Everything you need

Work smarter with documents

Explore every capability of the Twala platform, from conversational AI and document generation to e-signing, data extraction, and intelligent search.

End-to-End

Contract Management

Most teams stitch together a handful of disconnected tools. Twala unifies the entire contract journey into a single intelligent workflow.

Generate

Draft contracts in seconds with AI built on your templates and playbooks.

Review

Flag risk, suggest edits, and align terms automatically before anyone signs.

Sign

Capture legally binding eSignatures from any device, anywhere.

Notarize

Complete Supreme Court–compliant electronic notarization without leaving the platform.

Store

Keep every contract secure, searchable, and ready when you need it.

Monitor

Track obligations, deadlines, and renewals with AI alerts — so nothing slips after signing.

Conversational AI

Chat with your

documents in real time

Ask questions and get accurate, citation-backed answers powered by Retrieval-Augmented Generation (RAG). Every document is chunked, embedded into a vector store, and indexed for semantic retrieval. Responses stream via WebSocket with zero latency.

RAG-powered answers

RAG grounds responses in your documents with source citations.

WebSocket streaming

Stream AI responses in real time with WebSockets.

Scoped retrieval

Search across a file, folder, board, or your entire workspace.

Multi-session threads

Run multiple independent chat sessions with isolated conversation context per thread.

Chain-of-thought reasoning

Extended reasoning for complex analytical queries.

Suggested follow-ups

AI proposes semantically relevant next questions based on retrieved context.

Ask Twala

Document Summary

template_org

docx

contracts_final

zip

Sales Agreement

Completed

Ohelio Inc.

02 February 2026

E-Signing

Send documents

for signature and track every step

Create signing envelopes with multiple documents and recipients. Build reusable signing templates, assign signer roles, place signature fields, and track completion with a full audit trail.

Multi-recipient envelopes

Manage signatures, approvals, and reviews with a single request.

Reusable signing templates

Reuse envelope templates with preconfigured fields and roles.

Signature field placement

Drag and drop signature and form fields anywhere on PDFs.

Role-based signing

Assign signer, approver, or viewer roles to each recipient with field-level permissions.

External signer access

Recipients sign via secure email links without needing a Twala account.

Audit trail

Maintain a complete audit trail for every signature.

Document Generation

Generate polished

documents from your files

Create contracts, summaries, proposals, and reports grounded in your actual document content. Edit in a rich text editor with AI chat and comment threads for real-time collaboration.

AI-powered drafting

Describe your needs and generate a draft from workspace content.

Rich text editor

Create polished documents with advanced formatting tools.

In-editor AI chat

Ask questions and refine content without leaving the editor.

Comment threads

Leave inline comments on any section for team review and feedback.

Multi-format export

Download generated documents as PDF or Word with clean formatting.

Template gallery

Start from pre-built templates for common document types.

Document AI

Generate contract

68%

File analysed

Extracted 37 data

contract_final

zip

Data Extraction

Extract structured

data from any document

Define extraction templates with custom fields, run batch jobs across multiple files, and export clean results as CSV or JSON. Review and correct AI-extracted values before exporting.

Custom templates

Define schemas with field types and validation rules.

Batch processing

Run extraction jobs across multiple files using a single template definition.

AI-powered field detection

Let AI analyze your documents and suggest relevant fields when building a new template.

Inline corrections

Review and correct AI-extracted values directly in the results view before exporting.

CSV and JSON export

Download extraction data in CSV or JSON format.

Job status tracking

Monitor extraction progress with real-time status updates for each job and file.

Review & Markup

Review, annotate,

and sign in the browser

Client-side document rendering with a full annotation layer built on canvas-based markup. Supports PDF, DOCX, XLSX, CSV, TXT, and Markdown with e-signatures and diff-based version comparison.

Multi-format renderer

Native in-browser rendering for PDF, DOCX, XLSX, CSV, TXT, and Markdown.

Canvas-based annotations

Highlight, text note, strikethrough, underline, freehand drawing, and date-stamp overlays.

E-signatures

Place electronic signatures directly on PDF documents with tamper-evident metadata.

Read-only sharing

Share annotated documents with immutable markup layers for external reviewers.

Diff-based comparison

Side-by-side version diffing to see exactly what changed between revisions.

Inline editing

Edit document content in-place without re-uploading or leaving the viewer.

PDF Editing

Review Completed

Annotate

Semantic Search

Context

Rules on Evidence

Jurisprudence

Intelligent Search

Search by meaning,

not just keywords

Semantic search powered by vector embeddings and cosine similarity ranking. Queries are embedded in real time and matched against your document index for high-recall, meaning-aware retrieval.

