> ## Documentation Index > Fetch the complete documentation index at: https://docs.skypoint.ai/llms.txt > Use this file to discover all available pages before exploring further. # skyCLM skyCLM ## Overview **Contracts Done. Not Just Signed.** skyCLM is Skypoint's enterprise eSignature and contract lifecycle management platform, built for healthcare. It streamlines agreement workflows across healthcare, senior care, health plans, and HR organizations with enterprise-grade security, compliance audit trails, and seamless integration capabilities — available as full SaaS or self-managed deployment. One platform covers the whole agreement life. Everything up to and including the signature — preparing envelopes, routing recipients, and capturing legally binding signatures — sits alongside the work around it: drafting from governed clauses, internal approvals, counterparty negotiation, and the post-signature obligations, renewals, amendments, and terminations. All of it runs on one repository, one access model, and one audit trail. **Part of the Skypoint AI Platform "365" Product Suite** *** ## The Problem We Solve | Challenge | Impact on Your Organization | | :--------------------------------------------------------- | :------------------------------------------------------- | | Paper-based or fragmented signing workflows | Slow turnaround, lost documents, frustrated signers | | Manual contract tracking in shared drives and spreadsheets | Missed renewals, expired agreements, revenue leakage | | Lack of audit-ready evidence | Compliance exposure during surveys, audits, and disputes | | Disconnected signing and contract systems | Duplicate data entry and broken handoffs between teams | | Inconsistent governance across multi-site operations | Uneven processes and inconsistent customer experience | | Stale, expired, or orphaned envelopes | Clutter, confusion, and unintended signing risk | ## Our Solution | Capability | Benefit | | :------------------------------------------------------------------------------ | :-------------------------------------------------------------------- | | End-to-end eSignature with an enterprise feature set | Retire a standalone signing vendor without losing capability | | Contract lifecycle management alongside eSignature | One system of record for agreements before, during, and after signing | | Contract intake from SharePoint, forwarded email, local files, and ZIP archives | Bring existing contract folders into one governed repository | | AI-powered field detection and signer suggestions | Prepare envelopes in seconds, not minutes | | Scheduled sending for single and bulk envelopes | Dispatch high-volume sends at the right time | | Renewal alert ladder and 90-day expiry visibility | Catch renewals early and protect revenue | | Restated-contract amendments with approval workflows | Cleaner negotiation cycles with full change-management control | | Counterparty negotiation panel with audit trails | Move negotiations forward without leaving the platform | | Audit certificates with ISP and geolocation | Defensible, court-admissible evidence on every envelope | | skyAgent assistant across contracts, envelopes, and reports | Ask questions in plain language instead of hunting through screens | | User groups with per-contract and per-envelope access grants | Share by team name instead of one person at a time | | Obligation tracking, contract families, and termination checklists | Nothing falls through the cracks after signature | *** ## How It Works Upload PDF documents to create a signing envelope. Add signer email addresses with sequential or parallel routing order. Place signature, initials, date, text, and checkbox fields — or let AI suggest placements automatically. Send via email, SMS, or WhatsApp with personalized signing links. Signers review and sign from any device with a mobile-responsive experience. Audit trail is sealed and the document is securely archived with configurable retention. *** ## Key Capabilities One platform for senior living move-ins, provider agreements, patient consent forms, and business documents. Configure workflows per segment without custom development. HIPAA compliant with HITRUST r2 infrastructure. ESIGN Act compliant signatures with audit trails, PAdES digital signatures, audit certificates, and configurable document retention. AI-suggested field placements, document classification, signer recommendations, plain-language summaries, and anomaly detection for smarter document workflows. Bulk send, SkyForms, visual workflow builder, identity verification, collaborative comments, packet signing, and scheduled sending for both single and bulk envelopes. Manage the full agreement life around the signature — governed clause libraries, approval chains, counterparty negotiation, obligations, renewals, amendments, and terminations — on the same records and audit trail as signing. Dashboard tiles and quick-filter chips surface contracts expiring within 90 days, and a renewal alert ladder on each contract page lets owners acknowledge or snooze upcoming renewals inline. Name a set of people once and grant that group access to contracts and envelopes instead of sharing one person at a time. Every grant and removal is audited, and affected members receive an email and in-app notice describing exactly what changed. Amendments are handled as a restated-contract flow with real-time status, approval workflows, and dedicated status states. A counterparty negotiation panel in the public signing experience supports counter-proposal uploads, round-open notifications, audit trails, webhooks, and permission gates. Reach signers through email, SMS, and WhatsApp with automated reminders across all channels. Notifications triggered by your own viewing or signing are suppressed, so inboxes carry only what needs action. Central agreement storage with AI extraction of parties, dates, amounts, obligations, and key terms. Automated renewal and expiry alerts. Coordinate signatures across