How to Use Spellbook

Getting started with Spellbook

In this guide, you will learn how to set up Spellbook within Microsoft Word and efficiently draft and review contracts using its AI-powered features. By the end, you'll be ready to streamline your legal workflow.

Step 1: Sign up and set up

1. Visit the Spellbook website.
2. Click on the "Book a Demo" button at the top right corner. Fill in your details to schedule a demo and discuss pricing options.
3. After your demo, you will receive an email with instructions to create your account and download the Spellbook add-in for Microsoft Word.
4. Open Microsoft Word, go to the “Insert” tab, click on “Get Add-ins,” and search for "Spellbook". Click "Add" to install it.

Step 2: Your first contract draft

1. Open a new or existing document in Word.
2. Click on the Spellbook icon in the toolbar (it looks like a book).
3. Select “Draft Clause” from the menu. Choose the type of clause you need (e.g., "Confidentiality").
4. Fill in the prompts provided by Spellbook to generate your clause. Click “Insert” to add it directly to your document.
5. To review a contract, click on “Review Document” and upload your file. Spellbook will highlight areas needing attention based on your established playbooks.

Step 3: Get better results

1. Use the “Custom Playbook” feature to upload your own templates and guidelines. This will help Spellbook tailor its suggestions to your specific needs.
2. Regularly update your playbook with new clauses or rules as your practice evolves.
3. When reviewing a document, take advantage of the “Redline Suggestions” feature, which provides automated comments and proposed changes for easier negotiation.

Pro tip

Most beginners overlook the “Settings” menu accessible from the Spellbook toolbar. Here, you can adjust preferences for notifications and customise your playbook, which can save you time in the long run.

Common mistake to avoid

A common mistake is not fully utilising the “Review Document” feature. Many users skip this step, missing out on valuable insights and suggestions for improving their contracts. Always run your documents through this tool before finalising them.