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TURNKEY DATA MANAGEMENT FOR EDISCOVERY

GJ Dossier

Elevate your Relativity experience! Streamline data management and optimize ROI.

Take Control of Your Data

GJ Dossier is a data management solution that optimizes storage, workflow, and operational efficiency for Relativity users. It allows users to automate four key movement actions — Repository, Cold Storage, Archive, and Delete — based on workspace inactivity parameters set by administrators. This innovative tool enables cost-effective data management and swift data organization, ensuring seamless transitions to RelativityOne for both new and existing users.

Unlock Savings & Efficiency – View GJ Dossier Demo
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of companies moving to cloud environments fail to realize positive ROI, as bloated datasets sitting in expensive cloud storage quickly erodes profitability.
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By 2025, over 50% of total IT spending will be allocated to cloud solutions.
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Hours of People Time Saved
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Automated Archives Completed
"GJ Dossier has significantly alleviated our data management challenges while reducing overhead by $5,000 to $10,000 a month. We have a much better understanding of our active vs. inactive cases, how to manage them, and with further implementation, we expect even more substantial benefits. The automation functions and responsive support have been game-changers for our productivity and cost management."
John Hogan | Director of Litigation Support & Docketing, DLA Piper
"Since implementing GJ Dossier's core technology, we've harnessed its automation to efficiently archive workspaces, restore data, and relocate. This streamlined approach has significantly reduced the time dedicated to managing RelativityOne data, enabling us to reallocate resources towards delivering even greater value to our clients."
NICK COLE | DIRECTOR OF LITIGATION SUPPORT | FOLEY & LARDNER

GJ Dossier Features

SEAMLESS INTEGRATIONS
Easy-to-use interface mirrors day-to-day operations in RelativityOne or Server.
CENTRALIZED ADMINISTRATION
One-stop Administration panel covers clients, matters, and configurations.
CUSTOMIZABLE OVERSIGHT
Fine-tune data management parameters with global and client-/matter-level settings.
SELECTIVE ACTIVITY TRAINING
Define actions to track inactivity. Refine monitoring through user exclusions.
AUTOPILOT ACTIONS
Automated actions manage workspace data using inactivity metrics.
STRATEGIC ARCHIVING
Archive to preferred storage: local repository, your Azure, or GeorgeJon Azure.
INTELLIGENT MONITORING
Automated monitoring and notification settings adapt as clients/matters are added.
HASSLE-FREE RESTORATION
Eliminate manual archive transfers with the simple “ARM Restore” feature.
DASHBOARD INSIGHTS
Analyze active vs. inactive footprint to inform migrations and management strategy.
STRATEGIC PLANNING
“Forecasted Actions” guide future plans and boost ROI by optimizing active data.
ON-DEMAND EXECUTION
Execute every workspace task as needed, from global to detailed.

Where can GJ Dossier store ARM archive data?

Relativity Physical Storage Cloud Storage
External Devices Local Network Your Azure Blob GJ Azure Blob
GJ Dossier: Standard
GJ Dossier: Enterprise
RelativityOne Within Relativity One Physical Storage Cloud Storage
Staging External Devices Local Network Your Azure Blob GJ Azure Blob
GJ Dossier: Standard Coming in 2025
GJ Dossier: Enterprise

How does GJ Dossier manage data flow?

