Summize Reviews & Product Details

Our organization had an amazing experience working with Mariana Cimpureanu for our implementation. Mari did a fantastic job. She was very responsive and open to our feedback. She had the right balance of being patient with us during our busy season and then knowing when to push us in order to stay on track with implementation. She really shines in this role, and I couldn't imagine a better experience regarding implementation. Review collected by and hosted on G2.com.

Like any CLM or similar platform, there are some upsides as well as some things we wished worked differently. Mari and her team were open to our ideas for improvement. Review collected by and hosted on G2.com.

Integration with word

Integration with outlook

Versioning (useful for comparisons against historic positions)

Repository linkage features

AI review features

Great implementation management by James Blake, who has been invaluable - very experienced, informed and pro-active supporting us through a complex and time-consuming process. Has made a huge impact for effective tool roll-out in the organisation. Review collected by and hosted on G2.com.

The repository view features are limited (especially for requestors and collaborators)

Stakeholders are often confused by the "open in word to edit" functionality - they (i) fail to open the docs and see internal comments left there by legal team (sometimes even accidentally sending them out externally); and (ii) if they do use the feature, they do not save up the edited word doc as a new version. There is no clear distinction between internal and external mark-up / document versions.

It can be cumbersome to tweak and re-upload templates

Summize can be slow to load - sometimes I wait for some time (5-10 mins) for "requests" or "repository" to appear. Assume this is technical glitching, but it effectively means I sometimes can't access my contracts when I need to.

Hubspot integration - only has linkage to one account, so full business cannot use the integration Review collected by and hosted on G2.com.

The best feature of Summize is the customer experience. It is not a software company that will sell you some software and leave you to it. Right from sales to implementation the communication has been exemplary. We are going through implementation now and there is a steep learning curve and time commitment but the project manager Mari has been all over every aspect of it and ensured it stays on track and I get the assistance I need when I need it. Review collected by and hosted on G2.com.

For now, whilst still in implementation, I can find the user interface confusing and I am not a fan of using Word Web for edits. Review collected by and hosted on G2.com.

I have been part of 3 different CLM implementations in prior roles, and Summize was easily the most seamless. I love that you do not need to log into a portal, or require your 3rd parties to log into a portal, in order to review/negotiate contracts; the system funcions the way a contract negotiation actually plays out in reality.

The Teams and Outlook ad-ins are also especially useful. I also really like the AI summaries and data extraction functionality.

The Summize team is always open to suggestions, responsive to customer issues and genuinely strives to ensure satisfaction. Review collected by and hosted on G2.com.

The search functionality is not as reliable as I'd hoped.

The AI is not always great at extracting information (for example, pulling party names) but Summize is continously improving and seriously considers customer suggestions, that is far more than you'd get from most CLM providers. Review collected by and hosted on G2.com.

Very few tools are as easy to customise. This is very important for us as we provide services in multiple jurisdicitions and across different services.

The Create Tool has taken away the need for my team to manage minor commercial requests saving us a significant amount of time.

The team use Summize every day and has allowed us to treble the number of contract reviews we perform but without an increase in head count. Review collected by and hosted on G2.com.

I would like to see the Ask Legal tool to be expanded so we can use Summize as our primary tool and move away from emails Review collected by and hosted on G2.com.

We appreciate the whole system, but what stands out most for us is being able to use our Playbook to make redlines and annotations, thanks to its integration with Word. Review collected by and hosted on G2.com.

We find it inconvenient that any changes or updates to the playbook must be made manually. Review collected by and hosted on G2.com.

The user interface is intuitive and easy to use, as are the request and search functions. Our users have also provided positive feedback on the AI summaries. Review collected by and hosted on G2.com.

The two-tiered folder structure is limiting in terms of organization and internal access controls. We've also had to find workarounds for the automatic email alerts/notifications, which cannot be custom configured. Review collected by and hosted on G2.com.

Minimizes the amount of time to review contracts. Kallan has made the implementation extremely smooth! Review collected by and hosted on G2.com.

Still learning how to best input our contract clauses correctly. Review collected by and hosted on G2.com.

I picked Summize and am most impressed with it due to the integrations with Microsoft Word, Outlook, and Teams. These are tools I use daily to receive, edit, and discuss new contracts or other legal matters, and having a CLM that does not require me to leave these tools is key. Especially in a workplace where some may be resistant to the change that comes with a new software- knowing I can assure my colleagues that this will not disrupt their current way of doing things is huge. Review collected by and hosted on G2.com.

It can be a little confusing at times for those who are less accustomed to using software or technology in general. It does often require a detailed tutorial to figure out how to use certain features- for those on our team who don't have the time to do that, I would imagine they would prefer it be slightly more intuitive. Review collected by and hosted on G2.com.

There is always someone willing to help provide guidance and offer suggestions to get the most out of the platform. Review collected by and hosted on G2.com.

Given the sheer breadth of functionality, the implementation can be a bit overwhelming and time consuming; however the Summize team makes this a great experience in manageable pieces. Review collected by and hosted on G2.com.