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Are you looking for ways to enhance your project management activities in Relativity and/or customize experiences for users? Look no further. In this session, you'll learn how to harness the power of Relativity custom objects as a project management and information tracking tool. Custom objects allow project managers to design information tracking and reporting workflows that are more centralized, efficient, and interactive than traditional reporting methods.
We’ll look at the benefits to be gained and review creative use cases for custom objects that have enhanced the client experience and resulted in more successful outcomes than alternative reporting and tracking methods. And, we'll cover specific guidelines and questions that can be addressed from the outset to identify opportunities for using custom objects on your matters.
Join this session to learn:
• The benefits of using custom objects for project management and information tracking, including better centralization of information, enhanced auditing/collaboration, increased efficiency (through Relativity Desktop Client import methods), and better analytical capabilities (through search, pivots, and dashboards).
• How Relativity administrators can create a customized experience and solution for clients.
• How users can review, search, and edit matter information in Relativity in real time, as opposed to relying on spreadsheets that often have multiple versions.
• Specific use cases for custom objects that leverage other Relativity functionality (i.e. dashboards, pivots, search, Relativity Desktop Client for mass import).
• How clients can review and report on information in real time in Relativity (pull down information as opposed to relying on PMs to push out reports and updates).
• Guidelines that can be followed at matter initiation to identify opportunities for leveraging custom objects.
• Information on where people can get additional training on the mechanics of custom objects.
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