What are Projects?
Projects in Codex are dedicated workspaces that allow you to group related IP records and work on them together with shared context.
Instead of working on individual trademarks, patents, or copyrights separately, you can:
Add multiple IP records into a single project
Define how responses should be generated
Run queries across all selected records
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 a large IP portfolio, it's common to:
Switch between different trademarks or patents repeatedly
Re-enter the same instructions
Lose context across queries
Projects solve this by:
Keeping related IP records in one place
Allowing you to define reusable instructions
Enabling queries across multiple records at once
For example, you can:
Analyse all Class 25 trademarks together
Set instructions like "keep responses concise" or "focus on renewal risk"
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 IP records simultaneously
Generate summaries, insights, and portfolio reports
Identify lapsing or at-risk trademarks across a group
Maintain consistent response formats and tone
Reduce manual effort and repetition
How Projects work
Projects combine:
Selected IP records → 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 from the left-hand navigation in the IPR module.
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 50 IP records.
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 portfolio summaries across all IP records
Identify upcoming renewals or at-risk marks
Generate structured outputs based on your instructions
All responses will automatically:
Follow your defined instructions
Consider all selected records
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 (renewal risk, opposition status, filing deadlines, etc.)
This ensures:
Consistent outputs
Faster workflows
Reduced need for repeated prompts
AI Capabilities in Projects
Within a project, AI works across all selected IP records to:
Understand shared context
Generate consolidated portfolio insights
Identify patterns, gaps, and renewal risks
Provide structured and consistent responses
This allows you to move from record-by-record analysis to portfolio-level intelligence.
Conclusion
Projects in Codex help you move from fragmented IP record handling to a structured, context-driven workflow. By grouping records, defining instructions, and leveraging AI across all selected data, you can streamline analysis, improve consistency, and significantly reduce manual effort in managing your IP portfolio.