Your Playbooks have moved to a new section of Spellbook as part of an update to our UI. They are all still there as you had them before, just in a new home and with a new name, Custom Review Prompts.

The location of Custom Review instructions (previously known as Playbooks) has moved to a new location as part of the new UI release in Spellbook to simplify the user experience.

This change better aligns terminology in Spellbook with the terminology lawyers use. The previously named Playbooks, used for Custom Review instructions, were intended to help guide custom reviews within Spellbook. Not to function as an extensive playbook similar to a lawyer's use with specific terms and preferred positions.

This functionality has evolved within Spellbook with our new feature, Benchmark, which will review documents against set standards and rules or customized rules (similar to a traditional playbook a lawyer would use). So to align with this new feature's release, we have adjusted the terminology for the custom review prompts.

Please reach out to our Support team at Success@spellbook.legal if you have any questions or concerns.

1. Custom Review instructions, previously known as Playbooks, have been renamed to Custom Review prompts. They have now moved to a new location under Custom Review.

To access them, click "Review"

2. Click "Custom Review"

3. Click the Bookmark button to access your saved Custom Review prompts (previously known as Playbooks).

4. This is where you can add and update any existing custom review prompts (previously known as Playbooks) that you have.

To create a Custom Review prompt, click the + sign

5. Type in the title for this Custom Review prompt and decide if you want to make it available for your organization to see by selecting Organization or personal by selecting Personal.

6.

7. To run a custom review with these saved Custom Review prompts, simply click on the prompt you want to use and it will automatically load as a Custom Review you can run.

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