What I like most about Summize is that it brings the entire contract lifecycle into one structured, accessible environment. It gives us much better visibility across our contracts, including their status, key obligations, renewal and expiry dates, approvals, and the stakeholders responsible.

The integration with Word and Outlook is especially valuable because it lets the legal team and the wider business keep working in tools they already use every day, rather than having to change their whole way of working.

I also appreciate the combination of contract management, workflow automation, and AI-assisted review. It supports the initial review of contracts by helping to identify key clauses and risks, and it generally makes it easier to organise and prioritise legal work. The ability to set up structured approval processes and maintain a central contract repository is also very useful from a governance and compliance perspective.

Overall, Summize has helped us move toward a more structured and transparent contract management process. It has reduced some of the administrative work around contracts and given the legal team better oversight of what’s happening across the business. Review collected by and hosted on G2.com.

One of the main areas I would like to see improved is the Clause Summary Manager. It is a useful concept, but it could be significantly more flexible and easier to manage, particularly when building and maintaining clause summaries for different contract types. More customisation and better control over how clauses are categorised, summarised and presented would make it much more valuable for our day-to-day contract reviews.

Another important limitation is the language functionality within the Clause Summary Manager and its application to contracts stored in the repository. As an international business, our repository contains contracts in different languages. It would be very useful if the Clause Summary Manager could support different languages more effectively, so that the relevant clause summaries can be applied to and generated from repository contracts in their respective languages. This would allow us to use the same structured contract-management approach across our international agreements, rather than having the effectiveness of the clause summaries depend on the language of the underlying contract.

The licensing structure can also be restrictive. The distinction between Requestor and Collaborator licences sometimes creates practical difficulties, particularly when colleagues need to become more involved in a contract temporarily, for example to review, comment, approve or cover for another colleague during an absence. Greater flexibility to move users between these roles, or a more flexible permission model that is not so closely tied to licence type, would make the platform much easier to manage.

Overall, I think Summize has a strong foundation, but improving the Clause Summary Manager, multilingual capabilities and flexibility between Requestor and Collaborator users would make the platform much better suited to an international organisation with different teams and changing levels of involvement in the contract lifecycle. Review collected by and hosted on G2.com.

The Summize UI/UX is very modern and intuitive. Rather than bury features and functionality many layers deep in menus, almost everything is exactly where you'd expect to find it. When something like this is more usable, it's more quickly and widely adopted - a key metric in legal ops deployment. Review collected by and hosted on G2.com.

This is nit-picky, but there are some workflows in the real-world that you can't control because you're working with external parties. That means, for example, that filenames get changed or we have to use a different signature workflow. When that happens, it's a bit burdensome to get documents out of "Requests" and into the "Repository". I would love to see some automatic file-naming functionality and an improved workflow for moving contracts to the repository that haven't been signed within the platform. Review collected by and hosted on G2.com.

I have been wanting to implement a centralised system for legal intake for a while, and Summize does exactly that, alongside its repository function and requests dashboard. The user interface is extremely easy to use, and I love having access to all requests in one place. It makes it much easier to delegate work to other members of the legal team, while also giving me a strategic, holistic overview of legal requests and workflows. The integrations are very useful as well, since they connect to apps I already use (i.e., Teams and Outlook), and I’m really looking forward to the future Claude integration. For the price, it is very reasonable and in my opinion definitely worth the money. The implementation team were great also, big shout out to James! Review collected by and hosted on G2.com.

I’d like the requests dashboard to let me assign a priority status to each request. I think this could be a useful improvement to consider in the future. Review collected by and hosted on G2.com.

AI native; easy to manage change with the business because it meets them where they are; great reporting dashboard and ability to capture metrics; HubSpot integration to pull all data through where our business needs it; great implementation and onboarding experience. Pricing much more competitive than legacy players in the market Review collected by and hosted on G2.com.

we have had some bugs as we've gotten set up, including in the HubSpot integration, as well as in how docs are generating based on selections that the team is making, but they will hopefully be solved soon. Also seems like some users are struggling to understand how to send documents to customers after they generate them and feel like they should be able to send them straight from the portal, so that part is a bit clunky Review collected by and hosted on G2.com.

It's very easy to master the tool and there are different layers to it in the same tool. Review collected by and hosted on G2.com.

I have 2 dislikes:

- We cannot do shadow work while reviewing.

- When a requestor is on leave, they cannot assign the request it to their colleague. Review collected by and hosted on G2.com.

Summize has helped us centralize our contracts and get more of the organization on a system for submitting requests to legal. Review collected by and hosted on G2.com.

We've had a couple of enhancement updates that we've requested but I think the biggest one is the lack to add in another requestor who might just need to be aware of the agreement or changing requestors if someone leaves the organization. Review collected by and hosted on G2.com.

It's very flexible and the workflows can be adapted easily. It's a very user friendly interface and the repository is helpful and great to use. Implementation was also handled incredibly well. Review collected by and hosted on G2.com.

There needs to be more optionality for email notifications, as currently these are either all on or all off. It would also be helpful to be able to update and save a document without having to save as a new version, to avoid having version numbers in the 10s for multiple small amendments as comments filter through from various stakeholders before we return the contract to a counterparty. Review collected by and hosted on G2.com.

I am very thankful for the help from James Blake who has been fantastic, very patient, understanding, and diligent. The experience with Summize has been fabulous, and our team has commended us for being light years ahead of where we were. It is an easy tool to use, even for those who are not tech-savvy, with everything at our fingertips and AI integration. The ease of use is what I like most about Summize. It's very intuitive, considering the end user and the in-house group when they built the tool. Because it's so easy to use, I don't have to worry about gaining buy-in from the business, as everyone loves using it and it makes life easier for everyone. Our tech team loved the product too, found it very easy to integrate without issues. Summize is integrated with Gmail and DocuSign, which has been very helpful for streamlining processes. Review collected by and hosted on G2.com.

I think over time, the functionality will become a little better. At times, I found that the system can be a little slow to respond, or maybe there's a feature that temporarily is not working the way that it should, but it always bounces back. Review collected by and hosted on G2.com.

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.

One of the best aspects of Summize is its AI-assisted capabilities for analyzing contracts and proactively flagging risks, even in executed agreements. This adds a lot of value beyond just contract storage. Also, the integration with DocuSign is seamless, and the fact that all executed agreements are automatically stored in the repository saves significant time and reduces manual work. Review collected by and hosted on G2.com.

The distinctions between requestor and collaborator access were not clearly explained during the sales process, and it only became apparent later that only collaborators have full visibility over all requests. In a fast-paced environment like ours, having broad visibility is critical for efficient coordination, so this limitation was quite disappointing. This is something that should have been more clearly communicated upfront. Review collected by and hosted on G2.com.