Spellbook

Create Playbooks

Customize Playbooks

Manage Playbooks

Eileen Lichtenstein

Mustafa Jamal

Create, Customize, and Manage Playbooks

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Install Spellbook: Associate, Word & Google Docs

Install Associate

Install Spellbook in Microsoft Word

Uninstall and Reinstall Spellbook in Microsoft Word

Install Spellbook in Google Docs

Installation and Setup

Associate Overview

Associate Prompt Guide

Associate Personalization Settings

Organization Profiles

Associate

Compare Documents in Associate

Ask Questions Across Multiple Documents

Compare and Analyze

Revise Documents with Reference Documents

Annotate a Term Sheet

Revise Document

Finding and Running an Associate Workflow

Create and Configure an Associate Workflow

Manage Your Workflows

Workflows

Tabular Reports

Review Tables

Reports and Review Tables

Upload Files to Associate Library

Document Uploads and Library

Spellbook Overview Video

Spellbook Overview

Spellbook Cheatsheet

Spellbook (Word Add-In)

Playbooks Overview

First Party Playbooks: Redline Review

A Lawyer's Guide to Playbooks (Videos)

Playbooks Best Practices

Playbooks

Ask (Spellbook's Built-In Assistant)

Enhance Prompts in Ask

Upload and Use Reference Documents in Ask

How to Use the 'Search' Feature in 'Ask'

How to Search from Legal Sources in Spellbook

How to Use Ask to Revise Documents

Review

Document Reviewing

How to Draft New Clauses and New Documents

How to Draft New Clauses with Spellbook

How to Use Spellbook to Write a Summary Email Of Changes You've Made in a Document

Draft Full Documents from Scratch

Draft

How to Setup and Use Your Library

Spellbook Integrations: Import Files from OneDrive, Dropbox, SharePoint, and Google Drive

Connect a SharePoint Library to Spellbook via OneDrive

How to Improve Clause Language Using Library

How to Connect iManage

Library

Summarize Redlines

Compare Documents

More Spells

How to Use Benchmark

How to Use Spellbook as a Transactional Lawyer

How to Use Spellbook as a Litigator

Best Practices for Writing & Using Playbooks

How to Integrate Playbooks into a Workflow

Tips for Writing Effective Prompts in Spellbook

How to use Spellbook to Revise & Improve NDA Templates

Best Practices & Pro Tips

Why is Spellbook Greyed Out?

Spellbook Disappeared from MS Word

Spellbook is Stuck on the Initializing Screen

How to Take a Screenshot: Windows & Mac

Troubleshooting Spellbook in Deployments

Update Business Address, Email, Phone Number with Stripe

Troubleshooting

Spellbook Authentication Migration — Guide for IT Admins & Security Teams

How to Deploy Add-Ins in the Microsoft 365 Admin Centre

How to Enable MS Word Store to Install Spellbook

IT and Security Documentation

How to Remove Users From Spellbook (ADMIN ONLY)

How to Add Users to Your Account (ADMINS ONLY)

How to Manage Users in Spellbook (FOR ADMINS)

How to Add Users to Teams (ADMIN ONLY)

Access Controls

Admin Settings and Permissions

Frequently Asked Questions (FAQ)

Cancelling your Trial or Paid Subscription

Data Retention from Trial to Paid Subscription

File Size Limits in Spellbook and Associate

How to Access Spellbook Receipts

Reviewing PDFs with Spellbook and Associate

Frequently Asked Questions