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Word Integration

Recall integrates with Microsoft Word to let you insert research, format citations, and generate Table of Authorities directly in your Word documents.

Connection Status

The status bar shows whether Word is connected:

  • Connected — Word is running and Recall can communicate with it
  • Disconnected — Word is not running or connection failed

If disconnected, make sure Microsoft Word is open and check your integration mode settings.

Inserting Pins into Word

Basic Insertion

  1. Open both Recall and your Word document
  2. In Recall, go to Write mode and open the Pins panel
  3. Find the pin you want to insert
  4. Right-click and select Insert into Word
  5. The text appears at your cursor position in Word

Insertion Styles

When inserting, choose how the text should be formatted:

Style Format
Block quote Indented paragraph, typically for quotes of 50+ words
Inline quote Quoted text within your paragraph
Parenthetical Citation with parenthetical explanation

Block Quote Insertion

For longer quotations:

  1. Right-click the pin
  2. Select Insert into Word → Block Quote
  3. The excerpt is inserted with:
  4. Left indentation
  5. Single spacing
  6. Citation at the end

Inline Quote Insertion

For shorter quotations within a sentence:

  1. Right-click the pin
  2. Select Insert into Word → Inline Quote
  3. The excerpt is inserted with quotation marks
  4. Add your surrounding sentence text in Word

Parenthetical Insertion

For citation with explanatory parenthetical:

  1. Right-click the pin
  2. Select Insert into Word → Parenthetical
  3. If no parenthetical exists, Clerk generates one
  4. The citation with parenthetical is inserted

Generating Parentheticals

Recall can create explanatory parentheticals using Clerk AI.

From a pin:

  1. Right-click a pin
  2. Select Generate Parenthetical
  3. Enter the proposition the excerpt supports
  4. Clerk generates a parenthetical
  5. Insert into Word with proper formatting

Parenthetical format:

  • Follows legal writing conventions
  • 8–20 words, present tense
  • Neutral, descriptive tone

Example:

Smith v. Jones, 123 F.3d 456, 460 (9th Cir. 2020) (holding that implied consent requires affirmative conduct)

Table of Authorities

Recall can automatically generate a Table of Authorities from your Word document.

Generating a TOA

  1. Complete your brief or motion in Word
  2. In Recall, click Tools → Generate Table of Authorities
  3. Select your Word document
  4. Recall scans for citations
  5. Review the generated TOA
  6. Insert into Word

What the TOA Includes

  • Citation detection — Finds all legal citations in the document
  • Id. resolution — Resolves short-form and Id. citations to full citations
  • Categorization — Groups by Federal Cases, State Cases, Statutes, etc.
  • Page numbers — Lists every page where each authority appears
  • Alphabetical sorting — Within each category

Citation Styles

The TOA format depends on your matter's citation style:

  • Federal — Standard federal citation format
  • California — California-specific format

Set the style in your matter settings before generating.

Reviewing the TOA

Before inserting:

  1. Check that all citations were detected
  2. Verify categorization is correct
  3. Confirm page numbers are accurate
  4. Edit any entries that need correction

Inserting the TOA

  1. Position your cursor in Word where the TOA should appear
  2. Click Insert in the TOA review panel
  3. The formatted table is inserted into Word

Tips for Word Integration

Keep Both Apps Open

For seamless workflow, keep both Recall and Word open simultaneously. This allows real-time insertion without switching windows.

Use Status Indicators

Check the Word connection status before inserting. If disconnected:

  1. Make sure Word is running
  2. Try clicking in the Word document to ensure it's active
  3. Check Settings if connection continues to fail

Format After Insertion

Inserted content follows your Word document's styles. You may want to:

  • Adjust font to match your document
  • Modify indentation as needed
  • Add or edit surrounding text

Batch Your Insertions

Rather than inserting one pin at a time:

  1. Gather all pins you need in the Pins panel
  2. Organize them by where they'll go in your document
  3. Insert them in order
  4. This minimizes window switching