Summize

The AI contracting layer that powers contract lifecycle management across your business tools

Paid·All audiences

Key strengths

Embedded-first CLM that works inside tools teams already use (Word, Outlook, Teams, Slack)AI-powered contract review, redlining, and redrafting directly in Microsoft WordAgentic AI layer that surfaces contract intelligence proactively across daily workflowsSmart centralized repository with full-text search, key date tracking, and risk visibilityCross-team adoption across Legal, Sales, Finance, HR, and Procurement with self-service templates

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AI-assisted contract review in Word: Deploy Summize's Word add-in to enable legal teams to run clause-by-clause AI analysis, automated redlining, and redrafting guided by internal legal standards — all without leaving Microsoft Word.
Self-service contract intake automation: Configure approval workflows and pre-approved template libraries so non-legal users can generate compliant contracts (e.g., NDAs, sales agreements) via Outlook, Teams, or Slack — with legal guardrails built in.
Smart repository with metadata extraction: Ingest legacy and new contracts into the centralized repository; the AI extracts key metadata (parties, dates, obligations, renewal terms) to power search and risk tracking at scale.
Agentic contract intelligence delivery: Summize's AI agents integrate with Teams and Slack to proactively push contract status updates, renewal alerts, and clause lookups into everyday communication tools without requiring manual querying.
CRM-connected contract management: Integrate with HubSpot so Sales can trigger contract creation, track status, and surface signed agreement data directly within deal records — keeping CRM and contract data in sync.
Cross-portfolio contract analytics: Use the analytics layer to query structured contract data, identify trends (e.g., common risk clauses, renewal clustering), and generate executive reporting on contract performance across the business.