# Summize Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Summize Software - reviews, pricing plans, popular comparisons to other Contract Management products and more. Source: https://www.capterra.com/p/201053/Summize --- # Summize Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Summize ## What is Summize? Summize’s AI-powered Contract Lifecycle Management (CLM) solution brings clarity to the entire contract lifecycle by turning the process of intake, contract generation, AI redlining, workflows and repository into one connected journey. Our unique, embedded approach within familiar tools (such as Outlook, Salesforce, Teams, Slack) maximises user adoption and allows the entire business, not just legal, take control of their contract processes with confidence. ## What is Summize used for? [Contract Management](https://www.capterra.com/contract-management-software/)[Legal Document Management](https://www.capterra.com/legal-document-management-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 26 user reviews Reviews sentiment Positive 96% Neutral 4% Negative 0% Starting price £99 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Summize?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.summize.com&name=Summize) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Summize 4.6 (26) VS. [4.7 (9,341)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting Price £99 Per User, Per Month Starting Price $15 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (26) Ease Of Use 4.7 (9,333) Value For Money 4.4 (25) Value For Money 4.5 (5,796) Customer Service 4.8 (26) Customer Service 4.5 (5,488) ## Summize alternatives Highest Rated [4.9 (4,274)](https://www.capterra.com/p/205015/Deel/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.8 (179)](https://www.capterra.com/p/153712/ContractSafe/reviews/) Starting price $450.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (2,876)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (53)](https://www.capterra.com/p/15072/Contract-Insight/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/201053/Summize/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.6 (17) 94.12% of 17 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Customizable Templates 4.4 (13) 100.00% of 13 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Document Management 4.6 (13) 92.31% of 13 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Third-Party Integrations 4.6 (12) 91.67% of 12 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Access Controls/Permissions 4.5 (11) 100.00% of 11 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Archiving & Retention 4.7 (10) 100.00% of 10 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Summize 45 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities The use of AI to automate the process of reviewing, identifying and marking changes in contracts Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Track and manage schedules and meetings via an integrated calendar Manage contact details and communication with clients Provides a channel for team members to share media files, communicate, and work together Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Create, edit, and revise contracts/written agreements Track, store, and access client contracts or licenses Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Specify or track the date/time a project, task, etc., is due for completion Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Public or private sharing of digital files such as documents, audio/video, images, and more Specifically designed to address the needs of law firms and legal departments Search for specific words or phrases within a document or database Contracts specific to government agencies or organizations who deal with government agencies Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria An agreement that's only valid if signed by all involved parties, sealed, and delivered Create, manage and track all task activities and progression Allow multiple team members to edit and work on the same document Set up connections to third-party platforms to improve business processes Extra layer of security that requires not only a password and username but also something specific to that user Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (26) 4.2 Based on 26 reviews ## Pricing Value for money 4.4 (25) Basic £99.00 Per User,Per Month Value for money 4.4 (25) 4.4 Based on 25 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (26) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (26) 4.8 Based on 26 reviews ## User reviews Overall rating 4.6 Based on 26 reviews Filter by rating 5(17) 4(8) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent TL Tricia L. Legal Affairs Information Technology and Services ### "Summize is the #1 CLM!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 19, 2026 I've had nothing but a positive overall experience working with the Summize team and using their CLM. I especially appreciate how hard they all work to understand the specific needs of their customers, and then quickly introduce new features and functionality based on their takeaways. I'm excited to see what the future brings! Pros The Summize team, from Sales through implementation and ongoing customer support is what I like best, and it's what sets them apart from any other CLM platform out there. Second to that, it's clear they put tremendous focus on their UI and ease of use approach which, when it comes to user adoption, is huge IMO. Cons Their base level user license is limited in scope from a practical use standpoint which I don't think was made very clear during the sales process. Alternatives considered [Ironclad](https://www.capterra.com/p/162319/Ironclad/) [LinkSquares](https://www.capterra.com/p/174081/LinkSquares/) [Docusign CLM](https://www.capterra.com/p/119589/DocusignCLM/) Reasons for choosing Summize The people and UI - I really liked what I was seeing during the demos and the people doing them. