Frequently Asked Questions About Summize's CLM

How does Summize work?

Is Summize a CLM tool just for Legal?

No. Summize has diverse use cases! Other departments (including Sales, Finance and Procurement) can use Summize for better collaboration with their legal department, as well as to self-serve on contractual queries and speed up negotiation cycles. Our integrations-first approach to CLM uses Microsoft Teams, Slack and Microsoft Word as the primary user interface, making CLM workflows relevant and accessible to the entire organisation.

What integrations do you currently support?

Summize integrates with Microsoft Word, Microsoft Teams, Slack, Salesforce, HubSpot, SharePoint and many more essential Cloud-based tools. Find our full list of integrations here.

How does Summize compare to other CLM vendors?

Our customers choose Summize as their preferred CLM solution for several reasons, including our integrations with Word, Teams and Slack and our Integrated Legal Front Door (also traditionally known as legal ticketing), which leads to improved legal operations, streamlined workflows, faster contract cycles, and improved compliance. Read the stories from a handful of our happy customers here.

What type of contracts does Summize work with?

Summize has been created to be flexible and works with any commercial contract.

How does Summize store data?

Summize has multiple geo-specific data centres to store customer contracts and their associated information. All customer content is segregated and encrypted at rest and in transit. Summize integrations are also heavily vetted during the selection process to ensure they are best in class and mirror our data storage requirements.

How does the OpenAI (ChatGPT) integration work?

Summize customers have the option to use OpenAI alongside the existing Summize Contract Analysis Engine. Our OpenAI integration simplifies and summarises your contracts in terms that both legal and business teams can easily understand, enhancing collaboration across the business. This feature can be turned on and off depending on your organisation's preference.

Can I sync my Summize calendar to my work calendar?

Yes! Summize's calendar sync feature helps you stay up-to-date with crucial termination and renewal dates in your contract portfolio while aligning with key events in your preferred calendar apps, including Outlook and Google.

Does Summize have an e-signature tool within the product?

Summize currently integrates with DocuSign, Adobe Sign and Oneflow rather than using its own e-signature tool. That way, you can use the other tools you love alongside Summize’s intelligent capabilities without having to change your working habits.

How are playbooks created within Summize?

Playbooks are created in the Playbook section of the Summize tool. Users can create a new Playbook or add one to an existing contract type. Simply enter the name of the Playbook, your clauses, the standard position, and the precedent clauses.

Uploading Contracts

How many contracts can I upload to Summize?

There is no limit to the volume of contracts you can upload to Summize.

What file types do you support?

Currently, all contracts must be uploaded in either a PDF or Word (docx) format.

Can I upload photos of a contract?

Yes. However, photos or scans need to be in a PDF format.

Creating and Sharing Summaries

Can I edit a summary once it's made?

Yes. Summize extracts the most relevant information and ranks paragraphs by relevance to each clause, but this can be tweaked to suit the user.

How do I know a contract summary is correct?

Summize is a unique, rules-based tool, and while we are confident in our software’s abilities, all summaries can be manually reviewed. As you create summaries with Summize, the software becomes more familiar with your clauses and language choice; making the results tailored to you. Summize's summaries can also now be enhanced with the addition of OpenAI, which ensures that each summary is not just full of legal jargon.

How do I share summaries with colleagues?

All summaries can be shared with colleagues and clients using our export functionality.

What file formats are supported for summary exports?

All summaries can be exported to Microsoft Word and Microsoft Excel. You can also access these summaries directly within the Summize Microsoft Word Add-In.

User Permissions and Licenses

Who can access my contracts?

You are in full control of your data - only your paid-for users will be able to access your contracts. You can also set the level of access given to each user.

What are the user permissions and restrictions I can set?

There are 3 levels of user permissions on Summize:

‍Admin – account administrators have the capacity of a full user with the added capabilities of configuring users and license types.
Full – can add/configure new templates for Create and Review, approve contract requests, configure clause manager, and delete/create new folders.
Business – can upload/download documents, submit review/create requests, edit summaries, and change statuses of contracts.

What license tiers do you have?

There are 2 license tiers on Summize: Full User and Business. Summize does not charge per contract upload - you’re charged based on the number of licenses your business has.

What's the difference between the full user and business licenses?

Full users usually sit within the legal team and can add or configure new contract templates, approve requests, configure clause manager and company playbooks and delete or create new folders. Business users usually sit within the sales, finance, and procurement teams and can upload or download documents, submit review and create requests, edit summaries, and change statuses of contracts.

What Support Do I Get as a Summize Customer?

How long does the Summize implementation process take?

Implementation takes a maximum of 12 weeks. You'll be assigned your own Implementation Manager who will facilitate project-design calls to discuss and plan towards your primary goals and objectives for your improved contract workflows. Check out the journey of one of our customers who completed implementation and rolled out Summize to the rest of the business within three weeks!

What support can you offer to help me launch Summize to the wider business?

With Summize, you get access to a dedicated Implementation and Customer Success team, as well as communication templates, launch calls, an aftercare program, and a detailed customer hub that is constantly updated with relevant content that makes your contract lifecycle easy. We’ll be there every step of the way to ensure that the adoption of Summize across your business is successful!

How do I get product support once implementation is completed?

Our Customer Success team are always happy to help. For any enquiries, reach out to your dedicated Customer Success Manager.

Frequently Asked Questions

How does Summize work?

Uploading Contracts

Creating and Sharing Summaries

User Permissions and Licenses

What Support Do I Get as a Summize Customer?

A CLM solution your business will want to use

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