--- title: Summize Reviews meta_title: 'Summize Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 105 reviews by the users' company size, role or industry to find out how Summize works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 105 scale: '5' date_modified: '2026-06-22' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Summize Reviews **Vendor:** Summize **Category:** [Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm) **Average Rating:** 4.7/5.0 **Total Reviews:** 105 ## About Summize As a Contract Lifecycle Management (CLM) solution, Summize is the AI contracting layer that powers the business with embedded knowledge in the tools where work happens. At its core is the contract operations layer, which manages the full lifecycle - intake, generation, review, collaboration and storage - all in one connected journey. Built on top is the agentic activation layer, which transforms contract data into actionable business intelligence. By embedding directly into Outlook, Teams, Slack, Gmail, Salesforce, and HubSpot, Summize meets teams where they already work, driving adoption across the business while giving legal teams the control, structure and efficiency they need. ## Summize Pros & Cons **What users like:** - Users find Summize to be **extremely user-friendly** , enhancing efficiency in contract workflows and collaboration. (40 reviews) - Users appreciate the **responsive customer support** from the Summize team, enhancing satisfaction and addressing all inquiries effectively. (33 reviews) - Users praise the **efficiency and seamless integration** of Summize, enhancing contract workflows for Legal and business teams. (29 reviews) - Users find **implementation easy** with Summize, enjoying seamless integration and fast setup in their workflows. (26 reviews) - Users value the **AI integration** of Summize, which streamlines workflows and significantly reduces time spent on reviews. (24 reviews) - Users praise the **seamless integrations** of Summize, enhancing efficiency without the need for separate logins or platforms. (22 reviews) - Easy Integrations (20 reviews) - Intuitive (19 reviews) - Users value the **efficiency of AI contract review** in Summize, appreciating its seamless integration with familiar tools. (18 reviews) - AI Functionality (17 reviews) **What users dislike:** - Users wish for more **robust reporting and integration features** in Summize to enhance their experience and functionality. (15 reviews) - Users find the **limited customization options** of Summize restrictive, desiring more flexibility for enhanced usability. (14 reviews) - Users find the **learning curve steep** , especially for non-tech savvy individuals, but it becomes simpler with practice. (7 reviews) - Users find the **steep learning curve** challenging, particularly with training and building Playbooks effectively. (7 reviews) - Users face **repository limitations** and workflow challenges, making document management cumbersome and less efficient in Summize. (6 reviews) - Template Limitations (6 reviews) - Users find the **complex workflow** in Summize contributes to inefficiencies, impacting the overall usability of the product. (5 reviews) - Ineffective AI (5 reviews) - Users find the **learning difficulty** of Summize daunting, especially for those not familiar with technology. (5 reviews) - Users find the **interface clunky and frustrating** , complicating navigation and overall user experience with Summize. (5 reviews) ## Summize Reviews ### 1. Excellently Supported Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Summize?** The tool is intuitive & very quick to train & turn into your own product version. I was amazed how quickly we had a tool that we could use. **What do you dislike about Summize?** I love using the word version, but don't feel quite as confident in the web version **What problems is Summize solving and how is that benefiting you?** Helps to check contracts more quickly and summarise the position for Business Owners ### 2. Straight forward and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Clare H. | Head of Legal and Outsourcing, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Summize?** Summize is super easy to use even for a technophobe like me! It's made finding contracts and pulling key terms out very easy. Summize is more than a contract repository and is constantly being reviewed and enhanced. AI is amazing and saves so much time! **What do you dislike about Summize?** No downsides I just need to dedicate more time to learning all the excellent functions of it so it is fully utilised. **What problems is Summize solving and how is that benefiting you?** - All contracts are in one place - A list of contracts can easily be created with custo fields - We can quickly see when contracts end or renew - We can assign contract owners and whether the contract is a material supplier or outsource provider which aids us in complying with our regulatory obligations ### 3. Summize is the perfect solution for our automation needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Edward H. | Vice President of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2024 **What do you like best about Summize?** One of my missions for 2024 was to search for ways to automate internal processes and to make our team member's day to day workflow more efficient. We have found one of those solutions with Summize, and I'm extremely satisfied with the promise it shows now, and while I haven't explored all of it's menu's and functionality to date, I'm excited for what it can do for us in the future! Their customer support team has been amazing, and extremely helpful managing our specific needs/concerns. **What do you dislike about Summize?** Every product that uses AI has limitations based on the generative learning ability of the specific AI platform being leveraged. Summize is no different in that aspect. I assume the ability to handle more complex AI prompts will grow as the Platform does as well. However, at this time, my own personal 'dislike' if I can call it that, would be the fact that I can't have more customization in terms of being able to rename certain menu choices to make them more relavent or use terminology more commonly used in our own company. That seems more of a 'personal preference' issue over pure functionality, but that is the primary pain point for me at this time. **What problems is Summize solving and how is that benefiting you?