Portfolio Visibility Across Your Relativity Matters

A secure dashboard that consolidates hosting, processing, and access insights—so you can understand trends, drill into details, and make faster decisions across multiple matters.

What TrustView Is

TrustView is a centralized dashboard that gives you a clear, high-level view of Relativity workspace usage, processing activity, and user access across multiple matters—with the ability to drill into matter and workspace details when needed.

Metrics are refreshed daily and presented in an intuitive interface with client and matter filtering, trend views over time, and easy export to CSV or Excel.

WHY IT MATTERS

When you’re managing multiple matters and workspaces, getting a complete picture of hosting footprint, processing activity, and user access can require pulling reports from many places. TrustView brings those insights together—so you can see what’s happening, spot trends early, and move from questions to answers faster.

  • Portfolio visibility: See hosting, processing, and user access across matters in one place.
  • Faster answers: Quickly respond to operational questions with up-to-date metrics and historical context.
  • Governance support: Identify access and usage patterns that help inform workspace lifecycle, cost management, and audit readiness.

Key Capabilities

Designed for organizations managing multiple Relativity matters, TrustView delivers an executive-level summary—plus fast drill-down into matter and workspace detail.


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Cross-matter dashboarding

Unified visibility across matters and workspaces


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Trend views over time

6 and 12 month history to understand change and support planning

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Role-based client access

Secure, self-service access to client-scoped data and optional admin controls

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Exportable reporting

CSV/Excel export to support internal reporting, audits, and analysis

Primary Views

Designed for organizations managing multiple Relativity matters, TrustView delivers an executive-level summary—plus fast drill-down into matter and workspace detail.


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Overview dashboard

Summary cards and trend charts for hosting (ECA/REV), processing volumes (discovered vs. published), and active user counts across selected client matters (updated daily)

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Matters page

A client’s active matters with a detail panel for workspace, processing, and user metrics per matter

 

 

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Workspaces page

Workspace-level historical hosting detail with export, column grouping, and multi-select for deeper analysis



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Security & Access TrustView uses role-based access controls and is secured via Azure Active Directory. Access is scoped to your organization’s data, and Client Admins can manage user access and permissions.

Current Scope Note

TrustView focuses on operational usage and access metrics and does not currently include billing (invoices, current spend, or forecasting).

Ready to See TrustView in Action?

Request a demo to explore portfolio-level visibility for your Relativity matters.

To learn more about TrustView, fill out the form.