Case Study: Zego streamlines contract management with Summize

What I Learnt When Choosing a CLM Zego

Zego, a commercial motor insurance provider, faced challenges with an unorganized contract management process that increased business risk and caused missed renewal deadlines. They sought a CLM solution from vendor Summize to gain better control, improve collaboration across departments, and streamline contract requests through a single portal.

Summize implemented its CLM solution, which stood out by integrating with Zego's existing tools like Microsoft Word and Slack rather than being a standalone platform. This provided a centralized contract repository with analytics, a legal front door for queries, and self-serve options for simpler contracts. The solution brought consistency to governance, saved resources, and secured new business, delivering a strong return on investment. Zego also highlighted Summize's receptive approach to feedback and collaborative implementation process as key factors in their success.

Zego

Tim Saxon

Legal Counsel