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EB Elisabeth B. Legal Analyst Retail ### "Summize review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 11, 2025 overall positive. I think receiving feedback to some of the questions I had has been a little bit slow, but overall I am happy. I am a bit sad that additional users are now so much more expensive to purchase, so that I am really needing to rethink adding more seats. Pros efficiency in one place. less administrative burden through automatic repository. Integration with docusign. Cons there is still some features that I am missing to make the summize experience a bit more practical. i.e. notification window to see all of the comments that someone has left you in one place. How do I know atm if someone responded to a comment in the web application? I am receiving 1u232u3948273 emails a day. It would be much better to also have this feature in the browser. Alternatives considered [LawVu](https://www.capterra.com/p/178438/LawVu/) [Ironclad](https://www.capterra.com/p/162319/Ironclad/) [LinkSquares](https://www.capterra.com/p/174081/LinkSquares/) Reasons for choosing Summize integration with outlook. calendar tool. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Paralegal Chemicals ### "Transforming Contract Workflows with Summize" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 11, 2025 Our Legal team's overall experience with Summize has been good. It is intuitive, integrates seamlessly with everyday tools, and significantly streamlines contract review and management. The AI features, like automated summaries and redlining, save time and improve accuracy.” Pros Streamlining contract lifecycle management through automation involves leveraging technology to simplify and accelerate every stage of the contract process—from drafting and negotiation to execution and renewal. Automated workflows reduce manual tasks, minimize human error, and ensure compliance by using standardized templates and clause libraries. Integration with everyday tools like Microsoft Word, Outlook, and Teams allows legal and business teams to collaborate seamlessly without switching platforms. AI-powered features, such as automated redlining and risk analysis, further enhance efficiency by providing instant insights and summaries. Ultimately, automation shortens turnaround times, improves accuracy, and delivers greater visibility into contract performance and obligations. Cons While technical challenges can appear when fixing one issue and uncovering another. I think this is expected in complex systems with many moving parts. What stands out is how well the team handles these situations—using proactive strategies, automated testing, and clear communication. Each challenge becomes an opportunity to improve processes and strengthen system reliability. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Laura Lisa S. Legal Manager Utilities ### "Summize is the perfect CLM for modern, hands-on legal teams" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2025 I joined my company at a time of rapid growth and our priority was streamlining our legal review process and understanding our existing contracts. Summize helped us accomplish both of those things in record time and has gained my loyalty for my career. The implementation process was well organized and we appreciated the help in getting our instance set up for how we needed it. Now that we're set up, most of my work is done through Summize and I've been able to create detailed notes on each request to reference when questions come up or it's time to renew a contract. Our adoption rate throughout our company is high and everyone knows to use Summize to get Legal's attention on something quickly. It is easy to use for all levels of proficiency and doesn't complicate anything unnecessarily. I already know that having Summize as my CLM will be a non-negotiable for any future companies I work for. Pros The customization options available for Summize are incomparable. When looking for my legal department's CLM, I really wanted something I could configure more freely to make work for my specific needs. Our instance of Summize now has many custom clause summaries, templates with specific task sequences, and full integration with our Docusign, Outlook, Slack, and Salesforce. Cons There is not really anything I don't like about Summize. There are a few things I would like to see that are personal preferences (like a dark mode option), but when I have suggestions our CSM, \[sensitive content hidden\] is always around to listen and bring them up to the dev team. Beyond that, the team is always improving the product and adding new features which elevate the product often. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) We needed more functionality and ability to easily keep track of requests and document history. Alternatives considered [Conga Contracts](https://www.capterra.com/p/88389/Conga-Contracts/) [LinkSquares](https://www.capterra.com/p/174081/LinkSquares/) [Docusign CLM](https://www.capterra.com/p/119589/DocusignCLM/) Reasons for choosing Summize Summize had the options to configure and self-service in a way that made sense for our company. The support team made me feel like our smaller account was valued and important to their development process. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TV Tony V. Director Non-Profit Organization Management ### "Great product" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 December 9, 2025 It takes some investment to learn how to manage the clause summary AI, but once you do it is a huge timesaver. We really rely on Summize as a source of truth Pros One reason that we went with Summize and one of the reasons why we continue to like it is that the licenses are for the entire product, there is no nickel and diming for specific services and that there are unlimited uploads. Cons We had a rocky onboarding and sometimes I feel like we are still playing catch-up from that. We are a US company and have had issues with dates being transposed into EU format, there should be a toggle or engineering to make up for that. Alternatives considered [Ironclad](https://www.capterra.com/p/162319/Ironclad/) Reasons for choosing Summize The features and the price of the product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AJ Andrew J. Deputy General Counsel Pharmaceuticals ### "A well-rounded solution" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 December 9, 2025 I am very pleased with our decision to implement Summize. We trialled several systems and our day-to-day experience, having implemented Summize, justifies our choice. Where we have experienced issues, Summize has worked quickly to address them. Summize is receptive to suggestions for