The Integrated CLM Tool: Summize Product Walkthrough

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Summize takes a deliberately different approach to Contract Lifecycle Management, integrating directly into your everyday tools:

• Integrated into the tools you use everyday: Summize integrates seamlessly with familiar collaboration tools (such as Outlook, Gmail and Microsoft Teams) to create its end-user interface. Automated Q&A workflows encourage self-service contract creation, shielding legal from manual requests.
• AI-powered automation: Summize’s AI-powered technology extracts and interprets contract data, such as dates and clauses. Our natural language summaries generate reminders and tasks, helping you review contracts faster.
• Secure, central repository: Legal users still redline in Word, with Summize’s intelligent add-in providing automatic red flags. Once contracts are signed, they’re automatically stored in a central repository with comprehensive search and analytics.

Contract creation

Creating standard contracts is now easier and faster than ever. With Summize, commercial users can create contracts in minutes by simply answering a few pre-set questions from legal. Summize uses a library of pre-approved templates, so there’s no need to learn a new system or interface. Your contract workflows are embedded within your existing tools, enabling self-service contract creation that removes task backlogs for legal teams.

Automated workflows

But Summize offers more than just contract creation. Users can also submit issues, upload documents, and receive self-service guidance. Once a request is made, it’s efficiently managed through automated workflows within the Summize platform. Legal teams can track, triage, and manage these pre-signature requests from a central workspace, eliminating the need to dig through emails or chase down colleagues. Collaboration is seamless, with the ability to assign tasks and view a full audit trail of key actions and events.

Contract redlining software

For those concerned about redlines, Summize has you covered. Recognising that in-house legal teams prefer working in Microsoft Word, Summize allows contracts to be negotiated directly within Word. Instant summaries are generated, with automatic red flags highlighting areas of concern, all while incorporating your playbooks and clause bank for precision and speed. Plus, with an integration with OpenAI, users receive bespoke, natural language summaries that are valuable for the entire business, regardless of the contract type.

Contract management solutions

Managing signed contracts is just as simple. Summize provides a central, secure repository where you can oversee all your contracts at a glance. The platform’s snapshot feature helps you manage your live contracts and stay ahead of important dates and deadlines. With a straightforward search function, finding specific contracts is effortless. In just a few clicks, you can view summaries, tasks, calendar events, and any non-contractual attachments, complete with a full history of key actions and events.

Ready to see Summize in action?

Learn how Summize can be inetragted into your existing workflows and the familiar tools your business already knows and loves. Book your personal Summize demo today and our team of experts will walk you through our solution and answer any of your contract questions.

Book your personal demo.