“I love Spellbook. I use it every day. It saves me at least one hour, sometimes two hours, a day.”

Like most lawyers, Diego Alvarez-Miranda, an Estate Planning lawyer at CunninghamLegal, spends much of his time writing emails and memos and reviewing and drafting legal documents. 

Diego would prefer to dedicate that time to higher-value work so that his clients’ affairs are in order and he can help protect their legacies for future generations. So, he turned to Spellbook to save time and improve productivity. 

Client communication made easy

Diego uses Spellbook to write memos and emails that memorialize calls and recap meetings. He prompts the AI with the issues and matters discussed, and Spellbook does the rest. The tool also simplifies complex legal concepts into layperson-friendly explanations that Diego can use in client communications.

“It cuts down the time I spend writing emails and memos,” Diego says. “If I prompt it to explain a section of the code or a 1031 deferred exchange to a layperson, it throws out a nice explanation I can edit lightly and put in an email or memo. I just love it,” Diego says. 

He also appreciates how Spellbook can draft the specific contract clauses he needs and understand relationships among contract sections.

Understanding connections among agreements

“I like to use Spellbook’s drafting tool. It saves me probably 15-20 minutes searching for an appropriate clause.”

“When drafting a lengthy agreement or specific clauses, I like to use Spellbook's drafting tool,” Diego says. Instead of hunting through LexisNexis, Law Insider, or his saved forms, he simply Spellbook the legal elements he needs to include, such as a not-construed-against-drafter clause, indemnification clause, or creditors rights. 

“Spellbook generally gives me a good form clause I can lightly revise and adapt. It saves me probably 15-20 minutes searching for the appropriate clause,” Diego says. 

Diego is also impressed by Spellbook’s ability to grasp the connections in and between documents. For example, he’ll tell Spellbook to draft "manager's duties" for an operating agreement, security agreement, or promissory note. With all of the documents in a single Word file, the AI can differentiate the sections of each agreement and relate them to each other. 

With Spellbook to identify corresponding sections in agreements and ensure consistency among the clauses, Diego can work smarter and reduce potential errors.

“That saves me a lot of time,” he says. “I love Spellbook. I use it every day. It has saved me a ton of time and ancillary tasks.”

One of those tasks Spellbook does is thoroughly review other parties’ proposed agreements to ensure that Diego doesn't miss anything.

A second pair of eyes on review

“As part of your day-to-day productivity as an attorney, Spellbook is invaluable. It can cut review time significantly.”

Aside from due diligence, reviewing an M&A transaction’s documents can take hours. But people can still miss things. That’s why, at the end of every manual review, Diego has Spellbook automatically review each document again.

“It’s always good to have a second pair of eyes. Spellbook has pointed out issues I hadn’t considered and suggested good questions to ask. It’s also very good at telling you to look into generic language,” he says.

“As a part of your day-to-day productivity as an attorney, Spellbook is invaluable. It can cut review time significantly,” Diego says.

Serve more clients more efficiently than ever

“Spellbook saves a lot of time and makes us more productive as attorneys. It’s like my personal paralegal.”

The way Spellbook enhances his productivity reminds Diego of when he drafted legal documents as a paralegal. The supervising attorney would review his work, add a few edits, and send it out. 

“Now, it’s like is my personal paralegal,” he says.

Diego’s team recently used Spellbook to summarize key points from an expansive set of new provisions. “We just pasted it all into Word, and Spellbook gave me a nice summary about the step-up in basis with the new provisions that came out,” he says.

As the complexities of the tax code and estate planning increase, Spellbook will remain an indispensable tool for Diego and his clients.

“Spellbook saves a lot of time and makes us more productive as attorneys. It encompasses what we need to provide cost-effective legal services for the client. I'm billing my clients less review time than before.”

With nearly a whole day freed up each work week, Diego can now focus on advancing his practice and serving more clients more efficiently than ever.

Try Spellbook for free today, and see why thousands of lawyers rely on it to simplify their work.

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_{This is not an advertisement for legal services and Diego Alvarez-Miranda is not affiliated with Spellbook and makes no guarantees or assurances that Spellbook is suitable for legal research or any other particular purpose.}