Overview
Legistify Codex is an AI-powered workspace within the platform that helps users generate structured outputs for drafting, document analysis, research, and strategic decision-making. It allows you to interact through natural language prompts and receive organized, actionable responses.
Codex can process direct instructions, scenario-based questions, and uploaded documents to generate outputs such as drafts, summaries, explanations, checklists, and analytical insights. It is designed to improve efficiency while maintaining control and review within your workflow.
How to Access Codex
1. Log in to your account.
2. From the left-hand navigation menu, click on Codex.
3. The Codex workspace will open, where you can begin entering your queries.
Getting to Know the Codex Interface
When you open Codex, you will see a prompt bar at the centre of the screen. The + icon on the left side of the prompt bar is your main menu for all Codex actions, including Upload Files, Connectors, Use Style, Create Project, and Select Project. The hamburger menu (three lines icon) to the right of the + icon opens a side panel where you can access New Chat, Projects, and Recent Chats. The model selector in the bottom right of the prompt bar lets you switch between AI models.
How to Use Legistify Codex
Step 1: Enter Your Prompt
In the input field, type your question, instruction, or task clearly.
Examples:
Draft a notice for breach of contract.
Summarize the key clauses of the attached agreement.
Create a vendor due diligence checklist.
Explain limitation of liability with examples.
Provide risk analysis for early termination of a service agreement.
The more specific your instruction, the more structured and relevant the output will be.
Step 2: Attach Documents (If Required)
For document-based tasks:
Upload the relevant file (e.g., agreement, policy, notice).
Enter your instruction (e.g., “Summarize key risks” or “Highlight termination clauses”).
Codex will analyze both your prompt and the document content before generating a response.
This enables contextual outputs based on actual document content rather than generic answers.
Step 3: Review the Generated Output
Codex provides structured outputs that may include:
Clearly formatted drafts
Bullet-point summaries
Clause-wise explanations
Comparative analysis
Risk highlights
Step-by-step checklists
Strategic recommendations
You can copy the output, refine your prompt for improvements, or ask follow-up questions within the same workspace.
Predefined Prompt Suggestions
Codex provides predefined prompt suggestions on the home screen, grouped by category, to help you get started quickly. In the Litigation Management module, the categories are Drafting, Productivity, Strategy, and Learning. You can click any suggestion to run it directly or type your own prompt in the field.
Attaching Documents
Click the + icon in the prompt bar.
Select Upload Files from the menu.
Choose the file you want to attach.
Type your instruction and submit the prompt.
Codex will analyse the document content alongside your prompt and generate a response based on the actual file, not a generic answer. You can upload case files, court orders, judgements, or notices.
Connectors
Connectors allow you to link your entire case database directly to the Codex chat. Instead of uploading individual files, you connect your existing case records from within the platform and Codex works with that data in context.
How to use Connectors
Click the + icon in the prompt bar.
Select Connectors from the menu.
Choose My Cases to connect your case records from the Litigation Management module.
Once connected, enter your prompt. Codex will reference your case database when generating a response.
Use Style
Use Style lets you control the tone and format of Codex's responses for the current session.
Click the + icon in the prompt bar.
Select Use Style from the menu.
Choose from the available options.
Available styles
Normal — Default balanced response. Suitable for most tasks.
Concise — Shorter, to-the-point outputs.
Formal — Structured, professional language for external-facing documents.
Explanatory — Detailed responses with context and reasoning.
Learning — Simplified language with examples, useful for onboarding or understanding complex topics.
Projects
Projects lets you group up to 25 cases into a single workspace and run queries across all of them together, with shared context and custom instructions. For a full walkthrough, refer to the Projects in Codex (Litigation Management Tool) article.
Artifacts
When you submit a drafting request, Codex generates a response with an Open button. Clicking it opens the draft as a formatted, editable document in the Artifact panel alongside the chat. For a full walkthrough, refer to the Codex Artifacts (Litigation Module) article.
Chat History
Every conversation in Codex is automatically saved. Click the hamburger menu in the prompt bar and select Recent Chats to view and reopen past conversations. Chats run inside a project will show the project name tagged alongside them.
Core Use Cases
1. Drafting
Codex can generate:
Legal notices
Email drafts
Internal communications
Contract clauses
Summaries of agreements
Reports and structured memos
This reduces manual drafting time and provides a structured starting point.
2. Productivity
Use Codex to:
Break down complex documents into concise summaries
Convert ideas into structured action plans
Generate task lists or checklists
Organize scattered thoughts into usable formats
It helps transform unstructured input into clear, actionable outputs.
3. Strategy & Decision Support
Codex supports scenario-based analysis, such as:
Evaluating contractual risks
Comparing approaches to negotiation
Identifying potential compliance concerns
Exploring implications of specific clauses
It provides structured reasoning to support internal decision-making.
4. Learning & Knowledge Support
Codex can:
Explain legal concepts in simple language
Provide examples for better understanding
Clarify clause intent and application
Offer structured learning support on demand
This makes it useful for both experienced professionals and new users.
AI Models
Codex supports multiple AI models. The active model is shown in the bottom right of the prompt bar. Click on it to switch.
Available models
Claude Opus 4.7 — Best for complex legal reasoning, deep analysis, and high-quality drafting.
Claude Opus 4.6 — Strong choice for drafting notices, agreements, and structured legal documents.
Claude Haiku 4.5 — Suited for quick reviews and extractions.
Claude Opus 4.5, GPT-4o-mini, GPT 5.1 — Available under More Models.
Best Practices for Effective Results
Be specific — the more context you provide, the more relevant the output.
Mention jurisdiction, industry, or purpose where applicable.
Give Codex a role or perspective: "Review this from the buyer's perspective."
Use follow-up questions to narrow down or refine a response.
If the output is not right, try switching to a different model.
For recurring workflows, use Projects so you do not have to repeat context each time.
Always upload the actual document rather than describing it.
Important Disclaimer
Legistify Codex is designed to assist with drafting and analysis. It does not replace professional legal advice or internal approval processes. All outputs should be reviewed before implementation or external circulation.
Conclusion
Legistify Codex centralizes drafting, research, document intelligence, and structured thinking within one AI-powered workspace. By combining natural language interaction with document analysis capabilities, it enables users to work faster, generate organized outputs, and support informed decision-making directly within the platform.