Summize
Achieve contract clarity for your whole company.
Executive Summary
Summize is an AI-powered Contract Lifecycle Management (CLM) solution that embeds contract workflows and AI tools directly into existing business applications such as Microsoft Word, Teams, and Salesforce. It is designed for legal teams and the wider business to streamline contract creation, review, negotiation, and management. The platform's key value lies in accelerating contract cycles, reducing risk, and improving cross-functional collaboration by providing clarity and efficiency across the entire contract lifecycle. Its differentiation is its embedded approach, working within familiar tools, and its AI-powered capabilities like SIA for drafting, redlining, and summarization.
Use Cases
- Automating contract generation and review for sales agreements to close deals faster.
- Streamlining vendor and partner agreement processes for improved efficiency.
- Accelerating legal review and negotiation cycles for all contract types with AI assistance.
- Centralizing contract storage and improving searchability for compliance and audit trails.
- Managing HR contracts, including creation, storage, and tracking key dates for onboarding and compliance.
- Gaining visibility into contract obligations and risks for finance and procurement teams.
Features
Visibility
- Centralized Contract Repository: Stores all contracts in one secure, searchable location, providing a single source of truth for easy management and access.
- Advanced Search Capabilities: Allows users to quickly find specific terms, clauses, or dates across all contracts within the repository, enhancing data accessibility.
- Contract Analytics Dashboard: Provides comprehensive insights into contract data, helping identify trends, risks, and opportunities for informed decision-making.
- Calendar Sync for Key Dates: Automatically extracts and syncs contract renewal and termination dates to Outlook or Gmail calendars to prevent missed deadlines and obligations.
Intelligence
- AI-powered Contract Review Pro: Accelerates contract reviews by providing a first-pass analysis, redlines, clause redrafts, and document comments directly in Microsoft Word.
- AI Redlining and Drafting: Automatically redlines non-compliant clauses, suggests amendments, and drafts new clauses based on predefined legal standards and playbooks.
- AI Summarization: Condenses long contracts into brief, digestible summaries, highlighting key information and actionable tasks for quick understanding.
- Ask SIA Chatbot: An AI-powered chatbot that provides quick and concise answers to questions about contracts and workflows by scanning pre- and post-signature documents.
Support
- Expert-led Implementation: A sprint-based implementation plan, often getting the first use case live in as little as 4 weeks, with dedicated teams to ensure successful adoption.
- Seamless Integrations: Embeds contract workflows into familiar tools like Microsoft Word, Outlook, Teams, Slack, Salesforce, HubSpot, and Jira for maximum user adoption and efficiency.
- Dedicated Customer Success: Provides ongoing partnership and support to ensure clients reach their goals and continue to derive long-term value from the platform.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, OIDC
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Azure
AI/ML Stack
- NLP
- Machine Learning
- LLM
Security & Compliance
Certifications: ISO 27001, GDPR, UK Data Protection Act 2018
Encryption: End-to-end cryptographically secure tokens and encryption for data in transit and at rest.
Pricing
- Model
- Per user/month
- Starting Price
- Starting at $99/user/month (Contact sales for custom quote)
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Custom enterprise
- Free Trial
- Yes, Custom demo (credit card required)
Ratings & Reviews
G2: 4.7/5
About Summize
Summize is an AI-powered Contract Lifecycle Management (CLM) platform that helps legal and business teams manage contracts within existing tools like Microsoft Word, Outlook, Teams, Slack, Salesforce, and HubSpot. It streamlines the entire contract management process, from creation and review to analysis and storage, by leveraging agentic AI to extract insights and provide legal context.