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 a connected AI Agent. 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 a connected AI Agent.

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 rulebook (sometimes known as playbooks) — or start from a ready-made template. This step is optional, but it’s what makes reviews yours.

A rulebook 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 Rulebooks and start one with Build with AI, Upload Document, or Write Manually — then save it as a draft to iterate, or set it to Published when it’s ready.

If you skip this, Clment still reviews your contract — it falls back to the built-in Clment Rulebook for the detected contract type (or a general review if the type can’t be classified). See Creating a rulebook for what makes instructions effective, and The Clment Rulebook 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 Start AI Review / Compare, pick a rulebook (or the Clment Rulebook default), and start. A typical agreement takes about 60–90 seconds; findings appear as Clment works through the instructions.

The results screen paces the work out: read the overall summary, then assess each finding — Agree, Partially, or Disagree with the recommendation — then say what should happen to the wording: Use this fix, Custom instructions, or No change. When you’re happy, Create updated contract (on the Finish up tab) produces a tracked-changes Word document with every selected 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 Agent

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

Set it up under Settings → Connect AI Agent, 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 Agent connection. Each page of a review uses one credit; paid plans include a larger monthly allowance. Org admins manage this under Settings → Subscription & 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.