Spellbook

Sarah Beatty

Mustafa Jamal

Eileen Lichtenstein

Get Started with Spellbook and Associate

Breakdown of how to use Spellbook with different document types

Spellbook Cheatsheet

Get Started with Spellbook Video

How to Use Spellbook, a complete overview

Getting Started with Spellbook

Spellbook Get started

Associate's New Home Screen

How to use Spellbook Associate for multi-document workflows

How to Use Spellbook's Associate - An Overview

Associate Get Started

Connecting and using the Spellbook iManage Integration.

How to Connect iManage

Clause Library

How to Use Spellbook as a Transactional Lawyer

How to Use Spellbook as a Litigator

Best practices for custom Playbooks, allowing you to tailor review instructions.

Best Practices for Writing & Using Playbooks

How to Integrate Playbooks into a Workflow

How to write the best prompts for doing specific or targeted reviews with Spellbook.

Tips for Writing Effective Prompts in Spellbook

How to use Spellbook to Revise & Improve NDA Templates

Best Practices & Pro Tips

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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