Nucleus Research ROI Winner 2025: Matillion achieves over 4000% ROI with Summize

Matillion and Summize have been named the Nucleus Research ROI Award Winner for 2025 for their staggering 4062% return on investment (ROI) after implementing Summize as their Contract Lifecycle Management (CLM) solution.

This is an incredible achievement for both Matillion and Summize. It shows how choosing the right CLM, gaining business-wide buy-in, and having a clear implementation goal can deliver tangible business results in a short space of time.

According to the case study by Nucleus Research:

“Matillion achieved an ROI of 4,062 percent with a payback period of 0.3 months after implementing Summize as its contract lifecycle management solution. This transformation delivered productivity gains across multiple departments, with weekly time savings of approximately seven hours for the sales team through automated document creation and approximately five hours per sales representative through improved contract processing.”

But what challenges was Matillion looking to solve? What approach was taken? And how did the outcome lead to such a high ROI?
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The objective

As Matillion scaled globally, the business’ legal team struggled with its initial CLM tool that was clunky and hard to use. The team needed a collaborative, Salesforce-integrated solution that supported self-serve for over 100 sales reps, without pulling Legal into every step. Seamless integrations with Microsoft Word, Slack, and Salesforce were a must.
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The solution

After evaluating over 10 providers, Matillion chose Summize for our intuitive interface, AI functionality and strong customer success partnership. Our CL M embedded workflows within existing tools empowers sales to manage contracts independently, while legal is able to maintain visibility and control.
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The outcome

At Summize, we have delivered faster turnaround times, better legal visibility and improved collaboration for the Matillion team. Initial hesitation around AI quickly turned into confidence as automation freed up the legal team for more strategic work. The seamless integrations stood out as the key benefit, which helped drive adoption, boosted efficiency and ultimately led to a 4062% ROI.
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How Nucleus Research calculated the ROI

According to Nucleus Research:

“Nucleus Research analyzed the costs of software licensing, personnel, and professional services over a three-year period to quantify the organization's total investment in Summize.”

Here’s what they found that led to the impressive results:

• The legal team saves 30 minutes a day by reducing repeat contract questions, thanks to improved visibility into agreements and statuses.
• Sales reps each save five hours a week through automated contract syncing and status tracking in Salesforce.
• Our AI functionality saves the legal team 30 minutes per document on tasks like summarisation, NDA drafting, and redlining, across five documents a week.
• Workflow transparency saves five hours weekly across sales and legal by removing silos and enabling real-time document tracking.
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These statistics show that the time savings delivered by Summize are significant. We help free up the legal team to focus on higher-value work, enabling sales to close deals faster, and removing workflow bottlenecks. By improving visibility and alignment, it boosted overall business efficiency.
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A shared success

Matillion’s achievement is a standout moment that reflects not just the strength of the business’ strategy, but what’s possible with the right CLM solution in place. The 4062% ROI is the result of clear goals, strong internal collaboration, and a commitment to doing CLM differently.

At Summize, we’re proud to have played a part in that journey. This success is a shared one, and it shows what can happen when innovation meets real-world challenges head-on.

Are you stuck with a CLM that doesn’t fit your needs? Or are you yet to find the solution that’s right for your business? Get in touch with our contract specialists to see how Summize can benefit your business.