Spellbook review: AI contract drafting and review in Microsoft Word

What it does: Spellbook is an AI tool for drafting, redlining, and reviewing contracts. Its law firm plan, Spellbook Suite, includes a Microsoft Word add in and a tool called Associate (Spellbook pricing, checked Oct 19, 2026).

Who it fits: Transactional lawyers and firms that do a lot of contract work in Word (our take, based on the product described on Spellbook pricing, checked Oct 19, 2026).

Price

Not published. The pricing page lists what Spellbook Suite includes (the Word add in and Associate, group training, online support, and dedicated support for teams over 10) and offers a 7 day free trial, but no price (Spellbook pricing, checked Oct 19, 2026).

Where your client data goes

Data Trail card

Question	What Spellbook says	Source
Where is data stored?	Amazon Web Services is the main cloud provider, with data centers in Canada and the US.	Spellbook security, checked Oct 19, 2026
Do AI providers keep it?	Spellbook says it has zero data retention agreements with OpenAI and Anthropic, so requests and responses are not kept by those providers.	Spellbook security, checked Oct 19, 2026
Is it used to train AI?	Outside AI providers may not use your data to train their models. Spellbook may use de-identified customer data to personalize the tool for your own users, and says that data "will not be used to train, fine-tune, or otherwise improve services or functionalities for other customers."	Terms of service, checked Oct 19, 2026
How long is it kept?	Inputs and outputs saved for quality checks are kept no longer than 90 days, then deleted. Self-serve users' data may be kept up to 30 days to catch abuse, or longer if needed for an investigation or the law.	Terms of service, checked Oct 19, 2026
Who owns what?	Spellbook may build de-identified, aggregated "Derived Data" and use it for its own business purposes.	Terms of service, checked Oct 19, 2026
Who else touches it?	A full subprocessor list with locations is in Spellbook's Trust Center.	Spellbook security, checked Oct 19, 2026
SOC 2 or other audit	"SOC 2 Type II Compliant."	Spellbook security, checked Oct 19, 2026
BAA	Spellbook says it "can review and agree to a BAA" with customers.	Spellbook security, checked Oct 19, 2026
Export and leave	Not published on the pages we read. Ask vendor.	Checked Oct 19, 2026

Integrations

Microsoft Word, through the Spellbook add in (Spellbook pricing, checked Oct 19, 2026).

Setup effort and hidden costs

• You need to contact sales for a price (Spellbook pricing, checked Oct 19, 2026).
• Invoices are due within 30 days, and Spellbook can suspend access if fees are 30 or more days overdue (Terms of service, checked Oct 19, 2026).

Contract traps

• Unless your order says otherwise, fees are based on what you bought, not what you use. Payment is "non-cancelable," fees are "non-refundable," and you cannot reduce your subscription during the term (Terms of service, checked Oct 19, 2026).
• Billing disputes must be raised in writing within 30 days of the invoice (Terms of service, checked Oct 19, 2026).

Questions to ask Spellbook

1. What does a seat cost for my firm size, and what is the shortest term?
2. Can I turn off the personalization feature?
3. What exactly goes into "Derived Data"?
4. How do I export my work and confirm deletion when I leave?

Strengths

• Zero data retention with its named AI providers (Spellbook security, checked Oct 19, 2026).
• SOC 2 Type II and willingness to sign a BAA (Spellbook security, checked Oct 19, 2026).
• Clear, short retention limits in its terms (Terms of service, checked Oct 19, 2026).

Limits

• No public price (Spellbook pricing, checked Oct 19, 2026).
• Fees are locked for the full term with no refunds or seat cuts (Terms of service, checked Oct 19, 2026).

Our take

This is our opinion, based on the sourced facts above. Spellbook's data terms are specific and mostly reassuring, especially the zero retention deals with its AI providers. The thing to plan for is the contract: you cannot cut seats or get a refund mid term. Use the 7 day trial on real (non-confidential or properly cleared) work before committing.

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Last checked: Oct 19, 2026. Published by the team behind The Small Firm Stack, who also build phone and intake systems for law firms. See our About page for the full disclosure. We never list, rank, or review ourselves. No vendor paid for this page and it has no affiliate links. Not legal advice. Vendors can send corrections through our About page.