Load files may not be the most visible part of the eDiscovery process, but they’re among the most critical. Every production, migration, and workspace begins with accurate, consistent data. When load files require manual corrections, field mapping, metadata cleanup, or repetitive formatting, project teams lose valuable time while increasing the risk of errors.
Submitted as CDS’ ACT entry in the 2026 Relativity Innovation Awards, CDS Vision Load File Utility automates load file preparation, quality control, and manipulation, helping legal teams accelerate productions, standardize workflows, and improve data quality before documents ever reach review.
Simplifying One of eDiscovery’s Most Manual Processes
Preparing load files has traditionally required a combination of manual edits, spreadsheets, text editors, and repetitive quality checks. Even experienced project managers often spend hours validating field structures, correcting formatting inconsistencies, and preparing data for import or production.
CDS Vision Load File Utility replaces those manual processes with an intelligent, automated workflow.
Available directly within RelativityOne or as a standalone cloud-based solution, the utility analyzes incoming load files, identifies potential issues, and helps teams quickly prepare production-ready data with greater confidence and consistency.
Whether supporting a straightforward production or a complex migration involving hundreds of metadata fields, the solution reduces manual effort while improving accuracy across every stage of the workflow.
CDS Vision Load File Utility
Built for Real Project Workflows
Designed for both new and experienced eDiscovery professionals, CDS Vision Load File Utility provides flexible tools that adapt to the way legal teams actually manage productions.
The solution enables users to:
- Automatically identify field types, lengths, completion rates, and unique values.
- Generate field recommendations for RelativityOne workspaces.
- Automatically create fields during migrations from non-Relativity platforms.
- Rename and remap metadata fields without editing files manually.
- Convert date formats and standardize metadata for cross-border productions.
Instead of recreating the same workflow for every production, project managers can simply apply an existing template, ensuring consistency across matters while dramatically reducing preparation time.
Intelligent Quality Control Before Problems Occur
One of the greatest strengths of CDS Vision Load File Utility is its ability to identify issues before they impact downstream workflows.
The solution performs automated health checks that provide detailed insight into field structures, recommended field types, maximum field lengths, and overall metadata quality.
For organizations migrating from legacy review platforms, these capabilities can save hours of manual workspace configuration by automatically analyzing existing load files and recommending appropriate Relativity field structures.
Rather than discovering problems during import, teams can resolve them proactively.
Automating Metadata Protection
Load File Utility extends beyond validation by helping legal teams automate sensitive metadata handling during production.
Simple bulk search-and-replace functions allow users to quickly remove or replace confidential information across selected metadata fields.
For more advanced workflows, conditional automation rules allow metadata protection based on coding decisions.
For example, when a document is coded as privileged, the utility can automatically identify metadata fields such as sender, recipients, copied recipients, or subject lines and replace those values with standardized placeholders like “Redacted” or remove them entirely.
These automated workflows help improve consistency while reducing the manual effort traditionally required to prepare defensible productions.
CDS Vision Load File Utility
Repeatable Workflows That Scale
The greatest efficiencies come from repeatability.
Every configuration, automation rule, field mapping, and workflow created within CDS Vision Load File Utility can be saved as a reusable template.
When the next production arrives, project teams simply load the existing template and complete complex load file preparation in seconds instead of rebuilding the workflow from scratch.
This standardized approach reduces variability between matters, improves quality control, and allows organizations to scale production workflows without increasing administrative effort.
Practical Automation with Measurable Impact
CDS Vision Load File Utility was developed to eliminate one of the most repetitive and error-prone aspects of eDiscovery.
By automating load file analysis, metadata manipulation, field mapping, and quality control, the solution helps organizations:
- Reduce manual load file preparation.
- Improve consistency across productions and migrations.
- Minimize production errors before they occur.
- Standardize repeatable workflows across matters.
Instead of spending hours manipulating metadata and validating load files, project teams can focus on delivering successful outcomes for clients.
CDS Vision Load File Utility
Support CDS in the 2026 Relativity Innovation Awards
CDS Vision Load File Utility demonstrates how thoughtful automation can transform one of the most time-consuming aspects of eDiscovery into a faster, more consistent, and more defensible workflow. That’s why we’re proud to have submitted it as our ACT entry in the 2026 Relativity Innovation Awards.
To learn more about CDS Vision Load File Utility or discuss how CDS can help streamline your production and migration workflows, contact the CDS team at .
If you believe innovations like these are helping legal teams work smarter and work more efficiently, we’d be honored to have your support in the Community Choice survey.
