ContractPilot CLM is AI-powered contract lifecycle management built for the Halo platform. Load contracts in minutes, unify every expiry, and never let a renewal slip through the cracks again.
Spreadsheets, calendar reminders, and sticky notes are no match for hundreds of active contracts, certificates, warranties, and licenses across dozens of clients.
ContractPilot CLM is designed to fit the way Halo teams already work — connecting to your existing data and surfacing what matters, when it matters.
Link your Halo environment so ContractPilot can work with your existing contracts, clients, and assets — no manual re-entry.
AI helps turn contract documents into structured records, so the details that matter are captured and easy to review.
Certificates, warranties, licenses, and agreements come together in one view, with timely alerts before anything lapses.
Renewal workflows help your team stay ahead of every deadline and keep each renewal moving toward close.
A renewal experience designed for your clients makes reviewing and approving renewals simple — fewer chases, faster closes.
Follow a renewal from the moment it appears on the radar to the moment your client approves it — every step lives in ContractPilot CLM.
Step 1 — Spot what's coming. Every upcoming expiry across all your clients, in one prioritized view, so nothing slips by unnoticed.
Step 2 — Investigate a contract. Open any contract to review the key terms and details, with the source document close at hand.
Step 3 — Manage the deals. Track every active renewal through your pipeline so each one keeps moving toward close.
Step 4 — Price it right. Understand the true profitability of each contract before you head into the renewal conversation.
Step 5 — Let the client approve. A clean renewal experience your clients can use to review and approve — closing the loop.
Spot what's coming — every upcoming expiry across all your clients in one prioritized view.
Investigate a contract — review the key terms with the source document close at hand.
Manage the deals — track every active renewal through your pipeline toward close.
Price it right — understand true contract profitability before the renewal conversation.
Let the client approve — a clean renewal experience that closes the loop.
ContractPilot CLM doesn't add another silo. It's built for the Halo platform — so the contract layer lives right where your team already works every day.
No exports. No duplicate data entry. No new system for your team to adopt. Just the contract lifecycle Halo customers have been asking for.
We're talking with Halo admins and MSP owners about early access. If that's you, we'd love to hear what contract and renewal headaches you're dealing with today.
Join the early access list and be among the first Halo customers to load, track, and automate every contract in your stack.