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How to Use Spellbook for Strategy & Decision Support
How to Use Spellbook for Strategy & Decision Support
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Written by Sarah Beatty
Updated over 6 months ago

If you're looking to use Spellbook to improve your strategic insights, here's how Spellbook can help you:
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How to Use Spellbook for Strategic Insight & Decision Support

1. Click "Assistant" to access other features like Review to assist with inspiration for strategic insight when reviewing your document.

2. Use Review to have Spellbook review your document and scan for any suggestions or ideas for how you can improve the document.

3. There are several different review types you can use, here's more info on which one is best for you.

4. Use Custom Reviews to have Spellbook analyze the document according to your specifications.

5. You can also use the Assistant Ask Anything box to quickly ask if a certain terms are in the document. For example, "does this document allow me to use a client's logo in marketing materials?" and it will scan the document and give you the appropriate answer.


​Use Deal Context to improve the quality of suggestions Spellbook makes when reviewing your document. Use Deal Context to add background on the client or situation and see how it improves the quality of output you get with your Reviews.

How to Use Deal Context

6. Click "Review"

7. Select the type of Review you'd like to do. Here's more information on which Review to use.

8. Under Deal Context type in any additional information about the document.
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Include any preferences by your client or background not included in the document. Think of this like instructing a legal assistant to give this a first pass and briefing them on the situation and client first.

9. Click "Start Review"

10. See where in the document the suggestion applies.

11. If you want to insert the suggestion, click "Apply Change".


12. Go to Insights to use Checklist to quickly scan your document for anything missing.

13. Use Checklist to see how your document compares to standards and insert any fixes.

14. You can adjust the Checklist type by clicking "Use Different Checklist"

15. Adjust the rules to align with your standards by clicking "Edit Rule".

16. Remove any rules that do not apply to your standards by clicking "Delete Rule"

17. See where the fix needs to be applied by clicking on the arrow.

18. Click "Insert Fix" to apply suggested fix.

Have questions? Please reach out to our Support team at Success@spellbook.legal


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