How do I make claims match our agency's writing style?

Every agency has preferred SR&ED tone, structure, and risk posture. Custom Instructions teach the pipeline those preferences so new drafts start closer to your standard—and claim-level notes can still override for a specific client.

How to use

1. Decide the right level:
   • Agency — Settings → Agency → Custom Instructions (shared baseline for the agency).
   • Personal — Settings → Personal → Custom Instructions (your defaults; override agency when set).
   • Claim — claim Details → Custom Instructions (highest priority for that claim).
2. Fill the fields you need (each has a 500-word limit):
   • Analysis Instructions
   • Project Grouping Instructions
   • Submission Writing Instructions
3. Click Save.
4. Re-run only the stage those instructions should affect—for example Write Submission Again after changing writing style, or Group Again after changing grouping guidance. Confirm dialogs explain what will be overwritten; use version restore if needed.
5. Optionally adjust claim Advanced Settings → Analysis Tolerance (Lenient / Moderate / Strict) when eligibility sensitivity should change with style.
6. Spot-check the new draft on Submission, then finish with manual edits or the AI Claim Assistant.

Related

• How do I revise a submission?
• Custom AI Writing Standards
• Stage-Specific Claim Regeneration Controls