Linking contacts to reviews

Link client contact records to contract reviews to track who you're doing the work for and find reviews by client.

Linking contacts during upload

When uploading a new document, you can optionally link contacts in the Link contacts step. Use the search field to find existing contacts and add them to the review.

Linking contacts at upload is entirely optional - you can upload a document without linking any contacts and add them later.

The AddDocumentPage showing step 2 "Link contacts" with the search field and any selected contacts listed below

Note: If your account has a practice management integration connected, you can search for and link imported contacts but cannot create new ones from this screen.

Linking contacts from the review

You can also link contacts to an existing review from the Client tab on the review page.

Open a review and navigate to the Client tab.
In the Link client contact record section, search for a contact by name.
Select the contact to link them to the review.

You can link multiple contacts to a single review. For example, if a husband and wife are both purchasing, link each person as a separate contact.

The Client tab on the review page showing the "Link client contact record" section with the contact search component

Unlinking contacts

To remove a contact from a review, click the remove button next to the contact in the Link client contact record section on the Client tab.

Unlinking a contact from a review only removes the relationship. The contact record and the review are both preserved.

Name mismatch recommendation

When you link a client contact to a review, Curia compares the linked contact names with the purchaser names extracted from the contract front page. If the names don't match, a recommendation is shown to help you verify that the correct contacts are linked.

Viewing reviews from a contact profile

From any contact's profile page, the Reviews tab shows all reviews linked to that contact. Each entry shows the property address, processing status, title reference, filename, submission date, and the review owner. Click any review to open it directly.

The contact profile page showing the Reviews tab with a table of linked reviews displaying address, status, title reference, filename, submitted date, and user columns

FAQ

Is linking contacts to a review required?

No. Linking contacts is entirely optional. You can upload and complete reviews without linking any contacts.

Can I link the same contact to a review twice?

No. Each contact can only be linked to a given review once.

Can I link contacts imported from my practice management software?

Yes. You can search for and link any contact in your account, regardless of whether it was created in Curia or imported from an integration. The only difference is that you cannot create new contacts from the review screen when an integration is connected.