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Codossier Office

The Whole Practice, On One System.

Matters, documents, mail, deadlines and the people who work them, in one system of record your office owns. Coin, the Codossier agent, reads along, keeps track of what was promised, and drafts the next step. Everything else you shape yourself, in plain words.

Start a 30-Day Free TrialBook a WalkthroughSee what's inside

30 days free, the whole product, on your own matters.

11
Capability areas
110
Capabilities, listed below
2
Databases in your subscription, Sandbox/QA included

Your database, not ours

Office runs on a database in your own subscription, with its secrets in your own key vault. A restored copy stays locked until you confirm it. If you leave, the data is already where you are.

An agent that knows your records

Coin answers from your matters, mail and documents, and only within what the person asking is allowed to see. Every answer shows what it cost.

Shaped in conversation

Ask for a field, a view, a workflow or a whole table and it arrives as a plan you approve. Nothing changes until you say so, and every change is audited.

What's Inside

Built For How An Office Actually Runs.

The full depth of Codossier's case analysis, inside a real CRM your office owns outright.

  1. SaaS is common.
  2. SaaS with a brain is valuable.
  3. SaaS with an invaluable brain is rare.

Your own database, with the best thinking we can build into it:CodossierOffice.

Coin, the Agent

An agent that works inside your records.

  • Ask Coin anything about your records
  • Answers only within each person's permissions
  • Reads incoming email, then drafts the reply
  • Replies written in each person's own voice
  • Learns writing style from your sent mail
  • Holds upset or urgent replies for review
  • Skills library: one-click commands, shareable
  • Build your own skills, quality-scored
  • Records enrich themselves: facts, signals, relations
  • Finds similar records across your book
  • Coin's costs metered and shown, call by call

Coin Keep

What was promised, by whom, and by when.

  • Finds promises and deadlines as they arrive
  • Pulls dates from emails, notes and documents
  • Statutory last days flagged Critical, never auto-confirmed
  • Unverified dates get extra lead time
  • Catches contradictions between sources, asks once
  • Tracks promises both ways: owed and owing
  • One-click answers from email: mine, done, moved
  • Unanswered items escalate to the manager
  • Morning brief, only when there's news
  • Team view: overdue, this week, waiting
  • Coin drafts the follow-up for you
  • Respects your office week and holidays

Documents

One home for every version of every file.

  • Every document versioned, lineage in one place
  • Compare any two versions, word by word
  • Spots duplicates and likely new versions
  • Scans become searchable Word documents
  • Make PDFs from images, text and emails
  • Word add-in: open, save, version
  • Documents inherit the matter's access automatically
  • Files dashboard: browse, analytics, places, scans
  • Quick look without downloading
  • Checkpoint strip flags what needs a look
  • Ask Coin about any document

Matter Planning

From the first conversation to a planned matter.

  • Conversational intake turns facts into a matter
  • Matter clock: statutory deadlines and practice targets
  • Deadlines set by forum and jurisdiction
  • Required positions: present, missing, not applicable
  • Your office can edit the matter timeline
  • Visual matter canvas, drag to restructure
  • One-click client brief and counsel packet
  • Lead scoring report for co-counsel
  • Reports printed in your company's look

Timelines & Dashboards

What happened, and what is coming.

  • Timeline wheel: past and future, one turn
  • Every email, call, meeting, note and file
  • Business Calendar: month, week and day
  • Office holidays pause business-hour clocks
  • Record graph: every connection, two hops out
  • Activity timeline on every record
  • Follow any record, get notified of changes
  • Daily digest of what changed

Routine Automation

The repeatable work, done on its own.

  • Visual workflow designer, no code
  • Triggers: schedule, record change or webhook
  • Approvals: any, all, or quorum
  • Approve from email with one-use links
  • Query, loop, branch, create, update, email
  • Call outside systems over secured connections
  • Scheduled jobs run on office business hours
  • Missed runs flagged, never silently skipped
  • Scheduled send and reply hold

Customization

Your tables, your screens, your rules.

  • Add tables, fields, views and forms without code
  • Lookups that point to any table
  • Computed fields, rollups and validation rules
  • Several forms per table, chosen per person
  • Form scripts that can never break forms
  • Configurable ribbon buttons, run-as per button
  • Custom Controls: build your own UI components
  • Help text under any field
  • Company Theme on every PDF
  • AI-mapped import from any spreadsheet
  • Move changes between environments as signed packages
  • Preview, apply, roll back

Customize By Asking

Talk to your system through Claude.