** Abstracting a commercial lease is an extremely time-consuming task, and can be filled with human error and inconsistencies in the quality of the abstract. Summize will allow us to automate this process, increase the quality of our abstract output, and eliminate the human error/experience gap inherent with that process. ### 4. Summize makes contracts easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Museums and Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Summize?** Summize is easy-to-use and makes the implementation process painless and efficient. Our implementation manager, Mariana, was instrumental in getting us up to speed on the system and charting our course for success. We're excited to use this tool to really streamline our overall contracting process. **What do you dislike about Summize?** I don't think there's anything not to like about Summize. **What problems is Summize solving and how is that benefiting you?** Summize is helping us solve for clunky contract management and many back-and-forths living in email inboxes. Hosting all conversations and contracts in Summize will allow us to have one source of truth for ANY contracts across the organization. Summize also allows users across the organization to use pre-approved templates and clauses, making contract generation more efficient. ### 5. Excellent product and service **Rating:** 5.0/5.0 stars **Reviewed by:** Garrick A. | General Counsel, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Summize?** Easy to use and maintain. If you don't know something the support staff are excellent. **What do you dislike about Summize?** I want it to do my work for me 😂 I think the AI is an ongoing project for them. **What problems is Summize solving and how is that benefiting you?** Document generation and the control it gives is when sales people want to generate a document. Document management through negotiation and analysis of clauses quickly. Central storage for documents. ### 6. SPARK THEREPEUTICS **Rating:** 5.0/5.0 stars **Reviewed by:** Patrice M. | IT PROJECT MANAGER, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Summize?** THE USER-FRIENDLY INTERFACE. THE CLIENTS CAN EASILY FIND THE CONTRACTS AND INFORMATION. THE EASE OF IMPORTING THE DATA INTO SUMMARIZE AND THE **What do you dislike about Summize?** ACCESS LEVELS TO THE DATA. I WOULD LIKE MORE SECURITY LEVELS ADDED TO THE SERVICE. **What problems is Summize solving and how is that benefiting you?** PROVIDING AN EFFICIENT AND ORGANIZED CONTRACT MANAGEMENT SYSTEM. ### 7. Great system, easy to use. **Rating:** 3.5/5.0 stars **Reviewed by:** Seth S. | IT Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Summize?** The simplicity with great use of AI. Easy to setup. Working with the summize team has been awesome. Love the integration with DocuSign. **What do you dislike about Summize?** The notification system and that there are no options to create custom notification patterns. **What problems is Summize solving and how is that benefiting you?** Storage, Organization, Review. These three areas are our main use for the system, and it works great. ### 8. Incredible Implementation! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Summize?** I like that we have a designated team to assist in our implementation and use of the platform. Every question is always thoroughly answered and the platform is tailored to our specific contract review needs. One of our favorite parts so far has been Mariana :) Her patience, kindness, knowledge of both back-end technology and your platform are unmatched! **What do you dislike about Summize?** The only downside would be that an entire paragraph has to be struck and reinserted in redline, as opposed to simple word changes. I do recognize this is a near-impossible task to accomplish. (Example would be, when making a clause mutual, simply deleting the party's name and adding "each party", like a find-replace tool would.) **What problems is Summize solving and how is that benefiting you?** We have an incredible influx of new MSAs coming in daily. With Summize integrating our unique playbook, we are able to click through and easily insert common edits which makes review much faster. In addition to this main point, the clause bank and search of repository contracts will save us so much time when we are tasked by leadership to search through specific contracts. ### 9. Case Management System for a Growing Legal Department **Rating:** 5.0/5.0 stars **Reviewed by:** Nebs A. | Group General Counsel, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Summize?** W have adopted Summize recently and the happy with the integration which does offer customised fit for your specific requirements. At Goodnotes, we are able to tailor our requirements to meet our business needs. The Summize customer support and onboarding team did provide to us great support throughout the integration process and the team were able to understanding of the needs of our in-house legal department. **What do you dislike about Summize?** There is nothing negative to say about our experience; it has been a positive experience. **What problems is Summize solving and how is that benefiting you?** We decided to go with Summize because it provided the necessary contract management tools so we could transform our legal request process at Goodnotes. So far Summize helped us creat a seamless flow that allows our business stakeholders to independently access and utilise contracts without waiting for legal review and drafting. This has empowered our team to be more agile and responsive to business needs. ### 10. A convenient and effective CLM solution **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon T. | Managing Attorney (on sabbatical), Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Summize?** Summize makes it easy to effectively handle end-to-end contract management from the point of issuing a contract request to performing collaborative internal review/edit as well as tracking versions of a contract as it moves through the process to execution. The implementation and customer success teams have also been quite supportive each step of the way during implementation and onboarding. Plus, I love the new Outlook integration which makes contract requests and storage very convenient. **What do you dislike about Summize?** No real down sides! If anything, the contract summary function can become stronger over time leveraging AI. **What problems is Summize solving and how is that benefiting you?