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Citations

Recall automatically detects legal citations in your documents and helps you manage them for proper attribution and Table of Authorities generation.

Citation Detection

When you upload documents, Recall scans for legal citations using pattern matching that recognizes standard legal citation formats.

Detected Citation Types

Type Example
Full citation Smith v. Jones, 123 F.3d 456 (9th Cir. 2020)
Short form Smith, 123 F.3d at 460
Id. citation Id. at 461
Bare citation 123 F.3d 456
Supra citation Smith, supra, at 460

Supported Reporters

Recall recognizes citations to:

  • Federal reporters (F., F.2d, F.3d, F.4th, U.S., S. Ct., L. Ed., etc.)
  • State reporters (Cal., Cal.App., N.Y., N.Y.S., etc.)
  • Regional reporters (P., P.2d, P.3d, N.E., N.W., S.E., S.W., etc.)
  • Specialty reporters (B.R., F. Supp., F.R.D., etc.)

Citation Styles

Recall supports two citation style systems:

Federal Style

Standard citation format used in federal courts and most jurisdictions:

  • Party v. Party, Volume Reporter Page (Court Year)
  • Smith v. Jones, 123 F.3d 456 (9th Cir. 2020)

California Style

California-specific citation format:

  • Party v. Party (Year) Volume Reporter Page
  • Smith v. Jones (2020) 50 Cal.App.5th 123

Setting Citation Style

Citation style is configured per matter:

  1. Open your matter
  2. Go to Matter Settings
  3. Under Citation Style, select Federal or California
  4. The style affects TOA generation and citation formatting

Id. Citation Resolution

Recall automatically resolves Id. citations to their antecedents:

  1. When scanning a document, Recall tracks the citation chain
  2. Each Id. reference is linked to the preceding full citation
  3. Id. at [page] references track to the correct authority

This is essential for accurate Table of Authorities generation.

Citation Categories

Citations are grouped into categories for organization and TOA formatting:

Category Contents
Federal Cases U.S. Supreme Court, Circuit Courts, District Courts
State Cases State supreme courts, appellate courts
Federal Statutes U.S.C., federal regulations
State Statutes State codes, regulations
Other Authorities Secondary sources, treatises, law reviews

Table of Authorities

The Table of Authorities (TOA) lists all authorities cited in a document with page references.

Generating a TOA

  1. Complete your document in Word
  2. In Recall, go to Tools → Generate Table of Authorities
  3. Select the Word document to analyze
  4. Recall scans for all citations
  5. Review the generated table
  6. Insert into Word

TOA Contents

A generated TOA includes:

  • All cited authorities — Every citation found in the document
  • Category grouping — Organized by Federal Cases, State Cases, etc.
  • Alphabetical sorting — Within each category
  • Page references — Every page where the authority is cited
  • Passim notation — For authorities cited on many pages

TOA Example

FEDERAL CASES

Ashcroft v. Iqbal, 556 U.S. 662 (2009)........................... 3, 7, 12

Bell Atl. Corp. v. Twombly, 550 U.S. 544 (2007).................. 3, 8

Smith v. Jones, 123 F.3d 456 (9th Cir. 2020).................... passim


STATE CASES

People v. Smith, 50 Cal.App.5th 123 (2020)...................... 15, 18

Editing the TOA

Before inserting, you can:

  • Correct any misdetected citations
  • Change category assignments
  • Edit citation formatting
  • Remove authorities you don't want listed

Document Metadata

When you upload cases, Recall extracts citation metadata:

  • Case name — Parties
  • Volume — Reporter volume number
  • Reporter — Reporter abbreviation
  • Page — Starting page
  • Court — Deciding court
  • Year — Decision year

Editing Metadata

If auto-extraction is incorrect:

  1. Select the document
  2. Open document info/edit
  3. Correct the citation fields
  4. Save changes

Accurate metadata ensures correct citation formatting throughout Recall.