Summize Reviews & Product Details

Summize is pioneering true digital contracting with a CLM solution that puts the user experience first. It takes a deliberately different approach by embedding workflows directly into existing technologies that you (and your business) already know and use daily, including Salesforce, Jira, Teams, Slack and Word. Now, in-house legal teams can instantly bring to life the contents of a contract with AI-powered metadata summaries, saving hours in manual review time. Comprehensive analytics and centralised repository provide all the insight to make informed decisions. It’s CLM with a difference.

Seller

Summize

Discussions

Summize Community

Languages Supported

German, English, French, Spanish

Product Description

Summize is a Contract Lifecycle Management (CLM) solution that is designed to unite legal teams and business stakeholders so everyone can work better with contracts. It makes digital contracting processes simpler and smarter, from contract requests to the repository. The Summize user experience uniquely begins directly within Salesforce, Jira, Teams and Slack for greater user adoption, faster contract cycles, measurable efficiencies and mitigated risk.

Overview by

Rebecca Wood

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

5 months

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Summize Integrations

(13)

Integration information sourced from real user reviews.

Summize Media

As well as pre-signature requests, legal teams can now track, triage, and manage the other type of requests they deal with on a day-to-day basis with the ‘Ask Legal’ feature from Summize.

Our tool panel is a simple, easy way to access the key features, including requests and conversations.

Summize Demo - Integrate with existing tools

Summize complements rather than replaces existing ways of working, integrating with your business productivity tools. Our most popular integrations include Teams, Slack and Microsoft Word.

Summize uses AI-powered technology to extract and interpret contract data such as dates and clauses, generating reminders and tasks. Natural language summaries allow you to review more contracts, faster.

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Stuart E.

Buyer

Enterprise (> 1000 emp.)

2/6/2024

"Very easy to use"

5/5

What do you like best about Summize?

Easy to find contracts, great support, lots of feaures Review collected by and hosted on G2.com.

What do you dislike about Summize?

uploading duplicate contracts from diffrent users can be an issue Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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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.

Susan R.

Small-Business (50 or fewer emp.)

9/8/2023

"CLM Review - Summize"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Summize?

I haven't encountered anything I dislike. Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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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!

Verified User in Financial Services

Mid-Market (51-1000 emp.)

2/2/2024

"Great AI-powered contract management tool"

4/5

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 Review collected by and hosted on G2.com.

What do you dislike about Summize?

Lengthly initial set-up time required to maximise the product Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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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.

Gemma G.

Contracts Manager

Small-Business (50 or fewer emp.)

7/28/2022

"A positive and supportive experience"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Pharmaceuticals

Small-Business (50 or fewer emp.)

2/2/2024

"Does the job"

5/5

What do you like best about Summize?

very user friendly and means you don't have to store all of your contracts internally Review collected by and hosted on G2.com.

What do you dislike about Summize?

took a little while to get to grips with Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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Thank you for your feedback! We're pleased to hear that Summize is making life easier for you and your team.

Verified User in Legal Services

Mid-Market (51-1000 emp.)

8/2/2023

"Great new tool for the team!"

5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Financial Services

Enterprise (> 1000 emp.)

1/20/2023

"Summize is a great tool for implementing CLM"

5/5

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Tabitha S.

Director of Presale and Contracts

Small-Business (50 or fewer emp.)

11/21/2022

"Exactly what we were looking for"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

5/24/2023

"My experience with Summize has been a positive one, i would recommend using this tool."

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Summize?

I have not experienced any downside to using Summize Review collected by and hosted on G2.com.

Verified User in Pharmaceuticals

Small-Business (50 or fewer emp.)

7/29/2022

"Ideal Platform for a small company"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.