Summize vs. Conga: CLM Compared Side by Side

Two approaches to CLM

Conga CLM is platform-centric, built as part of a broader digital commerce ecosystem focused on process automation and cross-functional integration. As a result, implementations often require significant alignment across Legal, RevOps and IT. Summize is workflow-centric, embedding CLM directly into Microsoft Word, Outlook, Teams and CRM - driving faster adoption and quicker contracting without heavy platform configuration.

Summize vs. Conga

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 Conga

End-to-end contracting inside Word

Initiate contract requests from Outlook, Salesforce, Slack, Teams and more

Integrations that support cross functional adoption

Contracts managed in a separate application or portal

Users must switch context from their work tools

Adoption dependent on training and enforcement

Outcome: contracting moves faster with less behavioral change required

Sprint-based delivery with prioritized workflows

Go live quickly with core templates and approvals routing

Expand incrementally without heavy lift

Enterprise-grade configurations often span months

Requires alignment across Legal, Sales, Ops and IT

Value realized after workflows are fully mapped and deployed

Outcome: measurable ROI much earlier in the lifecycle

AI-powered review, redlining, summarization, obligation extraction and clause comparison directly inside Word

Provides insight while teams are drafting and negotiating

Strong data and process automation

Advanced analytics once data is structured

Outcome: AI drives productivity in the moment of contract work.

Template-driven configuration without code

Workflow changes handled by admin or Legal Operations

Minimal IT involvement

Centralized configuration may require IT or Operations participation

Process changes often need governance and coordination

Outcome: more time spent contracting, less time managing new tools.

How Convey rebuilt legal trust with their CLM

When Convey’s new legal team - made up of just two people - joined the business, they stepped into an environment where the legal function wasn’t fully aligned with the broader goals and interests of the company.

Summize has since brought consistency, transparency, and control to Convey’s contracting process, enabling the business to collaborate smoothly and move much faster than before.

Explore their story

What used to take hours every week is now about 15 minutes approving things. It’s been a huge lift!