residents, family members, POA holders, physicians, and staff with sequential or parallel routing. Connect with 250+ healthcare systems through skyData, including EHRs, senior living platforms, and CRM systems. A SharePoint connector pulls source documents straight in, and a DocuSign REST API compatibility layer eases migration from an existing signing environment. *** ## Contract Lifecycle Management The contract lifecycle surface shares its repository, access model, and audit trail with signing, so an agreement that starts as an envelope keeps its history as a managed contract. Every agreement is a tracked record with its own contract number and a governed status ladder — draft, approval, signing, active, expiring, then renewed, terminated, or archived. Each status change is written to the contract audit trail. Bring existing agreements in from SharePoint, a per-tenant forwarding email address, local file upload, or ZIP archives. Duplicate files are skipped on re-import, scanned documents are OCR'd automatically, and completed envelopes can land as tracked contracts with no manual re-entry. Maintain standard and jurisdiction-specific clauses, draft new ones with AI assistance, and link them into templates either synced or pinned to a version. Updated clauses propagate into drafts built from them, and deviation detection flags where negotiated wording has drifted from the standard. Versioned templates with approval-gated publishing, merge fields validated wherever they are used, document upload, a pre-selected default template, and the ability to edit the template inline during contract creation. Route contracts, amendments, and envelopes through sequential, parallel, or conditional internal sign-off before they go out. Approvers get their own queue, reminder emails, and escalation, and material changes to an approved contract automatically re-trigger approval. Run structured counter-proposal rounds with the counterparty over a secure link that needs no login or license. Version history, comments, internal-only notes, staleness reminders, and automatic round close keep negotiation moving and fully auditable. Amendments restate the contract body and take effect only once signed. Renewals create a new, separately numbered contract linked back to the original rather than overwriting it, term or value changes can be captured as a signed amendment, and terminations track notice periods and closeout tasks. Track post-signature commitments with owners, due dates, reminders, escalation, and overdue reporting. Assigning an obligation can grant the assignee access to the contract it came from. Set a parent agreement from any creation flow and browse the whole family — master agreements, amendments, renewals, and orders — as a tree. A bulk backfill tool applies parentage across an existing portfolio. Organization and contact records tie every agreement to the other side of the deal, and an AI-suggested feed surfaces parties already present in your contracts so they can be added in one click. A renewal alert ladder fires on a lead time each owner chooses, with 90-day expiry views on the dashboard. Contract-level mute and snooze silence a renewal that is not yours to chase, with a reachable unsnooze. A business analytics suite covers renewals, adoption, volume, and revenue leakage, and a custom report builder lets teams define their own reports across the portfolio with charts and PDF export. *** ## Use Cases by Segment | Segment | Key Use Cases | | :------------------------ | :-------------------------------------------------------------------------------------------- | | **Senior Living** | Move-in packets, residency agreements, physician orders, POA tracking, care team coordination | | **Provider Groups** | Patient consent forms, provider contracts, credentialing, insurance documentation | | **Health Plans** | Participant enrollment, authorized representative agreements, enrollment packets | | **Home Health & Clinics** | Patient intake, care plans, HIPAA consent, treatment authorizations | | **HR & Onboarding** | Offer letters, onboarding documents, credentialing, compliance training | | **General Use** | Business contracts, vendor agreements, internal policies, multi-location management | *** ## AI-Powered Intelligence **skyAgent**, Skypoint's Gemini-powered contract AI, is woven through both signing and contract management to reduce prep time, catch errors, and surface meaning in long documents. Automatically detect signature, initial, date, and text fields on uploaded documents — no manual tagging required. Preview suggested field placements before committing them, so senders stay in control of the final layout. Classify uploaded documents by type to route, label, and store them consistently across the organization. Recommend appropriate recipients based on document content and prior signing patterns. Generate plain-language summaries of complex contracts so signers know what they are agreeing to. Flag unusual clauses, missing fields, or out-of-pattern terms before envelopes are sent. Extract parties, effective dates, renewal terms, amounts, obligations, and key clauses from imported and executed agreements, with a review panel for accepting suggestions one contract at a time or in bulk across many. Ask questions in plain language across contracts, envelopes, templates, clauses, categories, approvals, reports, and the user directory. Answers are grounded in real records, and any change the assistant proposes is staged for confirmation before it is applied. Durable memory cards distilled from each contract's analysis — renewal terms, liability caps, and other key facts — are carried into later conversations so the assistant remembers context across chats. Cards can be pinned, hidden, edited, or verified. Save a prompt once as a Skill, then run it against any contract or document from chat and optionally email the result to colleagues. Scanned and image-only PDFs are automatically recognized on upload, email import, and