Help center
How can we help?
Search the docs, or browse by topic below. Every article is also searchable from your AI assistant once Clment is connected.
Getting started
Set up your workspace, invite your team, run your first review.
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Getting started with Clment
Set up your workspace, invite your team, and run your first AI review in about ten minutes.
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Inviting your team
How to invite teammates, the two roles available, and what changes when you cross the free-tier user limit.
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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.
Contracts
Upload, organise, search, and track contracts through their lifecycle.
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Uploading contracts
Supported formats, size limits, and uploading via URL.
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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.
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Searching and filtering contracts
Find contracts by number, content, metadata, or natural-language portfolio question. Plus how the search index actually works.
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Status, tags, and risk
The three pieces of metadata that drive sort order, filters, and dashboard reporting — and how to use them consistently.
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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.
AI Reviews & playbooks
Run AI reviews, work through findings, generate redlines, and customise playbooks.
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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.
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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.
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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.
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Creating a playbook
Build a reusable review template that captures your house position on the clauses you care about most.
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Generating redlines
Turn your review findings into a Word document with real tracked changes — ready to send to the counterparty.
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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.
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Review scopes — whole document, tracked changes, version comparison
Pick the scope that matches what you're actually trying to find out. Three options cover the typical workflows from first-look reviews to focused redline turns.
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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.
Claude Desktop & MCP
Connect Clment to Claude Desktop and other MCP-capable agents.
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Connecting Claude Desktop
Use Clment as an MCP custom connector inside Claude Desktop in three steps.
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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.
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MCP troubleshooting
Common issues when connecting or using Clment with Claude Desktop, and how to resolve each.
Team & collaboration
Invite teammates, assign reviews, mention people, manage roles.
Billing & credits
Plans, credits, top-ups, invoices, and how billing periods work.
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Billing and credits
How plans, monthly credits, and add-on top-ups work, and what counts as a billable action.
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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.
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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.
Security & SSO
Data residency, SSO setup, MFA, audit logs.
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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.
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Security and SSO
Data residency, single sign-on, MFA, audit logs, and how Clment handles your contracts.
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Setting up Google SSO
Configure Google Workspace as your single sign-on provider — step-by-step admin guide.
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Setting up Microsoft Entra SSO
Configure Microsoft Entra ID (formerly Azure AD) as your single sign-on provider — step-by-step admin guide.
Integrations
Calendar feeds, webhooks, and other connections to your existing tools.
API & webhooks
Build against the Clment REST API and receive event notifications via outbound webhooks.
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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.
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Getting started with the REST API
Generate an API key, authenticate your requests, and make your first call to the Clment REST API.
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Setting up webhooks
Create a webhook endpoint, verify the HMAC signature, and handle retries and failures.
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Webhook event catalog
Every event Clment can send to your webhook endpoint, with example payloads.