Summize: Contract Lifecycle Management (CLM) software
AI-Powered Contract Intelligence for Legal Teams
Summize is a contract intelligence platform for legal teams that embeds directly into existing business tools like Outlook, Slack, Teams, Salesforce and HubSpot. It covers the full contract lifecycle, from initial request through to signature, and uses AI agents to answer contract questions, reducing the volume of routine queries routed to legal.
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Summize
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What Summize does
The product is structured in three connected layers: a Knowledge Layer for playbooks and policies, a Contract Operations Layer covering every lifecycle stage inside familiar tools, and an Agentic AI Layer (branded SIA) that answers contract questions grounded in the customer's own knowledge base. Summize is ISO 27001 accredited, GDPR compliant under the UK Data Protection Act 2018, and states that customer data is never shared, never used to train external models, and never leaves the environment, supported by regular third-party penetration testing and continuous infrastructure audits.
What it does
Summize core capabilities
Knowledge Layer
Organized legal knowledge base of playbooks and policies
Contract Operations Layer
Full contract lifecycle from request to signature
Agentic AI Layer
AI agents (SIA) answering contract questions instantly
Integrations
Embeds into Outlook, Slack, Teams, Salesforce, HubSpot
Technical specifications
- Integrations: Outlook, Teams, Slack, Gmail, Salesforce, HubSpot, Word
- ISO 27001 accredited
- GDPR compliant (UK Data Protection Act 2018)
- Regular third-party penetration testing
- Data never used to train external models
- 4062% ROI verified by Nucleus Research
Who it is for
Who Summize is built for
Target audience
- In-House Legal Teams
Case studies
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Trust & compliance
Summize security at a glance
Security certifications
Named enterprise customers
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FAQs
Frequently asked questions about Summize
Summize is a contract intelligence system that integrates into existing business tools such as Outlook, Slack, Teams, Salesforce and HubSpot. It wraps around the tools businesses already use, placing legal knowledge inside every platform so contract context and assistance are available across teams without requiring a new standalone platform to learn.
The Summize system comprises three connected layers. The Knowledge Layer organizes playbooks and policies as a legal knowledge base. The Contract Operations Layer runs every stage of the contract lifecycle inside existing tools. The Agentic AI Layer uses AI agents (SIA) to provide instant answers grounded in the customer's own knowledge and standards.
Summize is ISO 27001 accredited and GDPR compliant under the UK Data Protection Act 2018. The company states that contract data is never shared, never used to train external models, and never leaves the customer's environment. Regular third-party penetration testing and continuous infrastructure audits are conducted to maintain these protections.
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