Predictika · eDiscovery platform quotes

An AI sales agent's Relativity eDiscovery quote, checked before it goes out

An AI sales agent prepares a RelativityOne subscription for a law firm, a corporation or a government agency: hosted data, review users, processing, Relativity Legal Hold, Relativity Trace, the aiR modules (aiR for Review, aiR for Privilege and aiR for Case Strategy), a data residency region, a support tier and onboarding, for a term of one to three years. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the deployments, prerequisites and limits that Relativity describes publicly and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Relativity eDiscovery subscription quotes: RelativityOne, RelativityOne Government and Relativity Server; hosted data, review users, processing, Relativity Legal Hold, Relativity Trace, aiR for Review, aiR for Privilege and aiR for Case Strategy; data residency, support tier and onboarding; for any matter size, on a 1-, 2- or 3-year term. See everything this validator covers

This validator models Relativity eDiscovery subscription quotes as described on public Relativity pages and press releases, not just the scenarios shown below.

  • Platform — RelativityOne (SaaS), RelativityOne Government (FedRAMP-authorized, United States) and Relativity Server (self-managed); hosted data by the GB with a peak-volume check, named review users, and one-time processing of raw data.
  • Modules — Relativity Legal Hold custodians, Relativity Trace monitored users, aiR for Review and aiR for Privilege by document volume, and aiR for Case Strategy by matter, with the deployment, region, commitment and support prerequisites each one needs.
  • Region and residency — the hosting region against the customer's data residency requirement (European Union, United Kingdom, Canada, Australia or Japan) and against the regions where aiR for Case Strategy is available; the United States for Government workspaces.
  • Service — Standard, Premium and Elite support against the number of users, the data volume, 24x7 response, a named technical account manager and the Government deployment; onboarding hours against the data volume, modules and deployment.
  • What the validator checks — that the modules fit the deployment, that the data volume, processing and aiR document volumes fit the hosting commitment, that the region satisfies data residency, that the Government deployment is used only for the customers and modules it fits, that support and onboarding meet the requirements, that the term and discount are allowed, and that the stated term total matches the computed one.
  • Approvals — a discount above 10 percent of list recurring charges (and up to the cap for the term), aiR for Case Strategy (limited general availability), a hosting commitment above 100,000 GB and a term total above $50 million go to a person; a discount above the cap for the term is blocked.

Any Relativity eDiscovery quote that touches these deployments, modules and limits is in scope — not only the scenarios pictured here. Not covered: Relativity Collect, Redact, Calibrate, Analytics options, Relativity App Hub apps, claiR, Gavel, partner-hosted and per-matter pricing, taxes and fees. Relativity does not publish its prices, so every price on this page is illustrative.

