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.

Motion for Partial Summary Judgment.docx

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…

Codira ESQ · Case info

Linked to Meridian v. Halvorsen

1 change in Codira ESQ

Counsel of record

2 attorneys

3 attorneys

Review and update

Inserted 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.

Scheduling memo.docx
  • 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.

Citation check · whole document
  • 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 pages
  • UnresolvedHalvorsen v. Tempo Systems, 88 F.4th 9014 (10th Cir. 2024)Not found in the library

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.

Meridian deadlines.xlsx
DeadlineDateDays left ƒx
Expert disclosures11/06/202626
Rebuttal experts12/04/202654
Discovery cutoff01/15/202796
Dispositive motions02/12/2027124

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.

Refresh from Codira ESQ
  • UpdatedDiscovery cutoff01/15/2027 → 01/29/2027
  • NewPretrial order due04/02/2027
  • GoneStatus conferenceVacated in Codira ESQ
Owner column untouchedApply 3 changes

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.

Deadline summary

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.

  1. You see the changeBefore and after, in the add-in
  2. You approve itNothing is written until you do
  3. 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.

Codira ESQ for Word and Excel.The Matter, Where the Work Gets Done.