Spellbook

Spellbook works inside Microsoft Word and its Associate web application. The integrations page documents connections to iManage and OneDrive that pull the customer's documents into a chat context or project, and to more than two hundred public legal databases, all in the read direction and governed by the customer's existing permissions. Nothing shows action in a third party system or a framework for adding the customer's own tools.

SourceSpellbook, spellbook.com/integrations/imanageread 2026-09-06

Associate takes a goal, breaks it into tasks and executes them across a document set. It updates terms and party details and fixes issues across documents, reviews datarooms and financing documents, disclosure schedules and employment packages, and revises multiple documents in one action. Associate Projects hold the files a workflow runs over, so the work runs in several steps on Spellbook's own agent.

SourceSpellbook, spellbook.com/associateread 2026-09-06

Drafting and review draw on the customer's own material and on outside sources. The customer's saved libraries and precedents and its playbooks, which encode its standards for every later review, are joined by its document history connected from iManage and OneDrive, with citations back to the source. Outside the firm, Spellbook draws on more than two hundred public legal databases, and Compare benchmarks terms against industry standards. All of it persists across sessions and stays queryable.

SourceSpellbook, spellbook.com/integrations/imanage and spellbook.com/pricingread 2026-09-06

Playbooks bound how Spellbook reviews a document against the customer's own standards, Associate is sold as working through matters spanning many documents with the lawyer's oversight, and its output lands as redlines and drafts the lawyer accepts or revises in Word. Accepting a redline in Word is a gate the customer already owns; Spellbook documents no approval step or escalation inside a run, and no review and approve surface of its own.

SourceSpellbook, spellbook.com/pricing and spellbook.com/associateread 2026-09-06

Both halves sit on the vendor's own security page. On compliance, Spellbook cites SOC 2 Type II and HIPAA controls with BAAs, compliance with GDPR, CCPA and PIPEDA, and an independent classification opinion under the EU AI Act, with reports in a trust portal.

On access, identity runs through the customer's own provider: the Word add in signs in with Microsoft accounts, so a company enforces authentication controls including MFA inside its own Entra tenant.

No role or permission model inside Spellbook is documented, and the iManage integration inherits iManage's own permissions and ethical walls rather than adding Spellbook's.

SourceSpellbook, spellbook.com/securityread 2026-09-06

Answers from Ask and Associate carry citations back to the source document, whether an uploaded file, an iManage or OneDrive document or a public legal database, so a conclusion can be traced to the passage it rests on. What is missing is a record of the work itself: no run trace of Associate's steps or audit log of user and agent actions is documented, and there is no export.

SourceSpellbook, spellbook.com/integrations/imanage and spellbook.com/associateread 2026-09-06

Associate Projects hold files and chat context for the duration of a project, the application's working set, and playbooks are the customer's standards. No memory layer with a stated scope and lifetime is described, and nothing shows conversation state lasting beyond a project.

SourceSpellbook, spellbook.com/associate and spellbook.com/integrations/imanageread 2026-09-06

Customer data is stored and processed in cloud data centers in Canada and the United States on Amazon Web Services, according to the security page, with the subprocessor and location list in the trust portal. A customer cannot choose between those locations, and there is no customer cloud or on premises option, so the buyer has nothing to choose.

SourceSpellbook, spellbook.com/securityread 2026-09-06

The Spellbook Suite is one Word add in whose modes (Review, Draft, Ask, Compare and Playbooks) are parts of the same product, plus Associate, a second product for projects spanning many documents. Playbooks are standards the customer writes, and the clause library in the site's resources is public reference content rather than a pack inside the product. Autonomous Contract Management is in early access.

SourceSpellbook, spellbook.com/pricing and spellbook.com/associateread 2026-09-06

A lawyer starts Spellbook by invoking it in the Word add in or opening a project in the Associate web application. No event trigger, schedule or webhook is documented, and no inbound channel.

SourceSpellbook, spellbook.com/associate and spellbook.com/pricingread 2026-09-06

OpenAI and Anthropic are the large language model providers behind the product, each under a negotiated zero data retention agreement, as the security page names them. Spellbook uses more than one provider on its own side, and no customer or admin can select the model.

SourceSpellbook, spellbook.com/securityread 2026-09-06

Nothing lets an outside caller drive Spellbook: no API, SDK or MCP server is documented. The integrations page lists file syncing and cloud storage sources that Spellbook reads, the site's product, resources and support navigation carries no developer link, and the help center runs on Intercom.

SourceSpellbook, spellbook.com/integrations/imanage and spellbook.com/pricingread 2026-09-06

No test harness, scored test cases, quality gate or optimization loop for Associate or for a customer's playbooks appears on the Associate, pricing, security or integrations pages. Associate checking its own work mid project is a loop at run time on each output, not a change put under test.

SourceSpellbook, spellbook.com/associateread 2026-09-06

Spellbook runs as a Microsoft Word add in and an Associate web application working over uploaded and connected documents; the product running inside Word is not an agent operating an interface, and no browser, desktop or computer control is documented.

SourceSpellbook, spellbook.com/associateread 2026-09-06