Opus 2 recommends the use of Google Chrome or Microsoft Edge. The most recent versions of these are fully supported.
When using CaseReady it is vitally important that you have a good internet connection – this is even more important when dealing with large volumes of data. Therefore, where possible, always try to connect to the internet via a hard-wired internet connection. Accessing the platform with a weak internet connection will result in reduced performance.
For optimum performance, we recommend adding no more than 50,000 documents to a workspace. If you are anticipating more documents than this or you do not know at the outset how many documents there are likely to be, we recommend using ES Locate initially.
It is important to keep top-level folders in your workspace to a minimum – this will ensure easy navigation for users and it will also assist Opus 2 in due course when transitioning the workspace to a multi-party instruction. For example, the main document repository should be stored in a top-level folder called ‘Eversheds Sutherland’s Documents’ and the hearing bundle (if applicable) should be built in another top-level folder called ‘Draft Hearing Bundle’.
Please note, if you require an export from a top-level folder, with documents titled after their description, the combined folder path length of all folders, sub-folders and documents must be less than 256 characters (Windows character limit). Where this proves difficult, we would recommend exporting documents titled after their document/magnum ID.
Uploads to CaseReady should be actioned in batches of 250 documents or less. Documents that are set to OCR or convert on upload will take considerably longer to process than standard PDF uploads.
Custom bundles are located on the Documents page alongside your main folder structure and are used to collate bookmarks to specific documents or pages from across your documents set in one place. As an example, Counsel might want to collect all documents/pages relevant to one witness in one place in order to prepare for cross-examination.
In comparison, Tags can be seen as metadata on the Documents page index or via a separate Tags view on the Documents page. Tags work in the same way as most Review platforms and should be used for assigning documents to certain thematic categories, such as ‘Hot docs’, ‘Relevant’ and ‘Confidential’, etc. Tags can be assigned at a document or annotation level.
Custom bundle documents take up the same amount of space as a normal document (and as such contribute to the workspace threshold of 50,000 documents mentioned above) and are designed to be used for small bespoke bundles of up to 100 documents. Therefore, when collating large sets of documents, to avoid compromising performance over time, we recommend the use of Tags.
When the time comes to paginate documents for a bundle, we recommend that documents are numbered internally rather than sequentially. This means that inserts can be quickly and efficiently managed, and Counsel do not have to refer to cumbersome and complex numbers during a hearing. Bundle and tab references should also be kept as simple as possible.
Documents should not exceed more than 1,000 pages. Documents in excess of 1,000 pages should be sub-divided into parts e.g. A, B and C.
Exports should be actioned in batches of no more than 500 documents.
Whilst this is possible, accessing CaseReady from outside the UK will have a bearing on performance. Longer workspace and document loading time is the most common side effect.