Worksheet fields, forms, and initialisations : Opus 2 Platform

Minimum Software Version	8.18.0
Solution(s)	Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ⨉

TABLE OF CONTENTS

Cases worksheet
Counsel worksheet
Contacts for the portal
Parties worksheet
Proceedings Calendar worksheet
Tasks worksheet
Project details worksheet
Notes worksheet
Uploads from the Portal worksheet

Cases worksheet

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Matter Number	Short text				Short text field for the case matter number	Details	Simple Dashboard
Matter Name	Short text				Short text field for the name of the case / matter
Matter Type	Choice			Litigation, Counsel, General	Choice field for the type of matter
Matter Status	Choice			Reviewing, Open, On Hold, Resolved, Closed	Choice field for the matter / case status
Resolution	Choice			Settled, Dismissed, Withdrawn, Judgment, Verdict	Choice field for the type of resolution of the case / matter
Description	Multi-line text				Multi line text field to enter a description for the case with rich text editing
Jurisdiction	Short text				Short text field for the name of the jurisdiction for the case / matter
State or territory	Choice			Multiple / NA, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming	Choice field to indicate the state or territory of the jurisdiction for reporting purposes
Case Files	Folder				Folder for the documents related to the case / matter
Case Team	Multiple users				Multiple users field to add internal case team members to the case / matter
Case Updates	Multiple sub-records				Multiple sub-records field to add updates to the case / matter
Date Filed	Date				Date field for the date of the case / matter filing
Exposure Amount	Currency				Currency field for the client's exposure in the case / matter
Settlement Amount	Currency				Currency field for the settlement amout of the case / matter
Date Resolved	Date				Date field for the date of resolution
Parties	Multiple remote records			-> Pparties	Multiple remote record fields for linking involved parties to the case / matter from the Parties worksheet
Opposing Counsel	Multiple remote records			-> Counsel	Multiple remote records field for linking opposing counsel to the case / matter from the Counsel worksheet
Local Counsel	Multiple remote records			-> Counsel	Multiple remote records field for linking local counsel to the case / matter from the Counsel worksheet
Litigation project	Project				Project field for linking the case / matter to an Opus 2 Cases trial / litigation project
Include on Portal	Boolean				Boolean field for indicating if the case / matter and associated data should be shared and visible on the client portal

Counsel worksheet

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Photo	Image				Image field for photo of counsel	Details	vCard
Counsel Name	Short text				Short text field for first and last name of counsel
Law Firm	Choice				Choice field for law firm
Address	Multi-line text				Multi-line text field for address of counsel
Phone	Short text				Short text field for counsel phone number
Email	Email				Email field for counsel email address

Contacts for the portal

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Photo	Image				Photograph of contact	Details	Cards
Organisation	Choice			Firm, Client	Choice field for contact's organisation
Name	Short text				Short text field for firstand last name of character
Title	Short text				Short text field for contact's job title
Email	Email				Email field to hold contact's email address
Address	Multi-line text				Multi-line text field for contact address
Phone	Short text				Short text field for contact's phone number
Portal Order	Rank

Parties worksheet

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Name	Short text				Short text field for party name	Details
Type	Choice			Plaintiff, Defendant	Choice field for party involvement type
Represented by	Single remote record			-> Counsel	Date field for procedural event

Proceedings Calendar worksheet

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Date	Date				Date field for procedural event	Add, Details, Portal Form	Portal, Timeline, Calendar
Phase	Choice			Initial Case Assessment, Pleadings, Preliminary Motions, Discovery, Pretrial Motions, Pretrial Conference, Trial Preparation, Trial, Judgment and Appeals	Single choice field for procedural phase
Party Responsible	Choice			Plaintiff, Defendant, Both Parties, Court	Single choice field for responsible party
Description	Multi-line text				Multi-line text field without rich text editing to summarize the procedural event
Status	Choice			Pending, Completed	Single choice field for status of procedural event
Supporting document(s)	Multiple documents				Multiple documents field to associate documents with a procedural event
Case	Single remote record			-> Cases	Single remote record field to associate case to the proceeding
Tasks	Multiple remote records			-> Tasks	Multiple remote records field to associate tasks to the proceedings
Case Team	Derived field				Derived field to from associated Case to show the case team members
Include on portal	Derived field				Derived field indicating whether the proceeding belongs to a case which is being shared to the portal

Tasks worksheet

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Due Date	Date				Date field for task deadline	Details	Main Task Card
Case	Single remote record			-> Properties	Single remote record to associate Case to task
Task Description	Multi-line text				Multi-line text field with no rich text editing to summarize the task
Task Type	Choice			Draft, Filing Deadline, Hearing, Meet and Confer, Research, Review	Single choice field for the type of task
Assign To	Multiple users				Multiple users field displaying a pick list of all users in the project
Task Status	Choice			Pending, In Progress, Completed, Blocked	Single choice field for status of task
Supporting Documents	Multiple documents				Multiple document field to associate documents with a task
Highlighted Text	Text in a document				Text in a document field, applicable to transcripts, which allows for the linking of highlighted text to tasks
Task Notes	Multi-line text				Multi-line text field to add notes related to task

Project details worksheet

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Client Name	Short text				Short text field for name of the client / portfolio of cases being represented	Details	Dashboard card
Client Industry	Short text				Short text field for client's industry type
Client Primary Contact	Short text				Short text field for the primary contact at the client
Client Description	Multi-line text				Multi-line text for detailed description of the client
Additional Info	Multi-line text				Multi-line text field for additional relevant information about the client

Notes worksheet

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Note ID	Sequence number				Sequentially created unique identifier applied to each Note entry	Add, Details	Main Card, Annotation Card
Source Date	Derived field				Derived field from the highlighted text's source date
Source Name	Derived field				Field derived from the highlighted text's source document name
Highlighted Text	Text in a document				Text in a document field, applicable to both documents and transcripts, which allows for the linking of highlighted text to notes
Note	Multi-line text				Multi-line text field without rich text editing to hold comments concerning the Note entry
Tags	Tags				Tags field linking to project level tags
Cases	Multiple remote records			-> Cases	Multiple remote records field for linking Issues related to the Note entry
Counsel	Multiple remote records			-> Counsel	Multiple remote records field to link Counsel entries to a Note
Parties	Multiple remote records			-> Parties	Multiple remote records field to link Parties entries to a Note
Reply	Multiple sub-records				Multiple sub-records field used to add Replies to the Note entry
Notification setting	Choice			No notification, All users, Specific user(s)	Choice field denoting the notification settings for the Note entry
User(s) to notify	Multiple users				Multiple users field displaying a pick list of all users in the project

Uploads from the Portal worksheet

Fields						Forms	Cards
Name	Type	Required	Principal ID	Properties	Description	Forms	Cards
Reason for upload	Short text				Short text field for client to enter reason for uploading documents via the portal	Details
Documents	Multiple documents				Multiple documents field allowing client to upload documents via the portal
Additional details	Multi-line text				Multi-line text field for any other additional information relevant to the upload

Related articles

Metadata fields applicable to all documents