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Codex
Software integration

Codex

Connect your Codex software to Cloud Group's cloud telephony and give your staff context on every call.

What is Codex?

Codex is professional software that brings legal and tax knowledge and administration together on one central platform. Firms and professionals use Codex to manage their files, contacts and documents in a structured way.

By connecting Codex to Cloud Group's cloud telephony, you bring your communication and your file data together in one place. Your staff see who is calling before they pick up, can dial out straight from Codex, and never have to register anything twice. You save time on every interaction and give each caller a professional experience.

What does this integration deliver?

File context on every call

Incoming numbers are automatically recognised and matched to the right file, so you instantly know who is calling and about what.

Click-to-call

Start calls directly from Codex. No more retyping numbers, fewer errors and faster follow-up.

Automatic call logging

Every conversation is logged against the right contact, so your team always has a complete, up-to-date picture.

Request this integration

Contact your account manager to activate Codex for your organization.

Schedule a call