AI-enabled workflow surfaces relevant transcript passages by issue, routes lawyer-approved designationsdirectly into the structured matter record, and provides a collaborative source of truth that updates in real time
New York – September 29, 2026 – Today, leading legal software and services provider Opus 2 announced an AI-enabled deposition designation workflow that streamlines the way litigation teams manage a traditionally tedious, time-consuming process—the latest advancement in the company’s continual push to deliver technology-driven innovation.
Opus 2’s intelligent legal solution platform already offers the industry’s most-trusted transcript management capabilities, supports hundreds of legal workflows with AI, and delivers valuable AI featureslike summarization, analysis, and natural-language query for transcripts. This release, however, is a complete evolution of the deposition designation process, where AI supports the team’s workflow from start to finish.
The capability is also the first “AI-native” workflow designed using the company’s dynamic AI workflow builder. It’s powered by Opus 2 Ingenuity™, the company’s agentic AI framework, which supplies the deposition designation workflow with context drawn from matter intelligence. That intelligence provides a superior foundation for understanding, surfacing, creating, and acting on insights.
How it works
When a lawyer initiates the deposition designation workflow, an AI agent analyzes the transcript with the connected issues and flags passages with the highest relevance, immediately surfacing what might otherwise take days to find. Lawyers then review flagged passages, accept or reject them, and optionally adjust the selection, making every decision about what’s included.
Approved designations flow directly into the structured matter record. They’re linked to the relevant issue, time-stamped, attributed to the reviewing lawyer, and accessible to every user on the case. Every step (AI suggestion, lawyer review, approval, and any subsequent edit) is captured in the audit trail.
The problem it solves
Submitting and finalizing deposition designations is one of the most consequential and labor-intensive processes in trial preparation in the United States. Without Opus 2, lawyers must read hundreds or thousands of transcript pages, hold multiple legal issues in mind at once, and manually identify the passages that prove each point under strict deadlines. This work can span weeks, with multiple legal professionals involved.
Without a shared source of truth, conflicting or duplicative designations can persist until late in the process. Designations are also inherently iterative, where one party designates, the opposing party counter-designates or objects, and the record can cycle through several rounds before it’s set.
“For litigation teams preparing complex cases for trial, reviewing lengthy transcripts to identify testimony relevant to specific issues can take days or even weeks. Our deposition designation workflow uses AI to retrieve candidate passages by legal issue, then routes the designations an attorney approves straight into the structured case record; giving the whole team a live view of evidentiary coverage,” said Yael Hollander, Principal Product Manager at Opus 2.
“The difference is that we don’t treat this as a generic model analyzing a document in isolation. AI works within the context of the case, using the legal and factual issues the team has already identified to surface relevant testimony from the transcript. Every suggested designation is traceable to its source and tied to the issue it supports, becoming part of the structured case record once accepted. This reduces the manual effort involved, can surface relevant testimony that might otherwise be missed, and keeps the attorney in control of what ultimately becomes part of the record, which is non-negotiable in a legal context,” Hollander said.
Within the Opus 2 platform, every member of a legal team works together throughout the lifecycle of every case. They create case strategy, organize evidence, identify legal and factual issues, managedeadlines, prepare filings, track progress, and collaborate with clients. The matter intelligence this work generates, including the context and relationships between evidence, witnesses, events, facts, issues, and other valuable matter data, is what Opus 2 Ingenuity draws on, to deliver higher quality, more relevant,and cost-efficient AI outputs.
“This is a clear demonstration of the power of Opus 2 Ingenuity, our agentic AI framework,” said Tiama Hanson-Drury, Chief Product and Technology Officer at Opus 2. “The workflow doesn’t just read transcripts; it draws on the matter intelligence already inside our platform, in this case the specific legal issues a team needs to prove or rebut to win, so the AI knows what it’s looking for. The result is smarter designations that lawyers can verify quickly and that connect automatically back into the shared case record, so every designation strengthens the single source of truth the whole team is working from.”
About Opus 2
Founded in 2008, Opus 2 develops award-winning, AI-enabled software that solves the most pressing problems facing the practice of law. The company’s best-in-class solutions are essential to the commercial disputes ecosystem and trusted by the world’s most successful law firms for their critical matters. Those solutions are built on a flexible platform powered by its agentic AI framework, Opus 2 Ingenuity,™ that helps firms create intelligent legal solutions that win business, deepen client engagement, and simplify workflows firmwide. For more information, visit the Opus 2 website.
Robert Ambrogi Blog