Minimum Software Version8.17.X Winter25
Solution(s)Hearings X Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓
Important: The accuracy, reliability, and usefulness of AI-generated output is directly influenced by the clarity and completeness of the information provided in the prompt. Like a human lawyer, the first draft is never the final version. As a user you will need to follow-up on the AI output with one or multiple prompts to further guide, clarify and specify your requests to help the AI produce the best possible response. Review, verify, and apply professional judgment before relying on AI-generated content.

Accessing Focused and Detailed Views

Select the Switch to Focused View button from Opus 2 Cases.

To go back to Cases, selected the Detailed View button. 

Note: Select the flag icon in the top right of the Focused View to choose the choice of date and time format used.

TABLE OF CONTENTS

Using Matter Assist

Matter Assist looks at all the documents within a case to answer your questions.

  1. Select Matter.
  2. If you want to see examples of domain/industry-specific prompts, select one of the buttons, for example, Corporate Law. You can then select one of those prewritten prompts, add any missing specific data, and select Send.
  3. Alternatively, write your own query prompt and select the arrow to send it.

The answer appears identifying the relevant documents with the most relevant text snippets to base the answer on. 

  1. Select Sources to see the source documents from which the answer was assembled. The numbers in green circles show the percentage relevance of this document to the question. 
  2. Select the Rewrite dropdown to perform any of these actions on the answer: Shorter, Longer, More Formal, Less Formal, Bullet Points, Clarify, Make a Table.

  1. To continue working with a smaller/refined selection of source documents, select a source document(s) and then select Continue investigation. 
  2. Select this icon to copy your answer to the clipboard.
  3. Select this icon  to translate your answer into one of the following languages: Arabic, Dutch, French, German, Portuguese, Spanish, Turkish.


Using Documents Assist

Documents Assist is best for asking questions about a small set of documents (circa 150 pages), where you already know something about their content. For example, ask for comparisons or ask for inconsistencies

  1. Select Documents.
  2. Select Add documents to get started or select the plus sign.
  3. Select documents totalling a maximum of circa 150 pages by selecting the checkboxes.  Save your prompt and select Reset conversations (anti-clockwise arrow) if you select too many pages. A status bar shows you how many pages you have selected.

Tip: You can filter and search to help you locate the documents you want to work with.

Your chosen source documents show in a list on the right.

  1. If you decide, after working with one or more documents, that you want to add them to a collection, or worksheet, or download them, select the documents and use the dropdown Bulk actions menu.

Generating a timeline

When using Documents Assist you can generate a factual timeline of events from the documents you are working on.

  1. Select Generate timeline.
  2. Enter a topic and/or individuals or company. 
  3. Select Generate timeline.

A timeline is generated from the factual information in the document.


Prompt Library

When using any of the Assist tools, you have access to the Prompt Library.  The library contains a range of prewritten prompts, created by legal experts, sorted by domains into, for example, employment/labour, construction, commercial law, etc.  Select an option to see a range of prompts.


Prompt Builder

When using any of the Assist tools, you have access to the Prompt Builder.

To use the Prompt Builder, do the following:

  1. Select Prompt builder.
  2. Follow the instructions to provide the requested information relevant to your case question. Example: I am a litigation lawyer working on an Opioids litigation matter. There are transcripts in the matter. I want to have a list of the transcripts including, the type of transcript, the persons speaking, the most important topics of the conversation, all per transcript. I also want an analysis across the transcripts and I want contradicting statements to be flagged. 
  3. Select Send.

A prompt is generated for you following the TIDECC framework.

You can then also save this prompt to My prompts so that you can re-use it. 

Important: ALL of this text from TASK (T) onwards is the prompt, so copy and paste the entire response when using the prompt or saving it for future use.


My prompts

When using any of the Assist tools, you may want to save your prompts for re-use on other cases.

To save a prompt:

  1. Select My prompts.
  2. Enter a category name, for example, Arbitration.
  3. Copy/paste or type in your prompt.
  4. Select Save.

Once created, you can edit or delete prompts as necessary.

Note: Your saved prompts are only visible and usable to you as a user, not project or firm-wide.


