Features Overview¶
Recall provides a complete workflow for legal research and document drafting. Available on macOS and Windows. This page summarizes all major features.
Deployment Modes¶
Recall can run in two modes depending on your needs:
- Entirely Local — All AI processing and data storage happens on your machine. No server or internet required.
- Backend from Server — Connect to a shared server for team collaboration, centralized document management, and organization-wide access.
You configure the deployment mode during first launch or from the Connection Settings dialog.
Learn more about Connection Settings →
Accounts & Organizations¶
When running in server mode, Recall supports user accounts and organizations.
- Registration & Login — Create an account with a display name, email, and password. Invite-gated registration ensures only authorized users can join.
- Organizations — Each user belongs to an organization. Organizations isolate data so your matters and documents are separate from other teams.
- Logout — Sign out from the settings popup menu.
In local mode, no account is required.
Creating Matters¶
Matters are containers for your legal cases, documents, and research.
- Click Add New Matter in the left sidebar
- Or use the + button in the toolbar
- Each matter has its own documents, notes, and settings
- Right-click a matter to rename, duplicate, or delete it
Uploading Documents¶
Add legal documents, cases, and research materials to your matters.
- Drag and drop PDF files into the document area
- Or use File → Import Document from the menu
- Documents are automatically indexed for search
- View and search documents in Research mode
Workspace Modes¶
Switch between Write and Research modes using the toggle in the top bar.
Write Mode¶
Edit documents, use Clerk features, and manage pins.
- Center: Rich text editor for document drafting
- Left pane: Pinned excerpts or suggested content
- Right pane: Clerk AI assistant or notes
Research Mode¶
Search across all documents using semantic search.
- Find relevant cases, citations, and content
- Results ranked by semantic relevance
- Click results to view full document context
Clerk AI Assistant¶
AI-powered assistance for editing and research.
Clerk Edit¶
Select text in your document and use Clerk Edit to:
- Rewrite for clarity or persuasiveness
- Expand with more detail
- Shorten and tighten prose
- Fix grammar and style issues
Clerk Assist¶
Get AI-powered help grounded in your matter documents:
- Outline Mode — Generate structured legal outlines
- Draft Mode — Draft prose based on your research
- Chat Mode — Ask questions about your documents
Pins¶
Save important excerpts, citations, or text snippets for quick access.
- Select text and click the pin icon to save
- View all pins in the Pins panel (Write mode, left sidebar)
- Organize pins by category
- Insert pinned content into your document or Word
Semantic Search¶
Find relevant content across all your documents using AI-powered search.
- Switch to Research mode using the toggle
- Enter natural language queries (e.g., "cases about contract breach")
- Results are ranked by semantic relevance, not just keywords
- Click results to view the full document context
- Toggle between semantic and keyword search modes
Word Integration¶
Insert research directly into Microsoft Word.
- Insert pinned excerpts as block quotes or inline citations
- Generate parenthetical explanations for citations
- Create Table of Authorities automatically
- Works on both macOS (Apple Events) and Windows (Word COM)
Learn more about Word Integration →
Citations¶
Manage legal citations and generate Table of Authorities.
- Auto-detect citations in documents
- Supports full citations, short forms, Id. citations, and supra
- Federal and California citation styles
- Generate TOA with proper categorization
Settings¶
Configure models, citation styles, connections, and app preferences.
- Connection Settings — Switch between local and server modes, configure server URL
- Model Settings — Change AI models, embedders, and backend settings
- Matter Settings — Configure citation style, jurisdiction, court, and matter-specific options
- Organization — View and rename your organization (server mode)
- Access settings via the popup menu from the gear icon in the toolbar
Platform Support¶
| Platform | Local Mode | Server Mode |
|---|---|---|
| macOS | Full support (Apple Silicon recommended) | Full support |
| Windows | Full support | Full support |
Both platforms support Word integration, semantic search, Clerk AI, and all core features.