Managing Recommendations

The Recommendations library allows you to manage standard recommendations that can be applied during contract reviews. These recommendations provide consistent guidance for addressing issues found in contracts.

What are recommendations?

Recommendations are predefined suggestions for addressing issues identified during contract review. Each recommendation consists of two parts:

Amendment: Instructions for the vendor's solicitor on how to modify the contract
Explanation: Client-friendly explanation of why the amendment is needed and what it achieves

How are recommendations used?

Recommendations in the library are:

Automatically suggested when relevant issues are detected
Applied consistently across all reviews in your account
Customisable to match your firm's preferred wording and approach

Managing recommendations

Viewing recommendations

The recommendations library displays all available recommendations with:

The amendment text (instructions to vendor's solicitor)
The explanation text (client-facing)

Editing recommendations

To modify a recommendation:

Navigate to Settings > Library > Recommendations
Locate the recommendation you want to edit
Click the table row or select "edit" from the row dropdown
Modify the amendment and/or explanation text
Save your changes

Changes to recommendations apply to all future reviews but do not affect existing reviews.

FAQ

What are Library Recommendations?

Library Recommendations are pre-written Recommendations stored in your account that are automatically applied when certain Field values are detected during Review.

How do I edit a Library Recommendation?

Go to Settings > Library > Recommendations. Click a Recommendation to edit its amendment text and client explanation. Changes apply to future Reviews only.

Are Recommendations applied automatically?

Yes, when a Field value triggers a rule-based Recommendation, the Library Recommendation is automatically applied. You can switch to manual mode to override or customise the text for individual Reviews.

What is the difference between Amendment and Recommendation text?

The Amendment is formal language for the vendor's solicitor describing the requested change. The Recommendation is a client-friendly explanation of why the change is needed.