Our Insights

Thought Leadership and Industry Trends

Home 9 Insights 9 Self-Service Data Processing: Turning eDiscovery From a Cost Center to a Profit Center

Self-Service Data Processing: Turning eDiscovery From a Cost Center to a Profit Center

Mar 23, 2023

Document Management System (DMS) being setup by IT consultant working on laptop computer in office. Software for archiving, searching and managing corporate files and information. Business processes

When managing an eDiscovery project, many law firms and legal departments rely on eDiscovery vendors to handle their data processing. This provides many advantages, including:

  • Utilizing detailed workflows for data intake and tracking
  • Monitoring processing for large data sets with 24-hour support teams
  • Detailed exception handling for issue files, including password protected documents

However, some Complete Discovery Source (CDS) clients with large internal eDiscovery teams require self-service processing. Self-service processing allows experienced teams to run their own processing while utilizing our team of experts for complicated data sets or when large matters require additional resources.

The access required to allow our clients to run their own processing has traditionally been provided as part of Managed Services arrangements, where our clients have their own Relativity integration built and managed by CDS.

RelativityOne Provides Self-Processing Options

However, with the release of RelativityOne, those clients were given a domain with a segregated area of cloud storage to store their own data and run their own processing via long-term subscription-based services. These agreements allow our clients to turn eDiscovery processing and hosting from a cost center to a profit center, something especially beneficial for law firms and corporate legal departments that have numerous repeat matters and require constant access to an eDiscovery platform over multiple years.

At times, our clients want control over their own data and the ability to process small amounts of data themselves, using their own resources to reduce consultancy costs. This is now an option with the release of RelativityOne’s web-based Import/Export tool, which enables users to drag and drop data directly into their Relativity workspace for full document processing.

Screenshot of RelativityOne Import/Export functionality






Pre-existing templates designed and managed by CDS are available with set options for simplicity of processing. Unlike other eDiscovery tools with similar features, Relativity allows for customization of these templates to meet individual case requirements. Once the data is transferred and a custodian is selected, Relativity will automatically process, de-duplicate and publish the data.

Screenshot of RelativityOne Self-Processing Job






Self-service processing can also be deployed alongside Relativity automated workflows so that as soon as data is processed, repeatable workflows – building indexes, running search terms, and running detailed structured and conceptual analytics tools – are applied automatically. All these advanced processes take place in the background while the user receives automated emails outlining progress, allowing teams to avoid process monitoring and go about their day-to-day work.

Screenshot of RelativityOne Automated Workflow









Tools such as Relativity’s drag and drop processing and automated workflows allow teams of any size to take greater control of their data, reduce costs, and run Relativity as their own internal platform – without the yearly overheads. Partnering with a Relativity Gold partner like CDS allows you to control your data and offers a sense of security in knowing you have a partner to provide training, support and project management/consultancy services when required. Once your data is processed, proprietary tools such as CDS Vision enable your team to gain deeper insights into the data by providing detailed reporting that quickly filters out irrelevant data, recognizes Personally Identifiable Information (PII) and identifies critical data more quickly.

Let CDS and RelativityOne Streamline Your eDiscovery Process

To find out more about how you can take greater control of your eDiscovery processes on your next CDS RelativityOne matter, contact us at .

About the Author

<a href="https://cdslegal.com/team/mark-anderson/" target="_blank">Mark Anderson</a>

Mark Anderson

In his role as Director of UK Operations for CDS, Mark Anderson provides project management and expert consulting through all stages of eDisclosure and eDiscovery. Mark works alongside corporate and law firm clients to identify data for collection and advises on best practices for collection of data, data processing, and document review workflows. He has supervised multi-national teams and has experience working on some of the largest, most challenging matters, including cases involving cross-border issues and the application of technology assisted review (TAR). Prior to joining CDS, Mark conducted forensic collections, assisted with data investigations, and served as a project team lead for multiple international legal technology service providers. Mark holds multiple Relativity certifications including Relativity Master and is an Encase Certified Examiner.

Relativity AI Bootcamp: Atlanta

Relativity is kicking off a third season of AI Bootcamps on April 23-24 in Atlanta, where CDS’ Director of Advanced Analytics & Data Privacy Danny Diette will be a featured panelist.

Find out more

7th Annual Putting Insights into Practice Forum

Navigate a virtual journey through today’s biggest legal data management challenges at PIIP 2024: ADVENTURES ON THE DATA CONTINUUM

Find out more

Sign Up for Our Newsletter