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• Status — Draft, Active, Expired, Terminated, Superseded (plus an “In review” derived filter that shows contracts with an in-progress review)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 — NDA, MSA, SoW, Vendor agreement, Custom, …
• 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 call costs 0.25 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

• Encrypted PDFs aren’t indexed — Clment can’t read the text. Re-upload after decrypting.
• 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