/ Docs

Evisort CLM

Last updated October 13, 2025 · View as Markdown

Screenshot Evisort CLM is an AI-powered Contract Lifecycle Management (CLM) platform designed to help organizations manage their contracts more efficiently and gain valuable insights from them.

To connect Evisort with Relyance AI, you will need an API Key.

In Evisort

  1. Login to your account and refer to Admin at the top. Then refer to Integrations.

Screenshot

  1. Refer to API Management, then Generate New API key.

Screenshot

  1. Save your Key to be used in the following step.

In the Relyance AI Application

  1. Login to your Relyance AI account.
  2. Navigate to the Settings (bottom-left corner).
  3. Select Integrations.
  4. Search and locate the Evisort integration card and click on it.
  5. Click on the Add Connection button on the top right.
  6. Provide a meaningful name for the integration and click on the Add button.
  7. In the Overview section, review the Scope and Permission, and Endpoint details and click on Continue. For more details, see Integration Features.
  8. In the Connection section, provide the appropriate values and click on Continue,

Screenshot

  • Connection Name: This property allows you to update the integration specified in Step 6. If you have multiple integrations for the same vendor, you may want to assign distinct names to each. This helps streamline filtering by Discovery Source across the Inventory, Visual Maps, Assets, and Data Flow Analysis pages.
  • Rescan Frequency: This property allows you to configure how often Relyance executes scans against this Vendor connection.
  • Business Atlas Associations (required): the business entities or products that newly discovered third parties, services and assets from this integration are attributed to. Choose at least one from the Select Associations dropdown — the wizard will not advance past this step without one. For more details, see Business Atlas. Business Atlas

Screenshot

  1. In the Authentication section, provide the following information retrieved from the In Evisort section and click on Authenticate.
  • API Key
  1. Review the configuration summary from the Completion section and click on Finish.
  2. Confirm the integration Status reflects Connected.

Screenshot