One source of truth for everything your firm knows.

Consolidate thousands of documents — your firm’s expertise, the authoritative references your industry runs on, every system you connect — into one secure place. Then extract the insights that matter with a single query.

Four layers, one query

Codex unifies four distinct knowledge layers behind a single retrieval API. Atlas — public reference data your industry depends on. Vault — your firm’s own institutional knowledge. Integrations — live syncs from the systems your team already uses. And Skills — the reusable agent capabilities that turn knowledge into action.

Every chunk an agent retrieves is cited back to its source with full lineage. Every workspace is isolated from every other. Every change is versioned. The knowledge layer that runs your firm becomes the knowledge layer you can audit.

Knowledge layers
unified retrieval
01
Atlas

Authoritative public reference — case law, ICD-10, EDGAR, regs.

02
Vault

Your firm's own docs, policies, and precedents.

03
Integrations

Live syncs from Drive, Notion, Clio, Slack, Salesforce.

04
Skills

Reusable capability packages your agents pick up on demand.

What this unlocks

The knowledge layer that makes the rest possible.

Agents are only as good as what they know. Codex is what they know — and the difference between a generic AI deployment and one that actually carries your firm’s judgment.

1

Bloomberg-grade public reference

Atlas covers case law, statutes, ICD-10, CPT, drug formularies, EDGAR filings — entity-resolved, cross-validated, kept current. The reference data your competitors pay six figures a seat for, embedded in your agents by default.

2

Your docs become a structured table

In Vault, define columns once at the directory level — Governing Law, Liability Cap, Term — and Codex extracts them from every document, past and future. Any folder of unstructured docs becomes a queryable structured asset.

3

Workspace-isolated by design

One firm, many workspaces — practice groups, client teams, business units — each with its own indexes, its own permissions, and zero cross-workspace data leakage. Confidentiality as architecture, not policy.

Knowledge layers

Stop hunting for facts. Start operating from them.

Your senior people burn a third of their week locating the right authority and re-reading documents they’ve seen before. Codex gives that week back — and turns your firm’s entire archive into a structured asset that compounds with every matter you take on.

Atlas

The cite, the code, the rule — already there.

Every authoritative source your industry runs on, kept current and structured. Your team stops hunting; the answer is one retrieval away.

Legal

Case law · Statutes · CFR · Court rules

Healthcare

ICD-10 · CPT · NDC · LCDs · USPSTF

Financial

EDGAR · FINRA · IRC · FASB · OFAC

Real Estate

Zoning · Deeds · IBC · USPAP

Vault

A directory becomes a structured table

Define columns once. Codex extracts them from every doc — past, present, and future. A folder of contracts becomes a queryable database.

Governing LawDelaware
Term36 months, auto-renew
Liability Cap12 months fees
Termination for Convenience30-day notice

Extract key insights at scale.

Atlas, Vault, integrations, and skills — unified, versioned, and traceable. The foundation underneath everything else.