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

Rule-based recommendation with cog icon

How do recommendation modes work?

Each field with recommendation capabilities offers an Advice mode toggle to control how recommendations are managed.

Fields with automatic rules display three options: Auto, None, and Manual. Fields without automatic rules display two options: None and Manual.

Auto mode

Default setting for 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

Auto mode example

None mode

Hides all amendment and recommendation content for the field
No recommendation for the field will appear in the finalised report
Useful when a standard recommendation does not apply to your specific case
Non-template fields default to this mode

Manual mode

Allows you to create or edit recommendation text for a field
Both amendment and recommendation fields become editable
Perfect for customising standard recommendations or creating new ones for fields that do not 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 Advice mode toggle in the expanded view
Select your preferred mode: Auto, None, or Manual (fields without automatic rules show None and Manual only)

Advice mode toggle

Advice mode options

When switching from Manual mode with custom text, a confirmation dialog will appear warning that manual input will be lost and cannot be recovered.

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

Manual mode editing

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

Finalise tab with amendment requests

Can I add recommendations to fields without a rule?

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

Use Show details to expand the field
The Advice mode toggle will display two options: None and Manual
Select Manual to reveal the amendment and recommendation text fields
Enter your amendment and recommendation text
The recommendation will be added to the report and Amendment Requests list

Adding recommendation to non-rule field

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 details on the field, then use the Advice mode toggle to select None. The recommendation will be hidden and excluded from the report. Alternatively, switch to Manual mode to edit or clear the recommendation text.

How can I disable a recommendation permanently?

Setting the mode to None only affects the current review. To permanently disable a recommendation so it never populates on any future review, you can disable it in the Library. See Managing Recommendations for details on how to manage your recommendation rules.

Are recommendations automatically added?

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