Leading AI CLM Company Expands to Service West Coast Customers

Summize, a leader in Contract Lifecycle Management (CLM) software, today announced its U.S. West Coast expansion, establishing a presence in San Diego, California, to strengthen its commitment to supporting customers globally. The new office is in the DiamondView Tower overlooking Petco Park and will be led by Summize’s Senior Director of Sales, West Coast, Olly Atkin. The San Diego location will initially serve as a customer and sales hub to specifically cater to clients on the West Coast, with the company hiring for a range of positions to support the expansion.

Megan Newman, Associate General Counsel at Vistage in San Diego, said, “Summize’s success comes as no surprise given the strength of its platform and the value it delivers to in-house legal teams and their stakeholders. It’s become a valuable part of our contracting workflow, and we’ve been consistently impressed by the team’s responsiveness, hands-on support, and deep understanding of our unique contracting needs. I’m excited to see what’s next for Summize on the West Coast.”

The San Diego office expansion follows a banner year of product innovation, including the launch of Summize Intelligent Agents (SIA), the company’s agentic AI-powered approach to CLM. Summize reported 215% growth in U.S.-based annual recurring revenue (ARR) and a 49% increase in global headcount for its fiscal year ending in June 2025, with a 3x year-over-year expansion of its West Coast customer base.

“I'm incredibly impressed by the wealth of talent in San Diego. It is the perfect location to helm our West Coast operations,” said Atkin. “The city's culture and thriving technology ecosystem make it an ideal fit as we continue expanding our efforts to serve our growing client base.”

The expansion marks another milestone in the company’s U.S. growth strategy, having achieved five consecutive years of 100% ARR growth and surging global demand for its innovative AI-powered CLM platform. World-class companies and organizations like Sourcegraph, Viasat, TigerConnect, Groq, Sigma Computing, Forma, Primegy Solar, Revinate, the Seattle Sounders FC, and many more, trust Summize to automate their contract processes and accelerate growth.

“Establishing a presence in San Diego allows us to meet customers where they are, just as our solutions let users work within their preferred tools and workflows,” said Tom Dunlop, CEO and co-founder of Summize. “The West Coast is home to some of the world’s most forward-thinking legal and technology teams, and this move is as much about people as it is about growth. Our implementation and customer success teams are completely hands-on, proactively driving adoption and helping customers get real value from day one. Being in the same time zone and meeting customers face-to-face is how we build lasting partnerships and deliver success together.”

About Summize

Summize unites legal teams and business stakeholders, creating clarity across the full contract lifecycle, with an intuitive, self-service approach to Contract Lifecycle Management (CLM). With a focus on simplicity and efficiency, the AI-powered platform natively embeds contract workflows within the popular collaboration and software tools that businesses use every day, including Word, Outlook, Teams, Slack, and Salesforce. Summize users benefit from enhanced collaboration and ease of use, powerful contract automation, improved business risk mitigation, and faster time to value. Companies like SeatGeek, Matillion, Huel, Avaloq, Miami Heat, and more, trust Summize to help them work faster with contracts. Founded in 2018, Summize is headquartered in Manchester, U.K., with U.S. offices in Boston and San Diego. For more information, visit https://www.summize.com/.

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Megan Newman, Associate General Counsel at Vistage in San Diego, said, "Summize’s success comes as no surprise given the strength of its platform and the value it delivers to in-house legal teams and their stakeholders."