Summize Reviews & Product Details

This app has truly simplified my work life, tasks are well organized and prioritized, routing happens automatically, and reviewing standard clauses is straightforward and efficient. The app itself is also very user-friendly. Tom H and Kallan have been an absolute dream team to work with; they are extremely responsive, and Kallan has consistently stayed on top of everything related to implementation. While there have certainly been some hiccups and roadblocks along the way, the positive attitude and excellent customer support from both of them have made me a loyal fan! Review collected by and hosted on G2.com.

The app could really benefit from more customization options, such as the ability to adjust status settings and features like "Ask Contracts." Additionally, having a mobile version is important to me, as I need to be able to handle simple approvals and workflows from my phone. Right now, using the app on a mobile device is challenging due to limited visibility. Review collected by and hosted on G2.com.

Summize has always said their approach was to build a product that fits into your existing tech stack (ie works the way you do) and this is accurate! As a legal ops manager, I've got all of the tools I need on the backend (workflow dev, AI playbooks, repository/insights) but I'm able to offer the business a way in via Slack/Gmail/Salesforce that is light touch, super easy to learn and doesn't "feel" like a heavy change. A lot of CLMs promise adoption success but when it comes time to launch, it is a huge struggle internally to get our teams to move into a new web platform/use a new product. Since launching Summize I see users hop in daily, self-service and rarely (if at all) run into any issues. The interface is easy to figure out and we've had only positive feedback. Summize has also taken the lead on implementation in a way that has allowed us to keep moving without having any burden/lift required for our IT or Salesforce teams (which is huge). We have dedicated support (thank you James!) who has been more than patient with us during the process, has responded quickly to concerns and has worked with us to manage customized requests. Review collected by and hosted on G2.com.

Not issues per say but we have hopes that the Slack integration becomes more advanced and offers a clearer line of site (which AskSIA is helping to improve). We also would love more automation on the back end such as automated naming conventions and a full DocuSign integration (so we can tweak envelopes in the tool v. hopping over). Review collected by and hosted on G2.com.

I like the ability of Summize to empower us to do most of the work ourselves, which streamlines the process and allows for quick edits. It is incredibly helpful in distributing work fairly among the team. I also find its capability to assist the team in checking template redlines rapidly quite invaluable, as it facilitates swift turnaround times on reviews. Furthermore, I benefit from the feature that allows for easy updating of templates, which enhances efficiency. The support from the sales team and the implementation manager was excellent, providing our company with all the necessary assistance, which made a significant difference in our onboarding experience. This support was crucial, especially considering how challenging contract lifecycle management (CLM) systems can be to integrate. Overall, the Summize product and team offer an ease of use despite the time-consuming initial setup, thanks to the patient and supportive implementation manager. Review collected by and hosted on G2.com.

I find that workflows in Summize could be improved. Having them added as tasks makes it a bit tedious. Review collected by and hosted on G2.com.

Summize has proven to be highly customizable with various types of contracting setups. We evaluated several vendors and Summize was the most impressive as far as highly-customized workflows and contracting. We were blown away by Kate (Legal Engineer) who was incredibly helpful in not only creating templates for our implementation, but also taking extensive time and energy to ensure that we felt equipped to make future changes on our own. The repository function is very comprehensive and allows for easy reporting on various contract provisions/terms. The Summize team (Alex, Implementation Manager) has been very responsive on helping to ensure that our tenant is customized to our specific needs--it does not feel like an off the shelf product but rather one that is tailored to a client's specific use case. We have seen quick adoption of the tool which speaks to its ease of use. We were very happy with the implementation process and various integrations with other tools we use on a daily basis. Review collected by and hosted on G2.com.

There are a few feature requests/improvements we have suggested that seem like they should be easy fixes that have not been implemented. Nothing that is a dealbreaker, more little annoyances. One of my bigger complaints is that we can't add multiple Requestors to the same workflow--this would be very helpful in the case of adding a manager to an existing Review workflow, adding a different Requestor if the original Requestor is on leave or otherwise taking over a project/contract redlines, etc. Review collected by and hosted on G2.com.

Summize works primarily behind the scenes, so we didn't have to layer on new tech for our sales team. We seamlessly integrated with Hubspot, Google, DocuSign, and Slack to ensure we could implement Summize without making material changes to our existing sales processes. The Hubspot integration that enables users to create contracts from Hubspot without having to log in to new software or even change Chrome tabs has made this a tool that we can effectively use and implement. The implementation and support teams have been patient, attentive, and top notch! Review collected by and hosted on G2.com.

Implementing the repository feature for existing contracts was a bit clunky, but that was primarily due to a lack of naming conventions. Regardless of the naming issues, the repository still provides more data about legacy contracts than we've achieved with any other tool. Review collected by and hosted on G2.com.

As Legal Manager, finding a contract lifecycle management (CLM) solution that truly met our needs was essential—and Summize has delivered on every front.

The platform is incredibly user-friendly, making it easy for our team to adopt and use effectively. It has significantly simplified our contract management processes, helping us stay on top of key details and deadlines with confidence. We no longer worry about missing critical information or dates thanks to the platform’s smart tracking and intuitive design.

