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How to Use Custom Fields for Guided Automated Workflows With Delegate
Today we'll take a look at how you can use custom fields with your automated workflows to keep your work in Relativity as efficient as...

Jedidiah Cassinelli
Jan 72 min read


How to Simplify Relativity Search Term Reports to 5 Easy Steps with Delegate
Here are five simple steps that will help with one of the most common tasks your review team does in Relativity.

Jedidiah Cassinelli
Oct 15, 20241 min read


How to Automate Workflows That Handle Relativity Errors With Delegate
Processes will error out by no fault of the operator or the documents. Here's how Automated Workflows can handle Relativity errors.

Jedidiah Cassinelli
Sep 10, 20242 min read


Delegate 3.3 Release Notes: Documents Loaded Workflow Triggers
Delegate 3.3 introduces new features, steps, and triggers to level up your Automated Workflows. We're very excited to introduce, most...

Tim Randall
Nov 27, 20233 min read


Delegate 3.2 Debrief: Must-GitHub Code for Automated Workflow Magic
Delegate 3.2 brings a treasure trove of new features to Automated Workflows.

Tim Randall
Apr 24, 20232 min read


Delegate 3.2 Release Notes: Reporting and Integrations for Automated Workflows
Delegate 3.2 introduces the ability to automate common reporting workflows and integrate them with third-party systems. We're excited to...

Jedidiah Cassinelli
Apr 24, 20232 min read


Delegate 3.1 Product Manager's Debrief: Scheduled Automated Workflows
We are thrilled to announce the release of Delegate 3.1, and with it, new tools for scheduling workflows!

Jedidiah Cassinelli
Feb 28, 20233 min read


Delegate 3.1 Release Notes: Scheduled Automated Workflows
Delegate 3.1 introduces the ability to schedule Automated Workflows to run once or on a recurrent basis.

Jedidiah Cassinelli
Feb 28, 20231 min read


Delegate Automated Workflows for Relativity Server Tech Talk Materials
We weren't able to record Tim's Tech Talk, but here you'll find a PDF summary of his presentation to page through as you watch four...

Barrett Newell
Dec 15, 20221 min read


Time-Sensitive Healthcare Review Expedited with Automated Excel Redactions
The Challenge One of the oldest law firms in the United States provides hundreds of attorneys who manage complex, legal matters in...

Barrett Newell
Apr 14, 20202 min read


Service Provider Finishes "a Year and a Half's Work" in Weeks with Blackout
The Challenge Leidos is known for embracing innovative technology to create more efficient processes for its clients. It holds numerous...

Barrett Newell
May 6, 20192 min read
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