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How to Use Spellbook as a Transactional Lawyer
How to Use Spellbook as a Transactional Lawyer
Written by Sarah Beatty
Updated over a week ago

Think of Spellbook as your virtual legal assistant, there to help you 24/7 and save you time on mundane tasks so you can spend your time being more strategic with your clients.

When a contract comes across your desk, load up Spellbook and start by reviewing the contract then add your revisions and comments.

  • Try a General Review to get a general health check of the document. It will flag anything that Spellbook finds to be unexpected and errors such as undefined terms, spelling mistakes, etc.

  • Use Negotiation to receive redline recommendations that favor the party identified in the “Represented Party” section

  • Run a Custom Review to:

    • Ask Spellbook to update key template filling fields

    • Ask Spellbook to adjust multiple sections to include specific protections: “Suggest new language to better protect minority shareholders

    • Instruct Spellbook to redline a document with suggested revisions to multiple clauses in the document: “1. Update the company to “ABC corp”. 2. Update the payment terms to Net 30. 3. If the confidentiality period is less than 5 years, update to 7.”

    • Revise a document to include specific preferred language for the Firm using quotation marks: Ensure the provisions that protect the company against late payment include “net 30 and apply a late fee penalty of 5%.”

    • Playbooks are saved Custom Review instructions that can be found under Playbooks in the Reviews menu. This allows a lawyer to apply consistent redlining guidelines and ensure Spellbook adheres to preferred terms and more.

      • After you've run a Custom Review, click "Save Prompt" to have that instruction added to your Playbook library

    • Save a playbook of instructions specific to a contract

    • Create a playbook that has up to 10 revisions listed

    • Create a playbook that is specific to a single preferred term

    • Create a playbook that requests Spellbook to provide comments in the document to support internal approval thresholds: “If the confidentiality period is greater than 15 years, add a comment ‘Partner approval required’”

  • Draft a new clause for the contract

  • Draft a new document outline from scratch in a blank document: “Draft a data processing addendum”)

  • Summarize key risks posed to a particular party: Provide a detailed summary of all financial and data related risks posed to the company

  • Request a response to be shared in email friendly format: “Draft a summary of this contract to be shared over email


  • Query the document for advisory work and important details (such as key dates and deadlines)

  • Ask Spellbook to summarize key risks posed to the party you’re representing

  • Use “Drafting” Spells to autocomplete language in your legal document

  • Use “Understanding” Spells to explain highlighted text in the document and conveniently share that answer with a Client

  • Use the Chat function to ask follow up questions building on your earlier request

❓ For any additional questions about how to use Spellbook, please contact

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