Recommendations and amendments

Recommendations serve as guidance for modifying or highlighting specific aspects of a document for your client. This article explains how recommendations and amendment requests work and how to manage them within Curia.

What are recommendations?

Recommendations in Curia consist of two related parts:

Amendment requests: Legal language that communicates a requested change to the vendor's solicitor
- Example: "Reduce the delayed settlement interest rate to 8%"
Recommendation: Client-friendly language that explains the amendment in non-technical terms
- Example: "We recommend the vendor reduce the interest rate for any delay in settlement to a more reasonable 8% pa"

How are rule-based recommendations generated?

Curia includes automatic recommendation rules that trigger based on specific field values:

When a field value meets certain criteria, the system automatically adds the corresponding recommendation
These rules are built into Curia and apply consistent standards across reviews
Rule-based recommendations are indicated by a blue cog icon next to the text

How do recommendation modes work?

Each field with recommendation capabilities offers three operating modes, controlled by a toggle:

Auto mode

Default setting for all fields with a rule
Applies rule-based recommendations automatically when conditions are met
Recommendation text appears in blue and cannot be edited
If no rule is triggered, no recommendation is added

Ignore mode

Deactivates rule-based recommendations for the field
Any existing recommendation will be struck through and excluded from reports
Useful when a standard recommendation doesn't apply to your specific case
No recommendation for the field will appear in the finalised report

Manual mode

Allows you to create or edit recommendation text for a field
If a rule is triggered, the automatic text is provided as a starting point
Both amendment and recommendation fields become editable
Perfect for customising standard recommendations or creating new ones for fields that don't typically trigger rules

How do I change recommendation modes?

To switch between recommendation modes:

Click "Show details" on any field to expand its options
Locate the "Rule mode" toggle in the expanded view
Select your preferred mode: Auto, Ignore, or Manual

When switching from Manual mode with custom text, a confirmation dialog will appear to prevent accidental loss of your customisations.

How do I customise recommendations in manual mode?

When using Manual mode:

Both Amendment and Recommendation text fields become editable
If switching from Auto mode with active rules, the existing text is provided as a starting point
Edit both fields to create your customised version
The changes will persist even if you navigate away from the page or close the review
Both fields will be included in the finalised report

How can I access all amendment requests?

The 'Finalise' tab compiles all recommendations made throughout the review:

Open the 'Finalise' tab to view a numbered list of all amendments under the 'Amendment requests' heading
This list displays the amendment requests intended for communication to relevant parties such as the vendor's solicitor
Any recommendations are not shown here, they are only displayed in the report.
Use the "Copy request list" button to copy all amendment requests to your clipboard
All amendments, whether automatic or manual, appear in this consolidated list

Can I add recommendations to fields without a rule?

Yes, recommendations can be added to any field with recommendation functionality enabled:

Use the 'Show details' option to expand field details
Enter your amendment and recommendation text
The recommendation will be added to the report and Amendment Requests list

FAQ

What is the difference between a recommendation and an amendment?

A recommendation is plain-language advice for your client. An amendment is the formal legal wording for communication with the vendor's solicitor.

Can I create custom recommendations?

Yes, you can create custom recommendations and save them to your Library for consistent reuse across reviews.

How do I remove a recommendation from a report?

Click "Show additional details" on the Field, then use the Rule mode toggle to select "Ignore". The recommendation will be struck through and excluded from the Report. Alternatively, switch to "Manual" mode to edit or clear the recommendation text.

Are recommendations automatically added?

Some recommendations are added automatically based on detected issues. You can also add recommendations manually.