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Delegate with Automated Workflows and Advanced Permissions

Drive higher value and cost recovery from Relativity Server by using Delegate. With it, improve team productivity, create more reliable and easily repeatable workflows, and secure collaboration on any sensitive client matters.

LEADING ORGANIZATIONS DELEGATE

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Jeremy Veches
Director of Training

Leveraging Delegate has unlocked numerous opportunities to provide our clients with a level of self-sufficiency they desire without sacrificing on security. This dynamic has allowed us to streamline workflows and improve working relationships with our clients.

Acquire the Effiencies of Automated Workflows for Relativity Server

Use Delegate's Automated Workflows to simplify and trigger tasks and set user, group, workspace, and  or creat Advanced Permissions to permissions user and group level access settings for specific workspaces and matters.

Delegate Can Automate

  • Building Analytics Indexes

  • Building dtSearch Indexes

  • Running OCR Sets

  • Running Imaging Sets

  • Running Relativity Scripts

  • Running Structured Analytics Sets

  • Running Search Term Reports (STR)

And even more!

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FOCUS TEAMS

  • Allow all teammates to participate effectively

  • Enable senior team members to prioritize QC

SAVE TIME

  • Automate running tasks, analytics, and scripts

  • Generate the same work in fewer clicks

REDUCE ERROR

  • Establish more easily repeatable process

  • Consolidate multiple tasks to a single environment

Eliminate Unnecessary Work with Automated Workflows

 Prevent common errors and oversight caused by "stop and go" context switching by consolidating multi-stage tasks, users focus on quality and consistency.

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Add Advanced Permissions for Complex Work

One-size-fits-all permissions rarely work in Relativity. With Delegate, control all access settings, from configuring authentication providers to workspace groups.

DELEGATE NUANCED PERMISSIONS FOR RELATIVITY:

USERS

GROUPS

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MATTERS

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WORKSPACES

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Quotes About Automated Workflows

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

DELEGATE'S "MAKE IT LIKE YOU LIKE IT" PRICING

With Delegate, control expense without ever compromising on easy startup, thorough workflows, confident productions, and measurable returns. Pick from a Starter, Stock, or Stack plan and tap into the unrivaled value of the most powerful workflow automating software available for Relativity.

STARTER

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On-demand access for as-needed use on any case or workspace improved by automated work.

Pricing Per

CASE

Billed Monthly

Access all capabilities, including:

✓ Manual and Scheduled Triggers

✓ Configure Permissions for Users, Workspaces, Groups, and Matters

✓ API and Webhook support

STOCK

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Select the terms appropriate for your teams' setup and stay prepared for anything.

Pricing Per

INSTANCE

Billed Annually

✓ Everything included in Starter

 

✓ Ticketed support, live training, and certification-eligibility

✓ Cost and efficiency gains with use on large cases, collaborative projects, and multi-stage tasks

STACK

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Advanced setups with bundled savings for boosted workflows and cost recovery. 

Plans Are

ENTERPRISE

Billed Annually

✓ Everything included in Stock

 

✓ Customized pricing, instance-based discounts, and other special terms and considerations

✓ Dedicated Account Manager, usage assessments, and more

Ready to advance with Delegate?

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