Summize Reviews & Product Details

I like how intuitive it is, bringing everything together in one central place for contract management, including smart review. Review collected by and hosted on G2.com.

There’s a steep learning curve at the beginning, but that’s true of most tools of this kind. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There are a few feature requests/improvements we have suggested that seem like they should be easy fixes that have not been implemented. Nothing that is a dealbreaker, more little annoyances. One of my bigger complaints is that we can't add multiple Requestors to the same workflow--this would be very helpful in the case of adding a manager to an existing Review workflow, adding a different Requestor if the original Requestor is on leave or otherwise taking over a project/contract redlines, etc. Review collected by and hosted on G2.com.

Summize works primarily behind the scenes, so we didn't have to layer on new tech for our sales team. We seamlessly integrated with Hubspot, Google, DocuSign, and Slack to ensure we could implement Summize without making material changes to our existing sales processes. The Hubspot integration that enables users to create contracts from Hubspot without having to log in to new software or even change Chrome tabs has made this a tool that we can effectively use and implement. The implementation and support teams have been patient, attentive, and top notch! Review collected by and hosted on G2.com.

Implementing the repository feature for existing contracts was a bit clunky, but that was primarily due to a lack of naming conventions. Regardless of the naming issues, the repository still provides more data about legacy contracts than we've achieved with any other tool. Review collected by and hosted on G2.com.

As Legal Manager, finding a contract lifecycle management (CLM) solution that truly met our needs was essential—and Summize has delivered on every front.

The platform is incredibly user-friendly, making it easy for our team to adopt and use effectively. It has significantly simplified our contract management processes, helping us stay on top of key details and deadlines with confidence. We no longer worry about missing critical information or dates thanks to the platform’s smart tracking and intuitive design.

Summize was exactly what we needed to replace our outdated SharePoint system. It’s modern, efficient, and tailored to the way legal teams work today.

A special mention goes to our implementation manager, Mariana, who made the transition seamless. We genuinely looked forward to and enjoyed our weekly meetings with her to get the software tailored to our company's needs, learn more about the features, and prepare for the rollout. Her guidance, responsiveness, and deep understanding of our needs ensured a smooth rollout and quick adoption across the team.

Summize has truly transformed how we manage contracts—streamlined, reliable, and built for the future. Review collected by and hosted on G2.com.

One feature I’d love to see is more customization options within the user interface. For example, the ability to switch to dark mode or adjust the color scheme to match our company branding would go a long way in making the platform feel more familiar and integrated for our stakeholders. These kinds of visual customizations can help improve user engagement and make the tool feel more like an extension of our internal systems.

I would also like the ability to create task templates to simplify assigning common tasks and custom status labels (beyond custom fields) to better fit our internal processes.

Overall, these are relatively minor suggestions compared to the value Summize brings and many of the feature ideas we mentioned during our implementation meetings were already in development. 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.