What Comes After Relativity Server? A Reset for DOW Legal Tech Strategy

Security is always the defining factor. The sentiment extends to other government organizations and the corporate world, but DOW agencies have a higher priority for security. Not having the proper security authorizations is often a non-starter. But even in situations where there is flexibility, this is not an area where agencies should settle.

Agencies transitioning from Relativity Server will want a provider that has expertise with migrations — especially large-scale migrations. Casepoint has an example that hits on all fronts: migrating 65 TB of data from Relativity for the largest legal program within a major U.S. federal law enforcement agency. Other examples illustrate migration expertise across the board, like a 20-day migration for a Fortune 150 retailer from a different competitor (Zapproved), encompassing 6,925 legal holds and 94,441 custodians, even while the customer experienced a mid-project business separation.

Having streamlined, tested processes for migrating data safely and quickly makes the transition so much smoother. DOW agencies need to make sure their future provider has a detailed plan for migration.

Is the provider trusted by government agencies? There should be some market validation to be gleaned, and Casepoint’s track record is well-known and validated across top agencies. Of course, customer lists aren’t everything, and DOW agencies will want to look beyond marketing copy and claims.

When assessing government experience, one source carries particular weight. The government evaluates contractor performance through the Contractor Performance Assessment Reporting System (CPARS), a formal record used to assess quality, schedule adherence, cost control, and management on prior contracts. Look at what one reviewer in the DOW said about Casepoint in a recent evaluation.

Requests for information or technical questions are addressed very promptly, and exceeding contractual requirements. For example, Casepoint staff are readily available for direct telephone communications for urgent matters, and they monitor a dedicated "help desk" email address, from within they routinely reply with an initial assessment of issues/questions within 30 minutes.

Casepoint also worked with us during this performance period to schedule a series of bi-weekly training sessions, between May through July 2024, that catered directly to our schedule, staff needs, and systems. This went beyond baseline training requirements.

Of course, don’t forget about the people. At Casepoint, deep government experience runs throughout the organization, from our support team to leaders like Kevin Albert (Director of Sales Engineering) and me, who each have over 25 years of experience in the industry. That kind of expertise is evident from the start.

A lot of agencies might use Relativity Server for eDiscovery but then manage their legal holds through spreadsheets or an in-house tool. Fragmentation is a big problem when you look at unified vs. multi-vendor platforms for federal agencies. It slows procurement, workflows, and, once again, security.

A single-solution platform unifies eDiscovery, legal holds, FOIA, and more in a secure environment. It can handle scale, it simplifies workflows, and it’s efficient.