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Tip: Spellbook's two main use cases are :

1) Document review - use Spellbook to ensure you don't miss a thing in your reviews and give you creative suggestions for how to improve your document.

2) Document drafting - use Spellbook to draft new language in your document, repurpose precedent language or draft full documents if you don't have a template that works.

Tip: There are 3 features focused on document review in Spellbook:

1) Benchmarks - to analyze your document against a set of standards/requirements and ensure nothing is missing.

2) Review - an AI generated redline and mark-up, think of this like having an assistant take a first pass at your document.

3) Playbooks - to direct Spellbook on exactly how you want it to review your document. Add your own rules, questions you want answered and required text/clauses with your own playbooks.

1. Click "Benchmark"

2. Spellbook will automatically analyze your document and based on the type of document it determines it to be, it will then give you a coverage score based on how your current document meets the standards.

3. Below the coverage score will be a list of suggestions.

4. You can click on each suggestion to see what Spellbook has flagged as missing based on the requirements.

5. Click "Go to" to see where in the document this applies.

6. Click "Show Fix" to see what Spellbook suggests as a fix for what it has flagged is missing.

7. Click "Insert Fix" to apply Spellbook's suggested fix into your document.

8. When a suggested fix is applied, it will appear as a redline that you've added.

9. If you would like to change the standard Spellbook is comparing your document to, click "More Standards."

10. You can then select a Standard from Spellbook's Standard Library OR Standards saved by other team members in your firm who are using Spellbook.

11.You can also create your own custom Standard by clicking "Create a Standard."

12. If you'd like to create your own custom standard based on the current document, click on "Current Document" on the left. This will generate standards based on the document you have opened that you can use to compare future documents to.

13. If you'd like to use another template document as a standard, click on "Upload Document" to upload that template.

14. Once uploaded, click "Create a Standard," and it will generate benchmark standards for you to compare your current document against.

15. Once the standards are generated from your template document, you can edit the standards, if you'd like.

16. You can also add rules to your custom standards by clicking "Add Rule."

17. You can delete any rules by clicking on the trash can button.

18. Once you're happy with it, click "Save Custom Standard" to save the standard you've customized.

19. Click "Run Benchmark with This Standard" to run to customized benchmarks

1. Click the "Review" tab

2. Click "Custom Review"

3. Customize Markup setting (optional). This will apply to all changes you make via Spellbook once the review has been complete.

4. Select the party you're representing (optional)

5. Add deal context (optional)

6. Enter a prompt into the "Add Review Instructions" text box and click the arrow key to run the review

7. Click "Show" to jump to the section in the document where the change will be applied

8. Click the pencil icon in the "Revision" box, to edit the suggested language (optional)

9. Clicking "comment" will show you what comments Spellbook will add (if the "add comments" has been toggled in your settings - refer to Step 3)

10. Click "Apply" if you're happy with the suggested change and it will redline the document for you

11. Click "Dismiss" if you don't want to apply the suggested change

1. Click "Review"

2. Click "Playbooks"

3. If you don't already have a Playbook, click "Start" to access Spellbook's library of Playbooks.

4. Click on the Playbook you'd like to run. Spellbook will automatically suggestion one that is most relevant to your current document.

5. Click "Run this Playbook" to start running the review

6. There will be two tabs while you're running the playbook: Rules and Questions.

The Questions tab answers questions about your document. Ex. Does the agreement include an order form?

7. Spellbook will provide answers to the questions, while also providing references (appears at numbered bubbles). This will allow you to jump to the portion of the document where Spellbook is pulling that information from.

8. The Rules tab is where all the suggestions and reviews will be.

9. Anything with a green check mark indicates that the rule has been passed.

10. You can enter into any of the rules to understand why they passed or failed. Spellbook will provide AI Reasoning, where it will provide references, so you can follow it's work.

