Product Updates

We are excited to announce the release of Version 1.4 of Spellbook Legal AI, which focuses on enhancing collaboration tools for legal teams.

Collaboration Features

• Team Workspaces: Create dedicated workspaces for your legal teams.
• Document Sharing: Easily share documents with team members and clients.
• Real-Time Collaboration: Work together on documents in real-time.

Thank you for your continued support as we strive to improve Spellbook Legal AI!

What's new:

• From a playbook's settings dropdown, Spellbook employees now have access to a new action Transfer
• This will give you a dialog where you can use a user id (grabbed from Retool) or a user e-mail to assign a playbook a new owner, even across licenses.
• This will remove it from your list of playbooks, and add it permanently to the target user where they can make further edits, or choose to share it with their organization.
• Again, this is an internal tool, meant to facilitate the workflow where an AE or a CSM helps a firm build a playbook and wants to transfer it over to them once complete

What's new:

• From a playbook's settings dropdown, Spellbook employees now have access to a new action Transfer
• This will give you a dialog where you can use a user id (grabbed from Retool) or a user e-mail to assign a playbook a new owner, even across licenses.
• This will remove it from your list of playbooks, and add it permanently to the target user where they can make further edits, or choose to share it with their organization.
• Again, this is an internal tool, meant to facilitate the workflow where an AE or a CSM helps a firm build a playbook and wants to transfer it over to them once complete