This article is primarily meant for partners or those who don't primarily work with formatting citations. To learn about the details of saving and citing your cases, you may want to check out this article instead:
As you've seen in the previous article, there are 2 main components of CiteRight, a browser extension, and a Microsoft Word Add-In. The browser extension is where you or someone you elect would go to add cases into your CiteRight library. The Word Add-In is used to cite those cases automatically and build out the books of authorities. Here, we'll get introduced to how to save cases and cite them in MS Word.
Table of Contents
Saving cases to CiteRight
Now it may not be you that saves cases on a regular basis; however, encouraging your colleagues/team members to save cases with CiteRight has both upstream and downstream efficiencies. Using CiteRight's browser extension to save cases means that you don't need to receive or download any more PDFs. You simply click the CiteRight button. Once they are saved, they are now available in the web application and in the Microsoft Word Add-In.
Learn more! Saving a case
Learn more! Viewing your saved cases
Citing your cases using CiteRight
Now that your cases are all added to CiteRight, you can easily view those by opening up CiteRight in Microsoft Word and clicking on a case that you want to cite. See below for how that would work.
Open CiteRight and select a case
Presto! Case cited!
Learn more: Citing a case in Word
Learn more: Not case law? Creating a custom reference
Reviewing your colleagues work
If you are directing your team to use CiteRight for saving and citing cases, your review becomes easier. The List Citations button in the ribbon will show you everything that your colleagues have cited through the document. Furthermore, you'll be able to view the full case text alongside the cited references.
Learn more: Viewing a list of your citations
Overall efficiency gains of using CiteRight in your legal research process
So this system seems great, but what are some of the efficiency gains that you get when you save and cite cases with CiteRight?
- Makes it easy to review the caselaw next to your document within Microsoft Word
- Assurance that the citations used are accurate and consistent
- Last-minute administrative changes to a document do not take hours
- Save time citing your cases with automatic citation format
- Add hyperlinks to electronic sources (like CanLII) to comply with court requirements at the click of a button
- Generate a fully hyperlinked BOA in seconds
- One-click table of authorities
Partner or senior lawyer: CiteRight's citation, book of authority and pinpoints preferences