CiteMatch
Start trial

Guide

Get started with CiteMatch.

Seven steps from the free sample to a saved review. Each step covers the CiteMatch app and Word.

Choose where you work

One subscription. Every CiteMatch app and the Word companion.

  • CiteMatch app

    CiteMatch for Mac

    Open a Word file, review it, and save a copy with the edits you choose.

    Download for Mac

    macOS 13 or later

  • CiteMatch app

    iPhone and iPad

    Open a brief from Files, review it, and save a copy with the edits you choose.

    iPhone and iPad: coming soon.

  • Word companion

    Word on Mac

    Review the brief open in Word for Mac. Edits go in as tracked changes.

    Install for Word on Mac

  • Word companion

    Word on Windows

    Review the brief open in Word for Windows. Edits go in as tracked changes.

    Install for Word on Windows

The Word companion runs in desktop Word. Word in a browser is not supported. See what each app does

Try the free sample

The built-in sample is free. It needs no account and no code.

In the CiteMatch app

Open CiteMatch and choose Review the sample.

In Word

Open a blank document. In the CiteMatch pane, choose Try it on a sample brief.

What the sample shows

  • A tracked style edit

    A wordy phrase, with a shorter version you can keep as a tracked change.

  • An altered quotation

    One quotation was changed on purpose. Open Quotes to see it caught against its source.

  • Citations checked

    Each citation in the sample, with the result of its check.

Start a trial and connect

Your own documents need a trial or subscription. $19 a month or $199 a year, after a 7-day card-backed trial.

Start the 7-day trial

In the CiteMatch app

  1. In CiteMatch, open Account and choose I have an account. Your browser opens Connect your app.
  2. Choose Make app connection code.
  3. Back in CiteMatch, paste the code under Connection code and choose Connect this device.

In Word

  1. Choose Make connection code on your setup page or in Account.
  2. In the CiteMatch pane, open Settings.
  3. Paste the code under Word installation and choose Connect Word.

Each code works once. If one expires, make a new code.

Connect free public sources

Codified statutes and regulations need no setup. Two free connections add more: a CourtListener account for cases, and one federal key from api.data.gov.

In the CiteMatch app

Open Account, then Source access keys.

  • Cases. Choose Connect CourtListener and sign in, or choose Use an access key instead.
  • Federal sources. Choose Get free federal key. When the key arrives by email, copy it and choose Paste and connect. One key works for GovInfo, Congress.gov, and Regulations.gov.

In Word

Open More → Sources, then Source access.

  • Cases. Paste your CourtListener key under CourtListener access key.
  • Federal sources. Paste the federal key under GovInfo access key.

Then choose Test and save free keys.

CiteMatch tests a key once your app or Word installation is connected to an active trial or subscription.

Connect CourtListener, step by stepGet the free federal key

Review your brief

In the CiteMatch app

Choose Open your Word document and pick your brief.

In Word

Open your brief in Word. In the CiteMatch pane, choose Check my brief.

Findings
Each finding shows what to change and why.
Tracked edits
Keep only the edits you want. In the app, choose Select tracked edit. In Word, choose Apply as tracked change.
Quotes beside their source
Open Quotes to read each quotation beside the words of the source it cites.
Source receipts
Each source lookup leaves a receipt. In the app, open Source receipt on a quote or citation. In Word, find Source receipts under More → Sources.

Build the Table of Authorities

In the CiteMatch app

After a review, open the Authorities tab and choose Save Word TOA copy. With edits selected, choose Save selected edits + Word TOA to keep both in one copy.

Open the copy in Word and update its fields. Word calculates the page numbers.

In Word

After a review, open More → Authorities and choose Create a Table of Authorities, then Insert into the document.

Word fills in the page numbers. The pane tells you if your version of Word cannot.

Save your work

In the CiteMatch app

Choose Save Word copy. The new copy carries your selected edits as tracked changes. Your original stays unchanged.

In Word

Edits you apply are tracked changes in your document. Open the Review tab in Word to accept or reject each one, then save your document as usual.

Get help

Stuck on a step? Tell us which device you use and where it stopped.