How Synergie Medication Collective Skipped the Enterprise CLM and Made Contract Search Self-Service

A platform the invoicing team could use as easily as the contract manager

The selection criteria were specific. Synergie needed a CLM that absorbed an entire SharePoint repository of digital contracts and amendments, supported AI-assisted search and extraction, and was approachable enough that someone in invoicing or accounting could pull payment terms or payment language without learning a new system. Enterprise platforms had the features. They didn’t have the accessibility.

“I didn’t want to over-engineer this. I needed something the invoicing team and the rest of the organization could use without training. ContractSafe was intuitive enough that anyone could find what they needed on their own.”

— Rebecca Dockum, Trade Contract Manager

Implementation happened during Synergie’s cyclical quiet period. Dockum worked with Christina on the ContractSafe customer success team to upload every document, configure the workflow, and train every user who would touch the platform. Each new Synergie hire who has logged in since has had the same reaction: it’s easier than expected.

Features that turned contract data into something anyone at Synergie can find

• Full-text search lets any user query across the entire contract library at once, the feature Dockum calls the “aha moment” for every new hire
• AI auto-extraction captures key fields during upload, including payment terms, payment processes, and renewal dates, so Dockum verifies metadata instead of typing it
• Automated deadline alerts notify Dockum and the negotiator monthly, beginning six months ahead of every contract end date
• DocuSign integration handles e-signature on existing infrastructure Synergie already had in place

“People’s minds were blown the first time I showed them they could search every contract at once. That moment alone has saved me from being the answer key every time someone has a question about an agreement.”

— Rebecca Dockum, Trade Contract Manager

The deadline alert system serves a specific purpose at Synergie that doesn’t apply at most other organizations: continuity of care. Synergie wants its manufacturer agreements to auto-renew. The patients depending on those medications, often children on gene therapy or adults with managed diseases, cannot afford gaps in coverage caused by lapsed contracts. The alerts give Dockum and her team a six-month runway to confirm auto-renewal happens cleanly, every time.