Summize Reviews & Product Details

Summize is very easy to use. Our users have needed little to no training, and the request process has integrated seamlessly into our day-to-day legal operations. Overall, it fits naturally into our workflow and makes handling requests straightforward. Implementation was also fast. Review collected by and hosted on G2.com.

This isn’t exactly a dislike, more an eyes-wide-open observation. The Summize product is still maturing, and there are a some minor QOL features I’d like to see added. The biggest one is the ability to set default request names and file names, instead of relying on users to enter free text. As it stands, that approach can result in non-descript naming conventions based on user input. Review collected by and hosted on G2.com.

Summize has significantly improved the efficiency of our contract review and creation processes. It is an impressive tool, offering practical workflows that are immediately accessible to both Legal and business teams. As we transition toward broader adoption, we have already noticed that Summize enables us to work more quickly while ensuring we remain compliant with our legal requirements.

The integration with Microsoft is excellent, particularly the add-ins, which allow both our team and the business to continue working within our usual system without the need to log in to a separate platform.

We expect to be able to help our company's customers even better and quicker, now that we can use the system in a much broader way thanks to Ask SIA (Summize Intelligence Agents) Review collected by and hosted on G2.com.

I'm not certain, but it seems there isn't a mobile app available yet for checking statuses. Summize is progressing quickly, and the roadmap consistently addresses awesome new features that will have help us further. Especially the AI feature, Ask SIA is improving rapidly and already a great benefit. Review collected by and hosted on G2.com.

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 is very user-friendly, on both the requester and admin sides. Summize has streamlined both are pre and post signature workflows by creating a single source of truth for our requests and repository. The Reporting capabilities are also a game changer for us!

Implementation was simple, and Lauren + team have been great to work with! Review collected by and hosted on G2.com.

Summize seems to be a little bit "buggy" at times. Additionally, there are big differences in the create workflows vs the review workflows, specifically when it comes to uploading new versions. Our processes would be smoother if these request workflows operated more similarly.

Customer Support has also been slow at times. 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.

I like its integration with Microsoft Office, as well as the platform’s overall look and feel. It also comes across as intuitive and easy to navigate. The customer attention is very good, not only from the sales department but also from the implementation team that is always available. Review collected by and hosted on G2.com.

The Clause Manager tool sometimes fails to extract the correct information from a contract, particularly when it’s dealing with contracts it wasn’t set up for. As a result, I still have to do manual checks and make corrections to ensure everything is accurate. Review collected by and hosted on G2.com.