Enhanced business collaboration with Summize and Outlook

We are continuing our momentum of world-first innovations by launching the world’s first CLM email assistant, designed specifically for Microsoft Outlook.

The new functionality is designed to join the dots of contract workflows by closing the loop on a critical piece of the puzzle, bringing contract processes directly into the popular Outlook email platform.

Whether the legal interface starts in Summize’s popular Salesforce, Teams or Slack integrations, or now in Outlook, anyone in the business can seamlessly manage the contract request process without navigating to a standalone legal tool.

This is of particular benefit to commercial or sales teams, allowing them to stay within Outlook for contract negotiations and speeding up the review cycle. With automated workflows, templates and clauses set by the legal team, business stakeholders can perform contract-related tasks with ease directly within the window of their emails.

During negotiations, our inbuilt AI identifies any attachments in the email, allowing users to seamlessly revise existing requests, attach the latest document and request and store files to and from Summize without having to download and re-upload documents.
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The importance of end-user requirements

Gartner predicts that legal teams will only capture 30% of the benefits from their Contract Lifecycle Management (CLM) investments because business requirements and end-user needs are not considered.

This is why it's important to select a tool that supports the whole business, not just the legal team. Summize's CLM seamlessly embeds contract processes into the familiar tools your whole business already knows and uses - tools such as Outlook.
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Our CLM and Outlook features

As many businesses use email tools in their everyday contract processes, why change? With Summize, you can carry on receiving and sending contracts in Outlook, but seamlessly integrate the whole process into your Summize CLM platform.

• Outlook requests: Enable your business' users to request contracts directly from Outlook, eliminating untracked emails and rogue requests.
• Outlook front door to legal: Streamline legal intake by enabling your HR, finance, sales and procurement teams to request contracts, access self-guided help and submit documents for review.
• Enhance efficiency: Streamlines digital negotiations by allowing your business' users to amend requests, attach documents, track updates and exchange files seamlessly.
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Tom Dunlop, CEO at Summize said:

The Outlook integration is the most exciting thing to come out of our R&D lab this year. We truly believe this innovation closes a workaround gap that exists in every other Contract Lifecycle Management solution on the market. We’ve designed it with the user experience at the core – it’s not just a plug-in integration, it’s a fully immersive, embedded experience within your Outlook mailbox. We know the critical importance of getting users outside of the legal team to adopt legal processes, and putting Summize within Outlook for the wider business makes it easier than ever. We can’t wait to get it into the hands of our existing and new customers.”

Try our Outlook integration for yourself

Discover how simple and easy to use our Outlook integration is by clicking through the feature click-through, accessible via the button below.