Release Notes

Category Functionality Details
Enhancement Notifications When specifying a full email domain (e.g. ""@georgejon.com"") as part of notification recipients, CaseFlow will now only send notifications to Relativity users associated with that domain which also have direct access to the Workspace in question. Notifications may still be sent to individuals who do NOT have direct access to the Workspace by fully specifying their individual email address.
Enhancement Licensing CaseFlow licensing is now FIPS compliant to support application usage in government instances.
Enhancement ARM Restore Significantly improved file transfer speeds when copying ARM Archives from external Azure storage back to the local Relativity instance during the ARM Restore process.
** Note: this requires a new, custom OAuth2 configuration in the Relativity instance. Please contact help@georgejon.com for additional guidance. **
Category Functionality Details
New Feature External Storage Configuration Added options to customize the folder and file naming conventions used for ARM Archives copied to external Azure storage. These options can be customized for each individual External Storage Profile.
New Feature Client Domains System administrators can now optionally restrict visibility to individual App Actions (Repository, Cold Storage, Archive, and/or Delete) from Client Domain admins.
New Feature Notifications Workspace inactivity timeline can now be reset directly from email notifications for upcoming Actions.
New Feature Notifications Notification Recipients can now include full email domains in addition to individual users. Including a domain as a Notification Recipient will notify all user accounts created in the Relativity instance which reference the specified domain.
New Feature Configuration Added an option to allow the Delete action to trigger while a completed ARM Archive is still in the process of transferring to external storage, if desired.
Enhancement External Storage Configuration Significantly improved file transfer speeds when copying ARM Archives to external Azure storage. **Note this requires a new, custom OAuth2 configuration in the Relativity instance. Please contact help@georgejon.com for additional guidance.**
Enhancement User Interface Refreshed color palette and design for enhanced readability across the application.
Enhancement Architecture Various updates to maintain compatability with RelativityOne API changes.
Defect Configuration Fixed an issue where default ARM Locations with file paths longer than 255 characters could cause errors when taking Archives.
Category Functionality Details
Enhancement Configuration Archive Configuration can now support Relativity archive locations in excess of 255 characters.
Category Functionality Details
Defect Agents Fixed an issue where the Orchestration process could encounter SQL Deadlock errors in environments with extremely high Workspace counts.
Category Functionality Details
Enhancement Configuration When making changes to the enabled or disabled status of GJ Dossier actions, the system now validates previous action dates to ensure actions that were already completed are not erroneously repeated. For example, when enabling the Delete action in an existing configuration, a new ARM archive will not be taken for a given workspace if that workspace has remained inactive since the time the previous Archive was taken.
Enhancement Reporting Improved the logic for forecasting Delete dates for a Workspace which still has an Archive action in progress when its inactivity timeline reaches the configured threshold for a Delete action.
Defect ARM Restore The ARM Restore UI will no longer incorrectly display duplicate listings of ARM Archives found in the selected external storage location.
Defect Actions on Demand Fixed an issue where an Archive Action on Demand would fail in scenarios where Copy to External Storage was disabled.
Defect Architecture The Workspace dedicated to GJ Dossier is now protected from GJ Dossier actions, meaning the application can no longer potentially archive or delete its own Workspace.
Category Functionality Details
New Feature Configuration GJ Dossier now utilizes a Relativity Workspace for data storage and tracking purposes, which allows for improved performance through standard Relativity database optimization best practices.

