Summize
Review of Summize Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Summize
Summize Screenshots
Summize Features
Summize Integrations
Customer Reviews
See why people love Summize
Kimberly T.
Verified UserInformation Services · 201-500 employees
The CLM That Cares About You
Two words: white glove. Everything has felt specific to my company as a customer and we have been very well cared for. The product actually works. My sales team is happy. We are moving faster.
- Ease of use
- The user interface is clean and makes sense
- Summize works with the entirety of tech stack
I have been very happy with my experience and nothing material comes to mind around what I like least
Switched From
Needed a different product that could meet our needs.
Why they chose it
"It was simply the best experience and had the best tech/AI. We looked at 10 companies total."
Delberta S.
Verified UserInformation Technology and Services · 201-500 employees
Summize is a great Contract Management system!
From front to finish, Summize has worked to make us successful in fully utilizing the Summize system. The demos done were top notch and they were willing to provide as much training as we felt was necessary. The Summize team is remarkable and a pleasure to work with. Our Legal Department has been able to quickly produce reports for the security and sales teams and we are able to track our contracts through the negotiations to completion.
- The Summize system is easy to use
- For the Repository part of the system, I can easily add or delete users, add private folders for the company executives to use, and use their AI for easy contract content look up
- For the Contract create/review part, our sales team loves the fact that they can stay in Salesforce to make any requests, and the legal team loves the fact that all versions of the contract negotiation is in one place to review
In the Repository, if the same contract was downloaded with two different naming conventions, the system doesn't do an automatic compare and delete
Switched From
Summize had more functionality and was easier to administer.
Why they chose it
"It had a little more functionality we needed."
Haley C.
Verified UserFood & Beverages · 501-1000 employees
Paralegal review
Verified reviewer
- Summize has been helpful in reviewing and editing with ease through email, browser and word documents
- Customer Managers are also very helpful
Creating templates and making sure spacing and characters align is manual work, and not being able to save same drop downs for various templates is time consuming
Anne-Marie P.
Verified UserComputer Software · 51-200 employees
Pretty cool product
Summize was easy to adopt because was integrating 2 of the tools I work with on a daily basis - Docusign and Salesforce. I have been impressed by the fact that they are responding to customer feedback, their wonderful customer service and user-friendly design.
Summize team provides an excellent support, they are available for training and ongoing support; Intuitive and user-friendly platform
I have used more of the basic features like built-in templates and I have not find anything I liked least about Summize
Sarah V.
Verified UserRetail · 201-500 employees
Summize is a wonderful CLM supported by a helpful, kind group of people
I found the Summize team very pleasant to work with through implementation and ongoing. I led one prior CLM implementation and assisted with 2 others, and I can easily say the Summize team was the most helpful, responsive and pleasant to work with. It was wonderful to be able to simply provide them our templates and workbooks and have them do the actual build rather than having to learn the tech to handle it all myself, something I just don't practically have time to do. I love that the tool has features like Outlook and Teams integrations, it helped with adoption, especially for users who simply didn't want to be bothered with having to learn a new system. I think the biggest positive is that Summize is constantly, aggressively improving. Every enhancement they add only makes the system closer to being the ideal CLM tool for any corporation, and I believe in a couple of years it will be the industry gold standard. I recommend Summize to all my colleagues who work at other companies.
- Summize was designed to suit the way actual corporate contract negotiations are handled
- First you draft the contract, then you send it do the other side to redline, then you upload it for internal review/negotiation
- Other CLM systems are not designed with practicality in mind
- The AI features are great, and the tool itself is very user-friendly
- Adoption happened quickly and I get very little day-to-day questions or complaints from our hundreds of users
- I do find the repository filtering a bit buggy at times
- For example if you try to sort by date modified, it often doesn't work correctly
- There are also some features, for example being able to rename a contract when filing it for retention, that seem like they should be available but are not
- On the positive though, I have always found Summize to be very responsive to user requests and I have put in feature requests so I am hoping in the future it will be improved
Switched From
Evisort and ContractsExpress (not listed but that's the product by Thomson Reuters) were both very expensive and limited in functionality. Evisort was clearly intended to be a redlining tool, so the respository was very clunky and difficult to navigate with poor searchability. ContractsExpress was only a contract template generation tool, not intended for ongoing management, and it was extremely archaic, I had to learn basic coding just to modify our templates!