** I’ve always found that contract storage and retrieval across a globally-dispersed organization can be complex and frustrating. Summize makes it simple and convenient by providing comfortable folder-based storage and targeted search features. Additionally, by providing an API tie-in with Slack for generating contract requests from the business, Summize provides a consistent channel and predictable process for the Legal team to receive and address contract requests, which often allows suitable auto-filled templates to be provided through the CLM without direct Legal team intervention… a true time saver on repetitive legal services! **Official Response from Beth Whitehurst:** > Thank you for such a positive review Brandon! We love hearing from our customers and really appreciate you taking the time. ### 11. All encompassing contract management platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Summize?** The AI tool to match clauses with my ideal language. It is nice to have that side-by-side view. **What do you dislike about Summize?** Learning the platform as there are a lot of functions and it can get overwhelming. **What problems is Summize solving and how is that benefiting you?** It is making it significantly more efficient to review/redline contracts which saves a lot of time. It also has a new application of identifying when the termination date is and when notice needs to be sent out regarding termination. This will ensure we don't miss any key dates. ### 12. Quick and Easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily W. | Clinical Trial Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Summize?** It is a very user friendly software. The support team are very quick to assist and are very helpfuly/friendly. Eden Cunningham in particular has been very helpful for our team. **What do you dislike about Summize?** Nothing. It takes a little getting used to but once you know what you are doing it is simple **What problems is Summize solving and how is that benefiting you?** It is easy to locate and manage contracts **Official Response from Ell Powles:** > Thank you so much for your fantastic feedback, Emily. Especially delighted to see Eden's been helpful, I'd expect nothing less as one of our superstar CSMs! – I'll be sure to pass on your kind words! Your success is our top priority, and we're here to support you every step of the way. If you ever need anything, don’t hesitate to reach out. Thank you for being a valued part of the Summize community! ### 13. Summize Review **Rating:** 5.0/5.0 stars **Reviewed by:** Vladimir S. | Legal Counsel and DPO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Summize?** Everything in one place. AI contract review saves a lot of time. **What do you dislike about Summize?** Maybe eye apeal maybe and to be more responsive. **What problems is Summize solving and how is that benefiting you?** Having dociments in one place. ### 14. Summize delivers as promised **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Summize?** We are still ongoing implementation of the tool. What I like best is how seamless implementation process has been. The team has been incredibly flexible and has consistently delivered on their promises. We're excited to see the tool in full action soon! **What do you dislike about Summize?** We could have benefitted from some additional features supporting implementation still, such as auto-naming of file names. Obviously no tool can be perfectly tailored to the needs of a specific company, and we knew this functionality did not exist. This said, Summize seems to be always open to feedback and eager to improve - exciting new functionalities are already in the pipeline. **What problems is Summize solving and how is that benefiting you?** Summize helps us centralize our contracting lifecycle in one tool - from drafting to repository. That makes it easier for us to keep track of where we are with our hundreds of different stakeholders, and identify any possible issues we might encounter. It also makes the process a whole lot more efficient. ### 15. A Game-Changer in Contract Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica C. | Commercial Contracts Executive, Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Summize?** I’ve been using Summize for well over a year now, and it has transformed the way we handle contracts in our organisation. It is intuitive and user-friendly, making it easy for even the most non-tech savvy among us to navigate and use effectively. In particular, the word-add in is a standout feature that has saved me countless hours by streamlining the contract drafting process by having all of our standard clauses in one place that can be easily inserted into word docs. The centralised contact repository has organised all of our contracts (although an extra layer of folders would be very helpful for us!) The customer support has been excellent - responsive, knowledgeable, and genuinely interested in helping us get the most out of Summize. The regular updates, like the 'Custom Fields' feature which allows the addion of manual data points and AI tool, have been really useful and show that the company is committed to continuous improvement. Overall, Summize has been a game-changer for us. It’s made our contract processes more efficient, secure, and compliant. I highly recommend it to any organisation looking to improve their contract management processes. **What do you dislike about Summize?** A couple of small issues which were responded and resolved quickly. **What problems is Summize solving and how is that benefiting you?** Organising and extracting data from large amount of different types of contracts. Helps with drafting and knowing what our standard company clauses are. **Official Response from Beth Whitehurst:** > Thank you for your wonderful review Jess! We love working with you and the team. ### 16. Great product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2024 **What do you like best about Summize?** The customer service behind the product is superb. Really helpful and it is good to see regular updates to the product which are provided as part of being in the Summize community, rather than simply as a way of driving up fees. **What do you dislike about Summize?** The time taken to build Playbooks is a drawback. Having templated playbooks with input from specialist lawyers would be amazing. **What problems is Summize solving and how is that benefiting you?** Removing the time taken to review contracts is really helpful to us. ### 17. Responsive and very organized process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2024 **What do you like best about Summize?