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Definely Connector for Claude — User Guide

Use the Definely Connector in Claude to upload an agreement and instantly run reliable, rules‑based checks for defined/undefined terms, cross‑references and drafting issues—plus search your Vault and generate shareable reports, even on mobile.

Written by Rhys Hamer
Updated this week

What is the Definely Connector?

The Definely Connector integrates the Definely legal AI platform directly into Claude. It allows you to upload contracts and legal documents and immediately analyse them for defined terms, undefined terms, cross-references, drafting issues, and more — all without leaving your Claude conversation.

Definely provides the deterministic layer — structural certainty, control, and procedural accuracy — on top of general-purpose AI. The Connector brings Definely's tools (Draft, Proof, Vault, Issues List, Cascade, and more) into Claude so that AI-generated analysis is grounded in reliable, rules-based document intelligence rather than best-guess reasoning.

Important: The Definely Connector does not replace the Microsoft Word add-in. Word remains where legal documents are reviewed, finalised, and executed. The Connector extends Definely's capabilities into new environments — Claude, and in future potentially ChatGPT, Copilot, and firm-specific AI platforms — with different use cases such as mobile review, bulk processing, and cross-document analysis.

Requirements

  • An active Definely licence (Cloud suite)

  • A Definely account with valid credentials (the email address associated with your Definely licence)

  • Claude access — via Claude.ai (web), Claude Desktop, or the Claude mobile app

How to Connect

  1. Open Claude (desktop, web, or mobile app)

  2. Go to Customise → Connectors

  3. Find Definely in the connector list

  4. Sign in with your Definely email credentials

  5. Once connected, all Definely tools are immediately available in your Claude conversations

Tip: You only need to connect once. After signing in, the connector is available across all your Claude sessions — including on mobile.

Getting Started: The Three-Step Workflow

Every Definely session follows a mandatory three-step process:

Step 1 — Upload your document

Tell Claude to upload your document to Definely. Example:

"Upload this NDA to Definely."

Step 2 — Prepare the document

Claude will automatically prepare the document for analysis after upload. This step is handled in the background.

Step 3 — Analyse

Once the document is prepared, you can run any of the analysis tools below.

Tip: You can chain multiple analyses in one message after upload, e.g. "Upload this agreement, then find all defined terms and flag any undefined ones."

Core Capabilities

Capability

What It Does

Defined Terms

Lists every capitalised or formally defined term in the document

Undefined Terms

Identifies terms used as if defined but never actually defined

Reference Report

Maps all cross-references and flags broken or circular ones

Issues List

Generates a full drafting issues report

Proof Check

Reviews specific clauses or sections for errors and inconsistencies

Vault Search

Searches your document library semantically or by keyword

Tabular Review

Analyses multiple documents against a set of tags or labels, presented in a structured table — powered by Definely's Doc Labeler

Bulk & Multi-Document Processing

One key advantage of the Connector over the Word add-in is that it is not limited to the document currently open. You can point Claude at a folder or a set of documents and run bulk operations, for example:

  • Cross-document consistency checks — e.g. verify that named entities, defined terms, or party names are consistent across an entire document suite

  • Bulk proof checks — run proofreading across all documents in a folder

  • Tabular review across a portfolio — upload multiple agreements and ask Claude to produce a tabular review with tags and labels per document

If you have other Claude connectors enabled (e.g. Google Drive), you can point Claude directly at a folder in your connected storage and process its contents.

Output Formats

After running any analysis, you can ask Claude to present the results in different formats:

  • Natural language summary — Claude explains findings conversationally (default)

  • HTML — interactive, shareable report that can be opened in a browser and shared with colleagues

  • DOCX — downloadable Word document to send to a partner or attach to an email

  • Table — structured tabular format for easy scanning

Simply ask: "Put the results in HTML format" or "Give me this as a Word doc."

Using the Connector on Mobile

The Definely Connector works on the Claude mobile app (iOS and Android). This means you can review documents, run issues lists, and generate reports on the go — without needing your laptop.

Example scenario: You are on a train heading home. A senior partner emails you asking for a review of a contract. You open the Claude mobile app, upload the document from the email attachment, and ask for an issues list. Within seconds you have a structured report you can share back.

If you also have a Gmail or Outlook connector enabled in Claude, you can ask Claude to read the email directly and combine the instructions from the email with the Definely analysis — all from your phone.