changes or enhancements to the system and we look forward to a collaborative relationship lasting many years. Pros This is a very intuitive system to use, whether as a legal professional or a member of the business. People require very little training. The system is also easy to use (again, as a legal professional or a business user). You can interact with Summize without logging into the portal if you wish by using Office add-ins. This is a real bonus for business users as they do not need to be confronted by a "legal" system. Summize integrates well with electronic signing platforms. You can take a document from draft to executed with ease. The signed agreement will automatically be added to the repository and then analysed by AI to summarise relevant provisions. Summize's use of AI is impressive. We have received good customer support throughout the process, from setting up the system to ironing out any issues. Cons Users must be assigned to groups. A user may only be assigned to one group at a time, which limits the freedom to set up notification groups where people may need to be a member of several groups. I understand this is something Summize is addressing. Alternatives considered [LinkSquares](https://www.capterra.com/p/174081/LinkSquares/) [CobbleStone Contract Insight](https://www.capterra.com/p/15072/Contract-Insight/) [HighQ](https://www.capterra.com/p/229898/HighQ-Dataroom/) Reasons for choosing Summize Its integration with Microsoft Office and impressive use of AI Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ID Isobel d. Product Owner Utilities ### "Great Platform - Great People " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 5, 2025 very good. Everyone we dealt with has been immensely helpful, even in the face of some rather challenging requests from us. Pros The support & guidance during implementation was fantastic. The instructions and guides available on the website are very well put together, as I have referenced them when onboarding new users and they have all found them very useful Cons I honestly don't have anything that I didn't like about summize. It is worth noting that we aren't fully utilising all available services within the platform at present, so we may have further feedback in the future. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KA Kate A. Head of Legal Innovation Financial Services ### "Great customer support and range of end-to-end functionality" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 5, 2025 Pros Great customer support (especially from \[sensitive content hidden\]) and an excellent range of end-to-end functionality (we in particularly like the self-service document generation tool and ReviewPro and look forward to implementing more features next year). Cons Will be good to see the AI in Review Pro more developed and increased support for setting up functional AI playbooks. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User General Counsel Information Technology and Services ### "Excellent tool for a legal team" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 5, 2025 Excellent product and amazing support team - have used Summize for a number of years and has helped to enable my team - simple to use, great document management system and ability to have a bespoke implementation made the entire process of getting Summize ready to use easy. Pros Summize has a number of great features - but the stand out for me is the easy to use document repository and the red flagging feature of terms that are not in sync with your standards. Cons No negatives of my experience with Summize so far - the team have always been clear about what can and can't be done, nothing has been oversold or overpromised. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SJ shannon j. Paralegal Law Practice ### "Summize review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 4, 2025 Our experience with the platform and customer service has been very satisfactory. Onboarding is easy and the program is very user friendly. Pros AI features which make review of contracts more efficient. Customer service goes out of their way to meet our needs. Cons When uploading documents to the repository, it would be helpful to have the ability to upload more than one contract type at a time in a single bulk upload. Switched from [Workday Contract Lifecycle Management, powered by Evisort AI](https://www.capterra.com/p/10031425/Workday-Contract-Lifecycle-Management/) Muliti user efficiency, AI contract review Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Seth S. IT Project Manager Health, Wellness and Fitness ### "Efficient, Intuitive, Reliable" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 4, 2025 It has been great. The setup is pretty simple, especially with the help of Eden. And the system is intuitive and easy to work with. Pros I love how easy the system is to use, not to mention how great the customer support has been. Eden, our account manager has been wonderful to work with. Cons I can't say that I have a lot of Cons, but maybe the process of getting our old contracts in our old filing system moved over into the repository. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AP Anne-Marie P. Contract Manager Computer Software ### "Pretty cool product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 1, 2025 Summize was easy to adopt because was integrating 2 of the tools I work with on a daily basis - Docusign and Salesforce. I have been impressed by the fact that they are responding to customer feedback, their wonderful customer service and user-friendly design. Pros Summize team provides an excellent support, they are available for training and ongoing support; Intuitive and user-friendly platform Cons I have used more of the basic features like built-in templates and I have not find anything I liked least about Summize. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SK Shanaya K. BA Information Technology and Services ### "Easy to use legal sidekick" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 26, 2025 Overall, positive experience with the tool. Easy to use and learn for anyone, helpful for users without legal expertise Pros Simplicity of the interface, legal knowledge embedded into the AI, technical support and customer success teams Cons Some limitations in the Playbook functionality and Word integration that require manual efforts from users Alternatives considered [LEAH](https://www.capterra.com/p/133850/LEAH/) Reasons for choosing Summize Better abilities, cleaner outputs, cost efficient Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AR Austen R. Legal Counsel Staffing and Recruiting ### "Super system for dealing with volumes!