Why Use Reviews?
To save time reviewing and marking up your documents
Have mark-ups automatically added to your document for easy review
Customize how you’d like your document reviewed
Review Overview
1. Click "Review"
2. Choose which type of Review you'd like to run. General Review, Negotiate or Custom Instructions.
Use General Review for an overview review of the document.
Use Negotiate to have changes that favour a specific party.
Use Custom Instructions to tailor how you’d like Spellbook to review your document.
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 "Start"
6. Once Review suggestions appear, click on the arrow to see where in the document it applies.
7. To insert the suggestion, click "Apply Change"
8. To go back to the main review page click the back arrow at the top.
9. If you want to run a custom review to look for specific things in your document, click "Custom Review"
10. 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.
11. When you're ready, click the arrow to start the custom review.
12. If you want to repurpose these custom review instructions, click on Save as Playbook to access them again in the future.
13. You can also save these custom review instructions by clicking on the bookmark in the top of the page and it will save these instructions before you run the custom review.
14. This is also where you can create and save additional custom review instructions.
15. When saving the custom review instructions, you can make them accessible for just you by selecting Personal or Organization to have it accessible for any other team members using Spellbook.
16. You can also use the search button to find saved custom instructions faster.
If you have any questions or feedback and would like to get in touch, please email us at success@spellbook.legal or chat with us live through the chat box on the bottom right of this web-page!