10 Tips for a Successful RelativityOne Migration
Migrating your eDiscovery operations to RelativityOne is a big step toward modern, efficient legal workflows. To help organizations maximize the value and minimize disruption, here are our top tips for getting started and staying on track:
- Start with Thorough Planning
Begin your migration journey by assessing your current systems. This includes data volumes, active cases, custom workflows, and compliance requirements. Early and thorough planning helps you uncover risks, avoid surprises, and define project objectives. - Assemble a Cross-Functional Team
A successful migration goes beyond just IT. Involve legal, compliance, IT, project management, and key end users. Having diverse perspectives ensures smoother transitions and helps address issues quickly as they arise. - Map and Cleanse Your Data
Take this opportunity to do a “spring cleaning”: review what should be migrated, what can be archived, and what should be left behind. Decommission inactive cases and archive closed ones to streamline the process and reduce costs. - Engage Certified Migration Experts Early
Working with a Relativity-certified partner can accelerate your timeline, minimize risk, and provide access to best practices and automation tools that simplify the process. - Pilot Migration: Test, Learn, Adjust
Start with less critical matters during a trial migration phase. This allows you to identify technical or workflow pitfalls, refine your process, and build user confidence before tackling the full migration. - Prioritize Security and Chain of Custody
From encrypted transfers to detailed audit logs, ensure compliance and defensibility at every stage. Maintaining robust security practices protects client data and safeguards legal outcomes. - Communicate and Train Continuously
Open, transparent communication keeps all stakeholders aligned. And robust, role-specific training empowers users to transition confidently and use RelativityOne’s new features effectively. - Leverage Automation and Optimize Workflows
Capitalize on RelativityOne’s automation features to streamline data handling, reduce redundancy, and keep costs under control. Continually optimize workflows post-migration as new features are released. - Validate and Document Everything
At every phase, validate data integrity and document every major decision, exception, and outcome. This supports defensibility and provides a reliable reference for future projects or audits. - Prioritize Ongoing Support and Continuous Improvement
Migration doesn’t end at go-live. Establish a post-migration “hypercare” phase for rapid troubleshooting and ongoing platform enhancements. Regularly review workflows and adopt new RelativityOne capabilities to drive continued value.
By following these tips, legal and IT teams can make their move to RelativityOne as efficient, secure, and successful as possible, unlocking the full potential of this leading eDiscovery platform.