**To ensure migration to the Workspace database is completed correctly, please contact help@georgejon.com for assistance upgrading to GJ Dossier v2024.04 or higher**
New Feature Reporting A new set of "Summary Tiles" have been added to the Forecasted Actions report which summarize the number of Workspaces and total file size in your environment for different periods of inactivity (>=30, 90, and 180 days). Clicking on any of these tiles will automatically filter the report to display forecasted actions for workspaces which fall into the selected bucket.
New Feature External Storage Configuration Azure SAS key confirguation for external storage has been converted to an RDO ("GJ Dossier External Storage") to simplify creation and updates of SAS key(s). Once a GJ Dossier External Storage profile is saved, it can then be selected as a drop-down option on the Configuration and Actions on Demand tabs when configuring GJ Dossier actions, rather than having to be input SAS key details manually.
New Feature External Storage Configuration GJ Dossier External Storage profiles will now display the expiration date of the provided Azure SAS key, with an option to notify desired recipients when the key is nearing its expiry date.
Enhancement Configuration New options have been added to the Client and Matter configuration screens to re-inheret configuration from their parent object (back to Client for Matter level and back to Default for Client level).
Enhancement Error Handling The Error alert modal has been migrated to a tab called "GJ Dossier Errors." Additional error handling options are now available, including:
- Manually retry failed jobs at any time
- Modify configured ARM Archive settings before retrying, such as excluding certain features like Analytics or dtSearch indexes
- Modify configured options for copying ARM Archive to external storage, such has error handling for file integrity issues
Enhancement Configuration Multiple links on the configuration screen for User and Activity exclusions have been consolidated into a single link called "Exclusions." Functionality is unchanged.
Enhancement Reporting The Forecasted Actions report now displays additional contextual information in the "Notification" column for scenarios where Delete actions are configured to run 0 days after completion of Archive actions.
Enhancement Reporting Exporting reports to CSV will now export the full range of data dispalyed, as well as respect any applied filters.
Defect Reporting Fixed an issue where workspace sizes would incorrectly display as 0 GB in GJ Dossier reports when data was collected on the 1st day of the month.
Category Functionality Details
Enhancement ARM Restore Improved load times when retrieving the list of archives stored in external storage using ARM Restore.
Defect ARM Restore Added logic to correct mapped file paths during an ARM Restore to workaround a known defect with the ARM API.
Category Functionality Details
New Feature Configuration ARM archive settings can now be customized as desired using the same options available via core Relativity ARM functionality. To customize the ARM settings, click on the blue button to the right of the ARM Location dropdown on the configuration interface. Note for RelativityOne users: Relativity recently added a new ARM configuration option for “Corrupted Analytics Indexes Behavior,” which is not yet included in GJ Dossier and will be added in the next quarterly release.
New Feature Actions on Demand ARM archive settings can now be customized as desired using the same options available via core Relativity ARM functionality. Note for RelativityOne users: Relativity recently added a new ARM configuration option for “Corrupted Analytics Indexes Behavior,” which is not yet included in GJ Dossier and will be added in the next quarterly release.
New Feature Reporting GeorgeJon admins may now reset the inactivity timeline of a Workspace to delay actions from occurring, if desired. This option is available as a new "refresh" icon on the far left of the Forecasted Actions report. Admins will be prompted to confirm the decision when clicking this icon for a given workspace, and providing confirmation will set Inactivity Days for that workspace back to 0.
New Feature Configuration User Exclusions are now configurable at the Client and Matter level, as well as globally. Exclusions can now be configured directly from the Configuration interface without the need to modify a Relativity instance settings value.
New Feature Configuration User Exclusions can now be configured to exclude specific Relativity Groups, in addition to individual users and/or email domains.
Enhancement Reporting The Forecasted Actions tab will now provide additional clarity to the scheduled date of upcoming Delete actions. A message below the Action Date will denote that the date/time displayed is contingent upon a previous Archive action completing (if applicable). In scenarios where an ongoing Archive action takes more than 24 hours, such as in very large workspaces, the forecasted Delete date will continue to refresh each day until the Archive has fully completed.
Enhancement Reporting The Forecasted Actions report no longer has a hard limit of 30 days and will now display the next forecasted action for all monitored workspaces, regardless of how far in the future they may be scheduled.
Enhancement Actions on Demand A Select All checkbox is now available in the workspace picker when selecting target workspaces for Actions on Demand.
Enhancement Reporting The Forecasted Actions report can now be manually refreshed on-demand, in addition to automatically refreshing each evening.
Enhancement Configuration Performance has been improved when searching/filtering the Client and Matter list on the configuration tab. Searching/filtering now behaves similarly to standard Relativity view filtering: type your filter options and then hit Enter to execute.
Enhancement Configuration The Client and Matter list can now be easily filterd by monitoring status using a new drop-down to the right of the search bar.
Defect Reporting The "Last Activity Date" and "Inactivity Days" columns in various reports will now accurately reflect the last date and time the Workspace had user activity, regardless of whether any previous GJ Dossier actions had been completed since that point.
Defect Reporting Sorting on the “Inactivity Days” column on the Historical Actions report will now correctly display sorted results rather than clearing the report.
Category Functionality Details
New Feature Reporting Added "Historical Actions," which displays full audit history of all GJ Dossier actions executed by both automation and Actions on Demand. History will only populate for actions completed following the installation of v1.10.0.61.
New Feature Reporting Added "Processes Running" tab, which displays all GJ Dossier actions that are actively in progress. Note that this tab will typically only display Archive actions due to the fact that Repository, Cold Storage, and Delete complete very quickly.
Enhancement Actions on Demand Individual Workspace(s) included in each Action on Demand job may now be viewed in the Actions on Demand list by clicking on the value in the Workspaces column for each job.
Enhancement Actions on Demand The Actions on Demand job history is now available to Client Domain admins and will only display jobs associated with the appropriate Client Domain.
Category Functionality Details
New Feature Reporting Added Forecasted Actions, which displays all actions scheduled to execute in the next 30 days, both via Monitoring (automation) or Actions On Demand.
Enhancement Reporting Improved accessibility on the Dashboard, with distinctive colors and icons for each for the various actions shown.
Enhancement Reporting Added information hovers for each widget on the Dashboard to provide additional context about the data being displayed.
Enhancement Reporting Dashboard data can now be manually refreshed on demand (default refresh is every 24 hours).
Enhancement Delete Added logic to warn users that a Delete action may not be scheduled less than 30 days after a Cold Storage action in RelativityOne.
Enhancement Reporting Updated the logic by which total data size for each Action type is presented on the Dashboard to ensure consistency with how Relativity calculates them. Please refer to the GJ Dossier User Guide for additional details.
Defect Archive GJ Dossier will no longer remove a Workspace from Cold Storage before executing an Archive action in RelativityOne.
Defect Licensing GJ Dossier will no longer incorrectly state that a license key is invalid after it has been successfully applied.
Category Functionality Details
New Feature Arm Restore Added ARM Restore tab, which enables automatic retrieval of ARM archives from external storage and restoration back into Relativity.
New Feature Actions on Demand Added the Status column from Relativity's Workspace object to the list of filterable columns displayed in the Workspace picker for Actions On Demand.
Enhancement Configuration Improved load time of the Configuration tab.
Category Functionality Details
Enhancement Notifications Updated all action scheduling to be solely based on Last Activity Date rather than Last Activity Date & Time. This avoids scenarios where Upcoming Action email notifications can misrepresent the number of days remaining before the action executes due to being near the end of the 24-hour day.
Performance Configuration Significantly improved load times on the Configuration tab when the environment has a large number of Clients and Matters.
Defect Notifications Improved the logic of Upcoming Action email notifications for Workspaces that have already been inactive for a period of time when GJ Dossier is initially installed.
Defect Delete GJ Dossier will no longer complete a scheduled Delete action for a given Workspace if a previously scheduled Archive action fails.

