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Getting started with Clment

Sign up, upload a contract, and run your first AI review in a couple of minutes — then the optional steps (playbook, AI assistant, team) that make Clment yours.

Inviting your team

How to invite teammates, the two roles available, and what changes when you cross the free-tier user limit.

Picking your data region

Choose where your contracts are stored. Pick once at signup; you can have separate organisations in different regions if you need to.

Uploading contracts

Supported formats, size limits, and uploading via URL.

Key dates and reminders

Track expiry, renewal, and notice dates per contract. Get email reminders and an iCal feed that syncs to your calendar app.

Searching and filtering contracts

Find contracts by number, content, metadata, or natural-language portfolio question. Plus how the search index actually works.

Status, tags, and risk

The three pieces of metadata that drive sort order, filters, and dashboard reporting — and how to use them consistently.

Contract types and the global taxonomy

Every contract is auto-classified into Clment's global contract-type taxonomy — a shared, self-extending tree of categories and types that grows as new kinds of contracts are encountered.

Reviewing contracts

How Clment AI reviews work — the four-step setup, the scopes available, the review strategy that sets the AI's posture, multi-document coverage, and the finding model you decide against.

Choosing a review strategy

Explore, Negotiation, High-priority only, or Strict — the review strategy sets how assertive the AI is and how much lands in your redline. Pick the one that matches where you are with the contract.

The Clment Playbook

The built-in, type-tailored review standard you get for free when you don't bring your own playbook — a proper review for that kind of contract, not a generic pass.

Comparing versions side-by-side

The side-by-side comparison panel renders the paragraph- and word-level diff between two document versions with finding links that jump straight to the change being discussed.

Creating a playbook

Build a reusable review template that captures your house position on the clauses you care about most.

Generating redlines

Turn your review findings into a Word document with real tracked changes — ready to send to the counterparty.

Multi-document reviews and supplementary context

One review can span multiple documents, with some marked for findings and others as read-only context. Plus how to add ad-hoc reference material (emails, policies, precedent snippets) just for this review.

Refining a playbook from review data

Clment watches how your reviewers decide on each playbook item and drafts improvements for the ones they keep overriding — turning real review decisions into a sharper playbook.

Review scopes — whole document, tracked changes, version comparison

Pick the scope that matches what you're actually trying to find out. A two-level picker covers the typical workflows from first-look reviews to focused redline turns.

Understanding finding verdicts

The four controls on every AI review finding — verdict, comment, include-in-redline, redline instruction. What they mean and how to use them well.

Connecting ChatGPT

Add Clment as a custom MCP connector in ChatGPT using Developer mode.

Connecting Claude Desktop

Use Clment as an MCP custom connector inside Claude Desktop in three steps.

Connecting Microsoft Copilot

Add Clment to a Microsoft Copilot agent as an MCP server via Copilot Studio.

MCP skills catalog

Every Clment action that's available to an MCP-connected agent like Claude Desktop — read tools, write tools, and what each does.

MCP troubleshooting

Common issues when connecting or using Clment with Claude Desktop, and how to resolve each.

Inviting users and roles

Add teammates to your organisation, pick the right role, and manage who has access to what.

Mentions and assignments

Pull a colleague into a contract, review, or finding with @ mentions; assign reviews for second-opinion sign-off.

Billing and credits

How plans, monthly credits, and add-on top-ups work, and what counts as a billable action.

Credit top-ups and overage

When your monthly allowance isn't enough, the four top-up packs let you keep going without changing plans. Pricing and how to choose.

Invoices and tax

Where to find your invoices, how billing addresses and tax (GST/VAT) are handled, and how to set up purchase-order billing.

Can't sign in?

Work through the common reasons you can't get into Clment — forgotten password, lost two-factor device, a locked account, or SSO trouble — and how to recover. Ends with a link to request a reset from support.

MFA and account protection

Enabling multi-factor authentication for your account or enforcing it org-wide, plus recovery codes and what to do if you lose your device.

Security and SSO

Data residency, single sign-on, MFA, audit logs, and how Clment handles your contracts.

Setting up Google SSO

Use Google Workspace as your single sign-on provider. You create the OAuth app; the Clment team enables it for your organisation.

Setting up Microsoft Entra SSO

Use Microsoft Entra ID (formerly Azure AD) as your single sign-on provider. You register the app; the Clment team enables it for your organisation.

Calendar feed (iCal)

Subscribe your calendar app to an iCal feed of your organisation's contract key dates — Outlook, Google, Apple Calendar all work.

Edit in Word & Google Docs

Open a contract or generated redline straight into Word Online or Google Docs, edit it there, and check the changes back into Clment as a new version — a full round trip via OneDrive or Google Drive.

Common API workflows

Upload a contract, run a review, apply decisions, generate a redline, and download the report — end to end with the REST API.

Getting started with the REST API

Generate an API key, authenticate your requests, and make your first call to the Clment REST API.

Setting up webhooks

Create a webhook endpoint, verify the HMAC signature, and handle retries and failures.

Webhook event catalog

Every event Clment can send to your webhook endpoint, with example payloads.