Strategic Migration Momentum from Day One
A secure, defensible, and leadership-led pathway from legacy eDiscovery to RelativityOne—engineered to preserve continuity, accelerate value, and enable day-one use of analytics and Relativity aiR™.
HaystackID® delivers end-to-end migrations from legacy Relativity Server and other review platforms to RelativityOne, led by senior program ownership and governed by a matter-based methodology with embedded validation. Certified in the RelativityOne Data Migration competency, HaystackID manages discovery, planning, movement, and verification of evidentiary data and configurations—issuing audit-ready documentation and post-cutover enablement so teams can immediately leverage analytics and Relativity aiR. This matters because legacy estates increase risk and cost, regulators expect defensible lineage, and consolidation unlocks cloud performance and AI-assisted review. Vendor-reported examples note up to four times faster processing and up to 80% reduction in review time when properly implemented (outcomes vary by data, configuration, and workflow). The offering converts an inevitable transition into a durable operational advantage, providing predictable timelines and budgets, minimizing disruption to active matters, accelerating time to value, and offering a clear path to decommission legacy infrastructure.
A dedicated senior director of client services aligns legal, business, and technical tracks from kickoff through post-cutover. In parallel, a data migration project consultant designs and governs chain-of-custody controls—hashing, counts, targeted sampling, and exception logging—so every movement is auditable, and integrity is preserved while live reviews continue.
"A migration is not just a data transfer—it’s an operational transition where continuity and defensibility are non-negotiable."
Andy Parrish
Chief Operating Officer, HaystackID
View Andy's profile on LinkedInKey Features
The program blends accountable leadership, tailored execution, and auditable validation to ensure your data and configurations land in RelativityOne ready for immediate analytics and Relativity aiR engagement—all while maintaining the control and continuity required for judicial and regulatory scrutiny.
- Executive Ownership
Single accountable leader for planning, stakeholder alignment, risk governance, and cutover orchestration. - Embedded Validation
Hashing, counts (items/sets), targeted sampling, and exception logs with tracked remediation at each stage. - Continuity by Design
Calibrated cutover windows to reduce downtime, documented rollback options per wave. - Day-One Enablement
Post-cutover health checks, user/role mapping, and targeted enablement for analytics and Relativity aiR. - Matter-Based Methodology
Workflows tuned to each matter’s complexity, sensitivity, and activity level; representative pilots validate throughput and controls before scaling. - Context Preservation
Structured data, custodial collections, review sets, configurations, and analytics artifacts are maintained for immediate usability in RelativityOne.
Applied in practice, these capabilities address common modernization needs.
Practical Applications
Built for enterprise-scale modernization, this expert-led service reduces risk, accelerates stakeholder buy-in, and protects evidentiary integrity—especially critical in time-sensitive investigations and post-merger integrations.
Platform Consolidation
Unify multiple Relativity Server instances into a single RelativityOne tenant— standardized, scalable, and defensible.
Tool Rationalization (Law Firms)
Replace patchwork review tools with a single platform; transparent reporting speeds stakeholder alignment.
Investigations and Regulatory Response
Maintain pace and precision in time-sensitive matters with strict chain-of-custody controls.
Post-Merger Integration
Phase consolidation across inherited hosting landscapes for measurable time-to- value.
These scenarios translate into measurable operational gains; the next section summarizes the benefits organizations typically realize.
Real-World Benefits
Retire legacy risk and cost while gaining elastic scale and integrated analytics. Vendor-reported results include up to four times faster processing and up to 80% reduction in review time with properly implemented Relativity aiR-enabled workflows; outcomes vary by data, configuration, and workflow.
These results are driven by a structured approach; the six stages below detail how migrations are executed.
- Continuity Active reviews proceed with minimal downtime.
- Predictability
Fixed-fee options for defined scopes or time-and-materials for bespoke, multiphase programs. - Risk Reduction
Comprehensive lineage documentation and QA packets suitable for judicial or regulatory review. - Performance and Scale
Cloud resources and analytics available on day one.
"Defensible workflow is our north star… our validation regimen is built to withstand scrutiny—while minimizing downtime for active matters."
Todd Haley
Executive Vice President of Operations, HaystackID
View Todd's profile on LinkedInSix-Stage Migration Methodology
A six-stage path emphasizes validation and continuity from assessment through enablement, with rollbacks documented and cutovers calibrated to minimize disruption.
1
Readiness and Scoping
Inventory workspaces, custodians, data sources, configurations, and analytics artifacts; surface risks and dependencies.
2
Pilot Migration
Prove throughput and quality on representative matters; refine design and wave plan.
3
Wave Planning
Sequence matters using a proven status-based methodology to protect ongoing work – set cutover windows and rollback options.
4
Execution and Validation
Export/import with hashing, counts, targeted sampling, and exception management; remediate and record exceptions.
5
Cutover
Orchestrate calibrated transitions; confirm continuity for active matters; capture outcomes and exceptions.
6
Post-Cutover Enablement
Health checks, user/role mapping, targeted enablement for analytics and Relativity aiR – deliver documentation package.
Documentation and Coordination
Audit-ready artifacts that provide defensibility and operational readiness.
1
Matter-level runbooks and source-to-destination data lineage maps.
2
Validation and QA documentation with exception reporting.
3
Cutover summaries
(outcomes and exceptions).
4
Health-check report, user/role mapping, and analytics/aiR enablement notes.
With scope and outputs clarified, the availability and engagement models are as follows.
Availability and Engagement
Delivered by a competency-certified team, with commercial flexibility to match environment complexity and timeline pressures.
Destination Platform
RelativityOne (cloud).
Engagement Models
Fixed-fee (defined scope) or time-and-materials (multi-phase).
Options
Readiness assessments, accelerated or after-hours cutovers, advanced analytics tuning, and user enablement.
Status
Available now via HaystackID’s RelativityOne Data Migration competency–certified team.
With delivery options defined, the next step is simple: request the Migration Readiness Packet from HaystackID.
About HaystackID®
HaystackID solves complex data challenges related to legal, compliance, regulatory, and cyber requirements. Core offerings include Global Advisory, Cybersecurity, Core Intelligence AI™, and ReviewRight® Global Managed Review, supported by its unified CoreFlex™ service interface. Recognised globally by industry leaders, including Chambers, Gartner, IDC, and Legaltech News, HaystackID helps corporations and legal practises manage data gravity, where information demands action, and workflow gravity, where critical requirements demand coordinated expertise, delivering innovative solutions with a continual focus on security, privacy, and integrity. Learn more at HaystackID.com.
Assisted by GAI and LLM technologies.