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With Summize in place and our Slack integration for self-service contract creation, NDAs and trial agreements are being signed faster, which was a key objective for Thought Machine. Version control is easier, stakeholders are pleased with the new template and process, and the legal team has more time to spend on the more strategic work.

The main benefits I have seen through using Summize is how much time we have saved. It's so much faster to create a contract through the Teams integration and has freed up the legal teams time to focus on more high-value work.

We found we needed a way that enabled us to create documents easily and to track the process of contractual requests when there were negotiations or reviews. We also needed storage and a centralised repository of contracts. And that's where we knew a CLM would be excellent for all those three aspects.

Summize has been a transformative force for us, enabling us to streamline our contract creation and review processes. Now, our Sales team can lead on generating their contracts, making the entire workflow much faster and more efficient.

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.

Summize works primarily behind the scenes, so we didn't have to layer on new tech for our sales team. We seamlessly integrated with Hubspot, Google, DocuSign, and Slack to ensure we could implement Summize without making material changes to our existing sales processes. The Hubspot integration that enables users to create contracts from Hubspot without having to log in to new software or even change Chrome tabs has made this a tool that we can effectively use and implement. The implementation and support teams have been patient, attentive, and top notch!

Through Summize, we’ve significantly reduced the time spent on review contracts every day. This has freed up our time to focus on more strategic legal work.

"We use Summize’s Slack integration to create our trial agreements. Through the tool, we have generated over 250 NDA’s, which would have otherwise been manual."

"The integration with Word makes redlining a much cleaner process and the basic contract summary is one of the best time-saving tools I have. Now I can review 25 contracts each week compared to 4."

“The ability to review contracts in Word with the Summize Add-In meant we reviewed 400+ contracts in 5 working days. The reviews were completed 85% quicker at a third of the usual cost compared to our previous processes.”

"Summize has empowered the whole team. One of the biggest results of using Summize has been decreased work-related stress. Our stress levels have been 100% reduced!"