# Spellbook — AI contract review, drafting and autonomous contract management inside Microsoft Word.

> Source: The Agents Index — https://theagentsindex.com/spellbook (structured, researched, re-verified)
> Facts last verified: 2026-10-18

Spellbook is an AI contract suite for transactional lawyers that reviews, redlines and drafts agreements inside Microsoft Word. Its Associate agent plans and executes multi-document projects, and its ACM layer handles intake, first-pass review and a monitored contract repository.

| Fact | Value |
| --- | --- |
| Website | https://spellbook.com |
| Price | Price on request |
| Free trial | Partly |

Seven-day free trial, self-serve start from the site; extended trials for larger organizations only via a demo. No standing free plan. Free access is offered to academic institutions on application.

## What it does

**Done-for-you service** · Partly — You run the software, but the vendor layers human services on top: team training, online support and a build service that turns your standards into playbooks for you.

> Playbook Build Service
> — https://spellbook.com/pricing · In-House Teams plan card, included-features bullet list

## How much it does unattended

**Runs autonomously** · Partly — ACM runs intake, routing and a first-pass review before a lawyer sits down, but the vendor is explicit that judgment, approvals and final decisions stay with the lawyer.

> Spellbook helps automate the repetitive work around contracts, while lawyers stay in control of legal judgment, approvals, and final decisions.
> — https://spellbook.com/acm-access · Frequently asked questions, "Is ACM replacing lawyers?"

**Agent permissions** · Partly — It drafts redlines and comments across a whole document but applies nothing on its own: the lawyer approves each suggestion, with bulk approve for speed.

> Spellbook reviews entire documents instantly and drafts comments. You choose which are approved and applied.
> — https://spellbook.com/features/review · "Breeze through reviews like magic" section, Insightful comments in one click

## Which models it runs on

**Claude** · Yes — Anthropic models are used under a negotiated zero-data-retention agreement, and the vendor's own evaluations run Claude inside Spellbook Associate.

> Spellbook has negotiated agreements with both OpenAI and Anthropic for zero data retention (ZDR).
> — https://spellbook.com/security · Security FAQ, "What data is retained by third party Large Language Models?"

**GPT** · Yes — OpenAI's GPT-5 shipped in Associate for contract revision and was being rolled out across contract review when the vendor announced it.

> GPT-5 is live now in Spellbook Associate for contract revision, and is being gradually rolled out in our contract review functionality.
> — https://spellbook.com/blog/gpt-5-live-in-spellbook · "More to Come" closing paragraph

## Whose machine it runs on

**Self-hosted** · No — Spellbook is a hosted service running on the vendor's AWS tenancy, and no page offers a self-hosted or bring-your-own-cloud deployment.

> Spellbook uses Amazon Web Services (AWS) as the primary cloud provider.
> — https://spellbook.com/security · Security FAQ, "What cloud providers are used by Spellbook?"

## What it costs to run

**How it meters** · Yes — Billing is per seat: the licence is priced on how many team members it covers, with no usage or credit meter published.

> Our pricing is structured around the number of team members on your license.
> — https://spellbook.com/pricing · "Custom pricing for modern legal teams" paragraph

**Free tier** · Partly — You can start a seven-day trial without a call, but there is no standing free plan; longer trials are sales-gated and academic use is free by application.

> Yes. Lawyers and legal teams can try Spellbook free for 7 days to test features, workflows, and see how our AI tooling impacts their work.
> — https://spellbook.com/pricing · Pricing FAQ, "Does Spellbook offer a free trial?"

## Buying it for a team

**A company can buy it** · Yes — Sold as a team licence to law firms and in-house departments of any size, with dedicated support once a team passes ten people.

> Spellbook supports teams of all sizes — from individuals to global legal departments.
> — https://spellbook.com/pricing · "Custom pricing for modern legal teams" paragraph

**Seat model** · Yes — Priced per team member on the licence; no seat floor or ceiling is published, and the figure itself only comes from a demo.

> Yes. Pricing is determined by the number of team members on a license.
> — https://spellbook.com/pricing · Pricing FAQ, "Is Spellbook's pricing based on the number of users?"

**Admin controls** · Partly — Playbooks let a team impose its own review standards on every contract, and authentication controls sit in the customer's Entra tenant, but no admin policy console is documented.

> Turn your team's standards into automated checklists that are enforced on every review.
> — https://spellbook.com · "The first AI system that powers contracts end-to-end" section, Playbooks

**Audit log** · Partly — The vendor claims audit controls alongside SSO and encryption but publishes no detail on what administrative actions are recorded or how logs are reached.

> Spellbook is built for legal-grade confidentiality and has the SSO, MFA, encryption, and audit controls your security team will ask about.
> — https://spellbook.com · "Enterprise-grade security and privacy" section

**Single sign-on** · Yes — SSO works through Microsoft accounts because the product is a Word add-in, so enforcement including MFA happens in the customer's Entra tenant; SAML or OIDC is not named.

> Spellbook is provided as a Microsoft Word add-in and uses Microsoft accounts for SSO. This allows companies to enforce authentication controls, such as multi-factor authentication (MFA), within their Microsoft Entra tenant.
> — https://spellbook.com/security · Security FAQ, "Do you support Single Sign-On?"

## What happens to your code

**Opt out of training** · Yes — Zero-data-retention agreements with both model providers mean customer documents are never persisted or trained on; it is the default, not a setting to find.

> This means customer data included in requests and responses with these LLMs is not persisted and exists only in memory in order to process a request.
> — https://spellbook.com/security · Security FAQ, "What data is retained by third party Large Language Models?"

**Data residency** · Partly — Storage and processing happen in Canada and the United States only, so EU or UK-resident data is not offered despite GDPR compliance and an EU representative.

> Spellbook uses cloud providers with data centers in Canada and US for storing and processing customer data.
> — https://spellbook.com/security · Security FAQ, "Where is customer data stored and processed?"

**Certifications** · Yes — SOC 2 Type II, HIPAA with a signable BAA, GDPR and an independent CMS Law opinion on EU AI Act classification; ISO 27001 is not claimed.

> We are compliant with major international regulations such as SOC 2 (Type II), GDPR and CCPA.
> — https://spellbook.com/pricing · Pricing FAQ, "Is Spellbook secure?"

## What changed

- 2026-10-18 — Capabilities · Free tier · Price · Terms

## Keeping it current

These facts are re-checked against Spellbook's own pages and updated when they change. If you represent Spellbook, sign in and update the listing from your dashboard at https://theagentsindex.com/dashboard. The operations this site accepts from an agent are listed at https://theagentsindex.com/.well-known/agents.json — that catalog needs no key to read, and each entry states its own auth.