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skyCLM

Overview​

Contracts Done. Not Just Signed.

skyCLM is Skypoint's enterprise eSignature and contract lifecycle management platform for healthcare, available as SaaS or self-managed.

It covers the whole agreement life, from signing to clauses, approvals, negotiation, obligations, renewals, and terminations, on one repository and audit trail.

Part of the Skypoint AI Platform "365" Product Suite


The Problem We Solve​

ChallengeImpact on Your Organization
Paper-based or fragmented signingSlow turnaround and lost documents
Contracts tracked in shared drives and spreadsheetsMissed renewals and revenue leakage
Lack of audit-ready evidenceCompliance exposure in surveys, audits, and disputes
Disconnected signing and contract systemsDuplicate entry and broken handoffs
Inconsistent multi-site governanceUneven processes
Stale or orphaned envelopesClutter and unintended signing risk

Our Solution​

CapabilityBenefit
Enterprise eSignature plus contract lifecycle managementOne system of record before, during, and after signing
Intake from SharePoint, email, local files, and ZIP archivesExisting contracts in one governed repository
AI field detection and signer suggestionsEnvelopes prepared in seconds
Scheduled single and bulk sendingHigh-volume sends at the right time
Renewal alerts, amendments, and negotiationRenewals caught early and cleaner negotiation cycles
Audit certificates with ISP and geolocationDefensible evidence on every envelope
skyAgent assistantPlain-language answers instead of hunting through screens
User groups, obligations, and contract familiesTeam-based sharing and nothing missed after signature

How It Works​

Upload

Upload PDF documents to create a signing envelope.

Add Recipients

Add signers with sequential or parallel routing.

Place Fields

Place signature, initials, date, text, and checkbox fields, or let AI suggest them.

Send

Send via email, SMS, or WhatsApp.

Sign

Signers sign from any device.

Complete & Archive

The audit trail is sealed and the document archived with configurable retention.


Key Capabilities​

Multi-Segment Flexibility

One platform for move-ins, provider agreements, consent forms, and business documents, configured per segment without custom development.

Healthcare Compliance

HIPAA compliant on HITRUST r2 infrastructure, with ESIGN Act signatures, PAdES, audit certificates, and configurable retention.

AI-Powered Intelligence

AI field placement, document classification, signer recommendations, summaries, and anomaly detection.

Enterprise eSignature

Bulk send, SkyForms, workflow builder, identity verification, comments, packet signing, and scheduled sending.

Contract Lifecycle Management

Clause libraries, approvals, negotiation, obligations, renewals, amendments, and terminations on the same records as signing, with 90-day expiry views and inline renewal alerts.

User Groups & Access Control

Grant named groups access to contracts and envelopes, with audited changes and CSV or Excel user import.

Amendments & Negotiation

Restated-contract amendments with approval workflows, plus a counterparty negotiation panel in the signing experience for counter-proposals.

Multi-Channel Delivery

Reach signers by email, SMS, and WhatsApp with automated reminders; notifications about your own actions are suppressed.

Agreement Repository

Central storage with AI extraction of parties, dates, amounts, and key terms, plus renewal and expiry alerts.

Multi-Party Workflows

Coordinate residents, family, POA holders, physicians, and staff with sequential or parallel routing.

Native Integrations

Connect with 250+ healthcare systems through skyData, plus SharePoint, WelcomeHome, and a DocuSign REST API compatibility layer for migration.


Contract Lifecycle Management​

Contracts share their repository, access model, and audit trail with signing, so an envelope keeps its history as a managed contract.

Contract Repository

Numbered contracts with an audited status ladder, written in the editor or started from an uploaded PDF or Word file (Beta).

Contract Intake

Import from SharePoint, a forwarding email address, uploads, or ZIP archives, with duplicate skipping and automatic OCR.

Clause Library

Standard and jurisdiction-specific clauses, AI-assisted drafting, and synced or version-pinned links into templates, with deviation detection.

Contract Templates

Versioned templates with approval-gated publishing, validated merge fields, and inline editing during contract creation.

Approval Chains

Sequential, parallel, or conditional internal sign-off with queues, reminders, and escalation; material changes re-trigger approval.

Negotiation & Redlining

Counter-proposal rounds over a secure link that needs no login, with version history, comments, internal notes, and automatic round close.

Amendments, Renewals & Termination

Amendments take effect once signed, renewals create a linked new contract, and terminations track notice periods and closeout tasks.

Obligations

Track post-signature commitments with owners, due dates, reminders, escalation, and overdue reporting.

Contract Families

Link master agreements, amendments, renewals, and orders and browse them as a tree, with bulk backfill for existing portfolios.

Counterparties

Organization and contact records for the other side of each deal, with AI-suggested parties to add in one click.

Renewal Alerts & Tracking

Renewal alerts on an owner-chosen lead time, 90-day expiry views, and contract-level mute and snooze.

Contract Analytics & Reports

Analytics for renewals, adoption, volume, and revenue leakage, plus a custom report builder.

WelcomeHome Integration

Start a contract from a WelcomeHome prospect, which prefills the template and links the resident; administrators choose which communities to connect.


Use Cases by Segment​

SegmentKey Use Cases
Senior LivingMove-in packets, residency agreements, physician orders, POA tracking
Provider GroupsConsent forms, provider contracts, credentialing
Health PlansEnrollment packets, authorized representative agreements
Home Health & ClinicsIntake, care plans, HIPAA consent, treatment authorizations
HR & OnboardingOffer letters, onboarding, compliance training
General UseBusiness contracts, vendor agreements, internal policies

AI-Powered Intelligence​

skyAgent, Skypoint's Gemini-powered contract AI, runs through signing and contract management to cut prep time and surface meaning in long documents.

