AI Agent Index
ByHeather MacAvelia·Independently reviewed·Published May 4, 2026·Updated Nov 1, 2026
Independently verified against live vendor data on Nov 1, 2026.

AI contract review and drafting for transactional lawyers, in Word, Google Docs and the web. Playbook redlines, drafting, market comparison and a multi-document agent. 7-day free trial.

How we scored it

Autonomy

4/5

Integrations

5/5

Pricing clarity

2/5

Evidence

4/5

Setup

3/5

The facts

Spellbook is AI for contract review and drafting, built for transactional lawyers at law firms and in-house legal teams. It is made by Dialog Enterprises Inc., which operates as Spellbook and was founded in 2018 in St. John's, Newfoundland, as Rally; the company is now headquartered in Toronto and led by co-founders Scott Stevenson (chief executive), Daniel Di Maria (chief revenue officer) and Matt Mayers (chief operating officer). Spellbook says it shipped the first generative AI copilot built for commercial lawyers in 2022 and that more than 5,000 legal teams in over 80 countries use it. Customers it names include Dropbox, Panasonic, Franklin Templeton, AtkinsRealis, Kennedys, KMSC Law and Alturas Capital Partners.

Spellbook runs as a Microsoft Word add-in, in Google Docs and on a web platform with its own AI document editor. Review reads incoming paper, flags risk and missing or non-standard terms, and proposes redlines as native Word tracked changes, with playbooks that encode a team's standards and fallback positions; the vendor says Review works across more than 140 languages. Draft generates contracts and clauses from contract type, jurisdiction, party details and the drafter's style, Ask answers questions across documents with citations, Compare checks a term against market data drawn from more than 80 countries, and the Clause Library stores approved language. Associate, launched in August 2024, plans and executes multi-document work such as data room reviews, financing packages and disclosure schedules under a lawyer's supervision. Autonomous Contract Management, announced in June 2026 and generally available since 7 October 2026, takes contracts in from intake forms, Gmail, Outlook, Slack and Salesforce, runs a first-pass review against the team's standards, routes approvals by rules the team writes in plain language, reviews counterparty redlines in a deal workspace, and stores and tracks signed contracts through renewal. Comprehensive Reviews, in early access since September 2026, runs a playbook, a risk check and a proofread on a contract in one pass.

Spellbook connects to iManage, SharePoint, OneDrive, Google Drive and Dropbox, and to public legal databases across jurisdictions, which its llms.txt puts at more than 100 and its integrations page at more than 1,000. It is model-agnostic, running on frontier models including OpenAI's GPT-5 and Anthropic's Claude selected per task. It publishes no MCP server or public developer API.

Pricing is custom and based on the number of team members on a license, with quotes through a demo. A 7-day free trial is open to individual lawyers and legal teams, larger organizations can get extended trials, and academic institutions get free access. Spellbook states that it does not publish a per-seat price list and that dollar figures on third-party comparison pages are estimates it has not authorized.

Spellbook's security page lists SOC 2 Type II, HIPAA, GDPR and EU AI Act compliance, and its llms.txt adds a SOC 3 report and CCPA and PIPEDA compliance. It has zero-data-retention agreements with OpenAI and Anthropic, so those providers do not store or train on customer data, and customer data is hosted in Canada and the United States on AWS. CMS Law assessed it as low-risk under the EU AI Act, and it will sign a business associate agreement for work involving protected health information.

Spellbook is built for transactional contract work rather than litigation research or case law analysis. Firms that need research grounded in a legal database can look at CoCounsel, built on Westlaw and Practical Law, or Lexis+ with Protégé, built on LexisNexis content. Firms that want legal AI across practice areas can look at Harvey AI, and plaintiff firms can look at Eve.

Current state Q4 2026: Autonomous Contract Management became generally available on 7 October 2026. In March 2026 Spellbook became the exclusive AI contract drafting and review partner of the Canadian Bar Association, a two-year agreement covering about 40,000 legal professionals, and secured a $40 million debt facility from RBCx for acquisitions, after a $50 million Series B led by Khosla Ventures in October 2025. G2 lists Spellbook with 29 reviews at 4.7 out of 5.

Pricing

custom

View pricing ↗

Segment

Business

Setup

easy

Verified

Nov 1, 2026

Transparency

Quote Only

Contract

Monthly or Annual

Data training

Not Trained

Human in loop

Required

Spellbook pricing

Spellbook uses custom pricing: the vendor quotes a price rather than publishing one. Monthly and annual billing are both offered. Checked against the vendor's own pages on Nov 1, 2026.

Spellbook features

Content creationCitationsData analysis

Spellbook pros and limitations

Editorial assessment

Pros

  • ✓Works where contracts are negotiated: Review proposes redlines as native Word tracked changes against a team's playbooks, and the same engine runs in Google Docs and on the web.
  • ✓Covers more than single documents: Associate runs multi-document work such as data room reviews and disclosure schedules under lawyer supervision, and Autonomous Contract Management, now generally available, handles intake from email, Slack and Salesforce.
  • ✓Strong security posture for legal data: SOC 2 Type II, HIPAA with BAAs, GDPR and an EU AI Act low-risk assessment, plus zero-data-retention agreements with OpenAI and Anthropic.

Limitations

  • –No published prices: pricing is custom per team member and quoted through a demo, though a 7-day free trial is open to individual lawyers and legal teams.
  • –Built for transactional contract work: it does not cover litigation research or case law analysis, so firms that need both will pair it with a research platform.
  • –No MCP server or public developer API is published, so connections beyond its document-management and storage integrations are not available.

Spellbook technical details

Deployment
webadd-in
Model architectureMulti-model (OpenAI GPT-5 and Anthropic Claude, selected per task, under zero-data-retention agreements)
Avg setup timeNo published setup time. A Word add-in with Microsoft SSO and a 7-day free trial; playbooks are configured per team.
Autonomous rateReview runs a full first pass on incoming contracts against a team's playbooks and proposes tracked-change redlines. Associate plans and executes multi-document drafting and review under a lawyer's supervision. Autonomous Contract Management, generally available since October 2026, takes contracts in from email, Slack and Salesforce, reviews them against the team's playbook and marks clean routine agreements ready to approve before a lawyer sees them. Outputs are reviewed by the lawyer before use, and no autonomous completion rate is published.
Integrations
SlackSalesforceGmailMicrosoft OutlookGoogle DriveMicrosoft WordGoogle DocsiManageSharePointOneDriveDropboxPublic legal databases
Security
SOC 2 Type IIHIPAAGDPRCCPA

Alternatives to Spellbook

Rating

4.1/ 5
★★★★★

Editorial score

How we score this →

Recognition

Listed 2026
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Industries

Legal

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