How to Use RelativityOne to Track Anything

RelativityOne is more than an eDiscovery platform. At its core, it is a flexible system for managing and tracking all kinds of information with just a bit of setup. 

If you have ever worked with Excel, the concept will feel familiar. In Excel, you create worksheets with rows and columns. In RelativityOne, the equivalent is objects and fields. Each object represents a type of record such as a project, task, or contact, while fields capture the details like names, dates, or status indicators. 

Where RelativityOne stands out is in its ability to build relationships between objects. This is similar to linking multiple spreadsheets in Excel, but the design is more scalable and reliable. For example, you can create a “Projects” object and connect it directly to “Tasks”, so each task is tied to its parent project. Or you can link “Vendors” to “Contracts” so that related data always stays connected. 

We have used this flexibility in many ways, both internally and with clients. RelativityOne has been applied to track real estate parcels, manage projects, log time, and catalog paper records. These use cases highlight how adaptable the platform is for very different business needs without requiring any programming, making it function almost like a no-code environment. 

Once objects and relationships are defined, RelativityOne provides a secure, searchable, and reportable environment. Dashboards and views make it easy to filter, group, and visualize information, while permissions and auditing ensure data integrity. Best of all, you do not need to be a developer. Anyone with a basic understanding of tables and relationships can configure fields, build layouts, and establish links. 

The result is a system that adapts to your requirements, whether you are tracking case milestones, managing vendor agreements, or monitoring internal initiatives. With thoughtful setup, RelativityOne becomes a powerful no-code solution to track virtually anything, all within the same secure platform trusted for eDiscovery.