** I'm really fond of the Summize integrations, specifically the outlook and teams add-ins. They make creating, updating and sending requests easy for my team. **What do you dislike about Summize?** For the outlook calendary sync, it would be beneficial to be able to reference what the calendar invite is specifically for on the subject, rather than having to open the description. **What problems is Summize solving and how is that benefiting you?** Summize is solving our contract management process, allowing for a streamline process and greater insight across teams. ### 18. Everything in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Karen S. | Site Network & Eroute Co-Ordinator, Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Summize?** Having the ability to work in one piece of software for all of our agreement and contractual needs, from templates and creation to signatures and repository. We no longer have to create in Word, upload as PDF and send our contracts out for signature using another third party platform but can now do it all from one place. The introduction of AI is a real plus, with phrasing suggestions and clause checking and saves lots of time too! **What do you dislike about Summize?** Its sometimes frustrating when using the repository and uploading documents which may have already been uploaded by another colleague, it would be great to see a notification that the doc already exists within Summize and allow us to make a decision on updating/over writing or to keep both. **What problems is Summize solving and how is that benefiting you?** Full end to end process for documant creation and E Signature. Another thrid party platform is not required now for capturing E Signatures. **Official Response from Beth Whitehurst:** > Thank you so much for your review Karen, we're delighted that Summize has provided a comprehensive solution for you and your team! We will certainly take your feedback into consideration for future improvements. ### 19. Review About Summize **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Summize?** The functionality from request to contract review is what I like best about Summize. It is most helpful to keep track of my assignments, while also keeping the requester up to date on status of the review. **What do you dislike about Summize?** The dashboard piece overlaps with list of users/groups. The teams request feature what appealed most but from an admin standpoint, the requesters have experienced tech issues with same. **What problems is Summize solving and how is that benefiting you?** Summize provides an end to end resolution to contract lifecycle management. It provides a "one stop shop" for all things contract review and creation. ### 20. Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2023 **What do you like best about Summize?** Really happy with the implementation and use of Summize, the team have been brilliant at answering all our questions and improving our custom prompts to get great results in our summaries **What do you dislike about Summize?** All good so far, looking forward to each product update **What problems is Summize solving and how is that benefiting you?** Cleaner contract repository, better handling of supplier renewals contracts, better ability to pull data on legal risks and obligations in aggregate **Official Response from Ell Powles:** > Thank you for taking the time to share your experience, we're thrilled to hear you're happy with the implementation and overall use of Summize! I'm so pleased our team has been able to answer your questions & make the relevant tweaks as requested - your feedback certainly inspires us to keep enhancing our service & features! ### 21. Excellent customer service and helpful features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Summize?** The Customer Support from Summize has been fantastic, in particular from Mariana Cimpureanu. Mariana has been so helpful and quick to respond to any problems, and has really made the implementation phase easy. I like that Summize are happy to address any requests we have and add them to their feature request list. I also like that Summize has various integrations- I think the Teams and Outlook integrations will be particularly helpful. **What do you dislike about Summize?** There are a few features which aren't quite right for my company's purposes, however I understand the tool is constantly being improved. For example, it would be good if we could have multiple layers of subfolders in the repository, rather than just two. I have found that the AI often struggles to pick out the right dates from contracts and add them to the calendar. I know that this is quite important to my company for managing contract renewals, so it would be good if this could be resolved. **What problems is Summize solving and how is that benefiting you?** Keeping all legal requests in one location with a full audit trail of their progress. ### 22. Onboarding Process **Rating:** 5.0/5.0 stars **Reviewed by:** Giovanna O. | Sr Legal Contracts Consultant SME, Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Summize?** The onboarding and implementation team has been hands down one of the best experiences. **What do you dislike about Summize?** The only issue would be the inability to create sub-subfolders (3tiers down per say) **What problems is Summize solving and how is that benefiting you?** Efficiency with requesting the appropriate template/document for review ### 23. Efficient AI, Amazing customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Summize?** The AI features make reviewing contracts so much more efficient. Our customer success manager is very responsive and always helps with questions and training. **What do you dislike about Summize?** I don't have any dislikes about Summize at this time. **What problems is Summize solving and how is that benefiting you?** Organization and efficiency ### 24. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Summize?** Easy of use. Customer support. Summize AI. **What do you dislike about Summize?** Technical glitches. Seeing the history of contracts could be easier between signed versions and non-signed versions. **What problems is Summize solving and how is that benefiting you?** Auditing. ### 25. Easy to use product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Summize?