ClearPoint Contract Management: Key Facts
- Industry: Healthcare Insurance & Employee Benefits
- Platform: Contracts 365
- Technology Stack: Microsoft 365 and Dynamics 365
- CRM Integration: Microsoft Dynamics 365 Sales
- Primary Use Case: Contract automation and CRM-integrated CLM
- Key Integration: Microsoft Dynamics 365 Sales
- Users: Legal, Sales, and Operations Teams
- Strategic Focus: Automation, visibility, compliance, and scalability
- Primary Outcomes: Faster approvals, reduced manual effort, improved CRM alignment
Key Results
- Automated contract requests and approvals directly within Dynamics 365
- Eliminated duplicate data entry between CRM and CLM systems
- Improved visibility into contract status and lifecycle activity
- Reduced manual administrative work for legal and business teams
- Accelerated contract creation through CRM-driven automation
- Leveraged existing Microsoft cloud infrastructure
- Improved collaboration between legal, sales, and operations teams
Contract Automation Success with ClearPoint Health
ClearPoint Health transformed its contract management process by integrating Contracts 365 with Microsoft Dynamics 365, eliminating manual workflows and gaining real-time visibility across the contract lifecycle. The result was faster approvals, improved compliance, and a fully automated CLM experience embedded directly within their CRM.
Customer Quote: What ClearPoint Says About Contracts 365
"Contracts 365 has consistently proven to be the best contract management solution available for Microsoft customers"
Taylor Stott-Trout
Deputy General Counsel
ClearPoint Health
Supporting Quote
"After reviewing competitive products, it was clear. There is simply no better solution that integrates with Dynamics 365 Sales."
Taylor Stott-Trout
Deputy General Counsel
ClearPoint Health
About ClearPoint Health: Modern Healthcare Benefits Innovation
ClearPoint Health, based in Columbia, SC, is a digital alternative funding solutions marketplace that empowers benefit advisors to offer progressive, transparent and affordable health insurance to small and midsized businesses. With a focus on innovation, transparency and clinical integration, ClearPoint Health provides solutions that not only meet the financial needs of employers but also enhance the healthcare experience for employees.
Business Challenge
Healthcare insurance is an incredibly contract-intensive business. As a relatively new player in the space, ClearPoint Health had been using disparate and highly manual systems to manage their contracts. But, as they continued to grow, it became apparent that finding a reliable Contract Lifecycle Management solution was quickly becoming an enterprise imperative.
Why ClearPoint Health Selected Contracts 365 and Dynamics 365 Integration
Fortunately, as ClearPoint Health began exploring new CLM vendors, they also added a new member to their legal team, one with deep experience in the CLM space.
“ClearPoint was close to going forward with another product when I joined,” said Taylor Stott-Trout, Deputy General Counsel, “But I thought it was worthwhile introducing them to the team and the product at Contracts 365.”
Stott-Trout had been a key part of the CLM vendor review and implementation at her prior employer, and they had enthusiastically chosen Contracts 365. Because ClearPoint Health also leveraged Microsoft as their IT platform, she felt Contracts 365 would be an ideal fit. She also knew that Contracts 365 offered an industry-leading Dynamics 365 CRM integration.
Because ClearPoint Health works with numerous counterparties—advisors, employers, and healthcare vendors—their business relies on highly efficient customer relationship management. Contracts 365 is designed to integrate tightly with Dynamics 365, allowing users to request and create contracts with a click of a button, and without ever leaving their Dynamics dashboard. Forms are auto-populated with CRM data, and contracts can move into approvals faster than ever before.
Stott-Trout's prior experience evaluating CLM platforms gave ClearPoint confidence in the decision. She concluded that Contracts 365 offered the strongest Microsoft ecosystem alignment and the most robust Dynamics 365 integration among the solutions evaluated.
As their CLM initiative moved forward, the ClearPoint Health team also came to understand how important it was to have a reliable and flexible partner. And as Stott-Trout envisioned, Contracts 365’s ability to leverage ClearPoint Health’s existing Microsoft Cloud infrastructure proved to be highly effective, and consistent with their security and architecture preferences.
Results: Eliminating Manual Contract Processes Through Dynamics 365 Integration
After implementing Contracts 365, ClearPoint Health transformed contract management from a manual, disconnected process into a fully integrated contract lifecycle management solution embedded directly within Microsoft Dynamics 365.
By connecting CRM and contract management workflows, ClearPoint eliminated redundant data entry, accelerated contract creation, and improved visibility across the entire contract lifecycle.
