Case Study: Matillion achieves seamless contract management with Summize

Matillion's journey to seamless contract management with Summize

Matillion, a global SaaS data platform, faced significant challenges with its contract lifecycle management as it scaled. Their existing CLM software had limited functionality, making it time-consuming to locate contracts and creating inefficiencies for the legal team led by Kimberly Trull. Seeking a more collaborative solution, they needed a system that would allow over 100 sales personnel to manage their own contract processes within familiar tools like Salesforce, Slack, and Word, reducing the need for constant legal oversight.

The company selected Summize's CLM software after an extensive evaluation of over 10 vendors. Summize won them over with its intuitive, AI-powered features, outstanding customer support, and its decentralized approach that integrated seamlessly into Matillion's existing workflow tools. The solution enabled a self-serve model for the sales team, leading to faster contract turnaround times, seamless legal approvals, and improved inter-departmental collaboration. This ultimately accelerated revenue generation and allowed the legal team to focus on more strategic initiatives.

Matillion

Kimberly Trull

Head of Legal