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 23, 2025 Using Summize to manage our legal contracts cycle has been a game changer. Its intuitive interface and intelligent summarization tools made even the most complex documents easier to break down for users and provide feedback to act on. It significantly reduced the time spent manually combing through clauses, highlighting risks, and ensuring compliance. The integration with our workflow meant we could collaborate efficiently with different teams and maintain a consistent legal review process. Summize provides clarity and confidence in our contract management—turning what was once a tedious task into a more streamlined, insightful experience for our users. Pros \- Summize provides efficiencies in reviewing client side legal contracts with speedy AI and customisable prompts, helping us manage our growing volume of requests. - The create function is a valuable tool in document control, providing our users with an easily accessible and reliable source of our own documents. - Summize provides clarity and confidence in our contract management, helping to streamline our processes and provide an insightful experience for our users - The integration with Microsoft outlook has simplified the user experience helping us boost adoption of Summize. - The Summize team are super helpful, supporting us with regular catch ups, user guides and running training sessions with our users. - Listening to client feedback and developing useful features. - Wide range of application opportunities and use cases. Cons \- Limited compatibility with mobile devices. - Over-eager on forcing password resets too frequently. - Does not cater for reviewing documents received in an electronic signature files (unless the documents are downloaded from it first). - Unable to change the contract type once a document is already added to the Summize "Review" queue. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KT Kimberly T. General Counsel Information Services ### "The CLM That Cares About You" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 20, 2025 Two words: white glove. Everything has felt specific to my company as a customer and we have been very well cared for. The product actually works. My sales team is happy. We are moving faster. Pros Ease of use! The user interface is clean and makes sense. Summize works with the entirety of tech stack. Cons I have been very happy with my experience and nothing material comes to mind around what I like least. Switched from [Workday Contract Lifecycle Management, powered by Evisort AI](https://www.capterra.com/p/10031425/Workday-Contract-Lifecycle-Management/) Needed a different product that could meet our needs. Alternatives considered [LinkSquares](https://www.capterra.com/p/174081/LinkSquares/) [Juro](https://www.capterra.com/p/167130/Juro/) Reasons for choosing Summize It was simply the best experience and had the best tech/AI. We looked at 10 companies total. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JR Jeremy R. Chief Legal Officer Investment Management ### "Easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 18, 2025 Excellent customer service and integration assistance. The team has been easy to work with and tremendously helpful in the onboarding process. Pros The contract drafting assistant with artificial intelligence prompts reduces the time needed to review and draft contracts. Cons I would prefer better integration for native Microsoft Word application (as opposed to Word for the web). Alternatives considered [LinkSquares](https://www.capterra.com/p/174081/LinkSquares/) Reasons for choosing Summize Better customer service and functionality for our use case. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DS Delberta S. Director, Legal Department Information Technology and Services ### "Summize is a great Contract Management system!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 16, 2025 From front to finish, Summize has worked to make us successful in fully utilizing the Summize system. The demos done were top notch and they were willing to provide as much training as we felt was necessary. The Summize team is remarkable and a pleasure to work with. Our Legal Department has been able to quickly produce reports for the security and sales teams and we are able to track our contracts through the negotiations to completion. Pros The Summize system is easy to use. For the Repository part of the system, I can easily add or delete users, add private folders for the company executives to use, and use their AI for easy contract content look up. For the Contract create/review part, our sales team loves the fact that they can stay in Salesforce to make any requests, and the legal team loves the fact that all versions of the contract negotiation is in one place to review. Cons In the Repository, if the same contract was downloaded with two different naming conventions, the system doesn't do an automatic compare and delete. Switched from [Workday Contract Lifecycle Management, powered by Evisort AI](https://www.capterra.com/p/10031425/Workday-Contract-Lifecycle-Management/) Summize had more functionality and was easier to administer. Alternatives considered [LinkSquares](https://www.capterra.com/p/174081/LinkSquares/) Reasons for choosing Summize It had a little more functionality we needed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HC Haley C. Paralegal Food & Beverages ### "Paralegal review " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 June 16, 2025 Pros Summize has been helpful in reviewing and editing with ease through email, browser and word documents. Customer Managers are also very helpful. Cons Creating templates and making sure spacing and characters align is manual work, and not being able to save same drop downs for various templates is time consuming. