Automated Workflows for Relativity Server

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Define
Workflow Steps

Set Up
Activation

Return to Work,
Sleep, or Play

Delegate empowers Relativity Server users to do more tasks, more easily with advanced Automated Workflows and Administration Permissions settings.

Use Delegate to automate repetitive tasks, manage complex permissions, and create user and group level access settings for specific workspaces and matters.

Delegate's Automated Workflows prevent errors caused by "stop and go" context switching during case work. 

By consolidating multi-stage tasks, users can focus on the quality and consistency of their projects on Relativity Server.

Managing tasks and streamlining processes with Automated Workflows result in further time-saved by preventing the costly delays caused by mismanaged or missed all-together steps.

What's your cost for missing a step? For example, delaying a Review team because you miss an OCR and don't get your extracted text.

What Value Do Delegate 3.0's Automated Workflows Provide?

Here's what some of the customers we spoke to during development said.

"We have wanted to see Automated Workflows in Relativity Server for some time and are super excited Delegate will fill this need." 

ADVANCED PERMISSIONS FOR

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AUTOMATE THESE ACTIVITIES

  • Building Analytics Indexes

  • Building dtSearch Indexes

  • Generating Extracted Text

  • Running Imaging Sets

  • Running Processing Sets

  • Running Relativity Scripts

  • Running Structured Analytics Sets

  • Running Search Term Reports (STR)

BENEFITS

  • Give your clients the power to handle day-today tasks like password resets without admin intervention

  • Save precious litigation support time by delegating user and group creation to the right audience with delegate profiles

  • Accelerate your case startup by automating key tasks such as building dtSearch indexes, running analytics, or executing Relativity scripts

  • Stay on top of user activity and have insight into the exact changes made with in-depth audits

FEATURES

  • Seamlessly integrates into Relativity 10+

  • Delegate user, group, matter, and workspace creation to clients without making them system administrators

  • Utilize a template to mass import users and automate the Relativity invitation workflow

  • Manage every detail of access from configuring authentication providers to workspace admin groups

  • Automate the execution of dtSearches, analytics, search term reports, Relativity scripts, and more

LEADING ORGANIZATIONS TRUST DELEGATE

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HOW DELEGATE ADVANCES ADMIN

Control how Relativity users within a single instance access content or execute tasks based on their review role and responsibilities.

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Permissions Request Received

Create Delegate Administrator

Empower Clients Securely

ABOUT PERMISSIONS ADMIN

PERMISSIONS ADMIN DEMO

A QUICK LOOK AT DELEGATE

Ready to discover more about Delegate?