Case Study: Convey rebuilds legal trust and speeds contract reviews with Summize CLM

A Summize Case Study

Preview of the Convey Case Study

Convey cuts contract review time by 53% with Summize

The customer, Convey, a software SME, faced a significant challenge with its legal function. The new two-person legal team inherited a lack of trust from the business and a chaotic contracting process with no formal workflows or CLM solution. Non-legal teams were creating their own contracts using outdated templates, leading to inconsistent terms and communication gaps. Convey needed a solution from a vendor like Summize to rebuild trust and create a scalable, consistent contracting system.

Convey implemented Summize's CLM software, focusing on its Outlook and Docusign integrations. With strong support from the Summize implementation team, the rollout was a success, leading to widespread business adoption. The results were transformative: contracts were reviewed 1.5x faster, with a 53% reduction in time to execute agreements. Summize provided a centralized source of truth, leading to a 91% increase in requests submitted and a 112% increase in contracts stored, which helped the legal team rebuild trust and operate more strategically.


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