Summize Reviews & Product Details

As a Contract Lifecycle Management (CLM) solution, Summize is the AI contracting layer that powers the business with embedded knowledge in the tools where work happens. At its core is the contract operations layer, which manages the full lifecycle - intake, generation, review, collaboration and storage - all in one connected journey. Built on top is the agentic activation layer, which transforms contract data into actionable business intelligence. By embedding directly into Outlook, Teams, Slack, Gmail, Salesforce, and HubSpot, Summize meets teams where they already work, driving adoption across the business while giving legal teams the control, structure and efficiency they need.

Product Website

Seller

Summize

Discussions

Summize Community

Languages Supported

German, English, French, Spanish

Overview by

Rebecca Wood

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

View More Pricing Information

Summize Integrations

(12)

Verified by Summize

Summize Media

Our tool panel is a simple, easy way to access the key features, including requests and conversations.

Summize Demo - Integrate with existing tools

Summize complements rather than replaces existing ways of working, integrating with your business productivity tools. Our most popular integrations include Teams, Slack and Microsoft Word.

Summize uses AI-powered technology to extract and interpret contract data such as dates and clauses, generating reminders and tasks. Natural language summaries allow you to review more contracts, faster.

CLM with a difference. Summize is a CLM that incorporates contract workflows into the tools you (and your business) already know and use every day.

IONITY partnered with Summize to create a legal front door within Microsoft Teams, resulting in a streamlined contract lifecycle that delivers significant benefits to the entire organisation.

Check out this short product walkthrough to get a closer look at how Summize's approach to CLM keeps your contracts moving throughout your business within your existing tech stack.

Official Downloads

(3)

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Summize datasheet

Legal Disruptors report

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Verified User in Computer Software

Enterprise (> 1000 emp.)

6/3/2024

"Great Customer Care"

4.5/5

What do you like best about Summize?

The user-friendly UI and constant innovation on functionalities. Customer success team is hands on and keen on understanding and solving customer's issues with speed. It is a real pleasure to work with the Summize team. Review collected by and hosted on G2.com.

What do you dislike about Summize?

Creating approval workflows is not very easy with the tool. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

5/8/2024

"Easy and pleasant to deal with"

3.5/5

What do you like best about Summize?

Helpful support staff and knowledge on hand to enable system implementation.

Customisable integrations with third party vendors

simple to use both on premise and upload or direct into summize Review collected by and hosted on G2.com.

What do you dislike about Summize?

Not really come across any downsides, maybe the change to account managers but this is a frequent occurence with many companies. Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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Thank you for your feedback! We're pleased that you find our integrations simple to use and that Summize allows for easy document management.

Verified User in Transportation/Trucking/Railroad

Enterprise (> 1000 emp.)

2/2/2024

"Good System, Always Improving"

4.5/5

What do you like best about Summize?

Good view of the contracts, fairly intuitive search and filter functions.

Access restrictions.

Single point of truth.

Relatively easy to get to grips with at a basic level.

Support has been excellent so far. Review collected by and hosted on G2.com.

What do you dislike about Summize?

Needs to be an inbetween user access for librarians.

Limited folder structure, at least another level, possibly two needed.

Would be good to add others to a document to notify alerts rather than having to customise individual alerts. Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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Thanks so much for your review! We're glad to hear that you find Summize intuitive and that it has been beneficial to you and your team. We appreciate your feedback on user access and folder structure, and we'll take it into consideration for future improvements.

Verified User in Staffing and Recruiting

Mid-Market (51-1000 emp.)

5/17/2024

"Effective software with excellent customer service"

4.5/5

What do you like best about Summize?

Integrations - docusign and (soon) outlook are very useful!

Customer service is great too. Review collected by and hosted on G2.com.

What do you dislike about Summize?

Occasionally the algorythms misread contracts / struggle to pick up every detail in clauses, especially when addendums e.g. are attached in same scanned doc. Review collected by and hosted on G2.com.

Stuart E.