The AI sales agentBuilds the Relativity eDiscovery quote from the conversation with the customer and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Modules that depend on the deploymentOnly with care
aiR and Relativity Trace run on RelativityOne, not on Relativity Server, and aiR for Case Strategy and Trace are not offered on the Government deployment. Each is a product rule, and they interact with the deployment, the region and the support tier.		Deployment, region and every module are checked together in one pass.
Data residency against the region of an AI moduleOnly with workarounds
A customer that must keep data in the European Union can only host in Ireland or Germany, and aiR for Case Strategy is not yet available there. A flat quote does not connect the residency requirement, the hosting region and the module.		The residency requirement, the hosting region and the module regions are inputs and are compared on every call.
Government deployment and FedRAMPOnly with care
FedRAMP authorization is carried only by RelativityOne Government, which is United States only, for government customers, and needs Premium support or better. Each rule is simple, but they must agree with each other and with the customer type.		The customer type, region, FedRAMP requirement and support tier are checked against the deployment.
Data volume against everything priced on itOnly with workarounds
Peak data volume must fit the hosting commitment, processing of raw data is limited to a multiple of the hosted volume, and aiR document volumes must fit the documents the hosted data holds. The quote holds each number on its own line, so nobody compares them.		Peak volume, processing and document volumes are inputs and are compared with the commitment on every call.
Support tier against users, volume and service levelsOnly with care
Each tier covers a number of review users, a data volume, 24x7 response and a named technical account manager. A picklist can hide the wrong combinations, but the limits have to be kept in step with the tiers.		Users, volume, response level and account manager are checked against the tier.
Onboarding hours that depend on several things at onceOnly with workarounds
The hours required are the largest of what the data volume, the aiR modules, Relativity Trace and the Government deployment each require. A rule per module fires separately and nobody adds up which one governs.		The required hours are computed from every module and compared with the hours quoted.
A stated total that has to agree with the quoteOnly with workarounds
Many lines, a discount, one-time processing and onboarding make a total that can drift from what is typed on the quote without anyone noticing.		The total is computed from the choices and compared with the total the quote states.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1The quote has a term of 4 years; the subscription is quoted for 1, 2 or 3 years.
2The quote hosts 2,000 GB of data with Relativity Server; Server is self-managed, and hosting is a RelativityOne service.
3The quote includes aiR modules with Relativity Server; the aiR modules run on RelativityOne only.
4The quote includes Relativity Trace for 600 monitored users with Relativity Server; Trace runs on RelativityOne only.
5The quote commits 499 GB of hosting; RelativityOne is quoted from 500 GB.
6The matters will hold up to 12,001 GB of data at peak, and the quote commits 12,000 GB of hosting.
7The quote has 101 review users; the chosen support tier covers up to 100.
8The quote puts RelativityOne Government outside the United States; Government workspaces run in the continental United States only.
9The quote puts RelativityOne Government under a law firm or corporate customer; it is offered to government agencies and federal contractors.
10The quote puts RelativityOne Government on Standard support; Government workspaces need Premium or Elite support.
11The customer requires FedRAMP authorization, which only RelativityOne Government carries.
12The quote includes aiR for Case Strategy for 2 matters on RelativityOne Government, where it is not offered.
13The quote includes aiR for Case Strategy for 2 matters; it is in limited general availability, so a person should confirm the customer is accepted.
14The quote includes Relativity Trace for 600 monitored users on RelativityOne Government, where it is not offered.
15The customer requires its data to stay in a region that the chosen hosting region does not satisfy.
16The quote includes aiR for Case Strategy for 3 matters in a region where it is not yet available; it is available in the United States, United Kingdom, Canada and Australia.
17The quote includes aiR for Case Strategy on 4,999 GB of hosting; it is quoted from 5,000 GB.
18The quote includes aiR for Case Strategy with Standard support; it requires Premium or Elite support.
19The quote includes aiR modules on 999 GB of hosting; aiR is quoted from 1,000 GB.
20The quote has aiR for Review on 10.001 million documents a month, more than the 10 million documents the hosted data holds at about 10,000 documents per GB.
21The quote has aiR for Privilege on 10.001 million documents a month, more than the 10 million documents the hosted data holds at about 10,000 documents per GB.
22The quote processes 60,001 GB of raw data; the hosting commitment supports processing up to 60,000 GB, five times the hosted volume.
23The quote has 10,001 Legal Hold custodians; Relativity Legal Hold is quoted for up to 10,000.
24The quote has Relativity Trace for 499 monitored users; Trace is quoted from 500.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Multinational, 85,000 GB: A quote for a multinational corporation on a cross-border investigation: 85,000 GB in Ireland with aiR, Legal Hold and Trace

