Alex Congdon made the process of implementation simple for us and was always there to support the process or any issues along the way. Review collected by and hosted on G2.com.

Nothing so far. We are just getting started. 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.

This is by far the most intuitive and user-friendly system I have ever encountered. The integration of AI greatly minimizes the amount of manual work required. Additionally, the platform streamlines contracting requests and related processes, making them much simpler and more efficient. Users can easily submit requests and perform other actions either through the web application or directly within Outlook, without needing to leave their inboxes. The support we have received, particularly from our implementation lead, has been exceptional. Review collected by and hosted on G2.com.

There are some things within Summize that ideally would be more customizable than they are currently. Review collected by and hosted on G2.com.

Easy to use and straightforward to integrate. Overall, it feels well implemented. Review collected by and hosted on G2.com.

The limitation on licensed users could become an issue and relying on web-based editing can sometimes be complicated. Review collected by and hosted on G2.com.

It is very intuitive to use, has really slick features, the integrations make change management easier and has excellent AI features. Not to mention there are great support/training resources available Review collected by and hosted on G2.com.

The only downsides are that is can take some time to get up to speed with some of the training on creating create and review templates -but once you've got the hang of it, it all makes sense! Review collected by and hosted on G2.com.

Ease of use and ability to self-administer the platform. The learning curve has been very easy. Review collected by and hosted on G2.com.

Some of the reporting functions are not as robust or flexible as our organization would like, but the support team has done a great job of helping us create the outcomes we need. Review collected by and hosted on G2.com.

We’ve been using Summize as our CLM solution, and the experience has been exceptional from the start. One of the standout aspects is the quick and seamless onboarding process; within days, our team was up and running with minimal disruption. This is a huge advantage for any organization looking to streamline contract management without a steep learning curve.

The one-on-one support provided by the Summize team has been phenomenal. Every question was met with prompt, knowledgeable assistance, making it feel like a true partnership rather than just another software vendor relationship.

A highlight of the platform is its AI review feature: it's accurate, intuitive, and saves us countless hours during contract analysis. It’s like having an extra pair of expert legal eyes on every document, which has significantly increased both speed and confidence in our review processes.

Perhaps most importantly, Summize offers outstanding value for the price. It delivers robust functionality and intelligent automation at a cost that makes sense, especially when compared to more complex, less user-friendly alternatives.

Overall, Summize has quickly become an indispensable tool for our legal and operations teams. Highly recommended for any business seeking to modernize and simplify their contract lifecycle management. Review collected by and hosted on G2.com.

Repository Upload – Room for Improvement

While Summize has many strong features, the repository upload process needs refinement. When I tried to upload all our documents (over 1 million), the system didn’t automatically filter out non-contracts, duplicates, or outdated files. Unfortunately, this meant I had to manually sort through the entire set, which was time-consuming and could have been streamlined with smarter document filtering or classification tools. Adding this capability would significantly enhance the platform’s efficiency during large-scale uploads. Review collected by and hosted on G2.com.

Summize is a cutting-edge CLM solution that has ticked every box—and then some—delivering everything we were looking for in a contract management platform. We needed a solution for our outdated and disorganized system, and Summize has significantly simplified our contract management process, allowing us to maximize our small team's efficiency and effectiveness.

As someone new to the legal field and contract administration, I found Summize user-friendly and the perfect tool to enhance my understanding during the contract review and revision process. The easy-to-use Create, Request, and Review functions have been quickly adopted by our internal sales customers, and the Repository has made managing deadlines easier than ever for our renewals team.

I was particularly impressed during the implementation phase. Our implementation manager, Mariana, has been attentive, knowledgeable, and adaptable every step of the way. Her expert guidance made implementing and integrating Summize into our existing business tools as seamless as possible. She worked diligently to tailor the software to our specific needs and even helped us accelerate our rollout so that we could demo Summize during a major intercompany event.

I would recommend Summize to any legal team looking to level up their CLM. Review collected by and hosted on G2.com.

I wish there was another "level" between license types, or that the lowest-level Requestor license had a little bit more access to Summize features. There is a big jump from what a Requestor license is able to use compared to the next level, Collaborator, and it has been a bit restrictive. Review collected by and hosted on G2.com.

Seamless integration with Customer Relationship Manager tool and email. The "decentralized" nature of Summize where it plugs into existing systems my company uses greatly facilitated adoption. The implementation team, led by James Blake, was methodical, well organized, and attentive to my company's CLM needs. They were a valuable thought partner in making sure we rolled out a new contract process that worked for us. Finally, the AI features that Summize offers are head and shoulders above what we saw from other vendors. We use the clause summary feature extract insights and analytics from our contracts, leveraging contract information to empower our sales and marketing teams and giving our executive leadership a holistic lens on our contractual obligations. Review collected by and hosted on G2.com.

It would be helpful if Summize could offer some more customization for the contract request process. Currently, all users who request contracts see the same drop down menu when requesting a contract template. But in our company, not all roles deal with the same contract types. Breaking out the request workflow by role type in a more customized fashion would help simplify the end user experience. Review collected by and hosted on G2.com.

Hands on tool with excellent customer support. Review collected by and hosted on G2.com.

Unlimited user offering is not available. Review collected by and hosted on G2.com.