Summize Reviews & Product Details

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 We needed a solution for our outdated and disorganized system, and Summize has significantly simplified our contract management process, allowing us to maximize our small team's efficiency and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.

I love that:

- Summize connects to other systems so that users stay in the system they are used to (salesforce, outlook etc).

- I love the Summize approach to implementation, they could not have been more helpful.

- I love that I can edit documents in word whilst still using Summize. Review collected by and hosted on G2.com.

- Some of the Summize intake questionnaire functionality could be a little more sophisticated. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Certain features are standard and cannot be customised. Review collected by and hosted on G2.com.

Ease of use of product, high adoption rate due to how seamless it works with other products like Outlook, Teams, Word, and DocuSign. Overcame the hurdles we experienced with our last contract management software so far. Great conditional logic feature.

Their team has been pretty responsive as well. Alex and the onboarding team have helped us understand all the features, are leading a structured and tested rollout plan, and give thorough responses or find out the answers if he doesn't have them. We experienced a few hiccups as Summize imported our templates, but the legal engineering team, and particularly Kate R., have worked hard to ensure we overcame them. She is quite knowledgeable about the many features and options and worked to understand our specific use case and suggested the best fit for our templates. When problems arose, she and the team went to work to figure out why it was happening and fix the problem. You can tell she's quite passionate about her work, and she's pleasant to interact with.

Full disclosure - we are still in the onboarding phase and have not fully adopted and implemented everything yet, but hope to do so this month. So far our experience has been great though. Review collected by and hosted on G2.com.

We're very new to the platform, so there may eventually be more, but the limits to their folder structure/permission sets are a bit disappointing. We are only able to have two levels of folders, so we've had to restructure a bit internally to make this work for us. Especially because the folder structure determines the permissions.

One of the only features we wish Summize had that our prior CMS had is the automatic/standard naming convention for contracts, e.g., all contacts are listed by [Contract Type] | [Contract Date] | [Parties]. Obviously not a dealbreaker but would be nice to have. Review collected by and hosted on G2.com.

1. AI-review and redline capabilities

2. Integration with every day tools (Outlook, Word)

3. Streamlined review process for contracts

4. Centralized repository Review collected by and hosted on G2.com.

1. Repository limitations (only one folder - subfolder)

2. Workflow challenges with current business

3. AI limitations (review of some pdfs, complex terms) Review collected by and hosted on G2.com.

We are still in the process of rolling the CLM out and there is still much to learn, but already we are seeing such a great transition to centralizing critical documents to providing the business more insight into actual approval processes. Review collected by and hosted on G2.com.

Not much to critique - just maybe some suggestions for future: 1. "urgent" flag or button in review request as well as ability to filter for current agreements only without having to export to Excel. Review collected by and hosted on G2.com.

I appreciate how user friendly the platform is. The purpose of the platform is important to service our needs, but the platform must be easy to use with as little friction as possible to ensure client buy-in and adoption. Summize is that! Just during the pilot, we heard great feedback and client's have used the platform without hardship. Review collected by and hosted on G2.com.

The user license benefits may not be suited well for how in-house legal teams work with their clients. In order for full adoption, the platform must be self serving through the entire CLM process. By restricting certain lifecycle features from the requestor user, client's are less likely to use the platform. The collaborator license should offer features that outside the standard CLM process but that amplify the product and desire to want to purchase additional collaborator licenses. Review collected by and hosted on G2.com.

Customers Service is top notch and implementation has been relatively painless. AI does a fantastic job with pulling out party names and important dates, the summary function is a great tool when you are searching for information quickly (and can be customized to pull out almost anything). The outlook integration makes submitting requests and storing documents a breeze Review collected by and hosted on G2.com.

Can be intimidating for non tech savvy users Review collected by and hosted on G2.com.

The platforms review pro has significantly reduced the time spent manually reviewing agreements of which has increased efficiency for the team. The transparency it affords the team has also been great in eliminating the needs for multiple correspondence to determine the status of a contract and its ability to integrate with Microsoft Office tools has also been great. It is nice to be able to use the plug ins within Microsoft Office and Teams to work directly within the platforms we are already using this greatly streamlines the process and minimizes disruptions. Finally, customer support has been consistently responsive and collaborative, helping us tailor the platform to suit our specific workflows and goals. Review collected by and hosted on G2.com.

One area we would like to see improved is access to the contract repository for business users or requesters. Currently providing broader visibility comes with additional licensing costs and so this does limit our ability to scale access across the organization. Expanding access options without significant additional costs would make the platform even more impactful and help us unlock greater value across the departments. Review collected by and hosted on G2.com.