AI Field Detection

Detect signature, initial, date, and text fields automatically.

Ghost Field Preview

Preview suggested fields before committing them.

Document Classification

Classify documents by type for consistent routing and storage.

Signer Suggestions

Recommend recipients from document content and signing history.

Document Summarization

Plain-language summaries so signers know what they are agreeing to.

Anomaly Detection

Flag unusual clauses, missing fields, or out-of-pattern terms before sending.

Contract Extraction

Extract parties, dates, terms, amounts, and obligations, reviewed per contract or in bulk.

skyAgent Assistant

Plain-language questions across contracts, envelopes, and reports, grounded in real records; proposed changes are staged for confirmation.

Agreement Memory

Key facts from each contract carry context across chats, with administrator-approved team memory.

Reusable Skills

Save a prompt as a Skill, run it on any contract, share it with the team, or schedule it as a recurring digest.

Document OCR

Scanned PDFs are recognized automatically so their text is searchable and available to AI.

Clause Drafting

Generate clause language and flag deviations from the approved standard.

Suggested Counterparties

Surface organizations in your agreements not yet saved as counterparties.

AI Usage & Limits

Administrators set token limits per instance, user, and turn, and manage skyAgent's instructions.

MCP Server

External AI clients read skyCLM data through read-only tools under the app's access rules.

Suggested Access

Recommend which user groups should see a contract, with a review queue and audited grants.


Compliance & Governance​

skyCLM is built for organizations where every signature must stand up to a survey, an audit, or a court.

Configurable Document Retention

Set retention policies per envelope type or tenant.

ESIGN Act Compliance

Full ESIGN Act support, including paper-copy options and required disclosures.

Multi-Language Disclosures

Deliver consent disclosures in the signer's preferred language.

Audit Certificates

A Certificate of Completion with timestamps, ISP, and geolocation on every envelope.

PAdES Digital Signatures

Long-term, tamper-evident proof of signing.

Notification Audit Logs

Track every notification, reminder, and delivery event.

Auto-Void Expired Envelopes

Opt-in policy that voids expired envelopes to reduce stale-envelope risk.

Per-Tenant Email Suppression

Manage suppression lists per tenant for deliverability control.

Access-Change Audit & Notices

Every access grant and removal is audited, and affected members are notified.

Granular Permissions

Dedicated permissions for group administration, integrations, and paper copies.

Personal & Organization Views

Switch between personal and organization-wide views; visibility filters never change access.


Enterprise Features​

An enterprise signing feature set with the scale and governance large organizations expect.

Bulk Send

Send personalized envelopes to thousands of recipients with role-based fields and witness support.

Scheduled Sending

Schedule single or bulk sends for enrollment windows and time-zone-sensitive dispatch.

SkyForms

Self-service web forms and signing links with conditional logic, QR codes, and optional passwords.

Visual Workflow Builder

Drag-and-drop routing, approvals, and conditional logic.

Premium Data Verification

Validate emails, phones, bank accounts, and addresses supplied during signing.

ID Verification

Government ID checks before high-trust signatures.

Collaborative Comments

Inline comments without leaving the envelope.

Conditional Field Logic

Show or hide fields based on signer responses.

Checklists & Signer Attachments

Require checklists and accept uploads in the signing flow.

KPI Dashboard

KPI cards with period comparison, pipeline mix, recent activity, and an expiring-soon panel.

Maintenance Visibility

A live maintenance banner during planned updates.

Packet Signing

Bundle envelopes into one sequential signing session.

In-Person Signing

Host signers on your own device, or convert a remote envelope to in-person.

Bulk Download

Export completed envelopes and audit certificates as one ZIP.

Access-Aware Envelope Lists

Filter by who has access and run bulk access, remind, void, or export actions.

App Switcher & Single Sign-On

Move between sky* applications without signing in again.

Workspace Experience

Dialogs, side drawers, a shared filter bar, and light or dark themes.

Void Transparency

Voided envelopes show the void reason on their status badge.


Business Impact​

Save 2+ Hours Daily

Less paperwork prep and chasing.

Faster Move-Ins

Paperwork complete before arrival.

Zero Paper Storage

Documents stored securely and instantly searchable.

Remote Signing

Family and POA holders sign from anywhere.

Complete Compliance

Court-admissible, timestamped audit trails.

Unified Platform

Data flows across skyCLM and other sky* applications.

Who Benefits​

Senior Living Operators

Faster admissions and move-ins with consistent compliance.

Provider Groups & Clinics

Faster intake and credentialing with less front-office burden.

Healthcare Systems

Standardized signing across departments and facilities.

Operations Leaders

Visibility into document status and lower administrative cost.


Platform Integration​

  • skyData — Unified data and workflow orchestration
  • skyMDM — Master data for resident and patient records
  • skyCare — Clinical workflow integration
  • skyAdmissions — Referral intake and eligibility
  • skyComply — Compliance tracking and corrective actions
  • skySupport — In-app help desk; skyCLM access can be provisioned from skySupport
  • WelcomeHome — Start contracts from CRM prospects

Get Started​

skyCLM is available as part of the Skypoint platform. Contact your Skypoint representative to configure it for your organization.