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













Speed through early-stage review so legal costs don't accumulate on transactions that haven't closed yet.
Catch inconsistencies, missing clauses, and liability gaps before they surface at the closing table.
Handle more transactions across more teams without growing your legal department to keep up.

Kyle Westaway
Founder, Westaway
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.

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.

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.

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.

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.
Reduction in contract drafting and review time, depending on agreement complexity
Lift in efficiency reported by in-house legal teams
In-house teams and law firms trust Spellbook worldwide
Review and draft in Microsoft Word, then pull from the document repositories your team already relies on.
Spellbook combines leading language models with deep legal context and contract-focused training.

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