Every stage. One connected flow.
Create. Review. Negotiate. Workflow. Manage. Analyze. Each step connected to the last, with nothing falling through between teams, systems or handovers. Legal sets the process in motion once, and the business moves with it.
Inside the tools your business already runs on.
The Operations layer integrates directly into Outlook, Word, Teams, Slack, Gmail, Salesforce and HubSpot. Contract capability lands where work already happens, so adoption is immediate, and nothing changes about how your people already work.
Legal in control. Business moving independently.
Legal sets the guardrails, owns the process and keeps full visibility. The business creates, requests and tracks contracts without ever needing to ask. Nobody waiting. Nobody chasing. Just contracts moving.

Tom Pratt

Legal Counsel

“The Operations Layer is where the Knowledge Base comes to life. It takes everything Summize knows about your standards, your positions and your history -and puts it to work across the full contract lifecycle, inside the tools your business already uses.”

The Operations Layer manages the full contract lifecycle.

Every stage runs through Summize. Every step connected to the last. Nothing falls through between teams, systems or handovers.

The six stages

Create

Your day starts with a request already waiting - in Outlook, in Slack, wherever you already are.

The salesperson sent it from Salesforce, filling in the Summize contract request form already embedded within, so there's no need for a single explanatory email.

Everything is there, in existing tools, ready to go. As they answered the questions, the contract was already taking shape behind the scenes. By the time it reaches you, it's structured, templated, routed. You're not untangling a brief - you're already in the deliverable.

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Review

You open it in Word. Your playbook is sitting alongside the contract, your positions already mapped to the clauses that need them.

Summize has done the first pass - the risks are surfaced, the flags are raised. When the redline goes back, it looks like any other Word document. The other side has no idea how fast it moved.

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Negotiate

The document goes back and forth. One version exists at a time - check in, check out - so nothing gets lost between rounds and nobody's working on a draft that's already moved on.

You stay focused on the position. Everything else stays out of your way. When both sides are done, it goes for signature without you ever leaving the tools you're already in.

Summize Assistant chat UI to create a contract.

Workflows

While you're in the detail, the rest of the business keeps moving. Approvals are routing to the right people. Tasks are landing where they need to.

Nobody is waiting on a reply from legal, because legal already set the process in motion. You're not the bottleneck. You're the architect.

Manage

It's signed. And instead of disappearing into a folder in SharePoint that nobody can find, it lives in one place - searchable, organized, yours.

The key dates are already extracted. The renewal is already in your Outlook or Gmail calendar. Months from now, when it matters, you'll already know.

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Analytics

When the CFO asks what your average payment terms look like across every supplier contract, you don't have to go looking. It's there.

What used to be a week of someone reading through hundreds of agreements is now a question with an answer.

The data was always in those contracts. Now it's working for the whole business. And everyone knows who built the system that made it possible.

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