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How to Use Spellbook to Improve Efficiency
How to Use Spellbook to Improve Efficiency
Written by Sarah Beatty
Updated over a week ago

To help you get the most value out of Spellbook, here are some quick tips on how to use Spellbook to improve your efficiency.

To Speed Up Your Reviews:

1. Start with "Insights" to get a quick overview of what might be missing and where to start your review.

2. Check out Checklists to see how your document is comparing to industry standards and what might be missing.

3. You can see what is missing and some of the suggested fixes Spellbook proposes to save you time.

4. Quick scan suggestions for how to improve your document by clicking Suggestions.

5. For other tools to improve the efficiency of your reviews, click "Assistant".

6. Use "Review" to use AI to redline and mark up your doc and save hours of review time. Unsure of which Review type to use? Read this.

7. Save time by using Playbooks if you do more targeted reviews. For example, if you always look for the same things in MSAs when doing reviews such as "remove all auto-renewal language, review for cost savings", etc.

You can save these instructions as Playbooks so you can quickly access the saved instructions to repurpose and run reviews in minutes.

To Save Time Drafting:

8. To save time when drafting anything from an additional clause to a letter use Draft.

You can use Draft to:
Write clauses for your document. Be as specific as possible and it will generate a clause for you to add. An example prompt could be "Write a limited liability clause that benefits my client ABC".

Summarize changes in the document. An example prompt could be "summarize changes in this document in 300 words or less".

Write a follow-up email to your client. An example prompt could be "Write an email to my client summarizing the changes I've made and explain why I made them. Make it 300 words or less."

Write a letter or pleading. An example prompt could be "Write a letter to X about Y event"

Summarize advice for you to share with a client. An example prompt could be "Write a summary of what the new Working for Workers Act could mean for my client"​

9. Once the language is drafted, you can either Copy to Clipboard and paste it wherever you want to use it (like your email or within the document). Or click Insert at Cursor to add it to the document where you have placed your cursor.

10. If drafting documents from scratch, you can do it in a matter of minutes with Draft from Scratch. Go to the Star icon found under Assistant and scroll down.

11. Click "Draft full document". NOTE- this is best used in a blank Word document.

12. Fill in details about the type of document you want Spellbook to generate for you.

13. It will then generate a framework for your document that you can fill in with additional details. Then click Generate Contract and it will draft an entire document in a matter of minutes.

14. Click "Insert All" to add the document to your blank Word document and you're ready to go.

15. To speed up drafting, you can use the Clause Library to quickly find and reuse trusted language from precedent documents. Find it under the Star button.

16. Click "Search your library"

17. Before getting started, make sure to upload precedent documents into your Clause Library to easily search and reference from them. To do this click "Manage" to upload your documents.

18. Search for whatever clause or keyword you like and it will pull language from your Clause Library that matches your request.

19. Before adding the precedent language, make sure your Track Changes is turned on. Click "Review".

20. Click "Track Changes"

21. You can then add the language found to your current document by clicking Draft.

22. Select where in the document you want to add it.

23. Click "Insert at Cursor" to add the language to your document.

Have additional questions? Contact our Support team at

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