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Custom AI Writing Standards
Jul 15, 2026
Custom instructions can now be set at the agency, user, and individual claim level, and are applied together (with claim-level instructions taking precedence) across the analysis, grouping, and writing stages of the pipeline, subject to a shared 500-word limit. This allows an agency to encode its own house style, terminology, or CRA-specific drafting conventions once and have it consistently applied across every claim it produces.
How to use
- For agency-wide defaults, go to Settings → Agency and edit Custom Instructions for analysis, grouping, and writing.
- For your personal defaults, go to Settings → Personal and fill in the same instruction fields (max 500 words shared across stages).
- For a single claim, open the claim’s details/settings and add claim-level instructions when that engagement needs different guidance.
- Save, then run or re-run the relevant pipeline stage (Analyze Again, Group Again, or Write Submission Again).
- Claim instructions override yours; yours override agency defaults.
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