Semantic vector search

Queries are embedded and matched against document vectors using cosine similarity for meaning-based retrieval.

Hybrid ranking

Combines dense vector similarity with sparse keyword matching for optimal precision and recall.

Scoped index queries

Narrow search to a file, folder, board, or full workspace-level vector index.

Natural-language queries

Plain-language questions are parsed into embedding lookups for precise document matches.

File Management

Organize your

entire document library

Upload multiple formats with automatic text extraction, chunking, and vector embedding on ingest. Hierarchical folder structures, full revision history, and soft-delete recovery.

Ingest & embed

Upload and automatically index PDF, DOCX, XLSX, CSV, TXT, and Markdown files.

Nested folders

Hierarchical folder tree with drag-and-drop reordering and batch operations.

Full revision history

Immutable version log for every file. Roll back to any previous revision instantly.

Starred files

Pin high-priority documents for one-click access from any view.

Recent files

Recency-sorted file list for quick access to recently modified documents.

Soft-delete & recovery

Deleted files move to trash with full restore capability before permanent purge.

Workspace

Document Library

Upload

Library

Jurisprudence

Libraries

Expand your knowledge

base with curated libraries

Curated, domain-specific knowledge bases you can toggle on to give every AI feature deeper context. Each library is pre-indexed and ready for semantic retrieval the moment you activate it.

Curated knowledge bases

Pre-built collections covering legal, compliance, finance, healthcare, and more.

One-click activation

Toggle any library on or off per workspace to control exactly what your AI knows.

Instant AI enrichment

Activated libraries feed into chat, search, and generation for domain-aware responses.

Seamless workspace integration

Library content merges with your uploaded documents in one unified vector index.

Continuously updated

Libraries receive regular content updates so your knowledge base stays current.

Cross-library retrieval

Query across multiple active libraries and your own documents in a single search.

Team Collaboration

Collaborate with your

team in shared workspaces

Multi-tenant team workspaces with role-based access control (RBAC), real-time WebSocket sync, and a shared RAG knowledge base. Every member queries the same vector index.

Multi-tenant teams

Set up separate team workspaces with centralized user management.

Invite links

Generate invite links with auto-role assignment for streamlined onboarding.

RBAC permissions

Owner, Admin, and Member roles with fine-grained, role-based access control.

Real-time sync

WebSocket-powered live collaboration so teammates see updates instantly.

Shared vector index

Keep answers consistent with a unified team knowledge base.

Document History

Board resolution

V 1.0

V 2.6

3CB

v 3.0

APQ

Financial Modeling

XLS

TAGS

Finance

Venture Capital

Smart Tags

Organize and find

anything with smart tags

AI-powered document classification using embedding similarity and zero-shot labeling. Create color-coded tags, apply them to files and tasks, and let the model auto-suggest categories with confidence scores.

Color-coded taxonomy

Define custom tags with colors for visual categorization.

Cross-entity tagging

Apply tags to both files and board tasks for unified cross-referencing and filtering.

AI-suggested tags

Get AI-powered tag recommendations for your documents.

Zero-shot classification

Automatically categorize documents using zero-shot inference.

Workspace-scoped isolation

Tag namespaces are isolated per workspace with no cross-tenant data leakage.

Task Boards

Manage tasks on

built-in Kanban boards

Integrated project management with Kanban boards that plug directly into your document pipeline. Link files, assign teammates, and track task state across customizable columns.

Configurable columns

Create, rename, and reorder board columns to match your workflow stages.

Drag-and-drop

Move tasks across columns with optimistic UI updates and real-time sync.

Document linking

Attach workspace files directly to tasks so teammates have instant context.

Task assignment

Assign tasks to team members with role-aware permissions.

Threaded comments

Discuss tasks in threaded conversations with @mentions and file references.

Auto-generated task IDs

Every task gets a unique deterministic ID for cross-referencing and API access.

Contract Review

On schedule

Jan

Feb

Reports

Workspace Analytics

Reports

Generate reports across

workspaces and teams

Pull workspace summaries, file inventories, and team usage statistics into exportable reports. Filter by date, workspace, or file type and download as CSV or PDF.

Workspace summary

Overview of all workspaces with file counts, folder counts, and storage consumption.

File inventory

Complete file listing with type, size, and creation date across all workspaces.

Team usage statistics

Member activity, storage consumption, and token usage across your entire team.

Date range filtering

Narrow any report to a specific time period for focused analysis.

CSV and PDF export

Download reports as spreadsheets or formatted PDF documents for sharing.

Search and filter

Find specific items across reports by workspace, file type, or processing status.