Your Firm Decides Where AI Is Used
The CodaraFlow AI Assistant helps your team with the slow parts of the work: data entry, organizing the library, and checking that approved answers are still current. It works under your firm's rules, and a person approves everything it suggests.
Turn It Off, or Choose Where It Works
An administrator can turn the AI Assistant off for the whole firm, or keep it out of specific areas, such as client projects or the firm's internal guidance. The reviews and imports it can help with each have their own switch, and they stay off until your firm turns them on. It runs on your firm's own AI account.
How It's Kept in Check
A Person Approves Everything
Anything it suggests for the libraries waits as a draft until someone your firm trusts approves it.
It Can't Approve, Send or Delete
It can never approve, sign off, finalize, delete, change settings, send email or export.
It Works Only When Someone Opens It
No background runs and no schedule. It acts as the person who opened it, with no more access than they have.
Every Change Is Recorded
The audit log shows each change as made by the Assistant on behalf of that person.
Included on the Advisory, Team and Enterprise plans. See Pricing.
Your clients get more consistent, firm-approved explanations, and your firm can take on
more client work with the team you already have.
See It in a Live Walkthrough
Our founder walks you through CodaraFlow and answers your questions as you go.
Your firm's own system and database, never combined with another firm's.
Cancel anytime. Your knowledge stays yours.
Book a Demo
A live walkthrough with our founder on a video call, at a time that suits you.
See Available TimesNeed to include other stakeholders? Add them as guests to the calendar appointment once booked.