Short answer
Moving from Spellbook means keeping Word as your drafting surface through the Attorly Word add-in, and bringing your playbook, templates and approved clauses into Attorly. Work produced inside Spellbook does not transfer. Spellbook remains the better fit if a Word-only drafting assistant is all you need.
What you can bring over
| What | How | Notes |
|---|---|---|
| Contracts and other documents | Upload PDF, DOCX, DOC, TXT, spreadsheets, slides or scans, up to 10 MB each. On Enterprise, import from Box, Dropbox, iManage, NetDocuments or Intralinks into a due diligence case. | Files are re-analysed in Attorly; earlier analyses from another tool are not imported. |
| Your negotiation playbook | Upload the playbook file (DOCX, DOC, PDF, XLSX, XLS, TXT) to Playbook Studio, or derive one from 3 to 10 contracts you signed. | Pro or Enterprise. You review every ladder before it is saved. |
| Templates | Paste each template into the template editor and mark its variables. Firm details can be stored once as standard variables. | There is no bulk template importer. |
| Clauses | Add approved clauses to the clause library one by one, with fallback wording. | There is no bulk clause importer. |
What does not come over
- Chat history, prompts and saved answers from your current tool.
- Analyses, risk scores or extracted fields produced by another product.
- User accounts and permissions. Invite your team again; on Enterprise, SSO and SCIM provisioning create accounts from your identity provider.
Steps
Start a trial on the plan you need
Pro for custom playbooks, the MCP server and up to 10 members; Enterprise for due diligence with Tabular Review, connectors, SSO and SCIM. Every plan starts with a 7-day trial.
Bring your playbook first
Import your playbook file or derive one from signed contracts, then review the position ladders. Everything that follows is graded against it.
Run real contracts side by side
Upload contracts you have already reviewed in your current tool and compare the redlines and flags before you move live work.
Move templates and clauses you use weekly
Recreate the templates and approved clauses your team uses most. Leave the long tail until you need it.
Invite the team and install the add-ins
Invite colleagues, install the Word and Outlook add-ins, and on Enterprise connect your DMS or data room.
Stay with Spellbook if
- Your team drafts only in Word and does not need analysis of inbound documents, research or due diligence.
- You need an add-in from Microsoft AppSource today; the Attorly Word add-in installs from a manifest.
- Your work is entirely English-language common-law contracts and Spellbook already fits it.
Frequently asked questions
- Does the Attorly Word add-in apply tracked changes?
- Yes. Accepted redlines are applied in the open document as tracked changes, and ambiguous matches are refused rather than applied to the wrong text.
- Will my Spellbook prompts work in Attorly?
- Not directly. Rebuild recurring instructions as playbook positions or as Attorly Memory preferences.