Availability for recommendation features depends on your organization's subscription and setup.
The opportunity detail page is where &AI turns a docket hit into something you can actually evaluate. Open an opportunity from the main Opportunities list when you want to understand the case, see why the system thinks it matters, review the parties and patents involved, and decide whether to pursue the matter further.
This page is designed to support two jobs at once:
fast legal and business-development evaluation of the matter itself
fast comparison of fit across you, your team, and the client opportunity
Start with the case overview
The top-left section of the page summarizes the matter before you drill into the entity and patent details.
Depending on what &AI has already processed, the case overview can show:
case title, often linked to the external case source
filing date
case number
district or venue
case-type tags such as Schedule A, declaratory judgment, design patents, plant patents, ANDA, or defense-counsel indicators
remedies tags built from the requested relief and damages allegations
a pre-suit notice indicator when notice discussion is available
docket-entry count, with a popover listing recent docket descriptions
a complaint summary
Use this section to answer the first screening questions quickly: what kind of matter is this, where was it filed, what relief is being sought, and does the complaint posture match the kind of work your team wants.
Review recommendation results
Below the case overview, the recommendation panel summarizes how well the opportunity fits you and the rest of your team.
When recommendation data is available, &AI can separate the output into:
Personal Match, which highlights the current user when that user is among the evaluated attorneysTeam Matches, which lists the remaining evaluated attorneys
Each recommendation can include:
a recommended or not-recommended badge
a narrative explanation of the fit
category tags that break the match down into technical fit, defense posture, venue or forum, case complexity, client fit, and history fit
Those category tags are not decorative. They tell you why someone is a strong or weak fit, and the tooltip details can provide the reasoning behind each category when the underlying match details exist.
If your organization does not have access to opportunities recommendations, this area may show a subscription notice instead of the full recommendation output.
Record thumbs-up or thumbs-down feedback
The detail page includes thumbs-up and thumbs-down actions in the page header. Use them when you want to tell &AI whether the opportunity is relevant or not relevant.
Submitting feedback opens a modal where you can:
choose the positive or negative action
select which attorneys should receive the update
add an optional note explaining the decision
This feedback does more than mark the current opportunity. It also helps improve later recommendation behavior for the selected attorneys.
Use positive feedback when the system identified a strong fit. Use negative feedback when the matter is a bad fit, even if it looked plausible at first glance.
Review plaintiff, defendant, and counsel context
The right side of the detail page is built to help you understand who is involved in the case and whether those parties match your business-development priorities.
The default layout separates:
plaintiff
defendant
plaintiff counsel
defense counsel
Each party card can include information such as:
the preferred company display name
website or external company profile links
location
entity description
industry
employee count
revenue
SEC link when available
entity category and category reasoning
relevance based on the company lists your organization has configured
This makes it easier to identify whether the defendant is a target client profile, whether the plaintiff looks like the sort of entity you typically see in your pipeline, and whether the matter is strategically aligned with your practice.
Expand entity details for deeper intelligence
Each entity card can be expanded into a larger detail view. The expanded state is where &AI can surface richer supporting context, including:
notable or recent cases associated with the entity
LinkedIn connections connected to the party
broader entity intelligence when available
Depending on the available data, expanded entity views can help you answer questions such as:
Has this entity been involved in similar patent litigation recently?
Do we have first- or second-degree LinkedIn connections that could support outreach?
Is the entity a strategic fit based on profile, scale, and litigation behavior?
When recent-case data is available, you may also be able to refresh that information for the plaintiff or defendant side.
Review counsel information without leaving the page
The plaintiff-counsel and defense-counsel sections summarize the firms associated with each side. You can expand counsel details to see a more detailed grouped view by firm.
In counsel views, &AI can surface:
firm name
firm website when available
office location
individual lawyers within the grouped firm view
LinkedIn links or other contact context when present
Counsel context matters because it can change how attractive the matter is, how likely your team already knows the participants, and how urgently you may want to respond.
Review patents, counts, and accused products
The lower-right side of the page focuses on the patent and product side of the matter.
The patents-and-products panel can include:
patents in suit
count-level allegations from the complaint
asserted claims
theory and willfulness indicators
patent intelligence details when processing has completed
accused products or instrumentalities extracted from the complaint
infringement-chart exhibits when available
This is where you determine whether the opportunity is grounded in patents and products your team can evaluate efficiently. It is also the place to confirm whether the matter is ready for conversion into a project, because project conversion requires at least one patent in suit.
If patent intelligence is still running, the page can show processing indicators rather than final patent insights. Treat that as a signal to revisit the page later or use reprocessing if a background step failed.
Use complaint and docket review without leaving context
The detail page includes access to the complaint when a complaint file is available. This is useful when you want to validate:
the asserted patents
the accused products
the counts and remedies
the narrative behind the recommendation
You can also inspect docket-entry counts from the case overview. Together, the complaint and docket summary help you confirm that the intelligence on the page matches the actual filings.
Generate a conflicts-check email
Use Conflicts Email from the page header when you want a ready-to-copy conflicts message for the matter.
The conflicts email modal provides a generated subject line and body that you can copy directly. The exact content depends on the conflicts-email fields configured in recommendation settings.
How to evaluate an opportunity efficiently
A reliable review sequence is:
Confirm the case basics in the overview.
Read the recommendation summary for yourself first, then compare team matches.
Check the defendant, plaintiff, and counsel details for strategic fit.
Review notable cases and LinkedIn connections if relationship context matters.
Confirm the patent, claim, and product context.
Open the complaint if you need to verify the allegations directly.
Use feedback, conflicts email, or project conversion once the matter is ready for action.
Following that order helps you separate an interesting case from an actionable opportunity.