Move your team from Legora to Spellbook.

Both products offer an agentic capability that works across multiple documents autonomously, but they target different task types. Legora's Legal Research agent plans and executes research tasks across jurisdictions, returning cited results from external legal sources (case law, statutes, regulations). Spellbook's Associate agent performs agentic cross-document redlining and research within the user's own contract set. Teams moving from Legora to Spellbook for multi-document work should collect the contracts to be compared as DOCX files, load them into Spellbook's Associate feature, and configure the task (e.g. cross-document redline); external legal research tasks have no direct Spellbook equivalent and would need a separate research source. Teams moving from Spellbook to Legora should upload the document set to the Legora platform and direct the Legal Research agent at the research questions; for agentic redlining, Legora's Tabular Review and document comparison tools cover similar territory, though the agentic framing differs.

Both products let lawyers ask natural-language questions about legal documents and return cited answers, but the scope differs. Legora's Assistant operates across all platform surfaces — web editor, Word Add-In, Outlook Add-In, and mobile — and is optimized for a broad range of legal tasks beyond a single contract (research, summarization, comparison). Spellbook's Ask feature is scoped to the contract currently open in Word and returns clause-level citations within that document. Teams moving from Legora to Spellbook for contract Q&A should open the relevant DOCX in Word with the Spellbook Add-In and use Ask for per-document questions; cross-document or research-style queries will need to shift to a different workflow or tool. Teams moving the other way should open the document in Legora's web editor or Word Add-In and direct questions to the Legora Assistant; cited results will reference sourced legal content rather than just intra-document clauses.

Both products deliver AI-assisted contract drafting inside Microsoft Word via native add-ins, making this the most structurally similar workflow between the two. In Legora the Word Add-In connects to the aOS platform for AI drafting and clause generation; in Spellbook the Word Add-In's Draft feature uses natural-language prompts and a saved precedent library. To migrate from Legora to Spellbook: uninstall the Legora Word Add-In, install Spellbook from the Microsoft AppSource, upload your existing contract templates and precedents to Spellbook's library, then verify the Draft feature produces output consistent with your firm's standards by running a sample clause generation. To migrate the other way: remove the Spellbook Add-In, install Legora's Word Add-In, connect it to the Legora aOS platform with the team's SSO credentials, and recreate drafting templates. In both directions, note that precedent libraries are tool-specific and require re-upload or re-creation.

Both platforms perform AI-assisted contract review but operate in different environments: Legora's Tabular Review runs inside its web editor and Word Add-In and produces cross-document comparison tables and inline clause analysis, while Spellbook's review runs entirely inside Microsoft Word via its Add-In and checks each clause against a pre-configured playbook with inline redlines. Teams migrating from Legora to Spellbook should export contracts from Legora as DOCX, install the Spellbook Word Add-In, and configure playbook positions to match the risk thresholds and clause standards previously captured in Legora's review templates. Teams moving the other direction should upload DOCX files to Legora's web editor, recreate any playbook logic in Legora's Editor settings, and establish the Word Add-In connection so reviewers retain an in-Word workflow. Both directions require rebuilding clause-level standards in the target tool's configuration before the first live review.

Both platforms carry SOC 2 Type II, HIPAA, and GDPR certifications and commit to zero AI training on customer data, so the baseline security posture is comparable for most enterprise legal buyers. When evaluating a switch, the key procurement steps are: (1) obtain the destination platform's Trust Center or security documentation; (2) confirm zero-data-retention terms with your LLM provider chain — Spellbook negotiates ZDR agreements directly with OpenAI and Anthropic, while Legora enforces no-training via its own platform contracts; (3) re-execute any BAAs required for HIPAA-covered entities; (4) verify encryption key management — Legora offers Bring Your Own Key (BYOK) for customer-controlled encryption, which Spellbook does not currently publish; (5) set up SSO on the new platform (both support Microsoft SSO/MFA). Data portability at offboarding: Legora offers a full data export before permanent deletion at contract end; confirm Spellbook's offboarding data-export process before switching.