While my lab time was limited at Relativity Fest 2025, I thoroughly enjoyed the scenario and how Relativity has AI-powered facts, outlines and summaries. As it happens, the inappropriate procurement scenario used in the Learning Lab exercise resonated with recent client investigations where I leveraged Case Dynamics to translate and connect external financial records, interview facts and documents into coherent timelines and outlines. Far [...]
aiR Assist is Relativity’s entry into RAG AI driven query tools. It will be included in the new RelativityOne pricing that includes integrated aiR document review solutions. aiR Assist leverages indexes based on saved searches (initial 50k item limit). The answer summary and up to 25 citations are limited to that index. In my initial experience with aiR Assist in aiR for Case Strategy, [...]
Why attend the Developer Summit session at Relativity Fest? I believe that Relativity’s innovation and growth is dependent on the ability of partners and ‘citizen developers’ to access highly technical information and resources. The launch of Rel Labs will expand the existing development partner programs, provide sandbox environments and fund new technology partnerships directly and through The LegalTech Fund. Legal technology exists within an [...]
My apologies for taking this long to consolidate and publish my notes. As you all know, cases do not stop just because you ducked out to do one of your favorite conferences. I will be dropping my session and lab notes asap. I approached this Relativity Fest as an active customer rather than my traditional journalist/analyst role. That changed my take-aways and I hope [...]
Ran into this recently with a client and wanted to share a short technical note so that you can avoid the headache. Many clients use shared subfolders in Teams/SharePoint to stage internal collections from document systems, 3rd parties or other non-M365 sources. Direct load to RelativityOne, Reveal or other cloud platform requires integration and security configuration. So many practitioners are still stuck downloading to [...]
While a LOT of features got status updates this month, I only found 73 new features added. That does not mean that your Purview eDiscovery UX and features have been static. ‘Data Sources’ tab has returned to many tenants so that your default holds/searches again reflect your custodian targets. So we are seeing a lot of older roadmap features finally rolling out ahead of [...]
Q1 2023 Microsoft rolled out the Teams Copilot Recap feature for customers with E5 and Copilot licenses. Most of my global corporate clients are still balancing the user demand for meeting recordings/transcripts against their potential cost/risk downstream. This is complicated by the potential Copilot generated recap summaries, action items/tasks and real time answers. So how can you manage retention and discovery of meeting related [...]
Twenty-two (22) years ago Symantec recruited me to manage the Discovery Accelerator within the Enterprise Vault team right after acquiring Veritas. Symantec was a huge technology company and I always felt the enterprise info governance products struggled to thrive in the shadow of the giant consumer security products. The recent Cohesity-Veritas merger spun the three (3) enterprise info governance business (Data Compliance, Data Resilience, [...]
Mark Noel (VP AI & Data Consulting) caught me up on the integration of Redgrave Data into the larger Elevate ecosystem. Since joining Elevate, the Redgrave Data team has focused on developing internal automation, as well as custom tools and capabilities for the broader Elevate customer base. This kind of post M&A work takes time, as the team’s world-class experts need to scale their [...]
Pinpoint Labs has entered the remote mobile collection market with their CrossCopy Enterprise application. VP Shane Havick gave me his annual briefing devoid of market fluff and vague value propositions. If you have tracked my recent return to the trenches supporting complex international matters, you may guess that mobile devices have been a particularly challenging ESI source. My recent experience with Cellebrite and ModeOne [...]