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How to Draft New Clauses, New Documents, and Access Your Clause Library

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Written by Mustafa Jamal
Updated over 3 weeks ago

How Does Drafting Work?

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"


Drafting Overview


How to Use "New Clause" to Draft New Clauses (and More!)

1. Click the "Draft" tab.

2. Click to "New Clause."

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

  1. Writing clauses for your document. Ex. write a limited liability clause that benefits my client ABC.

  2. Summarizing changes in the document. Ex. summarize the changes in this document in 300 words or less.

  3. Writing a follow-up email to your client. Ex. write an email to my client summarizing the changes I've made and explain why I made them. Make it 300 words or less.

  4. Writing a letter or pleading. Ex. write a letter to X about Y event.

  5. Summarize advice for you to share with your client. Ex. write a summary of what the new Working for Workers Act could mean for my client".

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.


How to Draft Full Documents from Scratch

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."


How to Access Your Clause Library

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.


Have additional questions? Contact our Support team at Success@spellbook.legal for more assistance.

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