Key Results
- Automated contract requests directly from Microsoft Dynamics 365
- Eliminated duplicate data entry between CRM and contract systems
- Accelerated contract creation and approval workflows
- Improved visibility into contract status, obligations, and renewals
- Increased efficiency for legal, sales, and operations teams
- Leveraged existing Microsoft 365 and Dynamics 365 investments
- Improved data accuracy through CRM-driven contract generation
- Reduced administrative burden associated with manual contract processes
For ClearPoint Health, one of the most significant advantages was the ability to create and manage contracts without leaving the Dynamics 365 environment. Contract requests can now be initiated directly from CRM records, with customer data automatically populating contract templates and workflows.
This streamlined experience helps legal and business teams collaborate more efficiently while maintaining greater control over contract data and compliance processes.
Future Plans: Expanding Automation Across the Contract Lifecycle
ClearPoint Health plans to continue expanding its use of contract automation and Microsoft-integrated workflows to support business growth. By centralizing contract processes and leveraging CRM-connected contract management, the organization has established a foundation for greater operational efficiency, visibility, and scalability as contract volumes continue to increase.
"Contracts are such an important part of business today; they are intrinsic to nearly every aspect of a company’s operations. So, it’s not uncommon for us to get to know our customers very, very well,” commented Jasmin Steely, Chief Operating Officer of Contracts 365. “I think it’s an incredible reflection on our product and the entire Contracts 365 team when those customers recommend us to their colleagues or new organizations. Those types of relationships are the cornerstone of what we do, and we work as hard as we can to live up to the high standards Taylor has established for us over the years.”
Today, ClearPoint Health can manage its contracts as efficiently as it manages innovative healthcare insurance programs for its customers. And that’s a clear win for everyone.
Why CRM and Contract Lifecycle Management Integration Matters
Organizations that manage contracts separately from customer relationship management systems often experience duplicated data entry, limited visibility, and slower approval cycles.
Integrating Microsoft Dynamics 365 with contract lifecycle management software enables organizations to automate contract creation, streamline approvals, improve compliance, and provide real-time visibility into customer and contract data from a single platform.
FAQs About Healthcare and CLM
What was ClearPoint Health’s main challenge before using Contracts 365?
ClearPoint Health was managing contracts using disconnected, manual systems that made it difficult to scale operations efficiently. As contract volume increased, their existing approach created delays, limited visibility, and increased administrative burden.
Why did ClearPoint Health choose Contracts 365?
ClearPoint selected Contracts 365 largely due to its deep integration with Microsoft Dynamics 365 and its ability to streamline contract workflows directly within their existing CRM environment. This alignment with their Microsoft-based infrastructure made implementation seamless and highly efficient.
How does Contracts 365 integrate with Microsoft Dynamics 365?
Contracts 365 integrates directly with Dynamics 365, allowing users to initiate, create, and manage contracts without leaving their CRM. Contract requests are auto-populated using CRM data, and workflows such as approvals, tracking, and renewals are fully automated.
What benefits did ClearPoint Health see after implementing Contracts 365?
ClearPoint experienced faster contract request and approval cycles, improved operational efficiency, and better collaboration between legal and business teams. The integration also reduced manual data entry and improved overall contract visibility.
Who uses Contracts 365 within an organization like ClearPoint Health?
Teams across legal, sales, and operations use Contracts 365. In ClearPoint’s case, both legal leadership and business teams benefited from streamlined contract creation and improved access to contract data through Dynamics 365.
Is Contracts 365 suitable for healthcare or insurance organizations?
Yes. The ClearPoint case study demonstrates that Contracts 365 is well-suited for contract-intensive industries like healthcare insurance, where compliance, speed, and data accuracy are critical.
What makes Contracts 365 different from other CLM software solutions?
Contracts 365 is designed specifically for organizations using Microsoft 365 and Dynamics 365. Its native integration allows companies to manage contracts within their existing Microsoft ecosystem instead of using separate, disconnected systems.
Can Contracts 365 improve contract cycle times?
Yes. By automating contract creation, approval workflows, and CRM data syncing, Contracts 365 significantly reduces the time required to move contracts from request to execution.
How does Contracts 365 improve visibility into contracts?
The platform centralizes contract data and links it directly with CRM records, giving teams real-time visibility into contract status, renewals, and obligations.
What is the main takeaway from the ClearPoint case study?
The key takeaway is that integrating contract lifecycle management with CRM systems like Dynamics 365 can dramatically improve efficiency, reduce friction, and enable faster business execution.
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