** Once you realise how the product works it can very powerful and save a lot of time. The set up was very straight forward and there were lots of instructions on how to implement the various integrations. **What do you dislike about Summize?** The onboarding didn't seem to include the best practices of using the product and advising on how to get the team set up for adoption success **What problems is Summize solving and how is that benefiting you?** We a small in-house legal team Summize a great product for the Commercial team to get contracts 90% of the way there. **Official Response from Beth Whitehurst:** > Thank you for sharing your experience with us! We're happy to hear that you found Summize to be a powerful and time-saving tool for your team. We understand your feedback around the onboarding process and will work on improving this for the future. ### 26. Excellent system and service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Summize?** Easy to use, flexible great service, taking on board feedback and implementing updates and requested features. Stable and dependable platform which is always available and accessible without problems. **What do you dislike about Summize?** More off-the shelf sector-related templates/exemplars for clause manager and create would be helpful. **What problems is Summize solving and how is that benefiting you?** Adding automation to the legal function: Summarising contracts quickly and preparing a basis of feedback provided to internal clients. Controlling and simplifying the creation of standard terms. Reporting on signed client terms. ### 27. A platform built and designed by legal professionals for legal professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Summize?** Everyone at Summize have been very helpful and knowledgable. The implemtation process is running smoothly and we are ahead of schedule. The platform is very user friendly. **What do you dislike about Summize?** Implementation fee was approx. 30% of first year spend but worth it as they do so much for you. **What problems is Summize solving and how is that benefiting you?** Consolidating contracts from across the business acting as one source of truth. ### 28. Great Program and Staff **Rating:** 5.0/5.0 stars **Reviewed by:** Alyson T. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Summize?** Easy to integrate with various existing workflows and AI functionality. **What do you dislike about Summize?** Think there's continued room to grow into a push contracting system, it's outlook integration is a good start. **What problems is Summize solving and how is that benefiting you?** Data reporting and integration across different work flows. ### 29. Outstanding customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2024 **What do you like best about Summize?** Super innovative tool! Almost every other week a new feature is launched and because of the close relationship with the Customer Success team, we get to know about it and are supported to implement it super fast. It is like a playground to explore and test new features and technologies, e.g., contract redlining with LLMs. **What do you dislike about Summize?** Some smaller bugs and issues which were managed and resolved quickly. **What problems is Summize solving and how is that benefiting you?** Enables the business to self-serve low complexity documents without waiting for legal to draft the document. Summize ensures that the business always sees the latest version and is guided through the defined approval and signature process. ### 30. Conversion to and use of Summize - one word - AWESOME **Rating:** 4.5/5.0 stars **Reviewed by:** Larry L. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Summize?** The conversion from our previous CLM could not have gone smoother (especially compared to the problems we has when we converted to that provider). Summize has been fantastic at helping us get up and running and making sure we understand how to use the features. One of the most important things to us is that we have a provider that listens to our needs and considers changes to their product (if possible) to help us use it the way we use it. Summize has absolutely shined in this regard. Within two weeks we had a new feature that we had asked for. **What do you dislike about Summize?** NOTHING. I am serious about this. At this point in the process, we have not run into one thing we do not like. **What problems is Summize solving and how is that benefiting you?** A LOT of problems. One is storing all of our contracts in one place. The repository clearly does that. Two is allowing us to put contracts in folders. This is something important to us. We want to be able to search for contracts either by name, terms or look in folders. We have all three options with Summize. Finally, the last big problem Summize is helping with is giving Legal's "customers" multiple ways to interact with Legal and to check on the status of their request. **Official Response from Beth Whitehurst:** > We're thrilled to hear that the conversion to Summize has been a smooth and positive experience for your team, Larry. Our goal is to provide a user-friendly platform that meets your needs, and we're glad to hear that we've been able to do so. Thank you for your feedback! ### 31. Everseen Limited **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2024 **What do you like best about Summize?** It is a single source of truth for all our contracts. User friendly platform and the training provided by the Summize team has been second to none. **What do you dislike about Summize?** There is no major criticism of the platform **What problems is Summize solving and how is that benefiting you?** It will allow all our functions to see collaboratively and see our contracts, create documents, see contract history, ask qustions to other stakeholders in the business. ### 32. Very capable CLM platform with some cool features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Summize?** Search functionality (and therefore it's tagging/categorisation features) is really intuitive for the broader read-only access users who want to check up on suppliers and existing contracts. It's integrations into our wider ecosystem (teams/salesforce etc) helps to streamline work too. **What do you dislike about Summize?** Not a great deal, personally I think it's UI is a little bland and dated, also a dark mode would be appreciated. **What problems is Summize solving and how is that benefiting you?