What are Projects?
Projects in Codex allow you to group related contracts into a single workspace and work on them collectively.
Instead of reviewing contracts individually, you can bring multiple agreements together and run queries across them with shared context. Codex understands the selected set of contracts and tailors responses accordingly.
Why use Projects?
Contract workflows often involve reviewing multiple agreements with similar requirements. This typically leads to:
Repeating the same instructions across contracts
Manually switching between documents
Inconsistent analysis and outputs
Projects simplify this by enabling you to:
Work on a set of related contracts together
Apply consistent review instructions
Run comparative and bulk analysis
For example, you can review all vendor agreements together and ask Codex to identify risk clauses or missing provisions across them.
What can you do with Projects?
Projects help you move beyond single-contract analysis and enable:
Cross-contract comparison (e.g., clauses, terms, risks)
Bulk summarisation of multiple agreements
Identification of inconsistencies across contracts
Detection of missing or non-standard clauses
Standardised outputs based on defined instructions
How Projects work
A Project brings together:
Selected contracts → the agreements you want to analyse
Custom instructions → how responses should be structured
Shared AI context → applied across all queries
Once selected:
Codex processes queries across all contracts in the project
Instructions are automatically applied
Outputs remain consistent and comparable
Step-by-Step: Create a Project
1. Go to Codex
2. Click on Create Project
3. A side panel will open. Fill in:
Project Name
Description
Custom Instructions (e.g., focus on risk clauses, keep responses concise)
4. Click Next
5. Select up to 25 contracts
6. Click Create Project
Using a Project
After creating a project:
Select the project in Codex
Start running queries across your contracts
You can:
Compare clauses across agreements
Identify risks across multiple contracts
Generate summaries for a group of documents
Analyse consistency in terms and conditions
All outputs will:
Follow your defined instructions
Consider all selected contracts
Maintain consistency across responses
Custom Instructions (Best Practices)
Custom instructions help standardise outputs across contracts.
You can define:
Output format (bullet points, structured summary, etc.)
Focus areas (risk, compliance, financial terms, clauses)
Level of detail
This ensures uniform analysis across all contracts in the project.
AI Capabilities in Projects
Within a project, Codex enables:
Comparative analysis across contracts
Pattern identification in clauses and terms
Detection of deviations from standard language
Highlighting of risks and gaps across agreements
This allows you to move from reviewing contracts individually to analysing your contract portfolio as a whole.
Conclusion
Projects in Codex help you streamline contract review by enabling structured, multi-document analysis within a single workspace.
By grouping contracts and applying consistent instructions, you can improve efficiency, ensure standardisation, and gain deeper insights across your agreements.