Two Clicks From a Browser Tab to the Firm's Library
Your staff's research happens in a browser: an AI answer, a CRA page, a technical bulletin, an email they're drafting in Outlook on the web. Highlight the wording, right-click, and Add to CodaraFlow files it in your firm's library with its formatting intact.
- Nothing reaches a client unapproved: a capture from anyone without approval rights lands in the approval queue, not the library
- Revised to your firm's standard and saved, then searchable firm-wide and available to drop into the next letter, email, or calculation
- Building blocks, not finished letters: the explanations that repeat come from the library, so the time goes into what is unique to each client
Chrome and Edge, on Windows, macOS and Linux.

