Automated Workflows for Relativity Server
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.
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."
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.
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
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
ADVANCED PERMISSIONS FOR
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)