Features: Standard vs Enterprise

Features Standard Enterprise
View & Manage Case Data
Automate Move Actions
Use Your Own Enterprise Storage
Use GeorgeJon's Azure Storage
Advanced Security (SOC2)
Fully Managed by GeorgeJon

Where can GJ Dossier store ARM archive data?

Relativity Physical Storage Cloud Storage
External Devices Local Network Your Azure Blob GJ Azure Blob
GJ Dossier: Standard
GJ Dossier: Enterprise
RelativityOne Within Relativity One Physical Storage Cloud Storage
Staging External Devices Local Network Your Azure Blob GJ Azure Blob
GJ Dossier: Standard Coming in 2025
GJ Dossier: Enterprise

Learn more . . .

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Nico Van der Beken

ADVISORY BOARD MEMBER

Former Big 4 Partner and renowned forensics expert Nico Van der Beken is a key member of our Advisory Board. Following a distinguished career assisting major law firms and corporations involved in criminal, civil, regulatory, and internal investigations as a partner at KPMG Switzerland, Nico today provides advisory services to global eDiscovery businesses. Employing his specialized knowledge in Investigations, Intelligence, Diligence, Digital Forensics, Cryptocurrency Forensics, Data Analytics, eDiscovery, and Cyber Response, Nico provides expert insights into the European market and steers strategic growth for GeorgeJon.

In an industry where knowledge is power and experience begets performance and profitability, GeorgeJon is constantly absorbing and documenting real-world solutions to proactively improve client systems. Tapping the knowledge of a 25-year industry veteran augments this knowledge base with a client-side focus and market-specific insights. A leader of Forensic Technology teams at PwC, Deloitte and KPMG, and a co-founder of the Swiss office for Stroz Friedberg, Nico aligns GeorgeJon’s proven solutions with client expectations and needs.