Combining with Other Claude Connectors

The Definely Connector becomes even more powerful when used alongside other Claude connectors:

  • Gmail / Outlook — ask Claude to read an email from a colleague, extract their instructions, and combine them with a Definely issues list or proof report

  • Google Drive — point Claude at a folder in your Drive and run bulk Definely analysis across all documents in it

  • Other integrations — any connector available in Claude can be combined with Definely in a single conversation

Prompt Library

Use the prompts below directly in Claude after uploading your document. They are organised by task category.

1. Document Upload & Setup

  • "Upload this contract to Definely and prepare it for analysis."

  • "Upload the attached share purchase agreement to Definely."

  • "Load this employment contract into Definely so I can analyse it."

  • "Upload this NDA and get it ready — I want to run several checks."

  • "Upload this document and then give me a summary of what Definely can tell me about it."

2. Defined Terms Analysis

  • "List all defined terms in this agreement."

  • "Show me every defined term and its definition."

  • "Are there any defined terms that are only used once?"

  • "Which defined terms appear in the recitals but are not used in the operative provisions?"

  • "List all defined terms in alphabetical order."

  • "Which defined terms are defined in the body of the agreement rather than in a definitions clause?"

  • "Are there any terms defined more than once in this document?"

  • "Show me all defined terms that include the word 'material'."

  • "Which definitions are cross-referenced from a schedule or exhibit?"

3. Undefined Terms Analysis

  • "Find all undefined terms in this contract."

  • "Are there any capitalised terms that have not been defined?"

  • "Show me every term that appears to be used as a defined term but has no definition."

  • "Flag any terms that are used inconsistently — sometimes capitalised, sometimes not."

  • "Are there any terms in the schedules that are undefined in the main body?"

  • "Which undefined terms appear most frequently and are therefore highest risk?"

  • "Identify any industry-specific terms that may need to be formally defined."

  • "Are there any pronouns or references ('it', 'such party', 'the same') that are ambiguous?"

4. Cross-Reference & Internal Consistency Checks

  • "Run a full cross-reference report on this document."

  • "Are there any broken cross-references in this agreement?"

  • "Check whether all clause references are accurate and point to the right provisions."

  • "Are there any circular definitions in this contract?"

  • "Do any clauses reference provisions that have been deleted or renumbered?"

  • "Check all schedule references — are they all correct?"

  • "Are there any references to exhibits or annexures that are missing from the document?"

  • "Flag any cross-references to external documents that may be outdated."

  • "Are there any clauses that reference each other in a way that creates a loop?"

5. Drafting Issues & Quality Control

  • "Generate the full issues list for this agreement."

  • "What drafting problems does Definely identify in this document?"

  • "Are there any provisions that contradict each other?"

  • "Highlight any clauses that use inconsistent language for the same concept."

  • "Are there any obligations without a corresponding timeframe or deadline?"

  • "Flag any representations or warranties that are qualified differently in different places."

  • "Are there any 'shall' and 'will' inconsistencies in this agreement?"

  • "Identify any passive voice provisions that obscure who bears an obligation."

  • "Are there any boilerplate clauses that appear to conflict with bespoke provisions?"

  • "Check for any provisions where 'including' is used without 'without limitation' or similar saving language."

6. Clause-Level Proof Checking

  • "Proof check the indemnity clause."

  • "Review the termination provisions for any drafting issues."

  • "Check the definitions clause for errors or inconsistencies."

  • "Proof check clause 12 (Confidentiality)."

  • "Are there any issues with the representations and warranties section?"

  • "Review the governing law and jurisdiction clause."

  • "Check the force majeure provision — is it well-drafted?"

  • "Proof check the limitation of liability clause."

  • "Review the intellectual property assignment provisions."

  • "Check the dispute resolution clause for procedural gaps."

  • "Are there any issues with the conditions precedent provisions?"

  • "Proof check the payment terms and interest provisions."

7. Vault Search — Finding Precedents & Related Documents

  • "Search my vault for NDA templates."

  • "Find documents in my vault related to share purchase agreements."

  • "Search the vault for any agreements containing a 'material adverse change' definition."

  • "Do I have any precedents for software licensing agreements in my vault?"

  • "Search my vault for employment contracts with post-termination restrictions."

  • "Find any documents in my vault that deal with data protection obligations."

  • "Search the vault for merger agreements with earnout provisions."

  • "Do I have any precedents containing a 'most favoured nation' clause?"

  • "Search my vault for loan agreements with financial covenants."

  • "Find any documents related to joint ventures in my vault."

8. Comparative & Multi-Document Analysis

  • "Upload both documents and compare their definitions of 'Confidential Information'."

