Getting started
- Quick start guide
- What's new?
Working with documents
- Documents and files
- The Documents page
- The Document viewer
- Annotations and redactions
- Document links
  - Autolinking
  - How to create an autolink reference
- Stamps
  - Working with legacy stamps
  - Adding and editing legacy stamps
- Exporting documents and files
- Document and File metadata
Issues
- Issues worksheet
  - How the Issues worksheet fits into the legal lifecycle
  - Using the Issues worksheet
Using AI
- Focused and Detailed Views
- Single document and transcript analysis
- Multiple document analysis using AI Workbench
Training
- Training Courses
Bundles and Collections
- Understanding Collections
  - Document collections
- Using Collections to work with documents
  - Creating a collection
  - Adding documents to a collection
- Exporting Collections
  - Exporting trial exhibit bundles (collections)
  - Exporting a collection with a custom sort order
Chronology worksheet
- Working with Chronology events
- Importing Chronology data
  - Linking multiple sources to Chronology events via CSV
- Exporting Chronology data
  - How to export your chronology to Excel
  - Exporting Chronology and Linked Sources
Characters worksheet
- Characters
Transcripts and Designations
- Uploading transcripts
- Managing transcripts and designations
- Transcript exports
  - Exporting a transcript with designations
Projects
- Project management
- Working with projects
  - Filtering project content
  - Views
- Data visualisation
  - Data tables and charts
- Using project dashboards
  - The Issues dashboard
- Working with tags
- Notifications
  - Configuring Notifications
  - Notify context dependent user
Worksheet management
- Using Worksheets
- Worksheet configuration
Using Search
- The Search page
- Advanced search options
Portals
- Designing Portal pages
- Portal Components
Client Portfolio Solution using Opus 2 API Architecture
- Overview
  - Overview of the solution
- Architecture
Procedural Timetable and Tasks
- Procedural Timetable
  - Managing the Procedural Timetable
- Tasks
  - Using the Tasks Worksheet
  - Creating a Task from Highlighted Text in a Document
Frequently Asked Questions
- FAQs
  - How to correct for faded and difficult to read font
  - Architecture Improvement
Administration
Developers
- Documents REST API
  - Obtaining a REST API authentication token

Overview of the solution

Modified on: Wed, 6 May, 2026 at 9:48 AM

Minimum Software Version	8.17.0
Solution(s)	Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ⨉

This section of documentation describes a custom Opus 2 solution called Client Portfolio Solution using Opus 2 API architecture.

It offers centralised client matter management across cases and jurisdictions to:

Streamline data consistency across matters
Standardise workflows for associates and plaintiff counsel
Enable connected reporting across products, claimants, and events
Push data within Opus 2 to a SQL database

To obtain this solution, please email Opus 2 Platform Support.

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Worksheet architecture for the Client Portfolio Solution