Searching and filtering contracts

Clment has three ways to find a contract: the direct number lookup, the list filter on the Contracts page, and natural-language portfolio Q&A via the AI Assistant. Pick the one that matches the precision of what you’re looking for.

Direct lookup by CLM-N or REV-N

Every contract gets a stable identifier the first time it’s uploaded: CLM-1, CLM-2, CLM-3, and so on (per organization). Reviews get REV-N identifiers — same pattern, separate counter.

If you know the number, paste it into the search box at the top of the Contracts page:

• CLM-42 → opens contract 42
• REV-12 → opens the review (we resolve REV-N → the parent contract automatically)

This is the fastest path when you’ve been sent an identifier by a teammate or in an email notification.

List filter

On Contracts, the table above the contract list has filters for:

• Status — Draft, Active, Expired, Terminated, Superseded (plus an “In review” derived filter that shows contracts with an in-progress review)
• Type — by taxonomy category (e.g. Commercial / Business Relationships; Technology, Software & Data; Non-Disclosure & Confidentiality; …), not freeform contract types
• Risk — Unknown, Low, Medium, High, Critical
• Created date — From / To pickers
• Tags — multi-select, AND logic (a contract must have all selected tags to appear)
• Search — full-text against title, parties, file name, CLM-N, REV-N

Filters compose: setting Status=Active + Tag=vendor-2024 shows only active 2024 vendor agreements.

Click Clear filters to reset.

Natural-language portfolio Q&A

For questions that span multiple contracts — “which agreements have unlimited liability?”, “show me the vendor MSAs renewing in Q3”, “which NDAs are mutual?” — use the AI Assistant (Sparkles icon in the top bar, or Ctrl/⌘+/).

The assistant runs a hybrid search over your portfolio’s full text plus the structured metadata, then composes an answer with citations. Example:

You: “Which contracts have unlimited liability?”

Assistant: “Three contracts in your portfolio omit a liability cap entirely:

• CLM-12: VendorCo MSA — limitation-of-liability section is missing entirely.
• CLM-47: Acme Pro Services — caps direct damages at fees paid, but the indemnity carve-out is unlimited.
• CLM-89: Beta Health Data Agreement — caps to fees paid except for breach of confidentiality, which is unlimited.

Citations: CLM-12 §8, CLM-47 §11.2, CLM-89 §9.4”

The assistant uses Clment’s embedded portfolio search — it sees the actual clause text, not just the metadata, so the answers are grounded. Each question costs 3 credits (see Billing and credits).

How the search index works

The short version: the Contracts page search matches the exact words you type, and the AI Assistant matches by meaning as well — so “unlimited liability” will find clauses that mean unlimited liability even if those aren’t the words used.

Both indexes update within a few seconds of upload.

Technical details

Behind the scenes, every contract is:

• Text-extracted on upload (OCR for scanned PDFs).
• Chunked into ~1,500-character segments respecting paragraph boundaries.
• Embedded with text-embedding-3-large (3,072-dimension cosine vectors) for semantic search.
• Full-text indexed for keyword (BM25) scoring.

The Contracts page filter uses BM25 only. The AI Assistant uses a hybrid query combining vector similarity (for meaning) and BM25 (for exact terms), fused via Reciprocal Rank Fusion.

Limitations

• Password-protected PDFs usually fail to extract — Clment can’t read the text. Remove the password and re-upload.
• OCR quality on poor scans is imperfect. If a search misses content that you can see when you open the PDF, the OCR might have garbled it. Re-uploading a cleaner version usually fixes it.
• Cross-org search isn’t possible — search is scoped to the organization you’re currently signed into. To search across multiple orgs you administer, switch between them via the org picker.

See also

• Uploading contracts
• Status, tags and risk
• Connecting Claude Desktop