Why they chose it
"We demo'd 3 other platforms in addition to the platforms we were already using or I was already familiar with from prior workplaces (Coupa, Ariba), but I don't recall names. Summize immediately caught my attention with the Teams functionality, I knew our users would enjoy that they didn't have to log into a separate platform just to generate their contracts, but the more I learned about it the more I was confident it was the right choice. On pricing, it ended up being on the lower side, but not the lowest, but it was agreed that the enhanced functionality made up for the cost."
Matthew C.
Verified UserConsumer Services · 201-500 employees
Summize Review
Very good it has saved us a lot of time and I can see the potential in the system going forward. The hyper care team have helped us with implementing a great deal of our plans. Being able to automate contracts on our own templates has been a life saver and the analytics section of Summize has really helped us show the team how the CLM is speeding up the
- Great customer support service, very responsive to our needs in particular [sensitive content hidden] have been a pleasure to deal with
- Contract automation, task creation, and the AI review and assistant features are a great help
- The various integrations such as with Docusign have helped us ensure all contracts are collected in our repository
- I think Summize has great potential, but I would say the interface and speed of the system should be improved
- I think the collaboration can be improved and also being able to set urgency of requests is missing
Why they chose it
"The AI features and also the contract automation"
Manon R.
Verified UserHospitality · 51-200 employees
Transformative CLM Tool Backed by a Stellar Team
Summize is a powerful and intuitive platform, offering smart tools and efficient systems that truly streamline contract management. The AI-generated contract summaries are particularly impressive, and the seamless integration with Teams, Outlook, and Word makes it easy to embed into daily workflows. The support from the entire team, both during implementation and ongoing customer success has been outstanding.
- The team is without a doubt one of Summize’s greatest strengths
- [sensitive content hidden](and previously [sensitive content hidden]) have both been fantastic to work with
- [sensitive content hidden] is exceptionally organised and clear in her communication, and she consistently brings forward smart, practical ideas to help tailor the platform to the needs of our legal team and end users
The one thing that I sometimes found frustrating is the search function - everything is of course in folders but the search bar is sometimes not the best at finding documents that I know are there
Switched From
As the business scaled, we needed a more intelligent and efficient solution for managing contracts.
Sarah J.
Verified UserPharmaceuticals · 11-50 employees
One stop shop for a small legal department
Very positive overall as it has streamlined our legal process for contracting
- The logical format of the platform meaning that in depth training is often not needed for updates
- The responsiveness of their team and willingness to go the extra mile to assist
the initial set up was quite laborious although this was a few years ago and I can see that the processes have been upgraded to make things much easier with the addition of premium playbooks etc
Why they chose it
"Cost effectiveness and tailored for smaller companies"
Austen R.
Verified UserStaffing and Recruiting · 501-1000 employees
Super system for dealing with volumes!
Using Summize to manage our legal contracts cycle has been a game changer. Its intuitive interface and intelligent summarization tools made even the most complex documents easier to break down for users and provide feedback to act on. It significantly reduced the time spent manually combing through clauses, highlighting risks, and ensuring compliance. The integration with our workflow meant we could collaborate efficiently with different teams and maintain a consistent legal review process. Summize provides clarity and confidence in our contract management—turning what was once a tedious task into a more streamlined, insightful experience for our users.
- - Summize provides efficiencies in reviewing client side legal contracts with speedy AI and customisable prompts, helping us manage our growing volume of requests
- - The create function is a valuable tool in document control, providing our users with an easily accessible and reliable source of our own documents
- - Summize provides clarity and confidence in our contract management, helping to streamline our processes and provide an insightful experience for our users - The integration with Microsoft outlook has simplified the user experience helping us boost adoption of Summize
- - The Summize team are super helpful, supporting us with regular catch ups, user guides and running training sessions with our users
- - Listening to client feedback and developing useful features
- - Wide range of application opportunities and use cases
- - Limited compatibility with mobile devices
- - Over-eager on forcing password resets too frequently
- - Does not cater for reviewing documents received in an electronic signature files (unless the documents are downloaded from it first)
- - Unable to change the contract type once a document is already added to the Summize "Review" queue
Blake P.
Verified UserBiotechnology · 11-50 employees
Wonderful & personalized Service that feels like family
I cannot say enough about how wonderful the Summize team is and how wonderful the software and service is. For a small company like Ellipses, it makes a world of difference to have a service provider feel like family and Summize manages this impeccably. [sensitive content hidden] is wonderful!
- The personalized customer service and the constant updates are fantastic
- N/A
- I cannot think of anything negative about Summize
Summize
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