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:
Financial Services

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.

"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

Read Westaway's story

Spend less time on documents and more time on business.

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

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.

Explore Review

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

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.

Explore Associate

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

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.

Featured Report

How the world's legal teams are handling contract volume in 2026

In this annual report, you’ll learn:
1.
How legal teams compare on contract review time across industries
2.
Where outside counsel spend is highest and how AI is changing the calculus
3.
Why playbook adoption is the #1 driver of legal team efficiency in 2026
Download the report

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.