How Does Drafting Work?
Tip: There are 3 features in Spellbook to help you with document drafting:
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.
60. To access Spellbook's drafting features, click "Draft"
Drafting Overview
How to Use Draft for Adding Additional Language
1. Begin by selecting the "Assistant" and clicking the "Draft" Tab.
2. To generate language or write follow up emails for clients click New Clause.
Ways you can use Draft:
Ask it 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".
Ask it to 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."
Ask it to write a letter or pleading. An example prompt could be "Write a letter to X about Y event"
Ask it to 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"
3. When you're happy with what has been drafted, click where in the document you want to apply this language and then click Insert at Cursor.
4. It will then insert into your document for you. 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.
6. Click the back arrow to return to the home page.
How to Draft a Document from Scratch
1. To draft a document from scratch, under the Draft tab, click New Document
2. Type in the document type you want to generate
3. Add jurisdiction and any additional details you want to add.
4. Click "Generate Document Outline" and it will generate a framework you can easily fill out details in. Any sections you haven't added details about will generate with standard language.
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 Generate Document.
6. When you're happy with the document that has been generated, click Insert All to insert in your document.
Have additional questions? Contact our Support team at Success@spellbook.legal for more assistance.