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Monitor Agent in Codex (Contract Management Tool)

Set up topic monitors in Codex to receive sourced updates on regulations, rulings, and other developments by email and in Codex.

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Written by Mansi Rana

Overview

Monitor Agent is a feature in Codex that keeps you updated on topics you care about. Instead of searching for developments yourself every day, you create a monitor for a topic and receive relevant updates by email and in Codex whenever something changes.

For example, you can ask Codex to track new Indian regulations, court rulings, and government notifications that affect commercial contracts, including the DPDP Act, stamp duty, e-signature rules, and contract enforcement, and to report only material changes for a contract management team.

How to Access Monitor Agent

  1. Click Codex in the left-hand navigation bar.

  2. Click Monitor Agent in the row of options below the prompt bar.

The Monitor Agent panel opens on the right side of the screen. It lists your monitors, with a New Monitor button at the bottom.

Creating a New Monitor

  1. In the Monitor Agent panel, click New Monitor.

  2. In the topic field, describe in plain language what you want to track. You do not need Boolean search syntax or legal codes. For example: “Track new Indian regulations, court rulings, and government notifications that affect commercial contracts, including the DPDP Act, stamp duty, e-signature rules, and contract enforcement.”

  3. Under How Should I Watch It?, choose an update mode:

    • Stream: you receive an update every day, whether or not there has been a change in the topic.

    • Snapshot: you receive an update only when there is a meaningful change or new development related to the topic.

  4. Under How Often?, choose how often Codex checks the topic: Hourly (every hour), Daily (once a day), or Weekly (once a week).

  5. Under Followers, select the team members you want to add to the monitor.

  6. Click Start Monitoring.

Viewing a Monitor and Its Updates

Click a monitor in the list to open it. The top of the monitor shows the topic, the update mode, how often it runs, who created it, how long ago it was created, and the number of followers.

Below this, the Activity list shows the latest updates. Click View All to open the full Changes Found view, with the newest updates first. Click a change to see the reasoning and sources behind it. Each change shows:

  • A headline describing the development

  • The date it was found

  • The number of sources behind it

  • Why This Matters: an explanation of why the development is relevant to your topic, with a confidence level such as Medium confidence

  • Sources: a numbered list with the title, link, and a short excerpt from each source, so you can read the original content

Click Hide Reasoning to collapse the explanation.

Managing Your Monitors

All your monitors are listed in the Monitor Agent panel. Each entry shows the topic, its status: Active (green) or Cancelled (grey), the update mode, and how often it runs.

  • Use Find a Monitor to search by name.

  • Use the filter icon at the top right of the panel to filter by Monitor Type, Frequency, or Status. Click Show Results to apply it, or Reset Filters to clear it.

Update Modes Explained

Stream

Sends an update every day, whether or not there has been a change in the topic. Use it when you want a regular check-in on a topic.

Snapshot

Sends an update only when there is a meaningful change or new development related to the topic. Use it when you only want to hear about real changes.

Who Should Use Monitor Agent

Monitor Agent is useful for:

  • In-house legal counsel tracking regulatory and legislative changes that affect their contracts

  • Compliance teams monitoring policy changes, enforcement actions, and rules on e-signatures and stamp duty

  • Legal operations teams who want automated awareness across multiple topics without spending time on manual research

Best Practices

  • Describe your topic in plain language, and say what counts as a material change for your team.

  • Use Stream if you want a daily update even when nothing has changed, and Snapshot if you only want to hear when something meaningful changes.

  • Choose Daily for most topics, and Hourly only for time-sensitive matters.

  • Add the team members who need the updates as Followers.

  • Use search and filters to keep track of your monitors as the list grows.

  • Open Why This Matters on an update to understand why it was flagged before you act on it.

Conclusion

Monitor Agent saves you from searching for updates manually. Create a monitor once, choose how and how often you want to hear about changes, and Codex keeps you informed by email and in Codex.

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