Codira ESQ for Word and Excel
Your Codira ESQ matters, inside Word and Excel.
The matter you built in Codira ESQ, in the documents and workbooks where the work gets done. The caption is current. The deadlines are the ones on record. The citations are checked. The tables refresh.
Included with every Codira ESQ subscription · Works with Microsoft Word and Excel
Case Information, Always Current.The Caption Comes From the Matter.
Insert the caption, court, case number, judge, parties and counsel of record from the matter. Everything you insert stays linked, so when Codira ESQ changes you see exactly what moved and choose what to update.
United States District Court for the District of Colorado
Meridian Analytics, Inc.,
Plaintiff,
v.
Halvorsen Data Partners, LLC,
Defendant.
Civil Action No.
1:26-cv-00614
PLAINTIFF’S MOTION FOR PARTIAL SUMMARY JUDGMENT
Plaintiff Meridian Analytics, Inc. moves for partial summary judgment on…
Linked to Meridian v. Halvorsen
1 change in Codira ESQ
Counsel of record
2 attorneys
3 attorneys
Review and updateInserted text stays linked to the matter.
No more retyping a caption from the last brief.
Deadlines From the Record.Exactly as Recorded. Never Calculated.
Insert a matter’s deadlines as a sentence, a list or a table, exactly as recorded in Codira ESQ. Deadlines an attorney hasn’t confirmed are clearly marked and need an extra confirmation to insert.
- Expert disclosuresNov 6, 2026Confirmed
- Rebuttal expert disclosuresDec 4, 2026Confirmed
- Discovery cutoffJan 15, 2027Not confirmed
- Dispositive motionsFeb 12, 2027Confirmed
Exactly as recorded in Codira ESQ. An unconfirmed deadline needs an extra confirmation to insert.
The add-in never calculates a deadline.
Citation Check.Verified, Needs Review or Unresolved.
Check the case citations in a document or a selection against Codira ESQ’s case-law library. Each one is marked with its source and the date checked. A pin cite outside the decision’s pages, or a case name that doesn’t match, is flagged for review.
Jump to any citation, and add Word comments for the ones that need a look.
- VerifiedCelotex Corp. v. Catrett, 477 U.S. 317 (1986)Matches the library
- Needs reviewAnderson v. Liberty Lobby, Inc., 477 U.S. 242, 299 (1986)Pin cite is outside the decision’s pagesComment added
- UnresolvedHalvorsen v. Tempo Systems, 88 F.4th 9014 (10th Cir. 2024)Not found in the libraryComment added
Checked today against Codira ESQ’s case-law library. No AI. Your text isn’t kept.
No AI is used, and Codira ESQ doesn’t keep your text. This is not a citator: it doesn’t tell you whether a case is still good law.
Live Exports.Tables That Stay Right as Days Pass.
Export a matter’s deadlines, deadlines across all your matters, a matter’s docket of pleadings and motions, or a list of all your matters. Dates are real Excel dates; Status, Days left and Days to next are formulas.
| Deadline | Date | Status ƒx | Days left ƒx | Owner (your column) |
|---|---|---|---|---|
| Expert disclosures | 11/06/2026 | Upcoming | 26 | J. Ortiz |
| Rebuttal experts | 12/04/2026 | Upcoming | 54 | J. Ortiz |
| Discovery cutoff | 01/15/2027 | Unconfirmed | 96 | M. Chen |
| Dispositive motions | 02/12/2027 | Upcoming | 124 |
Real Excel dates. Status and Days left are formulas, so they stay right as days pass.
Refresh Without Losing Your Work.See What Changed. Choose What to Apply.
Refresh any exported table from Codira ESQ. You see what changed, what’s new and what’s gone, and choose what to apply.
- UpdatedDiscovery cutoff01/15/2027 → 01/29/2027
- NewPretrial order due04/02/2027
- GoneStatus conferenceVacated in Codira ESQ
Columns you add yourself are never touched.
Deadline Summary.Open, Overdue and Upcoming, at a Glance.
Build a summary sheet of open, overdue and upcoming deadlines, by month and by matter, with a chart. It is all formulas, so it follows every refresh.
Open
27
Overdue
0
Next 30 days
4
ConfirmedUnconfirmedAll formulas, so it follows every refresh.
Codira ESQ Reports.The Reports Codira ESQ Prepares, as Excel Tables.
Insert the reports Codira ESQ prepares for a matter as Excel tables. Work-product reports are marked as such.
- Master chronology
- Privilege log
- Production log
You Stay in Control.Nothing Changes Until You Approve It.
Nothing is written into a document or a workbook until you’ve seen it and approved it. Every change the add-ins make is recorded in the matter’s audit log in Codira ESQ, without your document’s text.
- You see the changeBefore and after, in the add-in
- You approve itNothing is written until you do
- It is recordedIn the matter’s audit log, without your text
Get It.What You Need.
A Codira ESQ subscription
The add-ins are included with every paid Codira ESQ subscription, at no extra charge.
The right role
An attorney, paralegal or administrator role on the matter.
Word or Excel
On Windows, Mac and the web.
Your firm’s admin
Can deploy both add-ins to everyone from the Microsoft 365 admin center. They are also coming to Microsoft Marketplace.