Managing Recommendations
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 (only active Recommendations are applied)
- Applied consistently across all reviews in your account
- Customisable to match your firm's preferred wording and approach
- Individually enabled or disabled to control which Recommendations are automatically applied
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)
- The status (Active or Disabled), which can be sorted
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
- Toggle the Active checkbox to enable or disable the Recommendation
- Save your changes
Changes to Recommendations apply to all future reviews but do not affect existing reviews.
What happens when a Recommendation is disabled?
When a Recommendation is disabled, it will not automatically populate during contract review. The recommendation UI (Automatic/Manual/Ignore) still appears on the relevant review field, but no content is applied in Automatic mode. You can switch to Manual mode to enter custom recommendation text.
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, client explanation, and active status. Changes apply to future reviews only.
Are Recommendations applied automatically?
Only active Recommendations are applied automatically. When a field value triggers a rule-based Recommendation, the active Library Recommendation is automatically applied. Disabled Recommendations are skipped. 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.
What happens when I disable a Recommendation?
The Recommendation remains in your library but will not auto-populate on review fields. The recommendation UI still appears on affected fields, allowing you to switch to Manual mode and enter custom text.
Does disabling a Recommendation affect existing reviews?
No. Disabling a Recommendation only affects future reviews. Any reviews where the Recommendation has already been applied remain unchanged.