  • Customize your system by talking to Claude
  • Plans first; nothing written until approved
  • Production changes need your click
  • Explains access and problems in plain words
  • Bulk loads that update by key
  • Compare environments, pull only what's missing
  • Build workflows and controls conversationally
  • Never touches the database directly

Own Your Data

Bring your own database.

  • Bring your own database; the data stays yours
  • No outside AI agents mining your data
  • Coin runs on your key, your switch
  • Every Coin dollar metered and in view
  • Each office in its own subscription
  • Restored copies locked until confirmed
  • Secrets kept in your own key vault
  • Envelope encryption with pluggable key providers
  • Start as one person, grow into an office

Security & Compliance

Access that follows the matter.

  • Mature RBAC: roles and team membership, together
  • Sign in through your Microsoft directory
  • Joiners, movers and leavers handled automatically
  • Directory groups map to roles
  • MFA policy set per organization
  • Record-level access: owner, contributor, reader
  • Access follows the matter to its activities
  • Time-bound access grants, requests and approvals
  • Records you can't see simply don't exist
  • Field-level audit trail on every record
  • Legal holds survive every purge
  • Every access refusal logged and explained

System Of Record

The foundation the rest stands on.

  • Everything is configurable data, not code
  • One API door for every operation
  • Every write runs through one governed pipeline
  • Audit records survive rollbacks
  • AI governed centrally: limits, cost, breakers
  • Typed SDK, OpenAPI and service-account keys
  • Global search across everything
  • Microsoft 365 and Gmail mailboxes built in
  • Monitoring: errors, jobs, AI spend, audit

Codossier Office organizes and tracks your matters; it does not give legal advice. Dates it finds are proposed for your office to confirm, and Critical dates are never confirmed for you.

Customize By Asking

Ask For The Change. Approve The Plan.

Codossier Office ships with a connector for Claude. Describe what your office needs; Claude reads your live setup, writes the change as a plan, and applies it only when you say yes.

Plans, not surprises
Every change is written out first, checked against your live setup, and held for your yes.
Production asks twice
On your live office, a plan waits for your click as well as your words.
Through the front door
Claude works through the same governed API your people do. It never writes to the database.
A field and a view
You
Add a limitation date to Matters and show it on the Active Matters view.
Claude
Plan ready · 2 steps · nothing written yet1 Field Matter › Limitation Date (date only)2 View Active Matters › add Limitation DateApply it?
You
Yes.
Claude
Applied. Both steps checked on the live system, and the audit trail has both changes.
A form, reworked
You
On the Case form, put the limitation date up top with a live countdown, warn us inside 30 days, and add a button that emails the client an update.
Claude
Plan ready · 4 steps · nothing written yet1 Form Case › Limitation Date first in Summary2 Script Case › countdown, warning inside 30 days3 Help Limitation Date › “Statutory last day. Confirm before relying.”4 Button Case ribbon › Email Client UpdateThe script passed its checks. Apply it?
You
Yes, and only Partners should see the button.
Claude
Applied, with the button shown to Partners only. Open any case to see the countdown.

Own Your Data

Your Database. Your Directory. Your Keys.

One Codossier Office application serves many offices, and each office's records live in that office's own database.

01

Your database

Your records sit in a database in your own subscription. A copy restored anywhere stays locked until your administrator confirms it, so a backup can never quietly become a second office.

02

Your directory

People come from your Microsoft directory: they join, move and leave there, and their roles follow their groups. Your break-glass administrator stays local.

03

Your keys

Secrets are sealed with keys held in your own vault. A clone without access to that vault cannot read them.

Dynamic Pricing Flexibility

Own More Up Front. Pay Less Each Month.

Two numbers that move together. The more you put into your database once, the less each person's license costs every month. Move either one; the other follows.

US dollars, before tax. The database is yours: it lives in your own subscription and stays with you.

30-Day Free Trial

Run the whole of Codossier Office on your own matters for 30 days before you pay anything. Nothing here is charged until the trial ends and you decide to stay.

$5,000
$2,000$8,000
$50
$20$80
Each month$500
First year$11,000
Start Your 30-Day TrialStart The Conversation

See It On Your Own Matters.

We walk your office through Codossier Office on the kind of matter you actually handle: intake, the matter itself, its documents, its deadlines and its mail. Tell us your practice areas and how many people would use it.

Book a WalkthroughRead the developer docs