    
The agent's request. Please quote RelativityOne for a corporate customer in the Ireland region, with 85,000 GB of hosting and up to 92,000 GB of data at peak, on Premium support with 650 review users. The customer requires European Union data residency, 24x7 support response and a named technical account manager. The order also includes processing of 440,000 GB of raw data, Relativity Legal Hold for 9,000 custodians, Relativity Trace for 3,000 monitored users, aiR for Review on 1,400,000 documents a month, aiR for Privilege on 900,000 documents a month and aiR for Case Strategy for 6 matters. Onboarding is 60 hours. The term is 3 years. The monthly discount is $240,000. The quote states $32,451,000 over the term. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Data volume exceeds the commitment. The matters will hold up to 92,000 GB of data at peak, and the quote commits 85,000 GB of hosting.
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  • Too many users for the support tier. The quote has 650 review users; the chosen support tier covers up to 500.
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  • aiR for Case Strategy not in this region. The quote includes aiR for Case Strategy for 6 matters in a region where it is not yet available; it is available in the United States, United Kingdom, Canada and Australia.
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  • Processing volume beyond the commitment. The quote processes 440,000 GB of raw data; the hosting commitment supports processing up to 425,000 GB, five times the hosted volume.
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  • Technical account manager needs Elite. The customer requires a named technical account manager, which only Elite support includes.
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  • Onboarding hours short of the requirement. The quote has 60 hours of onboarding and professional services; the data volume, modules and deployment chosen require at least 120 hours.
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  • Stated total does not match. The quote states a term total of $32,451,000; the prices give $33,423,000.
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  • Discount above 10 percent. The quote takes a monthly discount of $240,000 against $1,094,500 of list recurring charges, above the 10 percent that needs a sales director.
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  • aiR for Case Strategy is in limited availability. The quote includes aiR for Case Strategy for 6 matters; it is in limited general availability, so a person should confirm the customer is accepted.
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2. Multinational, 85,000 GB: The agent resubmits after fixing the errors

    
The agent's request. Please quote RelativityOne for a corporate customer in the Ireland region, with 95,000 GB of hosting and up to 92,000 GB of data at peak, on Elite support with 650 review users. The customer requires European Union data residency, 24x7 support response and a named technical account manager. The order also includes processing of 440,000 GB of raw data, Relativity Legal Hold for 9,000 custodians, Relativity Trace for 3,000 monitored users, aiR for Review on 1,400,000 documents a month and aiR for Privilege on 900,000 documents a month. Onboarding is 120 hours. The term is 3 years. The monthly discount is $240,000. The quote states $35,982,000 over the term. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount above 10 percent. The quote takes a monthly discount of $240,000 against $1,165,000 of list recurring charges, above the 10 percent that needs a sales director.
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  • Quote summary. One-time charges of $2,682,000, monthly charge of $925,000 and a term total of $35,982,000.
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3. Multinational, 85,000 GB: The agent resubmits after fixing the errors

    
The agent's request. Please quote RelativityOne for a corporate customer in the Ireland region, with 95,000 GB of hosting and up to 92,000 GB of data at peak, on Elite support with 650 review users. The customer requires European Union data residency, 24x7 support response and a named technical account manager. The order also includes processing of 440,000 GB of raw data, Relativity Legal Hold for 9,000 custodians, Relativity Trace for 3,000 monitored users, aiR for Review on 1,400,000 documents a month and aiR for Privilege on 900,000 documents a month. Onboarding is 120 hours. The term is 3 years. The monthly discount is $116,000. The quote states $40,446,000 over the term. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. One-time charges of $2,682,000, monthly charge of $1,049,000 and a term total of $40,446,000.
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4. Federal agency, 18,000 GB: A quote for a federal agency that requires FedRAMP authorization, with aiR and Legal Hold

    
The agent's request. Please quote RelativityOne for a government agency in the United States region, with 18,000 GB of hosting and up to 15,500 GB of data at peak, on Standard support with 120 review users. The customer requires FedRAMP authorization. The order also includes processing of 30,000 GB of raw data, Relativity Legal Hold for 4,000 custodians, aiR for Review on 150,000 documents a month and aiR for Privilege on 60,000 documents a month. Onboarding is 10 hours. The term is 2 years. The monthly discount is $6,000. The quote states $5,180,300 over the term. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Too many users for the support tier. The quote has 120 review users; the chosen support tier covers up to 100.
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  • FedRAMP needs the Government deployment. The customer requires FedRAMP authorization, which only RelativityOne Government carries.
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  • Onboarding hours short of the requirement. The quote has 10 hours of onboarding and professional services; the data volume, modules and deployment chosen require at least 24 hours.
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  • Stated total does not match. The quote states a term total of $5,180,300; the prices give $5,468,300.
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5. Federal agency, 18,000 GB: The agent resubmits after fixing the errors

