CDS Vision


Vision Stats

4 Interactive Dashboards + 4 Advanced Automations

Seamless integration with RelativityOne

ECA, analytics and advanced reporting all in one visual interface

4 Interactive Dashboards + 4 Advanced Automations

Seamless integration with RelativityOne

ECA, analytics and advanced reporting all in one visual interface

Elevate your RelativityOne experience with the CDS Vision Analysis + Automation Suite

CDS Vision is a suite of proprietary visualizations and automations for RelativityOne designed to enhance the day-to-day experience of eDiscovery project managers, document review managers, and litigation support professionals.

Two modules – Analysis and Automation – work together across the various phases of eDiscovery to make an immediate impact on review efficiency, accuracy, speed and cost.

Vision Analysis: Customized dashboards offer more than 30 predefined visualizations that put matter-specific needs in sharp focus.

Vision Automation: Advanced workflow automations replace tedious manual calculations and help drive data-informed decisions.

Fast, easy, and inexpensive to implement, CDS Vision harnesses the power of RelativityOne, and delivers cascading benefits to users and stakeholders.

CDS Vision – Analysis

CDS Vision leverages robust visualizations along with CDS’ proprietary workflows, technology and expertise. With minimal training, users of all technical proficiencies can easily navigate Vision’s intuitive dashboards to streamline the electronic discovery process.

  • Quickly organize, classify and prioritize relevant document sets for review
  • Cull out a significant percentage of non-responsive documents
  • Visualize key concepts and communication networks
  • Identify potentially privileged documents within data sets
  • View a detailed coding “Scoreboard” for real-time coding decision tracking and conflicts resolution
  • Leverage advanced analytics and machine learning to streamline and prioritize review

First Look

The First Look dashboard is a one-stop-shop for all the vital information contained within initial processing sets. First Look allows users to quickly identify and address problematic data sets, missing date ranges, corrupt or password protected files and non-standard file types that require additional consideration. CDS elevates standard reporting by allowing users to visualize, interact with and act on data upon ingestion.

Data Intelligence

Data Intelligence leverages advanced algorithms, predefined filters, and best practice workflows to create a repeatable streamlined process for evaluating data. Data visualizations help organize and prioritize segments of document sets that may require special attention.

  • Identify potentially privileged documents
  • Eliminate non-responsive data
  • Protect personal information

Communication Analysis

Communication Analysis allows users to visualize and identify important concepts along with the communication patterns within data sets surrounding those concepts. Communications Analysis can be leveraged to identify key custodians, build more targeted search terms, remove noise, and streamline review. The CDS Professional Services Team can help users make the most powerful Communication Visualizations.


Always know the score with the Scoreboard, providing real-time metrics and visualizations of review coding decisions and progress. Each Scoreboard is customized to display the unique coding criteria of user matters. Quickly measure review efficiency and prepare documents for production.

CDS Vision – Automation

Released in October 2022, CDS Vision – Automation is a proprietary suite of applications designed for RelativityOne which automate important aspects of the EDRM, from analytics and review through reporting and archiving. With CDS Vision – Automation, eDiscovery project managers are empowered with:

  • Visually enhanced and automated overturn tracking
  • Streamlined “set-and-forget” custom reporting options
  • Cost-saving CDS RelativityOne cloud governance
  • Active Learning Score automation
  • Powerful analytics visualizations


Vision AutoTracker empowers document review managers with invaluable, real-time insights into how their team is performing. AutoTracker automates the process of tracking and reporting reviewer overturns to enable data centric staffing decisions. This set-and-forget application tracks every overturn by every reviewer, and displays results in powerful, interactive and intuitive visualizations.


Vision AutoRank allows RelativityOne users to fully realize the benefits of Relativity Active Learning at any stage of the search, review, and production process. Dashboard visualizations, searchable fields, and coding layouts will be automatically updated to display the likelihood (score) that predicts how a document or set of documents will be tagged based on up-to-date machine learning from prior tagging on documents with similar characteristics. This feature helps expedite review, improve search results, and promote greater coding accuracy and consistency.


Eliminate tedious and time-consuming matter-level reporting with Vision AutoReport. AutoReport allows for the scheduling and automated delivery of detailed metrics reporting. This set-and-forget application allows case teams to share advanced data visualizations on coding decisions, review progress, data types, date ranges, search results and more. AutoReport provides polished, formatted, customizable reporting on critical data driven metrics to key stakeholders on-demand.


Manage your complex eDiscovery portfolio of matters effortlessly with Vision AutoArchive. AutoArchive enhances RelativityOne cloud governance by enabling cost-saving automations of the Relativity ARM and Cold Storage processes based on user activity. Receive detailed matter level reporting on user activity and set Relativity archiving criteria in advance. Automate eDiscovery portfolio management with CDS to realize immediate cost savings.

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