** Centralisation of contracts, management of renewals, supplier database. **Official Response from Beth Whitehurst:** > It's great to hear that Summize is helping you centralize contracts, manage renewals, and maintain a supplier database. We appreciate your feedback about the UI and dark mode, and we'll take that into account as we continue to enhance our platform. Thank you for your feedback! ### 33. Great Customer Care **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Summize?** The user-friendly UI and constant innovation on functionalities. Customer success team is hands on and keen on understanding and solving customer's issues with speed. It is a real pleasure to work with the Summize team. **What do you dislike about Summize?** Creating approval workflows is not very easy with the tool. **What problems is Summize solving and how is that benefiting you?** enabling self-service of legal documents by business usuers. time saver ### 34. Easy and pleasant to deal with **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Summize?** Helpful support staff and knowledge on hand to enable system implementation. Customisable integrations with third party vendors simple to use both on premise and upload or direct into summize **What do you dislike about Summize?** Not really come across any downsides, maybe the change to account managers but this is a frequent occurence with many companies. **What problems is Summize solving and how is that benefiting you?** Summize allows us a simpler way to view, review, analyse and search our internal documents. **Official Response from Beth Whitehurst:** > Thank you for your feedback! We're pleased that you find our integrations simple to use and that Summize allows for easy document management. ### 35. Good System, Always Improving **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** February 02, 2024 **What do you like best about Summize?** Good view of the contracts, fairly intuitive search and filter functions. Access restrictions. Single point of truth. Relatively easy to get to grips with at a basic level. Support has been excellent so far. **What do you dislike about Summize?** Needs to be an inbetween user access for librarians. Limited folder structure, at least another level, possibly two needed. Would be good to add others to a document to notify alerts rather than having to customise individual alerts. **What problems is Summize solving and how is that benefiting you?** Initially - A single point of truth Going forward - A change to how we issue contracts and receive back when signed. **Official Response from Beth Whitehurst:** > Thanks so much for your review! We're glad to hear that you find Summize intuitive and that it has been beneficial to you and your team. We appreciate your feedback on user access and folder structure, and we'll take it into consideration for future improvements. ### 36. Effective software with excellent customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Summize?** Integrations - docusign and (soon) outlook are very useful! Customer service is great too. **What do you dislike about Summize?** Occasionally the algorythms misread contracts / struggle to pick up every detail in clauses, especially when addendums e.g. are attached in same scanned doc. **What problems is Summize solving and how is that benefiting you?** Storing contracts in Repository. Creating contracts on different templates for our many individual brands. ### 37. Very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Stuart E. | Buyer, Enterprise (> 1000 emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Summize?** Easy to find contracts, great support, lots of feaures **What do you dislike about Summize?** uploading duplicate contracts from diffrent users can be an issue **What problems is Summize solving and how is that benefiting you?** easy to upload and seach contracts **Official Response from Beth Whitehurst:** > Thanks for your feedback Stuart! We're happy to hear that you find Summize easy to use and that it's helping you with contract management. ### 38. CLM Review - Summize **Rating:** 5.0/5.0 stars **Reviewed by:** Susan R. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2023 **What do you like best about Summize?** Besides having an outstanding CLM product, the people who have helped us in our CLM journey are amazing. From Olly Atkin, who introduced us to Summize, to the helpful and knowledgeable implementation and training team of Tom Pratt, Kyle Schmidt and Leanne Hayes, the people and attentiveness to their customers is what stands out for me. They truly listen to the customers' needs and respond immediately. Their weekly training has been phenomenal. The transition to Summize was flawless. The program itself is logical and user friendly. **What do you dislike about Summize?** I haven't encountered anything I dislike. **What problems is Summize solving and how is that benefiting you?** My contracts are organized by folders and are easy to locate. Searches are simple. Tasks are being managed. Templates to create documents are easy to us. It is a time-saving and highly effective tool for managing the thousands of contracts I work with. **Official Response from Beth Whitehurst:** > Thanks so much for your review Susan! These reviews mean so much to Summize and the wider CLM community making buying decisions. We can't wait to continue achieving success with you and the team! ### 39. Great AI-powered contract management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2024 **What do you like best about Summize?** Great tool to create business documents with ease and effeciency + fantastic contract review tool using state of the art AI features to pick up key clauses with ease **What do you dislike about Summize?** Lengthly initial set-up time required to maximise the product **What problems is Summize solving and how is that benefiting you?** Reduces time it takes to review external contracts **Official Response from Beth Whitehurst:** > Thank you for your feedback on using Summize! We have been working hard on continually refining our implementation processes with some customers up and running in 3-5 weeks, depending on the complexity of the use case. ### 40. A positive and supportive experience **Rating:** 5.0/5.0 stars **Reviewed by:** Gemma G. | Contracts Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Summize?** Now we have fully implemented Summize across our organisation; we are fully experiencing the value of the end-to-end contract solution that Summize provides to our business. The team has been responsive, friendly and accommodating at every process step. Offering guidance and assistance comes naturally to them. From the start to the present, this has been nothing but a positive experience. **What do you dislike about Summize?