Overview
Legistify Codex is an AI-powered workspace within the IPR module 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 organised, 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 in the IPR module, 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. You can also switch the active AI model directly from the sidebar without leaving your current chat.
Attachments added to a Codex session are now visible within the chat, so you always have a clear view of which files are in context for the current conversation.
How to Use Legistify Codex
Step 1: Enter Your Prompt
In the input field, type your question, instruction, or task clearly.
Examples:
Summarise the key risks in this trademark opposition notice.
Draft a cease and desist letter for trademark infringement.
What are the renewal deadlines for our registered trademarks?
Explain the difference between a trademark objection and an opposition.
Analyse the risk of a trademark lapsing based on the filing date.
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., trademark certificate, opposition notice, IP agreement).
Enter your instruction (e.g., "Summarise key obligations" or "Identify risk clauses").
Codex will analyse 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
Risk assessments
Comparative analysis
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 IPR 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 trademark certificates, opposition notices, IP agreements, CSV files, and Excel spreadsheets.
Trademark Connector
The Trademark Connector allows you to link your tracked trademark portfolio directly to the Codex chat. Instead of uploading individual files, you connect your existing trademark records from within the IPR module and Codex works with that data in context.
How to use the Trademark Connector
Click the + icon in the prompt bar.
Select Connectors from the menu.
Choose Trademark to connect your tracked trademark portfolio.
Once connected, enter your prompt. Codex will reference your trademark data when generating a response.
Hearing data for your tracked trademarks is also synced via the Trademark Connector, so Codex has up-to-date hearing information when generating responses related to trademark hearings and deadlines.
Try Asking Codex — Global Search Suggestions
The IPR Global Search includes a Try Asking Codex section with pre-built template queries for Trademark. These suggestions help you quickly run common portfolio queries without typing them from scratch. Available template queries include:
Upcoming renewals and deadlines
Lapsed or dormant IPs
Portfolio at a glance
Click any suggestion to open Codex with that query pre-loaded and ready to run.
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 50 IP records into a single workspace and run queries across all of them together, with shared context and custom instructions. Click Create Project or All Projects from the Codex home screen to get started.
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. This makes it easy to review, copy, and refine drafted content such as cease and desist letters, opposition responses, or IP summaries without losing your conversation context.
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:
Cease and desist letters for trademark infringement
Opposition and objection responses
IP licensing agreement clauses
Summaries of trademark certificates or patent documents
Internal IP reports and memos
This reduces manual drafting time and provides a structured starting point.
2. Productivity
Use Codex to:
Break down complex IP documents into concise summaries
Convert trademark portfolio data into structured action plans
Generate renewal checklists and deadline trackers
Organise scattered IP information into usable formats
It helps transform unstructured input into clear, actionable outputs.
3. Strategy & Decision Support
Codex supports scenario-based analysis, such as:
Evaluating the risk of a trademark lapsing or being opposed
Comparing trademark classes for filing strategy
Identifying potential conflicts with existing marks
Exploring implications of a trademark assignment or licensing clause
It provides structured reasoning to support internal decision-making.
4. Learning & Knowledge Support
Codex can:
Explain IP concepts in simple language (e.g. difference between objection and opposition)
Provide examples for better understanding of IP filing processes
Clarify the scope of trademark protection by class
Offer structured learning support on demand
This makes it useful for both experienced IP 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. You can also switch models directly from the sidebar without leaving your current chat.
Available models
Claude Opus 4.7 — Best for complex IP reasoning, deep analysis, and high-quality drafting.
Claude Opus 4.6 — Strong choice for drafting IP documents, notices, and structured legal content.
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, IP type, or filing date where applicable.
Give Codex a role or perspective: "Review this from the trademark owner'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 IP 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 brings AI-powered assistance directly into your IPR workflow. From drafting cease and desist letters and analysing opposition notices to querying your trademark portfolio and identifying upcoming renewals, Codex helps IP teams work faster and make more informed decisions — all from within the IPR module.