    
The agent's request. Please quote RelativityOne Government for a government agency in the United States region, with 18,000 GB of hosting and up to 15,500 GB of data at peak, on Premium support with 120 review users. The customer requires FedRAMP authorization. The order also includes processing of 30,000 GB of raw data, Relativity Legal Hold for 4,000 custodians, aiR for Review on 150,000 documents a month and aiR for Privilege on 60,000 documents a month. Onboarding is 40 hours. The term is 2 years. The monthly discount is $6,000. The quote states $5,606,000 over the term. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. One-time charges of $194,000, monthly charge of $225,500 and a term total of $5,606,000.
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6. Law firm on Server: A quote for a law firm moving off Relativity Server, with aiR and Trace

    
The agent's request. Please quote Relativity Server for a law firm on Standard support with 90 review users. The order also includes Relativity Legal Hold for 6,000 custodians, Relativity Trace for 1,500 monitored users, aiR for Review on 800,000 documents a month and aiR for Privilege on 400,000 documents a month. Onboarding is 40 hours. The term is 1 year. The quote states $2,253,200 over the term. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • aiR needs RelativityOne. The quote includes aiR modules with Relativity Server; the aiR modules run on RelativityOne only.
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  • Trace needs RelativityOne. The quote includes Relativity Trace for 1,500 monitored users with Relativity Server; Trace runs on RelativityOne only.
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  • Onboarding hours short of the requirement. The quote has 40 hours of onboarding and professional services; the data volume, modules and deployment chosen require at least 120 hours.
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  • Stated total does not match. The quote states a term total of $2,253,200; the prices give $2,415,200.
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7. Law firm on Server: The agent resubmits after fixing the errors

    
The agent's request. Please quote RelativityOne for a law firm in the United States region, with 6,000 GB of hosting and up to 5,200 GB of data at peak, on Standard support with 90 review users. The order also includes Relativity Legal Hold for 6,000 custodians, Relativity Trace for 1,500 monitored users, aiR for Review on 800,000 documents a month and aiR for Privilege on 400,000 documents a month. Onboarding is 120 hours. The term is 1 year. The quote states $3,220,800 over the term. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. One-time charges of $42,000, monthly charge of $264,900 and a term total of $3,220,800.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a RelativityOne subscription for a law firm, a corporation or a government agency: hosted data, review users, processing, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the deployments, prerequisites and limits that Relativity describes publicly and returns a verdict, every reason, a line-item quote and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote RelativityOne for a corporate customer in the Ireland region, with 85,000 GB of hosting and up to 92,000 GB of data at peak. The customer requires European Union data residency, 24x7 support response and a named technical account manager. The rest of the request is on screen. The quote states $32,451,000 over the term.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with seven findings and two approvals, all in one answer. The matters will hold up to 92,000 GB of data at peak, and the quote commits 85,000 GB of hosting. The quote has 650 review users; the chosen support tier covers up to 500. The quote includes aiR for Case Strategy for 6 matters in a region where it is not yet available; it is available in the United States, United Kingdom, Canada and Australia. The other four are on screen.
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  6. The validator returned seven blocking findings and two approvals in one answer, led by data volume exceeds the commitment and too many users for the support tier, among others. A check that reads one product or one field at a time would pass most of this; it shows only when the deployment, region, modules, volumes, support tier and the stated total are checked against each other.
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  7. What this shows: for support tier against users, volume and service levels, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the hosted data commitment to 95,000 GB, the support tier to elite, the onboarding hours to 120 and the stated term total to $35,982,000. It removes the aiR for Case Strategy matters.
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  10. It calls the validator again.
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  11. Not blocked, but held for a person.
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  12. The validator also returns the line-item quote. It starts with Hosted data and Review users; the other seven lines are on screen.
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  13. The seven blocking findings are cleared; one approval remains for a person: discount above 10 percent.
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  14. The agent resubmits once more.
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  15. The revised request. It changes the monthly discount to $116,000 and the stated term total to $40,446,000.
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  16. It calls the validator once more.
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  17. This time the validator clears it.
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  18. The validator also returns the line-item quote. It starts with Hosted data and Review users; the other seven lines are on screen.
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  19. The earlier finding is cleared, and the validator's total, $40,446,000, matches the quote.
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  20. Nine problems caught in one call, fixed in two passes, and a clean $40,446,000 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    21.