Manage

your Relativity data automatically

Proactively managing your case-data in Relativity requires coordinating between the case team, compiling reports, and manually moving data. It's a time-consuming process.

We’ve developed CaseFlow to automate all tasks of your data lifecycle management in Relativity.

Take Control of Your Data

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What is CaseFlow?

CaseFlow is a Relativity application that automatically transitions your cases to the different lifecycle stages. CaseFlow runs on your Relativity Server and/or RelativityOne instance and continuously monitors user activity to determine the proper workspace state to set.

Cases go through several stages of the Relativity lifecycle. Most of the administrative attention is focused on loading documents for review. Managing storage becomes a time-consuming administrative task. CaseFlow can automatically monitor and move workspaces to their appropriate storage. This not only saves a large amount of time but also has the potential to save costs.

Typical data stages in a Relativity case

New in version 2025.2

(March 2025)

Cloud-to-Cloud data transfer

Transfer data up to 20x faster by going directly to Azure! No more downloading archives before uploading again.

🎯On-Demand actions

You don't have to wait until an automated action is triggered. You can now take a mass-action approach to moving cases into Repository, Cold Storage, or Archiving.

📩 Collaborative Notifications

Stakeholders will be able to make decisions on the upcoming storage change of a case before it happens.

🔁Improved stability and retry policies

Application logic has been updated based on client-feedback. The agents are now more robust and stable.

💪🏻Updates to ARM Restore

Updates to the ARM Restore functionality makes it easier to identify and select.

See it in action

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