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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 '>' to access a drop down for the Benchmark feature.

2. Click "Benchmarks"

3. 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.

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

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

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

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

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

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

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

11. 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.

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

13. 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.

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

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

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

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

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

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

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

1. Click "Review"

2. Choose which type of Review you'd like to run. General Review, Negotiate or Custom Instructions.

3. Select the party you represent from the pre-populated dropdown so that Spellbook will give suggestions that are more advantageous to your party.

4. To improve the quality of review suggestions make sure to toggle on the Add Deal Context and type in any additional context about the deal or your client that will help the review.

5. Click "Review Settings" to modify any revision settings

6. Toggle "Show revisions" or "Show comments" if you'd like to implement revisions or comments into your document.

7. Toggle "Tracked Changes" to have Spellbook redline any changes for you.

8. Select your Audience ("Counterparty" or "Internal") to tailor your comments and revisions for your client/counterparty or your internal team.

9. Click the "select text" icon to focus the review on a specific portion of the document.

10. Click "Start"

11. Once Review suggestions appear, click "show" to see where in the document it applies.

12. Click the pencil icon to edit the revisions and/or comments, if needed.

13. To insert the suggestion, click "Apply"

14. You can also apply all revisions by clicking "Apply All"

15. To go back to the main review page click the back arrow at the top.

16. If you want to run a custom review to look for specific things in your document, click "Custom Review"

17. Type in any specific instructions you have for how you want the document reviewed. Think of this like giving instructions to an assistant for exactly what you want them to look for.

18. You can also save these custom review instructions by clicking on the bookmark in the top of the prompt and it will save these instructions.

19. Back in the "Custom Review" menu, you can click on the bookmark icon to access your saved prompts.

20. Click the '+' icon to add any new prompts.

21. Click into a prompt itself to use the prompt, edit, or delete it.

1. Click "Playbooks"

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

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

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

5. 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?

6. 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.

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

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

9. 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.

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

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

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

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

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

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

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

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

18. 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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1. Click "Draft"

There are many ways you can use Draft," including:

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

2. Make sure the drop down is toggled to "AI Generated" to draft a clause from scratch.

3. Enter your prompt and enter your prompt.

4. Once clauses have been generated, you can click on "show more" to expand the entire clause.

5. To use a clause, click "Use Clause."

6. You can click into the text box itself to edit the clause, if needed.

7. Click "Auto-Adjust" to adjust the language of the clause to the language of the document.

8. Click the "copy to clipboard" to copy the clause to your clipboard and paste it wherever you'd like

9. Click "Insert" to insert the clause at your cursor

10. The second way to find clauses is through "My Library." This will search up clauses in from your customized library.

Your library is essentially all the clauses that you've uploaded into Spellbook.

Select "My Library" in the dropdown, and describe the clause you are searching for.

11. Click the sandwich button to apply Filters to your search.

12. You can Filter based on Document Sources (Folder), Types of Contracts, and more!

13. Click "Use Clause" to modify the language, and add it to your document.

14. Clicking on "Auto-adjust" will edit the clause according to the tone and style of your current document.

After making any other necessary changes, place your cursor where you want to add the language in your document, then click "Insert".

15. You can also manage your library in two ways:

The first way is via the settings icon on the top left.

16. Click on "Library"

17. The second way is by going to the "Draft" tab.

18. Click the dropdown arrow next to "AI Generated".

19. Click "Manage Library"

20. Once your Library is open, you can click "New Folder" to upload new documents directly from your device, or connect a OneDrive Folder into Spellbook.

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1. Click on the ">" key and click on "Draft new document."

2. Specify the document you'd like to draft, as well as any additional details. Click "Start" when ready.

3. 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."

4. When ready, click "Generate Document" at the bottom.

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."

Note: When clicking "Insert All," it will overwrite everything in your current document. We recommend running this feature on a blank document.

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

2. Spellbook will display prompt suggestions below the textbox that you can click on to use.

3. Enter your prompt into the textbox.

4. The pencil icon on the right will allow you to enhance your prompt.

5. The pencil icon on the left will allow Spellbook to suggest revisions for your document.

6. Click the "All" tool button to open up the Ask settings.

· Toggle "Library search" to search for clauses from the Clause Library.

· Toggle "Web search" to extract information from online webpages (please validate the accuracy of data provided by AI tools).

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

8. Spellbook will generate an answer for you below.

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

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

11. This will open a window where you can access all your prompts.
The “Yours” tab contains the prompts you’ve created, while the “Spellbook” tab includes Spellbook’s preloaded library of prompts available for you to use at any time.

12. You can create prompts by clicking on the '+' icon.

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