Viewing documents using Matter or Documents Assists

  1. Select the document name to view the document.

The preview panel opens from which you can scroll through the pages, change to full screen view, download the document, change to text view or close the document.


Using the General Assist tool

Use General Assist to ask questions that are beyond the specific matter or document set, to develop drafts, prepare for any stage of your case, and understand industry or domain concepts. You don't need to anonymise client data in your questions. 


Saved conversations

When working with, for example, Matter Assist, you can save your conversation and come back to it later. Saved conversations are private to you and can  deleted.

  1. To save a conversation, select the icon in the question box.

  1. After giving the conversation a title and saving it, it appears in Saved Conversations in the side bar. Select Saved Conversations to edit the conversation title or delete it.
  2. Select the document name to go back to the document in the AI Assist you were using previously.
Tip: You can see which AI Assist was used to create any particular conversation.


Using the Documents Library

As per the Cases Documents tab, use the Documents Library in the Focused View to view documents, filter documents on tags, search by document name, download documents, or add tags. 

After selecting Documents Library, you can do the following:

  1. Sort by Name or Imported date column by selecting the arrows.
  2. Send selected document(s) to a collection, a worksheet or to be downloaded using the Bulk actions menu.
  3. Select the documents you want to work with by filtering on one or more tags.
  4. Search for documents by name.
  5. Add a tag to a document by selecting the tag icon. Any tag added in the Focused view is visible in the Detailed view and vice versa. 

Tagging a document and Bulk Actions

In the Documents Library, do the following:

  1. Select the tag icon.
  2. The Select tags dialog opens.
  3. Select one or more tags to be applied to your chosen document.
  4. Select Select.
  5. To create or import new tags, select Manage.
  6. To send your tagged documents to Cases, select Bulk Actions > Add to collection or Add to worksheet.

The tag appears on the same document in Detailed view.


Removing a tag

  1. Select the tag icon of a document that already has a tag.
  2. The Select tags dialog opens.
  3. Clear the checkbox for the tag on the document.
  4. Select Select.
  5. The tag(s) is removed.


General guidance on how to build prompts

Start with the legal task, not the tool

Specify the legal objective, the risk or issue, and the intended use of the output (internal review, client memo, etc.)

Example: Summarise this contract to identify termination rights and notice periods.


Provide context up front

Include jurisdiction, practice area, role or perspective (e.g. in-house counsel), stage of matter.

Example: You are assisting in-house counsel reviewing a SaaS agreement governed by English law for a mid-size technology company.


Be explicit about the output format

If you want structured, scannable output, ask for it. For example, bullet points vs prose, tables, headings aligned to legal issues, citations or none, high-level vs detailed analysis.

Example: Provide a table listing each indemnity clause, the risk to the customer, and suggested negotiation points. 


Use legal terminology precisely and carefully

Where appropriate, use established legal terms and concepts rather than general language. This helps align AI output with your workflow and legal reasoning.

Examples: 

Take a risk-averse, regulator-focused approach.

Assume this is a preliminary internal analysis, not legal advice.


Use constraints to reduce noise

Set boundaries for time frame, exclusions, word or page limits, assumptions.

Example: Limit the analysis to GDPR obligations and exclude national implementing laws.


Ask for reasoning, not just answers

If you care why, and not just what, ask for things like reasoning to be explained step by step, assumptions to be identified, and for minority positions to be identified.

Example: Explain the reasoning behind each conclusion.


Iterate, don't overload

Don't cram everything into one massive prompt. You will get better results by doing the following:

a. Ask for an initial spot or summary.

b. Follow up with deeper questions on specific points.

c. Refine tone, structure, or jurisdiction in later prompts.


How Opus 2 uses the TIDECC framework

In a legal context the TIDECC framework is used as a decision-analysis tool for evaluating actions, cases, or regulatory choices. The objective is to provide a clear, defensible structure for legal risk assessment, case analysis, and decision-making. 

It has been adapted by Opus 2 to be used as per below:

  • T - Task Type
  • I - Instructions
  • D - Do
  • D - Don't 
  • E - Examples 
  • C - User content 

The Prompt builder shows you the whole process as it works through the framework, culminating in providing you with an optimised prompt.


Related articles

About Focused and Detailed views

Focused view FAQs

Using AI Workbench to analyse documents