Move your team from CoCounsel to Spellbook.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Spellbook — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in CoCounsel is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both tools draft contracts and clauses from saved precedents inside Microsoft Word, so switching does not require changing the attorneys' core editing environment. Moving from CoCounsel to Spellbook: export your firm's precedent contracts from the CoCounsel precedent library, then upload them to Spellbook's precedent library via the Admin panel to populate the drafting context. Drafts initiated in CoCounsel's web interface land in Word; Spellbook's Draft feature lives natively in the Word Add-In, so the trigger point shifts from the web UI to the Word ribbon. Moving from Spellbook to CoCounsel: existing Word DOCX precedents can be uploaded to CoCounsel's web interface to seed firm playbooks, after which drafting is kicked off from the CoCounsel web app and the result is delivered back into Word. In both directions, re-map matter-type playbooks to their equivalents after migration and re-run a sample set of drafts to validate output quality.
- Warning: CoCounsel's drafting includes jurisdiction-aware first drafts grounded in Practical Law standard templates and Westlaw authority; Spellbook does not provide the same depth of external legal-authority grounding and relies on the firm's own precedent library plus the underlying LLM's general knowledge.
- Warning: CoCounsel delivers drafts end-to-end into Word from the web interface, requiring the CoCounsel web session to be open; Spellbook's Draft feature runs entirely inside the Word Add-In without a separate web session, which changes the daily workflow for attorneys.
- Warning: Spellbook clause-revision (rapid iteration on a single clause) is a distinct workflow step; CoCounsel surfaces this as an inline editing task after the initial draft is returned to Word — confirm your team's preferred iteration pattern is supported before switching.
Both tools let attorneys ask natural-language questions about a contract and receive answers grounded in the document's text. Moving from CoCounsel to Spellbook for Q&A: CoCounsel's document-analysis Q&A is accessed via the web interface after uploading the contract file; Spellbook's Ask feature is accessed inside the Word Add-In with the target contract open. Open the contract in Word, activate the Spellbook Add-In, and type the same question into the Ask field — Spellbook returns a cited answer pointing to specific clause locations. Moving from Spellbook to CoCounsel: upload the DOCX or PDF to the CoCounsel web interface and run a document-analysis task with your question; answers are returned with supporting text excerpts in the web results table rather than inline Word citations. In both directions, verify that cited clause references match the expected document sections using a known test contract before routing live matters through the new tool.
- Warning: CoCounsel document-analysis Q&A is designed to work across batches of documents simultaneously and returns results in a web-based sortable table; Spellbook's Ask feature operates on a single open Word document and returns answers inline in the Add-In pane — the interaction model is fundamentally different for multi-document Q&A use cases.
- Warning: CoCounsel answers are grounded in both the uploaded document and, where relevant, Westlaw and Practical Law authority; Spellbook Ask answers are grounded only in the open document (plus the underlying LLM's general legal knowledge) with no access to Westlaw citations or KeyCite status flags.
Both tools flag risky or non-standard clauses in uploaded contracts and return a structured review, but their scope and volume differ significantly. Moving from CoCounsel to Spellbook: CoCounsel allows batch upload of thousands of documents at once via its web interface and returns a sortable, filterable results table; Spellbook's contract-review workflow operates on one open DOCX document at a time in the Word Add-In. For bulk review projects, use Spellbook's Associate multi-document agent or run documents sequentially. Export CoCounsel batch results as CSVs or PDFs to preserve historical review records before switching. Moving from Spellbook to CoCounsel: open the contract in Word, export as DOCX, and upload to CoCounsel's web interface; results will be returned as a sortable table rather than inline Word redlines. Re-configure playbooks on the receiving platform (CoCounsel playbook upload or Spellbook Admin playbook builder) before running the first post-migration review.
- Warning: CoCounsel document-analysis processes thousands of documents simultaneously in a single job; Spellbook contract-review is single-document per Word session, so large-scale batch projects require either Spellbook Associate or sequential processing.
- Warning: CoCounsel returns results in filterable tables in the web UI; Spellbook returns inline redlines and a risk summary inside Word — legal teams accustomed to CoCounsel's spreadsheet-like output will need to adjust their review workflow.
- Warning: CoCounsel's document-analysis surfaces compliance issues, conflict detection, and event chronologies; Spellbook's contract-review is primarily clause-risk flagging against a playbook and does not natively produce chronologies or large-scale compliance summaries.
Both platforms use playbooks to flag non-standard language during contract review, but they are authored and stored differently. Migrating playbooks from CoCounsel to Spellbook: CoCounsel playbooks are generated from uploaded precedent contracts by the AI; export the underlying precedent contracts (Word or PDF) that were used to build each playbook, then use Spellbook's Admin panel playbook builder to recreate positional guidance per clause type. There is no direct playbook-export format shared between the two tools, so recreation is manual. Migrating from Spellbook to CoCounsel: export the Spellbook playbook definitions (screenshot or PDF from Admin), upload representative precedent contracts to CoCounsel's playbook builder, and have the AI regenerate firm playbooks from those precedents. Validate by running a known test contract through each newly created playbook and comparing flagged clauses to your expected output.
- Warning: CoCounsel also includes 650+ expert-curated Practical Law playbooks built by Thomson Reuters attorney-editors; Spellbook does not offer an equivalent out-of-the-box library — firms migrating from CoCounsel to Spellbook lose access to these curated playbooks and must build equivalents from scratch.
- Warning: There is no interoperable playbook export format between CoCounsel and Spellbook, so all playbook migration is manual reconstruction, which is time-intensive for firms with many matter-type playbooks.
- Warning: Spellbook playbooks are configured per matter type by an admin inside the Word Add-In environment; CoCounsel applies playbooks across both the web interface and the Word add-in, so after migrating to Spellbook, attorneys must be retrained to access playbook-based review via the Word ribbon rather than the web interface.
Both platforms enforce zero-data-retention policies with their LLM providers so customer contract content is not used for model training — a core attorney-client privilege requirement. When evaluating a switch, request each vendor's current security documentation: CoCounsel's data processing addendum and Thomson Reuters trust page; Spellbook's Trust Center (spellbook.com/security). Confirm your regional data-residency requirements: CoCounsel processes in the US by default with options for UK, Australia, and Canada; Spellbook's backend runs on AWS ca-central-1 (Canada). If your firm has HIPAA obligations, verify that a BAA is in place with the new vendor (Spellbook explicitly offers BAAs). Review SSO requirements: both support Microsoft account SSO with MFA. Before go-live on the new platform, run your firm's standard InfoSec vendor assessment against the new vendor's documentation and obtain a signed DPA.
- Warning: CoCounsel's security documentation is maintained by Thomson Reuters corporate; Spellbook publishes a standalone Trust Center at spellbook.com/security — firms that require a detailed SIG or CAIQ questionnaire should request these from both vendors, as neither publishes them on their public trust pages.
- Warning: CoCounsel defaults to US data processing; Spellbook's backend is in AWS ca-central-1 (Canada) — this matters for US firms with state-level data-residency requirements or for Canadian firms whose data cannot leave Canada.
- Warning: Both platforms confirm SOC 2 compliance but at different scopes: Spellbook publishes SOC 2 Type II certification; verify the current audit scope and period from CoCounsel/Thomson Reuters before treating them as equivalent for enterprise vendor-assessment purposes.