** We are pleased with the service and solution we have received from Summize. Any issue or problem that has arisen, the team has responded quickly and resolved for us. **What problems is Summize solving and how is that benefiting you?** Automating the creation of our contracts is easing the pressure on our small team. The ability to automate and simplify our contract creations has been invaluable from a time-saving standpoint and from the view of diminishing the stress that contract drafting places on our team. ### 41. Does the job **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2024 **What do you like best about Summize?** very user friendly and means you don't have to store all of your contracts internally **What do you dislike about Summize?** took a little while to get to grips with **What problems is Summize solving and how is that benefiting you?** keeping all contracts in one place **Official Response from Beth Whitehurst:** > Thank you for your feedback! We're pleased to hear that Summize is making life easier for you and your team. ### 42. Great new tool for the team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Summize?** Aside from the continuing support and contact with the customer services team Summize itself has changed how we review and manage new contracts. **What do you dislike about Summize?** The only slight snag we've encountered if that there's no internal way to move contacts from Requests to Repository but it doens't overally affect usability **What problems is Summize solving and how is that benefiting you?** Our business use of Summize is slight different to that of most other users. While we do utilise the CLM function as we are generally the recipient opposed to the sender of contracts we have heavily used the Review capabilities. Summize has re-written our commercial contract review process as once the clauses were built out to our internal requirements (with the assitance of Summize) we are able to quickly and easily flag those which require negotiation. This alongside the playbook means we are much more efficient in our review processes and have consistancy across the team in items raised and content of negotiation emails. ### 43. Summize is a great tool for implementing CLM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 20, 2023 **What do you like best about Summize?** I have enjoyed implementing Summize with the team, as they are super helpful, friendly and will always work alongside you, to find the best solution for your organization. Tom Pratt in particular has been a great implementation partner! The aspects of Summize we are most impressed by so far are the integration with Teams, which allows for easy contract drafting. Also the level of customisation in Summize itself really impressed us. We use Summize across Legal, HR, Procurement, and difference Business lines as we've been able to customise Summize for each use case. Finally, Summize is focussed on continuous development and we've seen the tool improve, every quarter! **What do you dislike about Summize?** So far, I haven't experienced any down-side to using Summize. Any issues I've had so far, Summize have been able to find a solution to! **What problems is Summize solving and how is that benefiting you?** Multiple problems - first and foremost it's an easy to use contract repository that also offers insights and analytics. The OCR AI technology that Summize uses, reads clauses and pulls summaries, is also great and speeds up contract review times for us. Finally, it has made for a more efficient contracting process for people in the Business, which has also freed up time for our Legal team. ### 44. Exactly what we were looking for **Rating:** 5.0/5.0 stars **Reviewed by:** Tabitha S. | Director of Presale and Contracts, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Summize?** The basic contract summary is one of the best time-saving tools I have. The integration with Word makes redlining a much cleaner process. Everything is just quicker now that we have Summize. **What do you dislike about Summize?** I haven't encountered any downsides to using summize. I would like to see that attachment type accepted expanded, that would be nice. **What problems is Summize solving and how is that benefiting you?** It is solving the problem of lengthy processing times. We have reduced our contract processing time by 50%, and we are now able to provide accurate timelines and better manage expectations of internal and external customers ### 45. My experience with Summize has been a positive one, i would recommend using this tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Summize?** Summize helps save time and explains creating a contract in an easy and efficient format. The team are also very helpful and will find the best solution for your business. **What do you dislike about Summize?** I have not experienced any downside to using Summize **What problems is Summize solving and how is that benefiting you?** It has helped speed up the contract-building process and the easy-to-use tools to explain where to input the relevant data. ### 46. Ideal Platform for a small company **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2022 **What do you like best about Summize?** I am still in the onboarding stage and have not implemented into the business yet, so it is hard to give a proper review of the product until I can monitor its use and usefulness. I particularly like the fact that Surmize are constantly growing the platform and also respond to requests and issues raised by customers during onboarding. They are definitely in a continuous improvement process. I like how quickly I can move through review of a contract (assuming the base build has completed for that contract type) and how easy it is to change things and add wording. **What do you dislike about Summize?** Nothing really but to be aware that the build process for identifying clauses, contracts and playbooks etc is time consuming and difficult for just one person in a small company - which is where we are. I would recommend you get paralegal support from Summize to help with the build. **What problems is Summize solving and how is that benefiting you?