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LS Lukasz S. EVP Commercial Airlines/Aviation ### "Great CLM system, but needs more development" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 15, 2025 Experience has been positive so far, especially on implementation support side. Yet, after 1 year of implenentation we are yet to finalize it due to lack of sufficient resources from our side. Pros Easiness to locate specific contracts, easiness to work on set templates, integration with Teams, Word, Outlook. Cons Lack of some additional functionality, f.e integrations with Power BI and Salesforce (to feed contract data back to particular opportunity). Lack to bulk contract upload functionality. Lack of low cost read-only licenses. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) It was not the right global solution for our company. Complicated to use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NM Niko M. Paralegal Food & Beverages ### "Summize Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 13, 2025 Very good - smooth transition from one team member to another. \[sensitive content hidden\] is our current Customer Success Manager and she does a great job! Pros The product overall is very easy to use. The customer service team is very professional, continuously following up with us to see how things are going and are over all just a great group of people. Cons The Repository is very limited in terms of how items are organized and saved. Currently we are limited to on Main folder and you cannot create subfolders within other subfolders. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CB Christine B. Legal and Contracts Process Manager Airlines/Aviation ### "Good to have contracts in one place" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 10, 2025 the customer care is excellent, handholding and step by step guidance on the system to make it work for the organisation Pros keeping company contracts all in one repository. Being able to link contract documents. Reviews against Playbooks. Cons slow upload and manual data input (although this is being improved). Only two folder levels within repository. Switched from [CobbleStone Contract Insight](https://www.capterra.com/p/15072/Contract-Insight/) Was no longer providing the functionality needed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MR Manon R. Legal Counsel Hospitality ### "Transformative CLM Tool Backed by a Stellar Team" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 10, 2025 Summize is a powerful and intuitive platform, offering smart tools and efficient systems that truly streamline contract management. The AI-generated contract summaries are particularly impressive, and the seamless integration with Teams, Outlook, and Word makes it easy to embed into daily workflows. The support from the entire team, both during implementation and ongoing customer success has been outstanding. Pros The team is without a doubt one of Summize’s greatest strengths. \[sensitive content hidden\](and previously \[sensitive content hidden\]) have both been fantastic to work with. \[sensitive content hidden\] is exceptionally organised and clear in her communication, and she consistently brings forward smart, practical ideas to help tailor the platform to the needs of our legal team and end users. Cons The one thing that I sometimes found frustrating is the search function - everything is of course in folders but the search bar is sometimes not the best at finding documents that I know are there. Switched from [Legisway](https://www.capterra.com/p/134788/Effacts/) As the business scaled, we needed a more intelligent and efficient solution for managing contracts. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Matthew C. Junior Legal Counel Consumer Services ### "Summize Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 5, 2025 Very good it has saved us a lot of time and I can see the potential in the system going forward. The hyper care team have helped us with implementing a great deal of our plans. Being able to automate contracts on our own templates has been a life saver and the analytics section of Summize has really helped us show the team how the CLM is speeding up the Pros Great customer support service, very responsive to our needs in particular \[sensitive content hidden\] have been a pleasure to deal with. Contract automation, task creation, and the AI review and assistant features are a great help. The various integrations such as with Docusign have helped us ensure all contracts are collected in our repository. Cons I think Summize has great potential, but I would say the interface and speed of the system should be improved. I think the collaboration can be improved and also being able to set urgency of requests is missing. Alternatives considered [Juro](https://www.capterra.com/p/167130/Juro/) Reasons for choosing Summize The AI features and also the contract automation Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SJ Sarah J. GC Pharmaceuticals ### "One stop shop for a small legal department" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 25, 2025 Very positive overall as it has streamlined our legal process for contracting Pros The logical format of the platform meaning that in depth training is often not needed for updates. The responsiveness of their team and willingness to go the extra mile to assist. Cons the initial set up was quite laborious although this was a few years ago and I can see that the processes have been upgraded to make things much easier with the addition of premium playbooks etc. Alternatives considered [Docusign CLM](https://www.capterra.com/p/119589/DocusignCLM/) Reasons for choosing Summize Cost effectiveness and tailored for smaller companies Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BP Blake P. Legal Counsel Biotechnology ### "Wonderful & personalized Service that feels like family " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 18, 2025 I cannot say enough about how wonderful the Summize team is and how wonderful the software and service is. For a small company like Ellipses, it makes a world of difference to have a service provider feel like family and Summize manages this impeccably. \[sensitive content hidden\] is wonderful! Pros The personalized customer service and the constant updates are fantastic. Cons N/A. I cannot think of anything negative about Summize. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Docusign vs Summize](https://www.capterra.com/compare/121506-201053/Docusign-vs-Summize)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)