Spellbook for Financial Services

Deals move fast. Legal can, too.

Term sheets, credit agreements, and credit agreements. Move faster, negotiate critical deal terms, and spend less on outside counsel.

Trusted by teams at:

"Spellbook was the first product we saw that we felt was going to be a game changer for us on contract review."

Kyle Westaway

Founder, Westaway

Spend less time on documents and more time on deals.

01
Draft agreements from your own templates

Spellbook pulls from your own templates and preferred positions so every new NDA, loan agreement, or investment management agreement starts exactly where your last good one left off.

Explore Drafting
02
Redline complex agreements in minutes, not days

Credit agreements, equity purchase agreements, third-party paper. Spellbook gets through the first pass in seconds, flags what needs your attention, and checks every clause against your playbook, without leaving Word.

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03
One standard across every team and transaction type

Spellbook Greenlight puts legal-approved playbooks in the hands of your business development and finance teams so routine reviews get done without the back and forth.

Explore Playbooks
04
Due diligence that used to take weeks, done in hours

M&A and PE transactions run on documents. LOIs, purchase agreements, and disclosure schedules. Spellbook Associate works across all of them at once, pulling the provisions that matter and flagging inconsistencies before they become problems at the closing table.

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Works with your existing tools

Review and draft in Microsoft Word, then pull from the document repositories your team already relies on.

12+ leading LLMs, trained on legal context

Spellbook combines leading language models with deep legal context and contract-focused training.

Deals at the speed of AI.

Deal teams are already doing this work in Word. Spellbook lives there too making every review faster, more consistent, and less exposed to costly errors that derail transactions.

75%

Reduction in contract drafting and review time, depending on agreement complexity

30%+

Lift in efficiency reported by in-house legal teams

4,500+

In-house teams and law firms trust Spellbook worldwide

Featured Report

What's actually market? Get the data

Here's what's inside:
1.
270+ clause benchmarks across 13 contract types
2.
Insights on how AI is reshaping contract terms
3.
The Moneyball Moment for Contracts essay
Download the report

We've decreased our outside counsel spend by hundreds of thousands of dollars over a relatively short period of time.

Kirk Lewis
Legal Operations, Alturas Capital Partners

Spellbook provides about a 30% lift in my efficiency, if not higher.

Abhishek Vaidyanathan
Senior Legal Counsel, NEAR Foundation

… [Spellbook] helps our lawyers speed through redlines and initial drafts right in Microsoft Word.

Michels
In-house Team

Close deals faster

Speed through early-stage review so legal costs don't accumulate on transactions that haven't closed yet.

Protect every deal

Catch inconsistencies, missing clauses, and liability gaps before they surface at the closing table.

Scale without adding headcount

Handle more transactions across more teams without growing your legal department to keep up.

Ready to get started?

Join 4,500+ legal teams using Spellbook and be part of the way legal teams are transforming their work with AI.

Frequently asked questions

Why can't I just use ChatGPT?

Spellbook is built specifically for contract work. It works directly in Microsoft Word, understands legal drafting context, helps review and redline contracts, compares language to market, and lets your team save playbooks based on your standards. It is designed for legal workflows, not general-purpose prompting.

Is our data safe? We deal with highly sensitive contracts.

Yes. Spellbook is built with enterprise security in mind. It highlights SOC 2 Type II compliance, encryption in transit and at rest, and zero data retention agreements with OpenAI and Anthropic, meaning customer data sent to those providers is not persisted.

How long does it take to get set up?

Getting started is straightforward. Spellbook works directly in Microsoft Word, so your team can stay in a familiar workflow instead of learning a whole new system. Trial users can get access quickly and start reviewing and drafting right away.

How does pricing work for in-house teams?

Spellbook offers custom pricing based on the number of team members on your license. That makes it flexible for teams of different sizes, from smaller legal departments to larger global teams.

Can we build playbooks based on our own standards?

Yes. Spellbook lets you create custom playbooks so your team can save and reuse specific review instructions, preferred language, and internal standards across contracts.

Join over 4,500 legal teams using Spellbook

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