Getting started with Clment

Welcome to Clment. This guide walks you from a fresh sign-up to your first AI-reviewed contract. Plan for about ten minutes.

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

• Country — used to pick the right Clment region for your data (US, EU, or AU). This determines where your contracts physically live.
• Timezone — used for key-date reminders and calendar feeds.

Both can be changed later under Settings → Organization.

2. Create a playbook

Playbooks are reusable review templates. Each one is a set of plain-English instructions Clment AI uses as the reference standard when reviewing a contract — what clauses to look for, what good looks like, and the redline language to suggest when a clause falls short.

Before your first review you’ll need at least one playbook:

• Open Playbooks in the sidebar.
• + New playbook → name it (e.g. “Vendor agreements — standard”).
• Write your instructions in plain English. Treat it like briefing a new junior reviewer: which clauses matter, what your house position is, what carve-outs you’ll accept.
• Save as draft to iterate, or Publish when you’re ready to use it on real reviews.

You can have any number of playbooks — one per contract family is a common pattern (vendor, customer, NDA, employment, …). See Creating a playbook for tips on what makes instructions effective.

3. Upload your first contract

Drag a PDF or Word file onto Contracts → Upload, or use the + New contract button at the top of the dashboard. Clment ingests the file, extracts text, and assigns it a stable CLM-N identifier (e.g. CLM-42).

If you want to upload from your AI assistant instead, see Connecting Claude Desktop.

4. Run a review

From the contract page, choose Review with playbook and pick the one you set up in step 2. Reviews take about 60–90 seconds for a typical agreement; you’ll see findings appear as Clment works through your instructions.

Each finding gets a verdict from Clment AI plus an editable recommendation. You decide whether to Agree, Disagree, or mark Partial — and whether to include the change in the redline.

5. Generate a redline

Once you’re happy with your findings, Generate redline stamps a tracked-changes Word document with every accepted change. Save it back to your contract record or download for your counterparty.

Next steps

• Uploading contracts — formats, size limits, what gets extracted.
• Reviewing contracts — verdict semantics + redline controls.
• Connecting Claude Desktop — run reviews from your AI assistant.