Contract management for software businesses

Streamline contract creation, approvals, and tracking, so you can close deals faster and focus on scaling your business.

Why software businesses choose Summize

Seamless integrations

Embedded contract processes directly in your familiar tools – Word, HubSpot, Outlook, Teams, Slack, Gmail & more.

Automation that saves time

Fast contract creation, reviews, and approvals with trackable, automated processes.

Repository powered by AI

Centralized, secure storage for all your contracts - easily searchable using extracted metadata, and smart filtering.

SOLUTION

Accelerate contract turnaround times

Cut delays by automating the contract lifecycle, from first draft to final signature. With Summize, your sales team can close deals in days, not weeks.

Reduce bottlenecks with self-service, compliant contracts for your non-legal teams
Speed-up contract reviews, with AI analysis, redlining and suggested redrafts
Benefit from faster approvals and signatures with role-based routing
SOLUTION

Unlock visibility, while remaining in control, using a centralized repository

Store every contract and version in one searchable location and create one source of truth across the business.

Locate any contract or clause instantly using accurate AI search and metadata extraction
Run reports for leadership, investors, or compliance audits in seconds
Make it easy for the entire business to find contract information using Ask SIA - your AI query chatbot
SOLUTION

Connect your tech stack for mass adoption

No one needs another tool to learn. This is why Summize integrates into your existing business tools, to ensure business-wide adoption and ease of use.

Reduce manual data entry using Salesforce and HubSpot field mapping, directly into new contracts and requests
Avoid endless emails and chat messages, with contract processes embedded into Teams, Outlook, Gmail and Slack
Keep the right data flowing automatically between sales, finance, and legal with guided intake and locked-down templates

Why tech unicorn Matillion switched contract tools

After previously disappointing CLM experiences, Matillion switched to Summize to enable self-serve contracting and faster legal approvals across the business.

The tech unicorn now benefits from AI automation to power legal’s manual tasks, while providing self-serve contracting for over 100 sales colleagues.

See how it was achieved via Matillion’s customer success story.

"In legal, we don’t purchase a ton of software. But when we do, we need it to work. Summize made the AI integration so simple that we had no pushback from our team. Everyone was excited because it’s a tool that helps us move faster, not something that complicates our jobs."
Kimberly Trull
General Counsel at Matillion

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