bulk ingest, so their text is searchable and available to AI analysis alongside born-digital documents. Generate new clause language in the clause library, and flag material deviations between negotiated wording and the approved standard. Surface organizations detected in your agreements that are not yet saved as counterparty records, ready to add with one click. Recommend which user groups should see a contract based on its content, with a review queue, an audit-trail entry for every grant, and backfill and rollback controls for administrators. *** ## Compliance & Governance skyCLM is built for organizations where every signature must stand up to a survey, an audit, or a court. Set retention policies per envelope type or tenant to align with regulatory and corporate requirements. Full ESIGN Act support including paper-copy options and required disclosures. Deliver consent disclosures in the signer's preferred language for inclusive, compliant signing experiences. Every completed envelope includes a Certificate of Completion with timestamps, ISP attribution, and geolocation for enhanced auditability. PAdES-compliant digital signatures provide long-term, tamper-evident proof of signing. Track every notification, reminder, and delivery event for a complete communication audit trail. Opt-in policy automatically voids expired envelopes to improve compliance posture and reduce stale-envelope clutter. Administrators manage suppression lists per tenant for precise control over deliverability and bounce handling. Every access grant and removal on a contract or envelope is audited, and the affected member is told by email and in-app notice exactly which access changed and on what. Dedicated permissions govern user-group administration, integration management, and paper-copy handling, so non-administrators get only the capabilities their role needs. Members switch between their own work and the organization-wide view, and administrators can enable or disable the personal view tenant-wide. Visibility is a filter only — access is decided by the same permission check everywhere. *** ## Enterprise Features An enterprise signing feature set, with the scale and governance large organizations expect. Send personalized envelopes to thousands of recipients with role-based field assignment, senders acting as signers, and full witness recipient support. End-to-end email delivery is reliable, and cancelled envelopes are correctly invalidated. Schedule single envelopes or full bulk sends for future dispatch — ideal for enrollment windows, renewals, and time-zone-sensitive sends. Publish self-service web forms and signing links into websites and portals for high-volume, on-demand documents, with conditional logic, QR codes, optional password protection, and submission tracking. No manual sending required. Design multi-step routing, approvals, and conditional logic with a drag-and-drop builder. Validate email addresses, phone numbers, bank accounts, and postal addresses supplied during signing before they enter downstream systems. Verify signer identity with government ID checks before high-trust signatures. Reviewers and signers can comment inline to resolve questions without leaving the envelope. Show or hide fields dynamically based on signer responses for cleaner, smarter forms. Require checklists and accept attachment uploads directly within the signing flow. A redesigned dashboard with KPI tiles and a "Today's Queue" view gives senders and administrators an at-a-glance operating picture. A maintenance banner with live polling provides clear visibility during planned system updates. Bundle multiple envelopes into a single sequential signing session so a signer completes an entire packet in one sitting. Host a signer on your own device from a session dashboard with active and historical tabs, and convert a remote envelope to in-person when someone turns up at the desk. Export completed envelopes and their audit certificates as a single ZIP archive for records requests and offline archiving. Filter the envelope list by the user group or individual who has access, and grant or remove access to many envelopes at once from a multi-select action. A shared Skypoint navigation bar moves users between sky\* applications without signing in again. Voided envelopes carry the stated void reason on the status badge, so anyone reviewing the record sees why it was stopped. *** ## Business Impact Eliminate paperwork prep and chasing. Teams focus on residents, not documents. Complete paperwork before arrival for a smooth start. All documents securely stored and instantly searchable in the cloud. Family and POA holders sign from anywhere, anytime. Court-admissible audit trails with every signature timestamped. Data flows seamlessly across skyCLM and other sky\* applications. ## Who Benefits Streamline admissions, reduce move-in time, and maintain compliance across assisted living, memory care, and independent living communities. Accelerate patient intake, simplify credentialing, and reduce front-office burden with integrated document workflows. Standardize document signing across departments and facilities with enterprise-grade security and centralized management. Gain visibility into document status, reduce administrative costs, and ensure consistent compliance across the organization. *** ## Platform Integration skyCLM is part of Skypoint's composable platform, connecting seamlessly with: * **skyData** — Unified data management and workflow orchestration * **skyMDM** — Master data for accurate resident and patient records * **skyCare** — Clinical workflow integration * **skyAdmissions** — Automated referral intake and eligibility * **skyComply** — Compliance tracking and corrective actions * **skySupport** — Integrated in-app help desk and ticket creation *** ## Get Started skyCLM is available as part of the Skypoint platform. Contact your Skypoint representative to configure skyCLM for your organization's signing and contract management needs.