Empowering

Finance Teams
Contract data shouldn’t sit locked away from teams who need it most. Summize gives finance teams direct visibility into contract lifecycle management – spend, obligations and risk, surfaced automatically – so revenue accelerates and the whole company stays compliant.
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Schroders brand name in bold black letters with a stylized 'o'.
Bold black text reading SEAT GEEK in uppercase letters stacked in two lines.
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Matillion company logo with stylized M icon inside hexagon shape.
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Smarter contracting for finance teams

For a business to successfully monitor spend and compliance across every department, contracts – and the data locked inside them – need to be useful and usable. Businesses lose up to £6bn a year from auto-renewals they didn’t see coming, which makes effective contract management central to protecting your organization’s financial position.

Summize is a contract intelligence system that wraps around the tools finance teams already use. A Knowledge Layer built from your contracts and playbooks keeps every obligation, term and renewal date on record, and a Contract Operations Layer applies that knowledge across the lifecycle. The result: smarter control over contract data, analysis and reporting, without adding an entirely new system.

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  • Greater revenue and spend visibility
  • Improved financial forecasting
  • Advanced self-service capabilities with dynamic responses
  • Automatic extraction of crucial dates with built-in email reminders
  • A centralized location for all legal requests
  • Mitigated financial and business risk
  • Improved visibility into contract obligations
  • Enhanced monitoring of any existing contract obligations

CLM benefits for finance teams

90%
Decrease erroneous payments by 90%
50%
Reduce contract management time by 50%
30%
Cut business operating costs by up to 30%
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Enhance your decision making with AI contract reviews

Unlock better decision-making with actionable insights, summarizing risk and cost savings across the business through Summize’s AI-powered contract analysis.

Our Agentic AI Layer – powered by Summize Intelligence Agents – surfaces the answers finance needs the moment they’re needed, from an interactive dashboard that identifies critical information across pre- and post-signature contracts.

Download datasheet
User interface with contract search, filter by contract type, and notification for NextGen Agreement renewal.

One central repository for a single source of truth

Create a single source of truth with a centralized contract management repository and advanced search.

Summize’s Knowledge Layer and Contract Operations Layer work together to keep every contract, amendment and obligation in one place – so nothing gets lost between systems, spreadsheets or inboxes, and finance always know where to look.

Summize has revolutionized how we store our contracts. We could sometimes spend up to 24 hours searching for a contract. It now takes us a matter of minutes.

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Colin Bell
Director of Procurement
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A system that works around you

Summize removes contracting weight so your legal teams can do what they do best: lead.

Three connected layers work beneath the surface of the tools your business already uses - putting legal knowledge, operational control and AI intelligence exactly where they're needed, the moment they're needed.

See how it works
Settings panel showing contract types and clause counts for risk assessment including Purchase of Goods and SaaS Supplier.

Mitigate risk

Remove financial, business and non-compliance risk with Summize’s Q&A chatbot, built into our Agentic AI Layer.

It streamlines contract creation and review by guiding business users through pre-set questions, so every contract is compliant from the outset, and every risk is flagged before it becomes a problem.

It's so much faster to create a contract through the Teams integration and has freed up the legal team's time to focus on more high-value work.

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Neeltje Bramer
Legal Counsel
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Intelligent, instant summaries

Dense contract clauses become clear, financial-first insight with Summize’s AI-powered contract summaries.

Payment terms, liability exposure and renewal costs are surfaced in plain-language the moment finance teams need them – turning a 40-page agreement into the handful of numbers that actually affect the forecast.

AI does a fantastic job with pulling out party names and important dates, the summary function is a great tool when you are searching for information quickly (and can be customized to pull out almost anything). The Outlook integration makes submitting requests and storing documents a breeze.

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Rianne Flavin
Licensing Coordinator

Hear it from our customers...

It's simple to use and manage, and has completely changed the way we interact with our contracts by improving collaboration between the legal team and the wider business.

Zak Daliri

Global Legal Director

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Determine the ROI of your CLM solution

Gain an overview of the contract lifecycle management software landscape, helping you identify the best CLM solution for your business, and providing you with a business case on how CLM can save your budget and boost your organisation’s overall efficiency.

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Works in all your existing tools.

Summize integrates directly into the tools your business already uses, like Outlook, Slack, Teams and Salesforce, so legal knowledge can reach every team without disrupting the way anyone works.

Instant adoption, immediate impact.

Summize's CLM Slack integration
Summize's CLM Salesforce integration
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Summize's CLM Microsoft Word integration
Summize's CLM Microsoft Teams integration
CLM integration with Outlook
CLM integration with Gmail

Frequently Asked Questions

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  • What is Summize?
  • What makes Summize different from other CLM tools?
  • What are the three layers of the Summize product?
  • How long does the Summize implementation process take?
  • Where does Summize fit into my existing tech stack?
  • Is my contract data safe with Summize's AI?
  • The power behind every great legal team

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