexperiences, while expanding your Relativity knowledge. If you have any questions about the process, don’t hesitate to reach out.Contact us at certification@relativity.com.231 South LaSalle Street 8th Floor Chicago, Illinois 60604 1 (312) 263-1177 relativity.com Relativity. All rights reserved.18

Have I taken or prepared for a Relativity certification exam before? Exam Resources Exam details on the Certifications page Answers to common questions in our FAQs Study materials on the Certification Tracker in the Relativity Community Instructor-led and self-paced trainings on the Training Center