Summize Features
Contract Management Platform Features (10)
Contract Creation
Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Data Sources (3)
Software
Integrate with software such as ERP or CRM to use data for document generation
Spreadsheets
Allows users to generate documents using information from spreadsheets
Documents
Ability to generate new documents using other documents in multiple formats
Generation (3)
Templates
Include templates for various types of documents such as invoices or quotes
Automation
Automate document generation based on customizable rules
Branding
Allow users to personalize documents for branding purposes
Delivery (3)
Workflow
Define and manage workflows for document distribution
Schedule
Create a schedule to deliver documents at predefined times
Batch
Provide the ability to generate and deliver documents by batch
Platform Basics (2)
Data Extraction
Ability to auto-extract all key contract metadata and clause language.
Contract Comparisons
Provides document parsing, redlining, and auto-tagging for clause comparisons.
Artificial Intelligence Capabilities (3)
Text Analytics
Ability to analyze text within contracts by using pattern recognition.
NLP
Provides the ability to understand and process human language/s within contracts.
OCR
Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).
Contract Data (6)
Data Import
Ability to import contracts into a centralized repository.
Data Export
Provides the ability to export contract data into other systems.
Custom Reporting
Ability to create reports and dashboards with contract data to provide strategic insights.
Clause Identification and Mapping
Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Advanced Contract Analytics
Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.
Contract Creation & Management (4)
Contract Creation
Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Collaboration (4)
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Multi-User Collaboration
Allows multiple users to collaborate on a single document and see edits in real-time
Real-Time Communication
Allows users to communicate in real-time via chat and comments within the document
Other Platform Features (5)
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
Contract Compliance
Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
E-Signature
Ability to e-sign legally-binding contracts within the same platform.
Integrate & Embed (3)
Calendar
Integrates with calendars to link relevant documents for meetings or appointments
Website
Embeds live documents into websites
Applications
Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software
Edit & Revise (3)
Revision History
Tracks changes made to documents and access all revision history
Suggestion Mode
When reviewing documents, provides suggestions that can be accepted or rejected by the document owner
Document Editor
Provides editing and proof-reading tools such as spell check and grammar check
File Types (3)
Export
Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format
Import
Imports documents in multiple file formats for editing
Web Publishing
Transforms a document into a web page and publish to the internet
Design (3)
Graphics
Ability to insert graphics, including photos, charts, drawings, graphs, etc.
Templates
Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.
Themes
Offer various color themes which can be applied to the document
Operating System (3)
PC Operating System
Supports Microsoft Windows operating system
Mac Operating System
Supports macOS operating system
Linux Operating System
Supports Linux operating system
Generative AI (14)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Contract Lifecycle Management (CLM) (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Document Creation (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input





