The software is very intuitive to use and offers many helpful features. Its integration with Outlook means I don't have to switch between different apps, which is convenient. I also appreciate that it is constantly updated and includes AI capabilities.
I like the ability of Summize to empower us to do most of the work ourselves, which streamlines the process and allows for quick edits. It is incredibly helpful in distributing work fairly among the team. I also find its capability to assist the team in checking template redlines rapidly quite invaluable, as it facilitates swift turnaround times on reviews. Furthermore, I benefit from the feature that allows for easy updating of templates, which enhances efficiency. The support from the sales team and the implementation manager was excellent, providing our company with all the necessary assistance, which made a significant difference in our onboarding experience. This support was crucial, especially considering how challenging contract lifecycle management (CLM) systems can be to integrate. Overall, the Summize product and team offer an ease of use despite the time-consuming initial setup, thanks to the patient and supportive implementation manager.
Summize has proven to be highly customizable with various types of contracting setups. We evaluated several vendors and Summize was the most impressive as far as highly-customized workflows and contracting. We were blown away by Kate (Legal Engineer) who was incredibly helpful in not only creating templates for our implementation, but also taking extensive time and energy to ensure that we felt equipped to make future changes on our own. The repository function is very comprehensive and allows for easy reporting on various contract provisions/terms. The Summize team (Alex, Implementation Manager) has been very responsive on helping to ensure that our tenant is customized to our specific needs--it does not feel like an off the shelf product but rather one that is tailored to a client's specific use case. We have seen quick adoption of the tool which speaks to its ease of use. We were very happy with the implementation process and various integrations with other tools we use on a daily basis.
Summize brings clarity to the entire contract lifecycle by turning the process of intake, contract generation, AI redlining, workflows and repository into one connected journey.
It’s embedded approach within familiar tools maximizes user adoption and allows the entire business, not just legal, take control of their contract processes with confidence.