Summize Reviews & Product Details

Summize offers impressive AI solutions that support contract summarization and analysis, making coordination much easier. The app connects directly with software like Microsoft Office and DocuSign, among others, which helps enable deeper performance. Summize also centralizes contract repositories, ensuring every contract is visible and transparent in one place. In addition, customer support provides precise responses, which makes the onboarding process easier and more straightforward. Review collected by and hosted on G2.com.

Summize has some search limitations, which can be challenging for certain users. Also, contract formatting often requires manual editing and adjusting spacing, and that process can be time-consuming. 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.

There are many features I enjoy about Summize, and I believe they will be beneficial for an in-house legal team like ours by helping us take advantage of the platform and improve our internal workflow. From first learning about Summize at a conference years ago to working with Lauren to get our account up and running, the team has been incredibly easy to work with and has provided tailored support to address our organization’s needs. Additionally, while Summize creates a certain number of templates for you, I’ve found it straightforward to learn how to build templates within the account and set up the different permissions and tasks. We are still in the early stages of rolling Summize out to our internal teams, but I anticipate regular use of the system and expect it to continue being received positively. Review collected by and hosted on G2.com.

It’s not so much that I dislike anything; it’s more that I recognize Summize is still growing as a company and as a resource for legal teams. There are a few features that would make the platform easier to use, and Summize is still working on developing them. That said, every time I asked a question about a feature, Lauren either already knew it existed and showed me how to implement it, or she took my suggestion back to her internal team and submitted an engineering request so they could start building the feature. Review collected by and hosted on G2.com.

Summize has significantly improved the efficiency of our contract review and creation processes. It is an impressive tool, offering practical workflows that are immediately accessible to both Legal and business teams. As we transition toward broader adoption, we have already noticed that Summize enables us to work more quickly while ensuring we remain compliant with our legal requirements.

The integration with Microsoft is excellent, particularly the add-ins, which allow both our team and the business to continue working within our usual system without the need to log in to a separate platform.

We expect to be able to help our company's customers even better and quicker, now that we can use the system in a much broader way thanks to Ask SIA (Summize Intelligence Agents) Review collected by and hosted on G2.com.

I'm not certain, but it seems there isn't a mobile app available yet for checking statuses. Summize is progressing quickly, and the roadmap consistently addresses awesome new features that will have help us further. Especially the AI feature, Ask SIA is improving rapidly and already a great benefit. Review collected by and hosted on G2.com.

The Legal Front Doors have already significantly streamlined our process. Additionally, Summize makes reviewing contracts many times faster – and overall noticeably more efficient. What really stood out for us was the customer support and the assistance during the transition to Summize. Our weekly meetings with our Implementation Manager Alex were very helpful: He really put in the effort to solve every problem – and in the end, it always worked out. Review collected by and hosted on G2.com.

Since we have been using Summize, everything has become simpler and better so far. Review collected by and hosted on G2.com.

This app has truly simplified my work life, tasks are well organized and prioritized, routing happens automatically, and reviewing standard clauses is straightforward and efficient. The app itself is also very user-friendly. Tom H and Kallan have been an absolute dream team to work with; they are extremely responsive, and Kallan has consistently stayed on top of everything related to implementation. While there have certainly been some hiccups and roadblocks along the way, the positive attitude and excellent customer support from both of them have made me a loyal fan! Review collected by and hosted on G2.com.

The app could really benefit from more customization options, such as the ability to adjust status settings and features like "Ask Contracts." Additionally, having a mobile version is important to me, as I need to be able to handle simple approvals and workflows from my phone. Right now, using the app on a mobile device is challenging due to limited visibility. Review collected by and hosted on G2.com.

Summize is very user-friendly, on both the requester and admin sides. Summize has streamlined both are pre and post signature workflows by creating a single source of truth for our requests and repository. The Reporting capabilities are also a game changer for us!

Implementation was simple, and Lauren + team have been great to work with! Review collected by and hosted on G2.com.

Summize seems to be a little bit "buggy" at times. Additionally, there are big differences in the create workflows vs the review workflows, specifically when it comes to uploading new versions. Our processes would be smoother if these request workflows operated more similarly.

Customer Support has also been slow at times. Review collected by and hosted on G2.com.

Summize has always said their approach was to build a product that fits into your existing tech stack (ie works the way you do) and this is accurate! As a legal ops manager, I've got all of the tools I need on the backend (workflow dev, AI playbooks, repository/insights) but I'm able to offer the business a way in via Slack/Gmail/Salesforce that is light touch, super easy to learn and doesn't "feel" like a heavy change. A lot of CLMs promise adoption success but when it comes time to launch, it is a huge struggle internally to get our teams to move into a new web platform/use a new product. Since launching Summize I see users hop in daily, self-service and rarely (if at all) run into any issues. The interface is easy to figure out and we've had only positive feedback. Summize has also taken the lead on implementation in a way that has allowed us to keep moving without having any burden/lift required for our IT or Salesforce teams (which is huge). We have dedicated support (thank you James!) who has been more than patient with us during the process, has responded quickly to concerns and has worked with us to manage customized requests. Review collected by and hosted on G2.com.

Not issues per say but we have hopes that the Slack integration becomes more advanced and offers a clearer line of site (which AskSIA is helping to improve). We also would love more automation on the back end such as automated naming conventions and a full DocuSign integration (so we can tweak envelopes in the tool v. hopping over). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I find that workflows in Summize could be improved. Having them added as tasks makes it a bit tedious. Review collected by and hosted on G2.com.