Using AI Workbench to analyse documents

Outputs are generated through machine learning processes and are not verified or endorsed by Opus 2 and Opus 2 does not guarantee that the Outputs will be accurate or complete. End Users are responsible for performing a human review of any Outputs to identify and correct any errors before the Output is used, and for verifying its appropriateness for the intended use case. Outputs are not a substitute for Customer and End Users reading all relevant parts of each document.

The Opus 2 AI Workbench provides a single environment to view all information discovered across every document or transcript in a canvas in one single interface. AI Workbench provides users with the ability to find and filter through all the entities found in a batch of documents. Users can then go on to view the source documents that the entities have been found in, including viewing the summaries, key sentences, characters, organisations, and events. 

For more information on the time-saving benefits of AI Workbench, go to AI for lawyers.

Prerequisites

To use the AI Workbench,  the feature must be enabled by Opus 2 Platform Support.

Filling a canvas with documents to be analysed

To learn about what canvases are used for and to populate a canvas, go to: Using Canvases

Sorting entities according to relevancy

Each entity found can relate to one or more source documents. 

To use the AI Workbench for sorting entities by relevancy, follow the steps below: 

1. Select Workbench in the top toolbar.
2. Choose the Canvas or Canvas section you want to work with using the dropdown menu near the top-left corner.

3. Select the type of analysis results you want to work with using one of the available options; Events, People, or Organizations. 

The numbers alongside each type of information (entity) show how many times those individual entities have been found. 

Tip: Select the checkboxes at the top right corner to hide or reveal parts of the screen.

4. Use Sort by to sort the entities by Date, Summary, Location, Participants, Description or Name. You can also add filters as described in this article: How to Filter for Documents.
5. To sort entities into virtual paper piles for Relevant and Not relevant, drag an entity across into the appropriate column. Alternatively, select the entities by selecting the checkboxes, then select Actions > Move to at the top left, or select the Relevant and Not Relevant buttons at the top right.

You can also work in Table view, but note that merging is only possible in Card view.

Tip: If you drag extra documents in to a canvas part way through sorting, refresh the page to ensure that the entity numbers (People, Events etc.,) are up-to-date.

5. If you need to see more details before sorting, select the entity, and information including the document name appears in a Sources column on the right side. Click again on the page to see the document in the document viewer.

6. If you have multiple entities of, for example, a character that are very similar to each other, you can merge them into one source for that character. Select the entities by selecting the checkboxes. Drag them in to the Merge column.

Note: If entities contain exactly the same name, for example, four instances of John Smith, automatic deduplication occurs and the AI Workbench automatically merges these entities into one entity.

7. Select Combine sources to merge the entities into one source. After merging, the entities appear in the Sources column and adopt the entity name of the first entity merged in the Uncategorized area.

IMPORTANT: Ensure that the most important or most complete document is the first one selected when merging. This is the entity that the other entities merge into. 

8. If you are working on a case with colleagues and you see lines already around an entity, it means that they have already merged multiple sources for an entity. For example, here there are three sources shown for the person Amber Heard and also for John Depp: 

9. If you need to unmerge entities, select the entity by selecting anywhere on the card. In the Sources column, select the overlapping squares icon in the top right of each entity as many times as needed to get all of the entities split apart again.

10. When you have sorted all your entities into Relevant and Not Relevant, and completed any merges, you are ready to add the information to a worksheet. To do this one entity at a time or via a specific selection, use the checkboxes. 

To add all relevant entities to a worksheet, select the Relevant checkbox at the top of the column. The Add to worksheet button is enabled.

11.  Select Add to worksheet. You see a message:

12. If you are happy with the merged groups, select Yes, add to worksheet. If not, take the steps outlined in the message. After an entity has been added to a worksheet, an icon is shown on the entity card.
13. To see a more focussed view of those items that are yet to be added to a worksheet, select 3-dot kebab menu, select the Show items that are already in worksheets toggle and switch it off.

Running and saving queries

Go to: Querying multiple documents using AI Workbench

While this AI release is GA, we recognise that AI models, especially in complex legal workflows, can still product imperfect results. We are committed to ongoing refinement and see this as just the beginning.
Your feedback is invaluable in shaping how these features evolve. If you are willing to share your experience, what's working well and where improvements could help, our Product team would love to hear from you. Together, we can continue to co-build AI features that genuinely enhance your day-to-day work. Contact us at Opus 2 Platform Support.