Summize was exactly what we needed to replace our outdated SharePoint system. It’s modern, efficient, and tailored to the way legal teams work today.

A special mention goes to our implementation manager, Mariana, who made the transition seamless. We genuinely looked forward to and enjoyed our weekly meetings with her to get the software tailored to our company's needs, learn more about the features, and prepare for the rollout. Her guidance, responsiveness, and deep understanding of our needs ensured a smooth rollout and quick adoption across the team.

Summize has truly transformed how we manage contracts—streamlined, reliable, and built for the future. Review collected by and hosted on G2.com.

One feature I’d love to see is more customization options within the user interface. For example, the ability to switch to dark mode or adjust the color scheme to match our company branding would go a long way in making the platform feel more familiar and integrated for our stakeholders. These kinds of visual customizations can help improve user engagement and make the tool feel more like an extension of our internal systems.

I would also like the ability to create task templates to simplify assigning common tasks and custom status labels (beyond custom fields) to better fit our internal processes.

Overall, these are relatively minor suggestions compared to the value Summize brings and many of the feature ideas we mentioned during our implementation meetings were already in development. Review collected by and hosted on G2.com.

This is by far the most intuitive and user-friendly system I have ever encountered. The integration of AI greatly minimizes the amount of manual work required. Additionally, the platform streamlines contracting requests and related processes, making them much simpler and more efficient. Users can easily submit requests and perform other actions either through the web application or directly within Outlook, without needing to leave their inboxes. The support we have received, particularly from our implementation lead, has been exceptional. Review collected by and hosted on G2.com.

There are some things within Summize that ideally would be more customizable than they are currently. Review collected by and hosted on G2.com.

We’ve been using Summize as our CLM solution, and the experience has been exceptional from the start. One of the standout aspects is the quick and seamless onboarding process; within days, our team was up and running with minimal disruption. This is a huge advantage for any organization looking to streamline contract management without a steep learning curve.

The one-on-one support provided by the Summize team has been phenomenal. Every question was met with prompt, knowledgeable assistance, making it feel like a true partnership rather than just another software vendor relationship.

A highlight of the platform is its AI review feature: it's accurate, intuitive, and saves us countless hours during contract analysis. It’s like having an extra pair of expert legal eyes on every document, which has significantly increased both speed and confidence in our review processes.

Perhaps most importantly, Summize offers outstanding value for the price. It delivers robust functionality and intelligent automation at a cost that makes sense, especially when compared to more complex, less user-friendly alternatives.

Overall, Summize has quickly become an indispensable tool for our legal and operations teams. Highly recommended for any business seeking to modernize and simplify their contract lifecycle management. Review collected by and hosted on G2.com.

Repository Upload – Room for Improvement

While Summize has many strong features, the repository upload process needs refinement. When I tried to upload all our documents (over 1 million), the system didn’t automatically filter out non-contracts, duplicates, or outdated files. Unfortunately, this meant I had to manually sort through the entire set, which was time-consuming and could have been streamlined with smarter document filtering or classification tools. Adding this capability would significantly enhance the platform’s efficiency during large-scale uploads. Review collected by and hosted on G2.com.

Summize is a cutting-edge CLM solution that has ticked every box—and then some—delivering everything we were looking for in a contract management platform. We needed a solution for our outdated and disorganized system, and Summize has significantly simplified our contract management process, allowing us to maximize our small team's efficiency and effectiveness.

As someone new to the legal field and contract administration, I found Summize user-friendly and the perfect tool to enhance my understanding during the contract review and revision process. The easy-to-use Create, Request, and Review functions have been quickly adopted by our internal sales customers, and the Repository has made managing deadlines easier than ever for our renewals team.

I was particularly impressed during the implementation phase. Our implementation manager, Mariana, has been attentive, knowledgeable, and adaptable every step of the way. Her expert guidance made implementing and integrating Summize into our existing business tools as seamless as possible. She worked diligently to tailor the software to our specific needs and even helped us accelerate our rollout so that we could demo Summize during a major intercompany event.

I would recommend Summize to any legal team looking to level up their CLM. Review collected by and hosted on G2.com.

I wish there was another "level" between license types, or that the lowest-level Requestor license had a little bit more access to Summize features. There is a big jump from what a Requestor license is able to use compared to the next level, Collaborator, and it has been a bit restrictive. Review collected by and hosted on G2.com.

Seamless integration with Customer Relationship Manager tool and email. The "decentralized" nature of Summize where it plugs into existing systems my company uses greatly facilitated adoption. The implementation team, led by James Blake, was methodical, well organized, and attentive to my company's CLM needs. They were a valuable thought partner in making sure we rolled out a new contract process that worked for us. Finally, the AI features that Summize offers are head and shoulders above what we saw from other vendors. We use the clause summary feature extract insights and analytics from our contracts, leveraging contract information to empower our sales and marketing teams and giving our executive leadership a holistic lens on our contractual obligations. Review collected by and hosted on G2.com.

It would be helpful if Summize could offer some more customization for the contract request process. Currently, all users who request contracts see the same drop down menu when requesting a contract template. But in our company, not all roles deal with the same contract types. Breaking out the request workflow by role type in a more customized fashion would help simplify the end user experience. Review collected by and hosted on G2.com.