11. Anything with a red circle indicates that the rule failed.

12. Similar to the passed rules, you can click into "Why Did This Fail?" to see what the rule failed.

13. Click "Add Language" to see Spellbook's suggestions

14. Click the target icon to jump to the portion in your document where the change will be applied.

15. You can also copy the suggestion to your clipboard by clicking the icon next to the target.

16. Click "Insert" if you'd like to insert the changes to your document.

17. You can also export this Playbook by clicking the export button on the bottom right.

18. Spellbook will create a summary of the Playbook for you, which you can download or share via email.

19. You can also clone or download your current Playbook by clicking on the cogwheel next to the Questions tab.

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Tip: There are 3 features in Spellbook to help you with document drafting:
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​1) Draft Feature: a multi-purpose feature to use anytime you need to generate additional language. Use it to draft new clauses, write follow up emails to clients or summary advice for a client.

2) Draft Full Document: use Spellbook to draft a new document from scratch. It can be used for everything from writing a letter to generating new templates for you to use.
​3) Clause Library: easily find precedent language you want to repurpose with Spellbook's Clause Library and add it to your document in seconds.

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To access Spellbook's drafting features, click "Draft"

1. Click the "Draft" tab.

2. Click to "New Clause."

There are many ways you can use "New Clause," including:

For this tutorial, we will be generating a new clause for you to add to your document.

3. Type in your prompt and press "enter" or click the arrow to generate the clause

4. Once the prompt is generated and you're happy with it, you can insert it at your cursor in the document. Make sure to turn on Track Changes first if you want to track these additions.

5. To copy anything you've drafted to your email or another document, click the "Copy to Clipboard" button and paste it wherever you want it.

1. Click the "Draft" tab

2. Type in the document type you want to generate

3. Type in what type of document you'd like to generate, and any other details you'd like to add (i.e. jurisdiction, details, etc.). Once done, click "Generate Document Outline."

4. Spellbook will then take you to a page with multiple text boxes. Information is all option, but the more details you provide, the more robust the outline will be.

If nothing is entered, Spellbook will automatically generate placeholder language for you to fill out in the future.

Once all details are filled out, click "Generate Document."

5. Spellbook will then generate the entire document for you in a few minutes. Once complete, you can insert it into your document by clicking "Insert All."

1. Click on the settings button on the top left corner.

2. Click "Clause Library."

3. In the Clause Library is where you'll upload your documents with model clauses.

4. Once your desired clauses are uploaded, click the back arrow.

5. Click "Search Clause Library" to access all your uploaded clauses.

6. Type in the clause you'd like to search for. If you don't have any clauses uploaded in your Clause Library, it will pull from Spellbook's pre-loaded library of clauses.

7. When the clauses load up, you can choose to filter your clauses for easy access.

8. Or sort your clauses.

9. You can also bookmark any of the clauses to "favourite" them, and they will be the first to pop up when you search for that particular clause again.

10. Click "Draft" if you'd like to edit any of the clauses.

11. Once you're happy with the clause, you can copy the text to your clipboard to paste in your document.

12. Or you can insert the text at your cursor.

1. In the Assistant Tab, click "Ask" to ask Spellbook anything related to your document or to quickly create verbiage.

2. Enter your prompt in the text box.

3. Under "Full Document," you can choose to direct your ask to the entire document or only to a selected text. If you chose the later option, you will need to highlight the text you'd like Spellbook to review.

4. You can also click on the dice icon to have Spellbook generate prompts for you.

5. Once you're happy with the prompt, click the blue arrow to run the ask.

6. Spellbook will generate an answer based on your inquiry and provide references, which indicate where in the document they are pulling the information from.

7. You can also copy the generated response to your clipboard by clicking on the "Copy Message" icon.

8. If you'd like to save the prompt for later, you can click on the bookmark icon next to your prompt.

9. To access your saved prompts, go back to the ask tab and click on the bookmark icon underneath the text box.

10. There, you can search for your saved prompts.

11. In "Ask," you can also do basic document edits by toggling "Edit Document." However, for more nuanced and customized reviews, please use the review functions (i.e. Negotiate, Custom Review, Playbooks, etc.)

12. Insert your prompt and click the arrow key.

13. Spellbook will then suggestion some changes. You can click on the arrow to jump to the portion in the text where this suggestion will be applied.

14. Click "Apply Change" if you'd like to apply the suggestions.

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