Contract lifecycle management for the finance sector

Centralize, automate, and gain complete visibility over all your contracts — from NDAs to multi-jurisdictional credit agreements.

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Why leading financial and FinTech organizations trust Summize

Centralized source of truth

Eliminate scattered contracts across drives, inboxes, and folders. Store all agreements securely in centralized location.

Data driven insights in seconds

Easily search and extract contract data. Gain insights into key dates, revenue opportunities, and trends.

Faster processes, upmost compliance

Self-service contracting reduces bottlenecks while ensuring compliance by using locked- down templates and Q&A fields to capture the right information.

SOLUTION

Create one source of truth, securely

Securely store all contract types — NDAs, credit agreements, DPAs, and engagement letters — in a secure centralized repository.

With access control and audit trails to meet compliance and regulatory standards
Automatic metadata extraction, to find the information and clauses you’re looking for in no time
Spot red flags and automatically sync key dates to your calendar to avoid unwanted renewals
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SOLUTION

Intelligent processes that think and act like a lawyer

Accelerate contract lifecycle processes with AI-assisted reviews, automated approvals and natural language summaries.

Reduce risk with AI-powered clause red flags, redrafts, and contract comments – all driven by your legal standards
Save time with triaged workflows and automated approvals on low-value, routine contracts
Provide your stakeholders with a contract’s key clauses and terms using AI natural language summaries
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SOLUTION

Make informed decisions using clear analytics and reporting

Transform contract data into actionable insights that improve visibility, compliance, and operational efficiency.

Extract and report on clauses, renewals, and risk exposure in seconds
Access customizable dashboards for legal, finance, and operations teams
Ensure compliance across regions and contract types with rule-based monitoring
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How a smart contract repository supports FNZ Group

Global end-to-end wealth management platform FNZ Group needed a solution that would help the business easily standardize and store all agreements across their different regions and departments.

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With Summize, the small legal team now have one central source of truth for all their contracts and matters. The business can now can easily track and monitor regulatory obligations, a crucial requirement for the financially regulated business.

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Explore their full CLM journey within their customer success story.

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"There's lots of functionality in terms of playbooks and clause summaries that will more help us be more efficient as a team."
Kirstin McArthur
Senior Legal Counsel at FNZ Group

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Pricing

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