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Getting started

Get up and running quickly with a new case project.

Working with documents

The core part of any Opus 2 project is the ability to work with flexible, configurable, data-driven document management.

Using AI

Opus 2 comes with powerful AI capabilities to help you with case and document management.

Training

Training resources to help to get the maximum benefit from your solution.

Collections, Binders and Bundles

Use collections to organise, annotate and share information about documents without touching the source file.

Chronology and Characters

Learn about the two custom worksheets that form the basis for all Opus 2 Cases.

Transcripts and Designations

Understand the specifics of transcript upload, how to create and manage designations and how to export work product.

Projects

Understand how individual projects in Opus 2 can be managed and enhanced beyond core document and data management.

Worksheet management

Create custom worksheets to manage complex data structures related to documents and other worksheets.

Using Search

Find out how to build search queries and how to add search results to worksheets and collections.

Administration

Information about system and project administration, user management, integrations with other applications and more.

Portals

Portals allow for a curated view of selected information to be shared with a wider group of relevant parties.

Procedural Timetable and Tasks

Frequently Asked Questions

Standard guides and answers to common questions around the Cases platform.

Developers

How to obtain an API token