Settings¶
Recall has two types of settings: Model Settings (app-wide) and Matter Settings (per-matter). Access settings from the gear icon in the toolbar.
Model Settings¶
Model Settings configure AI models, search behavior, and Word integration for the entire application.
Word Integration¶
Configure how Recall communicates with Microsoft Word.
| Setting | Description |
|---|---|
| Integration Mode | Choose Recommended (Apple Events) or Advanced (Word Add-in) |
| Certificate Status | Shows certificate trust status (Advanced mode only) |
| Self-Test | Tests the connection to Word |
Learn more about Word Integration setup →
Semantic Search¶
Configure the AI models used for document search.
| Setting | Description |
|---|---|
| Enable Semantic Search | Toggle semantic search on/off |
| Embedder | Choose which embedding model to use |
| Rebuild Index | Re-index all documents with the current embedder |
Available embedders:
- ModernBERT — Good balance of quality and speed
- E5-Large-Instruct — Higher quality, more resource intensive
- all-MiniLM-L6-v2 — Fastest, lower quality
- Custom — Your own GGUF embedding model
Generation¶
Configure the AI model used for Clerk and text generation.
| Setting | Description |
|---|---|
| Generator | Choose which generation model to use |
| Disabled | Turn off AI generation entirely |
Available generators:
- Llama 3.1 8B Instruct — Bundled, good quality
- Phi-3.5 Mini Instruct — Bundled, faster
- ChatQA — Optional download, best for Q&A
- Custom — Your own GGUF generation model
Enhancement Features¶
Optional features that improve search and generation quality.
| Setting | Description |
|---|---|
| Query Expansion | AI generates alternative queries to improve recall |
| Reranking | Re-ranks results using Core ML GTE Reranker |
| Retrieval LLM | Uses ChatQA for query planning (requires download) |
| Corpus Search | Enables backend knowledge corpus |
Display¶
Visual and interface settings.
| Setting | Description |
|---|---|
| Content Font Size | Adjust font size for generated text and pins (10–24 pt) |
Custom Models (Advanced)¶
Add your own GGUF models for embedding or generation.
- Place GGUF files in the models folder:
- Click Refresh Custom Models
- Select your model from the dropdown
Matter Settings¶
Matter Settings configure options specific to a single matter. Each matter can have different settings.
Basic Information¶
| Setting | Description |
|---|---|
| Matter Name | Display name for the matter |
| Notes | Freeform notes about the matter |
Citation Settings¶
| Setting | Description |
|---|---|
| Citation Style | Federal or California citation format |
| Jurisdiction | Primary jurisdiction for this matter |
Context Settings¶
| Setting | Description |
|---|---|
| Practice Area | Legal practice area (optional) |
| Court | Specific court information (optional) |
| Document Type | Default document classification |
These settings help Clerk provide more relevant assistance.
Accessing Settings¶
Model Settings¶
- Click the gear icon in the toolbar
- Select Model Settings
- Or use the menu: Recall → Settings → Model Settings
Matter Settings¶
- Select a matter in the sidebar
- Click the gear icon in the toolbar
- Select Matter Settings
- Or right-click the matter and select Settings
Setup Wizard¶
Return to the initial setup:
- Click the gear icon
- Select Setup
- Walk through the setup steps again
Status Indicators¶
The status bar shows the state of various system components:
| Indicator | Meaning |
|---|---|
| Word | Microsoft Word connection status |
| Server | Local server status (Advanced mode) |
| Indexing | Document indexing in progress |
| Corpus | Backend knowledge corpus status |
| Model | AI model loading status |
| Reranking | Reranker availability |
Click an indicator for more details or to access related settings.
Resetting Settings¶
Reset Model Settings¶
To restore default model settings:
- Open Model Settings
- Scroll to the bottom
- Click Reset to Defaults
- Confirm the reset
Reset Matter Settings¶
To restore default matter settings:
- Open Matter Settings for the matter
- Click Reset to Defaults
- Confirm the reset
Data Storage¶
Recall stores data in standard macOS locations:
| Data | Location |
|---|---|
| Settings | ~/Library/Preferences/ |
| Documents & Matters | ~/Library/Application Support/Clericus/ |
| Models | ~/Library/Application Support/Clericus/Models/ |
| Indexes | ~/Library/Application Support/Clericus/Indexes/ |