  • "Compare the termination rights in these two agreements."

  • "Upload the original agreement and the amendment — are there any conflicts between them?"

  • "Do the representations in the main agreement align with those in the disclosure letter?"

  • "Compare the governing law clauses across these three contracts."

  • "Are the indemnity provisions in the sub-contract back-to-back with those in the main contract?"

  • "Upload these five agreements and create a tabular review showing key terms across all of them."

  • "Run a consistency check across all documents in this folder — are party names and defined terms used consistently?"

9. Risk & Issue Flagging

  • "What are the highest-risk drafting issues in this agreement?"

  • "Are there any provisions that could expose my client to unlimited liability?"

  • "Flag any one-sided provisions that heavily favour the counterparty."

  • "Are there any sunset clauses or time-limited provisions I should be aware of?"

  • "Identify any automatic renewal provisions in this agreement."

  • "Are there any provisions that could be unenforceable under English law?"

  • "Flag any provisions that could create unintended third-party rights."

  • "Are there any unusual or non-standard provisions I should flag to my client?"

  • "Identify any provisions that waive important rights, such as jury trial or consequential damages."

  • "Are there any change of control provisions that could be triggered by a proposed transaction?"

10. Due Diligence

  • "Upload this agreement and produce a due diligence summary."

  • "What are the key obligations on my client under this contract?"

  • "Summarise all termination rights in this agreement."

  • "What consents or approvals are required under this contract?"

  • "Are there any assignment restrictions I should flag?"

  • "What are the notice requirements under this agreement?"

  • "List all payment obligations and their due dates."

  • "Are there any exclusivity provisions in this contract?"

  • "What intellectual property does my client assign or licence under this agreement?"

  • "Summarise all conditions precedent and their longstop dates."

  • "Are there any 'most favoured customer' or 'most favoured nation' provisions?"

  • "What are the dispute resolution steps and timelines?"

11. Negotiation Preparation

  • "Which provisions in this agreement are most favourable to the counterparty and should be negotiated?"

  • "Draft a list of issues for negotiation based on the drafting problems identified."

  • "Which clauses are missing that would normally appear in this type of agreement?"

  • "Are there any market-standard provisions that have been omitted?"

  • "Based on the issues list, which three problems should I prioritise in negotiation?"

  • "What fallback positions could I take on the indemnity clause if the counterparty resists my preferred drafting?"

12. Workflow & Efficiency

  • "Upload this agreement, run the full issues list, and summarise the top five problems."

  • "Upload this NDA and give me a one-page executive summary of the key terms and any issues."

  • "Process this contract and produce a checklist of all outstanding conditions and obligations."

  • "Upload this document and tell me if it is fit for execution or if there are issues to resolve first."

  • "Run all available checks on this agreement and give me a structured report."

  • "Run the issues list and put the results into an HTML report I can share with my team."

  • "Generate a proof report and export it as a Word document."

Tips for Best Results

  1. Be specific about clauses — the more precise your request, the more targeted the analysis (e.g. "Check clause 15.3" rather than "check the liability section").

  2. Chain requests — after uploading, you can ask several questions in one message to save time.

  3. Use the vault proactively — if you are drafting, search for precedents first before starting from scratch.

  4. Ask for prioritisation — if the issues list is long, ask Claude to rank issues by severity or likely negotiating impact.

  5. Combine with Claude's drafting ability — after Definely identifies an issue, ask Claude to suggest revised drafting.

  6. Choose your output format — ask for HTML for shareable interactive reports, DOCX for formal deliverables, or table format for quick scanning.

  7. Use it on mobile — the Connector works on the Claude mobile app, so you can review documents on the go without your laptop.

  8. Combine connectors — if you have Gmail or Google Drive connected, you can pull in email instructions or process entire folders alongside Definely analysis.

Consistency & Reliability

The analysis produced by the Definely Connector is deterministic and rules-based — it uses the same tools and engine as the Definely Word add-in and web platform. Running the same analysis on the same document will produce identical results every time. Claude does not guess or improvise when using Definely tools; it calls the tools and reports back exactly what they return.

Limitations to Be Aware Of

  • Definely analyses documents you upload in the current session. Ensure you have the right version of a document before uploading.

  • Very large documents may take longer to process.

  • Definely identifies drafting issues but does not give legal advice. Professional judgment remains essential.

  • Vault search results depend on what documents have been stored in your Definely vault.

  • The Connector requires an active Definely licence and valid credentials.

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