Summize Reviews & Product Details

Very few tools are as easy to customise. This is very important for us as we provide services in multiple jurisdicitions and across different services.

The Create Tool has taken away the need for my team to manage minor commercial requests saving us a significant amount of time.

The team use Summize every day and has allowed us to treble the number of contract reviews we perform but without an increase in head count. Review collected by and hosted on G2.com.

I would like to see the Ask Legal tool to be expanded so we can use Summize as our primary tool and move away from emails Review collected by and hosted on G2.com.

We appreciate the whole system, but what stands out most for us is being able to use our Playbook to make redlines and annotations, thanks to its integration with Word. Review collected by and hosted on G2.com.

We find it inconvenient that any changes or updates to the playbook must be made manually. Review collected by and hosted on G2.com.

The user interface is intuitive and easy to use, as are the request and search functions. Our users have also provided positive feedback on the AI summaries. Review collected by and hosted on G2.com.

The two-tiered folder structure is limiting in terms of organization and internal access controls. We've also had to find workarounds for the automatic email alerts/notifications, which cannot be custom configured. Review collected by and hosted on G2.com.

Minimizes the amount of time to review contracts. Kallan has made the implementation extremely smooth! Review collected by and hosted on G2.com.

Still learning how to best input our contract clauses correctly. Review collected by and hosted on G2.com.

I picked Summize and am most impressed with it due to the integrations with Microsoft Word, Outlook, and Teams. These are tools I use daily to receive, edit, and discuss new contracts or other legal matters, and having a CLM that does not require me to leave these tools is key. Especially in a workplace where some may be resistant to the change that comes with a new software- knowing I can assure my colleagues that this will not disrupt their current way of doing things is huge. Review collected by and hosted on G2.com.

It can be a little confusing at times for those who are less accustomed to using software or technology in general. It does often require a detailed tutorial to figure out how to use certain features- for those on our team who don't have the time to do that, I would imagine they would prefer it be slightly more intuitive. Review collected by and hosted on G2.com.

There is always someone willing to help provide guidance and offer suggestions to get the most out of the platform. Review collected by and hosted on G2.com.

Given the sheer breadth of functionality, the implementation can be a bit overwhelming and time consuming; however the Summize team makes this a great experience in manageable pieces. Review collected by and hosted on G2.com.

Summize is intuitive and i greatly appreciate the quality of the self help training. Review collected by and hosted on G2.com.

At this time, I have not worked in the product enough to dislike any feature. Review collected by and hosted on G2.com.

The AI writing assistant is money. It makes reviewing, editing and generating contract terms so much faster. Most of the time I know what I want to say but it can take time to come up with the right wording. The AI function makes it so much easier, and is usually pretty close to or on the nose of what I am looking for. It's also a great tool for "turning around" clauses: when there is a clause that favors the other side, and I want to either make it mutually beneficial or favor my client, the AI tool makes all the necessary changes faster than I ever could. The AI features in themselves make Summize worth it. Review collected by and hosted on G2.com.

The user interface platform can be kind of clunky. The most frustrating thing about using Summize is the fact that the Dashboard does not default to the view of requests specific to that user who has logged on, so we see every request and have to filter to get to our own. Also, I would really like a function where I can add edits/redlines/comments to a PDF file natively within the platform or a web-based platform through Summize, similar to what can be done with a Word doc. While I can convert PDFs to Word, for some kind of documents this doesn't work as well because of formatting issues, so it would be nice to have the ability to edit PDFs through Summize, rather than having to download, then reupload a new version. Review collected by and hosted on G2.com.

Summize offers above-average AI capabilities for contract reviews. It is easy to use, intuitive, and well-designed. You are always in good hands with the support team - who is always willing to assist and provide support from implementation through to adoption. Review collected by and hosted on G2.com.

The tool can benefit from smaller enhancements which can suit unique use cases. Review collected by and hosted on G2.com.

Our customer support manager regularly catches up with us, encouraging the use of different parts of the software package. We regularly use the software for contract storage, and there are a lot of really useful filters and tags to search within and organise. It's also really great that we can have different accessibility levels so many people in the business don't have to constantly ask for contracts. The team at Summize helpfully tagged-up documents for us for the Create tool, due to tech constraints within our business not allowing the download of the Word Add-In. Review collected by and hosted on G2.com.

There are some features, such as the AI contract summaries which can be irregular. Further, some things such as the Calendar, Notifications and Linked contracts can be difficult to implement. Review collected by and hosted on G2.com.