Getting started with Clment

Welcome to Clment. When you first sign in, your dashboard shows a Getting Started checklist that ticks itself off as you work through it. This guide covers the same steps in more detail — you can be looking at your first AI review in a couple of minutes, then pick up the optional steps whenever you’re ready.

Create your account

Head to clment.com and choose Start free. You can sign up with email + password or with Microsoft / Google SSO — whichever your team uses.

After you verify your email, Clment provisions a free-tier organisation for you automatically. You’ll be asked for three things on first sign-in:

• Organisation name — the workspace name shown across the app and on invites.
• Country — used to pick the right Clment region for your data (US, EU, or AU). This determines where your contracts physically live. See Picking your region.
• Timezone — used for key-date reminders and calendar feeds.

All three can be changed later under Settings → Organization.

Once you’re in, the dashboard’s Getting Started checklist tracks the steps below — each one ticks off automatically as you complete it.

1. Upload your first contract

Drag in a PDF or Word file, paste a URL, or hand it to your AI assistant. Use Contracts → Upload or the Upload contract quick-action on the dashboard. Clment ingests the file, extracts the text, and assigns a stable CLM-N identifier (e.g. CLM-42).

See Uploading contracts for formats, size limits, and what gets extracted — or Connecting Claude Desktop to upload straight from your AI assistant.

2. Ask the AI a question

The quickest way to feel what Clment does: open a contract and ask something like “What’s the termination notice period?” You’ll get an answer with a citation back to the exact clause in seconds — no review required.

Ask about anything in the document — renewal dates, liability caps, assignment rights, unusual terms. Every answer links back to where it came from, so you can verify it in one click.

3. Tell the AI what to check for

Turn your negotiating standards into a playbook — or start from a ready-made template. This step is optional, but it’s what makes reviews yours.

A playbook is a set of plain-English instructions Clment uses as the reference standard when it reviews a contract: which clauses to look for, what “good” looks like, and the redline language to suggest when a clause falls short. Open Playbooks and start one with Build with AI, Upload Document, or Write Manually — then Save as draft to iterate or Publish when it’s ready.

If you skip this, Clment still reviews your contract — it falls back to the built-in Clment Playbook for the detected contract type (or a general review if the type can’t be classified). See Creating a playbook for what makes instructions effective, and The Clment Playbook for how the default works.

4. Run your first AI review

Get ranked risk findings and redline suggestions you can accept into a Word document. From the contract page, choose Review or Compare, pick a playbook (or the Clment Playbook default), and start. A typical agreement takes about 60–90 seconds; findings appear as Clment works through the instructions.

Each finding gets a verdict plus an editable recommendation. You decide whether to Agree, Disagree, or mark Partial — and whether to include the change in the redline. When you’re happy, Generate redline stamps a tracked-changes Word document with every accepted change, ready to save back to the contract record or download for your counterparty.

More detail: Reviewing contracts, Understanding finding verdicts, and Generating redlines.

5. Connect your AI assistant

Drive Clment from Claude, ChatGPT, or Copilot — upload contracts, run reviews, and pull answers without leaving your assistant. Connecting activates your free trial of the assistant connection; no card needed.

Set it up under Settings → Connect AI assistant, then follow Connecting Claude Desktop, Connecting ChatGPT, or Connecting Microsoft Copilot.

6. Choose your subscription plan

Stay on Free, or pick a paid plan for more credits, seats, and the AI assistant. Each page of a review uses one credit; paid plans include a larger monthly allowance. Org admins manage this under Settings → Billing — see Billing and credits.

7. Invite your team

Assign reviews, tag colleagues for sign-off, and share one contract portfolio. Org admins can invite members under Settings → Team — see Inviting your team.

Stuck? Ask for help

The Getting Started checklist stays on your dashboard until you dismiss it, so you can always pick up where you left off. If you get stuck at any point, search the Help Center or ask the help AI — it can answer questions on uploads, reviews, billing, and more. It’s always there — never a step you have to finish.