Buyer

Enterprise (> 1000 emp.)

2/6/2024

"Very easy to use"

5/5

What do you like best about Summize?

Easy to find contracts, great support, lots of feaures Review collected by and hosted on G2.com.

What do you dislike about Summize?

uploading duplicate contracts from diffrent users can be an issue Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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Thanks for your feedback Stuart! We're happy to hear that you find Summize easy to use and that it's helping you with contract management.

Susan R.

Small-Business (50 or fewer emp.)

9/8/2023

"CLM Review - Summize"

5/5

What do you like best about Summize?

Besides having an outstanding CLM product, the people who have helped us in our CLM journey are amazing. From Olly Atkin, who introduced us to Summize, to the helpful and knowledgeable implementation and training team of Tom Pratt, Kyle Schmidt and Leanne Hayes, the people and attentiveness to their customers is what stands out for me. They truly listen to the customers' needs and respond immediately. Their weekly training has been phenomenal. The transition to Summize was flawless. The program itself is logical and user friendly. Review collected by and hosted on G2.com.

What do you dislike about Summize?

I haven't encountered anything I dislike. Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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Thanks so much for your review Susan! These reviews mean so much to Summize and the wider CLM community making buying decisions. We can't wait to continue achieving success with you and the team!

Verified User in Financial Services

Mid-Market (51-1000 emp.)

2/2/2024

"Great AI-powered contract management tool"

4/5

What do you like best about Summize?

Great tool to create business documents with ease and effeciency + fantastic contract review tool using state of the art AI features to pick up key clauses with ease Review collected by and hosted on G2.com.

What do you dislike about Summize?

Lengthly initial set-up time required to maximise the product Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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Thank you for your feedback on using Summize! We have been working hard on continually refining our implementation processes with some customers up and running in 3-5 weeks, depending on the complexity of the use case.

Gemma G.

Contracts Manager

Small-Business (50 or fewer emp.)

7/28/2022

"A positive and supportive experience"

5/5

What do you like best about Summize?

Now we have fully implemented Summize across our organisation; we are fully experiencing the value of the end-to-end contract solution that Summize provides to our business. The team has been responsive, friendly and accommodating at every process step. Offering guidance and assistance comes naturally to them. From the start to the present, this has been nothing but a positive experience. Review collected by and hosted on G2.com.

What do you dislike about Summize?

We are pleased with the service and solution we have received from Summize. Any issue or problem that has arisen, the team has responded quickly and resolved for us. Review collected by and hosted on G2.com.

Verified User in Pharmaceuticals

Small-Business (50 or fewer emp.)

2/2/2024

"Does the job"

5/5

What do you like best about Summize?

very user friendly and means you don't have to store all of your contracts internally Review collected by and hosted on G2.com.

What do you dislike about Summize?

took a little while to get to grips with Review collected by and hosted on G2.com.

Response from Beth Whitehurst of Summize

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Thank you for your feedback! We're pleased to hear that Summize is making life easier for you and your team.

Verified User in Legal Services

Mid-Market (51-1000 emp.)

8/2/2023

"Great new tool for the team!"

5/5

What do you like best about Summize?

Aside from the continuing support and contact with the customer services team Summize itself has changed how we review and manage new contracts. Review collected by and hosted on G2.com.

What do you dislike about Summize?

The only slight snag we've encountered if that there's no internal way to move contacts from Requests to Repository but it doens't overally affect usability Review collected by and hosted on G2.com.

What problems is Summize solving and how is that benefiting you?

Our business use of Summize is slight different to that of most other users. While we do utilise the CLM function as we are generally the recipient opposed to the sender of contracts we have heavily used the Review capabilities.

Summize has re-written our commercial contract review process as once the clauses were built out to our internal requirements (with the assitance of Summize) we are able to quickly and easily flag those which require negotiation. This alongside the playbook means we are much more efficient in our review processes and have consistancy across the team in items raised and content of negotiation emails. Review collected by and hosted on G2.com.