Summize for Finance teams Teams
Summize provides finance teams with greater control over contractual data, analysis and reporting. Eliminate bottlenecks in contract lifecycles and get to revenue faster while improving compliance across your company.
It’s a legal tech solution built for non-legal teams.
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Microsoft Teams
Slack
Microsoft Word
DocuSign
Summize for finance teams
Summize simplifies contract management from end-to-end, making it easier to file documents, prioritise tasks, and find key financial data. Its intuitive technology extracts metadata to close the gap between contracted and real-time payment terms, meaning finance teams can quickly monitor compliance and spending across all contracts. The dynamic contract repository also lets you stay ahead of contract billing and auto-renewals by automatically extracting key dates and creating email reminders.
- Greater visibility into revenue and spend
- Improved financial forecasting
- Advanced self-service capabilities with dynamic responses
- Automatic extraction of crucial dates with built-in email reminders
- A centralised location for all legal requests
- Mitigated financial and business risk
- Smarter business decision-makingImproved visibility into contract obligations
- Enhanced monitoring of any existing contract obligations
CLM Benefits for
Finance teams
Decrease erroneous payments by 90%
Reduce contract management time by 50%
Cut business operating costs by up to 30%
Enhanced decision making
Summize's AI-powered data engine unlocks better decision-making and actionable insights, summarising risk and cost savings across the business. Make contract management quick and easy for pre- and post-signature contracts with an interactive dashboard that identifies critical information across your portfolio.
As a lawyer, Summize’s review functionality is invaluable. Identifying red flags before reviewing and seeing your playbook side-by-side a review = a huge time saver.
G2 Review
Executive Sponsor in Legal Services
Central repository
Create a single source of truth with a centralised contract management repository and advanced search capabilities. Break down your critical contractual information into easy-to-read, shareable summaries, highlighting risk and opportunity across your contract portfolio. Never miss an auto-renewal or contract expiration date again.
The dashboard acts as a live window in our contracts, providing us with key information instantly.
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Mitigated risk
Remove the financial and business risk across your organisation and remove occurrences of non-compliance with Summize's intuitive chatbot. Users can quickly and easily build contracts with pre-set questions and no jargon.
Summize’s ability to integeate into MS Teams and Word has empowered business users to self-serve and their flexibility and openness to suggestions from both the Legal and Digitalisations team has meant that Summize now fits neatly into our user experience.
A frictionless experience
Summize is simple to use and manage. Our CLM software seamlessly integrates contract processes into familiar tools, using Microsoft Teams & Slack to maximise user adoption.
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Speeding up the legal process and continuing to improve our digital journey is critical to unlocking our next phase of growth, and this is why we approached Summize.
Hear it from our customers...
To digitalize their contractual processes, Summize’s repository provided an manageable and centralised location for Purple’s contracts. The contract repository also contains advanced search capabilities, meaning that business users can easily search for answers without having to go through legal.
Take control of your contracts
See how Summize can simplify contract management across the end-to-end lifecycle, helping teams to execute, store, monitor and report on contracts more easily.
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