** Nothing much yet as still building the back-end but as above - I like how quickly I can move through review of a contract and how easy it is to change things and add wording. I am looking forward to self service NDAs/Consultancy Agreements and SOWs - this will make my day a lot easier. ### 47. Game Changer for our Contracts Department **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia B. | Senior Contracts Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2022 **What do you like best about Summize?** I enjoy Summize’s automatic red flags, it makes lookout for risks in a contract easier and cuts review time down dramatically. **What do you dislike about Summize?** Summize makes our jobs easier so I only dislike that we didn’t find it sooner! **What problems is Summize solving and how is that benefiting you?** Automating manual contract tasks like pulling key dates straight into my Outlook makes life so much easier. Summize helps to simplify and accelerate the entire contract lifecycle, it doesn’t force us out of our existing applications like MS Word. The integration to SharePoint and Adobe Sign made working Summize into our existing processes seamless. ### 48. Powerful, fast and responsive contract review tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2022 **What do you like best about Summize?** Summize provides a quick to implement contract review tool which provides real insights into contract contents with little lead time or user training. This is backed up with useful functionality for playbooking, analytics and managing a larger contract review. The ease of adoption is a major plus for us in minimising onboarding time for this technology. The ability to share clauses via a link is also great for collaboration with wider groups. **What do you dislike about Summize?** Some of the export functionality could use refinement to aid in moving review results to other systems. **What problems is Summize solving and how is that benefiting you?** Summize allows our legal consultants to focus on value add for clients rather than repetitive basic review and allows us to provide real value to clients from early in a project's lifecycle. ### 49. Summize is helping us re-define our contract repository systems into a much more efficient system **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2022 **What do you like best about Summize?** 1) I like the way Summize picks out end dates which you can then integrate into the Summize calendar for notifications/reminders. 2) I enjoy the clause creator/manager and being able to custom make your own contract types. **What do you dislike about Summize?** 1) There have been some bugs with the red flags but Summize are working to fix those. 2) There are some things that could help make Summize even more user-friendly which we have passed on and Summize are working to include those. **Recommendations to others considering Summize:** Summize is a great system, really useful but it's taken some time to get everything up and running **What problems is Summize solving and how is that benefiting you?** Summize are helping us understand the clause manager better so we can make sure the summaries and reviews are as helpful as possible. Summize also helps us with contract renewals, so we can manage when a contract is coming to an end and make sure to enter into negotiations for renewals or provide notice to terminate at the right time. ### 50. Fast solution that works alongside our team perfectly **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan S. | Chief Legal and Risk Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Summize?** I enjoy Summize’s automatic red flags, it makes lookout for risks in a contract easier **What do you dislike about Summize?** I’m waiting for the latest developments, the analytics side of Summize is going to change the game **What problems is Summize solving and how is that benefiting you?** Summize’s summaries and review are the most helpful for my legal team. We are able to review a contract in minutes and be able to understand clearly the key terms. We then send these out to the rest of the business or the relevant department. It’s integrated us even closer with the wider business ## Summize Discussions - [What is Summize used for?](https://www.g2.com/discussions/what-is-summize-used-for) - 1 comment - [View Summize pricing details and edition comparison](https://www.g2.com/products/summize/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-23+05%3A20%3A45+-0500&secure%5Bsession_id%5D=85347a4f-badb-4f60-a45b-6a144829d050&secure%5Btoken%5D=2bc75038f50b63d6cf1ba48af443d744eb4a58bc50ed46a337b30b040592bd49&format=llm_user) ## Summize Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [JumpCloud](https://www.g2.com/products/jumpcloud/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [Slack](https://www.g2.com/products/slack/reviews) ## Summize Features **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Platform Basics ** - Data Extraction - Contract Comparisons **Contract Creation & Management** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments **Design** - Graphics - Templates - Themes **Artificial Intelligence Capabilities** - Text Analytics - NLP - OCR **Collaboration** - Contract Collaboration - Approval Process **Collaboration** - Multi-User Collaboration - Real-Time Communication **Generative AI** - AI Text Generation - AI Text Summarization **Delivery** - Workflow - Schedule - Batch **Contract Data** - Data Import - Data Export - Custom Reporting - Clause Identification and Mapping **Other Platform Features** - Notifications & Reminders - Contract Database - Contract Compliance - Integrations / APIs - E-Signature **File Types** - Export - Import - Web Publishing **Agentic AI - Contract Management** - Autonomous Task Execution **Contract Data** - Reporting & Dashboards - Advanced Contract Analytics **Edit & Revise** - Revision History - Suggestion Mode - Document Editor **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Integrate & Embed** - Calendar - Website - Applications **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Document Generation** - Autonomous Task Execution **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Agentic AI - Contract Lifecycle Management (CLM)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Agentic AI - Document Creation** - Proactive Assistance ## Top Summize Alternatives - [LinkSquares](https://www.g2.com/products/linksquares/reviews) - 4.7/5.0 (427 reviews) - [Ironclad](https://www.g2.com/products/ironclad/reviews) - 4.4/5.0 (298 reviews) - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) - 4.3/5.0 (483 reviews)