For legal teams that have relied on traditional Relativity Batch Sets to organize document review, a change is on the horizon. Relativity is modernizing the way review teams create, manage, assign, and monitor batches through Review Center Batching, with traditional Batch Sets scheduled to reach end-of-life in 2027.
This updated approach is designed to streamline review administration while providing a more consistent experience across traditional document review, Technology Assisted Review (TAR), and AI-assisted workflows. Understanding how Review Center Batching differs from traditional Batch Sets can help litigation teams prepare for the transition, preserve the workflows that matter most, and take advantage of new review management capabilities.
Review Center Batching introduces a modernized batching experience that improves upon traditional Relativity Batch Sets while creating a consistent review workflow across all review types. Review Center serves as a single location to manage and monitor document review, whether the work is being performed by reviewers or assisted by AI.
Supported use cases include:
For legal teams managing multiple types of matters, having a centralized review management experience can make it easier to coordinate review activities and adapt workflows as project requirements change.
Traditional batching workflows are not going away. Users can still:
For teams accustomed to traditional Relativity Batch Sets, the important distinction is that the familiar concept of batching documents for review remains. The primary change is how those batches are administered and monitored within Relativity. Review Center Batching brings these activities into a more integrated review management experience.
Many organizations prefer batch queues because they provide:
These capabilities remain important considerations when planning a review workflow. Although Review Center Batching introduces new administrative and reporting features, legal teams should continue evaluating how their existing batch queues support reviewer productivity, document organization, and quality control.
The transition does not mean that every established review practice needs to change. Instead, legal teams can consider which existing workflows they want to preserve and where the newer functionality may offer improvements.
Review Center Batching introduces several enhancements that simplify review management and provide better visibility into project progress.
Review Center Batching offers new ways to manage review assignments and streamline administrative tasks, including:
For litigation support teams and review managers, these capabilities can reduce the effort involved in maintaining batches and help create a more consistent approach to review administration.
Understanding review progress is essential when managing deadlines, staffing, and project resources. Review Center Batching provides enhanced visibility through:
These reporting capabilities give review managers additional information to assess how a project is progressing, identify potential workflow issues, and make more informed decisions about review operations.
Review Center Batching also introduces improvements to the day-to-day reviewer experience, including:
By bringing more batch-related activities into the document review experience, Review Center Batching can help reduce unnecessary navigation and create a more consistent workflow for reviewers working across different review projects.
Organizations adopting Review Center Batching gain exposure to Relativity’s newest review technologies, making it easier to expand into advanced workflows such as:
As review teams explore new ways to organize and evaluate documents, a consistent review management environment can make it easier to incorporate additional capabilities. This is particularly relevant for legal teams that are evaluating AI-assisted review or integrating newer approaches into established litigation workflows.
The goal is not to replace the judgment of attorneys and review managers. Rather, the evolving Relativity review environment provides additional tools that can help teams manage review work and evaluate technology in the context of their specific matters.
A new optional Auto-Batching setting automatically adds or removes documents from batches as content enters or leaves the underlying saved search. This reduces administrative overhead and helps ensure batches remain aligned with the current review population.
For matters where the review population changes over time, Auto-Batching provides an additional way to manage document assignments. By keeping batches aligned with the underlying saved search, this option can help reduce manual maintenance and make it easier to manage evolving review populations.
Legal teams should evaluate whether Auto-Batching is appropriate for their particular review workflow, including how changes to the saved search may affect document assignments and ongoing review operations.
Since traditional Relativity Batch Sets are scheduled for end-of-life in 2027, transitioning to Review Center Batching today helps organizations stay ahead of upcoming platform changes while taking advantage of modern reporting, workflow management, and AI-enabled review capabilities.
Preparing early provides an opportunity to assess current batching practices, identify workflows that need to be maintained, and familiarize review teams with the updated functionality before the traditional Batch Sets approach reaches its end of life.
A thoughtful transition plan can also help legal teams determine how Review Center Batching fits into their existing Relativity workflows, including review queues, reviewer assignments, family document handling, and reporting requirements.
Moving from traditional Relativity Batch Sets to Review Center Batching raises practical questions about existing workflows, reviewer assignments, batch queues, reporting, and the transition timeline. Avalon can help your team understand the changes, evaluate how they may affect your review process, and identify the next steps for your Relativity environment. If you have questions about Review Center Batching or the upcoming transition, contact Avalon to speak with an expert.