Nico is also the co-founder of Undecom, the first global internet search platform specifically designed to congregate investigators, forensic experts, detectives, intelligence professionals, security experts, and customers from all over the world. He holds an Executive MBA in Technology Management from the Université de Fribourg and a Master of Science in Industrial Sciences from Hogeschool West-Vlaanderen.

Amy Mejia

SENIOR DIRECTOR, HUMAN RESOURCES

Amy Mejia has spent her career enhancing people operations and leading strategic HR initiatives for growing companies across a wide range of industries. She develops and evolves GeorgeJon’s HR processes and programs on a daily basis, including talent management and development, employee engagement, compensation/benefits, and much more. She is perpetually focused on helping GeorgeJon achieve ever-evolving goals by optimizing company-wide productivity and satisfaction.

Amy holds a Bachelor’s degree in English from Northeastern Illinois University, a Professional in Human Resources (PHR) Certification from the HR Certification Institute, and is a Society for HR Management (SHRM) Certified Professional (CP). She is a Chicago native and mother of two young boys.

Kaya Kowalczyk

SENIOR DIRECTOR, MARKETING

Kaya drives GeorgeJon’s marketing strategies and initiatives. She is responsible for overseeing all aspects of marketing, branding, and communications to enhance the company’s visibility, attract target audiences, and support business growth. Works closely with the executive team and collaborates with cross-functional departments to achieve marketing goals and ensure alignment with the company’s overall objectives.

During Kaya’s 18 years at GeorgeJon, she has excelled at myriad technical and business roles, developing a comprehensive understanding of GJ’s operating model while implementing programs that nurture the sustainable growth and healthy maturation of the organization. 

Reynolds Broker

CHIEF OF STAFF

Reynolds is the primary advisor, spokesperson, and tactical right hand for the Executive Team (Founder, COO, CTO). As an innovative strategist, consultant, and implementer, he spearheads the successful execution of mission-critical projects and strategic initiatives across the organization, specializing in organizational alignment, business operations governance, and marketing/communications management. His diverse professional and educational experience is rooted in the technology, corporate finance, and government affairs sectors.

Reynolds holds an International MBA in Corporate Finance and Spanish from the University of South Carolina and a bachelor’s degree in International Affairs from the University of Georgia.

Darrin Hernandez, CPA

VICE PRESIDENT OF FINANCE

Darrin Hernandez is the Vice President of Finance for GeorgeJon, responsible for ensuring corporate financial vitality, including accounting strategy, cash flow, reporting, forecasting, budgeting, and legal/insurance/tax compliance. Possessing a unique background that meshes accounting & finance expertise and executive management with emerging technology initiatives, Darrin is uniquely qualified to bring stability and foresight to GeorgeJon’s financial endeavors.

Over the course of his twenty-year career in corporate finance and accounting, Darrin has established himself as an authority in tech-enabled services and SaaS businesses. Prior experience in the cyber-security, bookings management as an online marketplace, and digital transformation consulting spaces provided invaluable insights for anticipating and adjusting to the ever-changing landscape that permeates the tech industry. Being nimble, adaptable, and prepared is necessary to deliver stability for fast-growing companies, and Darrin is the man with the plan.

Darrin has a B.S. in Accounting from Northern Illinois University and is a Certified Public Accountant. He lives in Chicago with his wife and two kids.

Allison Jessee

CHIEF REVENUE OFFICER

Allison Jessee is the Chief Revenue Officer at GeorgeJon. With 20+ years of experience in sales, account management, and customer success, Allison has demonstrated a profound commitment to driving growth and success for both GeorgeJon and its customers. She delivers deep industry knowledge, strategic vision, and an endless passion for innovation to guide customers through the complexities of data ecosystems while future-proofing operations.

Allison’s expertise in sales automation, strategy and sales execution, and customer relationship management makes her the ideal leader to guide GeorgeJon’s revenue growth.

Formerly Vice President of Customer Success at GeorgeJon, Allison led a team of customer success managers dedicated to optimizing eDiscovery ecosystems and data management solutions for some of the world’s leading law firms and corporations. Her collaborative approach with the sales, marketing, and tech teams has been instrumental in developing and executing strategies that have increased customer retention and satisfaction.

