Summize

Description

Summize is an AI-powered Contract Lifecycle Management (CLM) platform designed to streamline contract workflows for legal teams. Founded in 2018 by Tom Dunlop and David Smith, Summize integrates seamlessly with tools businesses already use, such as Microsoft Outlook, Teams, Word, Slack, Salesforce, and HubSpot. This integration allows legal teams to manage contracts efficiently without the need for new software adoption.

The platform operates through three interconnected layers: the Knowledge Base, the Operations layer, and the Agentic AI layer. The Knowledge Base stores and builds legal knowledge over time, while the Operations layer manages the full contract lifecycle within existing tools. The Agentic AI layer, featuring Summize Intelligence Agents (SIA), provides instant answers and insights across the business.

Summize's implementation process is designed to be quick and efficient, typically completed within 12 weeks. The platform uses a proprietary HERO Methodology to prioritize use cases and value metrics, ensuring a smooth onboarding experience.

Security is a top priority for Summize, with a siloed AI approach that ensures customer data remains exclusive and secure. Built on Azure's enterprise-grade infrastructure, Summize complies with ISO 27001 standards and is committed to maintaining high security and data protection standards.

Summize is particularly beneficial for legal teams in law firms and in-house organizations, as well as business users who work with contracts. The platform supports English-language contracts and has a global user base. Its intuitive user experience and expert implementation have earned it several awards, including Best AI Powered Legal Contract Review Software and Document Review Solution of the Year.

Overall, Summize offers a comprehensive solution for contract management, enhancing efficiency and reducing administrative burdens for legal teams worldwide.

Summize's Core Features

• AI-powered contract lifecycle management

• Integration with Outlook, Teams, Salesforce, Slack, HubSpot

• Three-layer architecture: Knowledge Base, Operations, Agentic AI

• SIA - Summize Intelligence Agents for instant insights

• Quick implementation within 12 weeks

• ISO 27001 accredited security measures

• Siloed AI approach for data exclusivity

• Supports English-language contracts globally

• Proprietary HERO Methodology for onboarding

• Award-winning platform for legal tech

How to use Summize?

1. 1

   Configure: Set up Summize with existing tools

2. 2

   Use: Manage contracts through integrated platforms

3. 3

   Optimise: Leverage AI insights for contract efficiency

4. 4

   Secure: Ensure data protection with siloed AI

Summize's Use Cases

• Contract Review
• Lifecycle Management
• Legal Knowledge Base
• Operational Control
• Instant Insights

FAQ from Summize

• How does Summize work?

  Summize integrates with existing tools to manage the full contract lifecycle using AI-powered insights.

• Is Summize only for legal teams?

  While primarily for legal teams, Summize also supports business users who work with contracts.

• What integrations does Summize support?

  Summize integrates with Outlook, Teams, Salesforce, Slack, HubSpot, and more.

• How secure is my data with Summize?

  Summize uses a siloed AI approach and complies with ISO 27001 standards for data security.

• What is the implementation process for Summize?

  Implementation is completed in sprints of 3-4 weeks, typically fully rolled out within 12 weeks.

• Does Summize support e-signatures?

  Summize does not have an e-signature tool within the product.

• Can I edit contract summaries in Summize?

  Yes, contract summaries can be edited once they are created.

• What file formats does Summize support for uploads?

  Summize supports various file formats, including those commonly used for contracts.