Summize

What Summize is

Summize is a cloud contract intelligence system for teams managing agreements across their lifecycle. It supports contract intake, generation, review, collaboration, storage, and analysis, with approval workflows, renewal tracking, and contract templates. Review Pro analyzes contracts and can redline or redraft them in Microsoft Word. A repository stores signed contracts and provides search, obligation tracking, and calendar sync. Summize connects with DocuSign, Adobe Sign, and Oneflow for e-signatures; it does not supply its own signing tool. Other listed integrations include Microsoft Teams, Slack, Salesforce, HubSpot, and SharePoint. The service is available on the web and through an API. Users can upload any volume of contracts in PDF or Word DOCX format. Licensing is based on the number of users rather than uploaded contract volume, and the FAQ describes Full User and Business tiers. Summize is designed for legal, sales, finance, and procurement teams. The maker says customer AI prompts, completions, embeddings, and training data are siloed and not used to improve OpenAI models. The maker is based in Manchester, Boston, and San Diego and was founded in 2018.

Who it suits

Summize suits legal, sales, finance, and procurement teams that handle contract work across multiple stages. It may fit organizations that want contract review in Microsoft Word and a searchable repository for signed agreements.

Limits

Contract uploads are limited to PDF or Word DOCX file formats, though the volume uploaded is not limited. Pricing is tailored to the use case and business needs, with licenses rather than uploaded contract volume forming the pricing basis.

Getting started

1. Visit the Summize website.
2. Use the web platform or API.
3. Ask Summize for pricing based on users and needs.
4. Choose between the Full User and Business tiers described in its FAQ.
5. Upload contracts in PDF or Word DOCX format.

Verdict

Choose Summize if your team needs contract workflows, Word based AI review, and a repository for signed agreements. Teams seeking a built-in e-signature tool should consider that Summize instead connects to external signing services.