Summize vs. Agiloft: CLM Platform Review

Two approaches to CLM

Agiloft is designed to model highly specific workflows across legal, procurement, and finance. Organizations that choose Agiloft often invest heavily upfront to design, configure, and maintain their ideal system state. Summize is designed to meet teams where they already work. Instead of asking users to adapt to a highly configurable interface, Summize delivers structured contracting workflows inside Microsoft Word, Outlook, Teams, Salesforce and Slack.

Summize vs. Agiloft

Capability

Native integrations

Yes

Cross-functional adoption

High

Limited

AI in-document review & redlining

Yes

Moderate

Implementation speed

Efficient

Slow (months)

Ongoing admin effort

Low

High

Why teams choose Summize over Agiloft

Sprint-based implementation focused on real contracts

Go live quickly with core workflows in place

Expand capabilities over time without re-architecting

Highly flexible workflows require detailed upfront design

Implementations often involve long configuration cycles

Value is realized once the system is fully tuned

Outcome: value is realized sooner, without over-engineering on day one.

Built for Legal, Sales, Ops, Finance and Procurement

Users work inside Word and Outlook - no new interface to learn

Contracting scales without adding friction

Strong fit for legal and legal ops teams

Business adoption depends on training and system familiarity

Day-to-day usage often remains centralized

Outcome: contracting moves faster without becoming a legal bottleneck

AI-powered review, redlining, summaries, translation and extraction directly in Microsoft Word

Focused on everyday drafting and negotiation workflows in familiar business tools

Advanced analytics and AI capabilities surfaced in-platform

Strong for structured data and reporting once configured

Outcome: AI improves productivity in the flow of legal work

No-code, template-driven configuration requires minimal admin overhead

Adjust workflows without technical expertise

Configuration changes often require admin or IT involvement

Flexibility comes with ongoing maintenance responsibility

Outcome: less time maintaining systems, more time executing contracts.

Improving contract efficiency without compromising user-friendliness

Lucas Oil began its search for CLM software, and after a vendor selection process, the business chose Summize for its ability to streamline legal processes, the ease of migrating contracts into a single source of truth, and Summize’s user-friendly interface, designed for ease of use across all areas of an organization.

Explore their story

Summize is extremely user-friendly – unlike other options I saw when we were planning to use a CLM.