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Spellbook

AI contract drafting and review directly inside Microsoft Word

by Rally LegalCACanada🌐US, Canada
TrustKit Score60%Moderate

About Spellbook

Spellbook is a legal AI tool that operates as a Microsoft Word sidebar, bringing generative AI capabilities directly into the workflow that lawyers already use. Unlike standalone contract management platforms, Spellbook meets attorneys where they work—within the document itself—making adoption frictionless for legal professionals. The tool uses a combination of OpenAI's GPT-4 and proprietary legal language models trained on millions of contracts to draft new clauses, suggest missing provisions, identify aggressive or unusual terms, and automatically redline agreements. Lawyers can ask Spellbook to explain a clause in plain English, generate alternative language, or check whether a provision is market-standard for a given deal type. Spellbook covers a broad range of contract types including NDAs, employment agreements, SaaS agreements, M&A transaction documents, real estate leases, and financing documents. The AI can be guided through specific deal contexts—such as the governing law, party roles, and negotiation posture—to produce more contextually accurate suggestions. Developed by Rally Legal Inc. and launched in 2022, Spellbook quickly gained traction among law firms and corporate legal departments following its release on the GPT-4 API. The company serves thousands of legal professionals globally across North America, the UK, and Australia. From a compliance perspective, Spellbook processes potentially highly sensitive legal documents. The company operates under a strict zero data retention policy with OpenAI's API, meaning documents are not stored or used for model training. Spellbook is SOC 2 Type II certified and provides data processing agreements suitable for firms handling confidential client information under bar association ethics rules.

Sentiment Score?
4.5/ 5

TrustKit Score Breakdown

?60% Moderate
Data Residency
Where is your data stored and processed?
Data processed in US and Canada. Zero retention policy with OpenAI API prevents document storage for AI training. Limited EU data residency options may concern European law firms.
3/5
Legal Jurisdiction
Which laws govern the company and your data?
Incorporated in Ontario, Canada. Canadian privacy law (PIPEDA) provides reasonable protections. Canadian jurisdiction is generally considered acceptable for legal professionals handling confidential client data.
3/5
Data Retention & Training
Is your data used for model training?
Strong data minimisation posture with zero data retention policy through OpenAI's API. Documents are not stored beyond the session, reducing exposure of sensitive legal content.
4/5
Certifications
ISO 27001, SOC 2, Cyber Essentials, etc.
Holds SOC 2 Type II certification. Certification portfolio is limited for a tool handling highly sensitive legal documents; ISO 27001 certification would strengthen the trust posture.
2/5
Regulatory Fit
Suitability for regulated industries and professional services
Good fit for North American law firms and corporate legal departments. Zero data retention aligns with attorney-client privilege requirements. Limited certifications may require additional due diligence for EU or highly regulated clients.
3/5

Pricing

Per User7-day trial
Starter$179/user/mo($149/user/mo annual)
Pro$299/user/mo($249/user/mo annual)
EnterpriseFree
Full pricing details →

Quick Facts

Starting Price$179/user/moData HostingUS, CanadaTrains on Your DataNever trains on customer data; zero data retention with OpenAI APIFounded2021Employees11-50

Frequently Asked Questions

Is Spellbook GDPR compliant?

Spellbook has a TrustKit compliance score of 60% (Moderate). Data Residency: Data processed in US and Canada. Zero retention policy with OpenAI API prevents document storage for AI training. Limited EU data residency options may concern European law firms.. Legal Jurisdiction: Incorporated in Ontario, Canada. Canadian privacy law (PIPEDA) provides reasonable protections. Canadian jurisdiction is generally considered acceptable for legal professionals handling confidential client data..

Where does Spellbook store data?

Spellbook hosts data in: US, Canada. Data processed in US and Canada. Zero retention policy with OpenAI API prevents document storage for AI training. Limited EU data residency options may concern European law firms.

Does Spellbook train on user data?

Spellbook: Never trains on customer data; zero data retention with OpenAI API. Strong data minimisation posture with zero data retention policy through OpenAI's API. Documents are not stored beyond the session, reducing exposure of sensitive legal content.

What certifications does Spellbook hold?

Spellbook holds: SOC 2 Type II. Holds SOC 2 Type II certification. Certification portfolio is limited for a tool handling highly sensitive legal documents; ISO 27001 certification would strengthen the trust posture.

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