What are Projects?
Projects in Codex are dedicated workspaces that allow you to group related cases and work on them together with shared context.
Instead of working on individual cases separately, you can:
Add multiple cases into a single project
Define how responses should be generated
Run queries across all selected cases
Once a project is selected, Codex understands the context and applies your instructions automatically—so you don’t need to repeat inputs every time.
Why use Projects?
When managing multiple cases, it’s common to:
Switch between different cases repeatedly
Re-enter the same instructions
Lose context across queries
Projects solve this by:
Keeping related cases in one place
Allowing you to define reusable instructions
Enabling queries across multiple cases at once
For example, you can:
Analyse all Mumbai cases together
Set instructions like “keep responses concise” or “follow a draft format”
Get consistent outputs without repeating context
This makes your workflow faster, more structured, and more efficient.
What can you do with Projects?
With Projects, you can:
Run queries across multiple cases simultaneously
Generate summaries, insights, and reports
Identify missing information across cases
Maintain consistent response formats and tone
Reduce manual effort and repetition
How Projects work
Projects combine:
Selected cases → your working dataset
Custom instructions → how Codex should respond
AI context → shared understanding across all queries
Once set up:
Every query runs within the selected project
Instructions are automatically applied
Responses are tailored to your defined preferences
Step-by-Step: Create a Project
Follow these steps to create a project in Codex:
1. Go to Codex
2. Click on Create Project
3. A side panel will open. Fill in:
Project Name
Description
Custom Instructions (e.g., tone, format, level of detail)
4. Click Next
5. Select up to 25 cases
6. Click Create Project
Using a Project
Once your project is created:
Select the project in Codex
Start asking questions or running analysis
You can:
Ask for summaries across all cases
Identify gaps or missing details
Generate structured outputs based on your instructions
All responses will automatically:
Follow your defined instructions
Consider all selected cases
Stay consistent across queries
Custom Instructions (Best Practices)
Custom instructions help control how Codex responds.
You can define:
Response length (short / detailed)
Format (bullet points, draft format, etc.)
Focus areas (risk, financials, compliance, etc.)
This ensures:
Consistent outputs
Faster workflows
Reduced need for repeated prompts
AI Capabilities in Projects
Within a project, AI works across all selected cases to:
Understand shared context
Generate consolidated insights
Identify patterns and gaps
Provide structured and consistent responses
This allows you to move from case-by-case analysis to portfolio-level intelligence.
Conclusion
Projects in Codex help you move from fragmented case handling to a structured, context-driven workflow.
By grouping cases, defining instructions, and leveraging AI across all selected data, you can streamline analysis, improve consistency, and significantly reduce manual effort in managing litigation.