Prior to her tenure at GeorgeJon, Allison was the Vice President of Customer Success and Account Management at UPSTACK, where she played a pivotal role in launching and scaling a cloud-based platform for IT infrastructure services. Her experience also includes serving as the Director of Client Engagement at HBR Consulting, where she managed a diverse portfolio of clients in the legal industry and delivered strategic and operational solutions for Data Center, Network, and eDiscovery Hosting.

Ryan Merholz

VICE PRESIDENT, ENGINEERING

Ryan Merholz is the Vice President of Engineering at GeorgeJon. An experienced eDiscovery industry veteran, Ryan oversees our support, professional services, and security programs to ensure world-class customer experiences for our global client base.

Ryan’s service acumen and technical expertise was honed over 15+ years in the eDiscovery realm at Relativity, where he built and led customer support/success, program management and consulting teams. He led the transition of Relativity’s support organization to the cloud and evolved their approach to customer success management for service providers. He is also a passionate advocate for workplace inclusion, diversity and belonging.

Ryan has a B.S. in Electrical and Computer Engineering from Ohio Northern University and lives in the Chicago suburbs with his family. When not working, Ryan enjoys going to the theater, trying new restaurants, and walking his dogs.

Tom Matarelli

CHIEF SALES OFFICER

Tom Matarelli is the Chief Sales Officer at GeorgeJon. A proven eDiscovery innovator, thought leader, and community contributor, Tom’s leadership skills, global perspective and technical expertise provide deep knowledge to our global customer base. He brings 15+ years of experience in Governance Risk Compliance and Legal Technology to the GJ Leadership Team. 

Tom has held leadership roles at multiple eDiscovery technology providers, including Relativity, Vertical Discovery / Ligl, and Reveal. Starting his career as a CPA, Tom quickly moved into forensic accounting and investigations, eventually focusing on forensic technology for eDiscovery. He migrated this knowledge base to the software market, joining Relativity to build and lead their global advisory practice. He has helped law firms and corporations adopt AI-based workflows for eDiscovery, investigations, audits, and corporate compliance.

Tom holds a BA in Accounting and Marketing from Western Illinois University and an MBA in Finance from the University of Chicago Booth School of Business. He is active in the local community, mentoring Chicago Public School students and coaching little league baseball.

George Orr

COO / CHIEF OPERATING OFFICER

George Orr is a transformational leader who informs and drives the day-to-day operations of GeorgeJon. Working in close partnership with George Nedwick, CEO, he strategizes and implements both daily and long-term initiatives for the business.

Orr held multiple executive roles at Relativity, leading customer teams focused on support, professional services, customer success, and the growth of the certified professional community throughout his tenure. Orr was an original member of the Relativity “go-to-market team” in 2007, and helped grow the company in revenue and employees (5-1500). Orr brings his operational expertise and understanding of the eDiscovery customer landscape to the GeorgeJon team.

When not in the office, George can usually be found at a Pearl Jam concert or taking on new adventures with his family.

George Nedwick

CEO / FOUNDER

George Nedwick is the founder, owner, and principal architect of GeorgeJon (GJ). Under George’s leadership, the company has grown from an IT startup to an internationally acclaimed industry leader serving a global client base.

George is a world-class systems architect who has spent fifteen years perfecting a performant, scalable, modular eDiscovery framework that can be replicated and managed on a universal scale. Recognizing a deficiency in technical expertise, storage capabilities, and cost-effective oversight within the eDiscovery industry, George methodically built a team to address this challenge. This includes forging partnerships with hardware manufacturers (Dell), software providers, and leading industry software providers to develop best practice methodologies for optimized infrastructure, specifically designed to meet the demanding needs of eDiscovery users.

George has developed clients in multiple vertical markets, including multinational corporations, leading law firms, government agencies, consulting firms, and premium service providers. He has proven expertise in working with sensitive/classified data and is well versed in navigating complex international data export laws. George has also moved the firm into creation and delivery of proprietary hardware, specifically monitoring appliances that can be placed at client sites to allow for remote access and 24/7 monitoring of all infrastructure components.