1. Use Spellbook's Associate to start a project from scratch
2. Upload all relevant documents for due diligence
3. Click "Upload files and continue"
4. Give Spellbook the prompt based on your needs. One great prompt for this could be:
"You are a transactional lawyer preparing a legal due diligence report for an [INSERT RELEVANT PROJECT TYPE] project. The goal is to identify material legal risks and summarize key findings from the provided documents.
Objective: Draft a concise, professional Due Diligence Report that:
Summarizes material findings and issues for the client.
Categorizes findings by legal area (e.g., Corporate, Real Estate, Regulatory, Contracts, Litigation).
Flags high-risk items and suggests recommended actions or mitigations.
Includes cross-references to the relevant document name and section.
Input Documents: (You can include or link the relevant files below, grouped by category — see examples in Section 2.)
Output Requirements:
Use clear headings (e.g., “1. Corporate,” “2. Real Estate,” etc.).
Use bullet points for individual findings.
For each finding, include:
Finding: what was identified
Risk Level: High / Medium / Low
Impact: why it matters
Recommendation: what action to take
Source Document: reference name or citation
End with a Summary of Key Risks table.
Tone: Professional, concise, and analytical — similar to a law firm due diligence report for a client."
5. If you're unsure how to prompt, type in the plain instructions and click the Enhance prompt button for Spellbook to improve the quality of the prompt and give you a better output
6. Click the Go Arrow to start the analysis
7. Once Spellbook gives you a due diligence report as a table, you can then upload your due diligence report template that you'd want to update with the table outputs.
Click Upload document to add the report template (if relevant).
8. Then instruct Spellbook to revise the Due Diligence report based on the due diligence table findings. A prompt you can use for this is:
"please apply the suggested changes from the table into the due diligence report"
9. Spellbook will then give you a plan for how it will make these changes. You can click Start to run the plan and make the revisions to the due diligence report template.
10. It will then start revising the documents making all changes as tracked changes.
11. You can see the changes being applied to the due diligence report template by clicking Show Changes
12. You can immediately accept these changes by clicking Accept change.
13. If you don't want to apply the revision, click Reject
14. To apply all suggested changes, click "Accept All"
15. Once complete you can download the finished revised report by clicking Download
16. To help streamline these steps, you can always save these instructions as a Workflow that you can easily repurpose with a simple click.
Have additional questions? Please reach out to Spellbook's Support team at success@spellbook.legal