Availability for recommendation features depends on your organization's subscription and setup.

The Opportunities workspace is where &AI surfaces newly filed patent litigation matters that may be worth pursuing. Instead of monitoring dockets manually, you can review incoming cases in one list, filter the list to the matters that fit your practice, inspect the intelligence &AI has gathered, and turn promising opportunities into active projects.

Use the Opportunities page when you want to answer questions like:

The main Opportunities page is a table-driven workspace. Each row represents one opportunity, and the table is designed for fast triage rather than deep case review. The page supports sorting, paging, column visibility controls, and a search field so you can move quickly through a large queue.

The workspace can include:

If your organization does not have access to recommendations, you can still use the workspace, but recommendation-heavy areas may show a subscription notice instead of full analysis.

Each opportunity can move through a simple lifecycle:

Use these states to keep the list focused. Mark high-value opportunities as important, dismiss low-value opportunities, and restore dismissed opportunities if you need to revisit them later.

The fastest way to work through a long list is to narrow the table before opening a detail page.

Use the search box when you know a party name, case name, or other identifying term. Search is intended for quick narrowing, not for editing the underlying data.

Use filters when you need a more controlled view. Common filters include:

Use the columns control when you want to declutter the list or expose more review context. The list view is designed to be configurable so different users can prioritize different signals during triage.

Not every useful matter has to wait for the normal discovery cycle. The Add Opportunities button opens two ways to create work intentionally.

Choose By Identifier when you already know which case you want &AI to analyze.

The Analyze Opportunity modal lets you submit either:

Once you submit the identifier, &AI starts a background analysis flow that creates the opportunity if the case is valid and not already in the system. This is the right option when someone on your team hears about a matter before it appears in the normal queue.

Choose By Date Range when you want &AI to backfill or discover opportunities over a defined time window.

The Discover Opportunities modal lets you set:

After you submit the date range, &AI starts discovery in the background so you can monitor the run and review the new matters when they appear.

Once you select one or more rows, the toolbar changes to show bulk actions that operate on the selected set.

Depending on the current statuses of the selected rows, you can:

Some actions are intentionally conditional. For example, Create Project is disabled if the selected opportunities are already linked to projects or if none of them has patents in suit. That guardrail helps prevent wasted clicks and tells you why conversion is blocked.

Use Export from the bulk-selection toolbar when you need to share or review selected opportunities outside &AI.

The export modal lets you choose which columns to include. When the export finishes, &AI generates a downloadable file. The export is selection-based, so you must choose at least one opportunity before opening the modal.

Recommendations become more useful when your organization and attorney preferences are configured well. The Opportunities workspace can show a subscription notice when recommendation content is unavailable, and it can also prompt users to complete recommendation settings if important setup is missing.

From settings, users can configure:

These settings materially affect the quality of recommendations and which matters stay visible in the working list, so they should be configured early.

The list workspace is optimized for triage, but detailed evaluation happens on the opportunity detail page. Click any row to open the full detail view, where you can review:

If you are still deciding whether a case is worth deeper review, start in the table. If you already know the case is promising, open the detail page and continue with the intelligence workflow.

For most teams, the Opportunities page works best as a repeating review loop:

This keeps the list actionable instead of turning into an unreviewed backlog.