Work smarter with documents
Explore every capability of the Twala platform, from conversational AI and document generation to e-signing, eNotary, data extraction, and search.
A workspace in Twala, with its files listed by name, type, size, and upload date. A newly uploaded lease renewal is read for AI search until its icon shows it is included as context. Smart tags suggests the tags lease and renewal, and both are added with a click, while Lex answers a question about the lease and names the two files it used as sources.
The whole contract journey, in one intelligent workflow
Most teams stitch together a handful of disconnected tools to draft, review, sign, notarize, store, and track a contract. In Twala, every step happens in the same account, on the same document.
Generate
Start from a template and ask Lex to draft from your files, then apply the edits you want.
A contract of lease moves through six stages in Twala: it is drafted from the Lease Agreement template with edits proposed by Lex, explained to the signer with flags to review, signed in order, notarized in a remote session and entered in the notarial register, saved to a workspace where it is read for AI search and found by name, then followed with the renewal envelope’s expiry date and reminders and an overdue follow-up task.
One workspace for all your files
Every capability works on the same files, in the same workspace, for the same team. Pick one to see it in detail.
- Sign documents end to endCreate signing envelopes, assign roles, and add signature fields to PDFs. Track progress and send secure links.E-signing
- Expand with curated librariesSwitch on Philippine Laws and Jurisprudence so Lex can answer from the law as well as your files.Knowledge libraries
- Find anything fastSearch every workspace, board, file, envelope, and contact by name from the top bar, with filters by type.Search
- Extract structured dataName the fields you need and get each value from the file, with its confidence, ready as CSV or JSON.Data extraction
- Get tag suggestionsOnce Lex has read a file, Smart tags suggests tags from its content. Add the ones you want with a click.Smart tags
- Collaborate with your teamShare workspaces with your team, set roles and access, and work on the same files.Team collaboration
- Annotate and review documentsReview files in your browser, highlight key passages, add notes, sketch, and track versions with full history.Review and markup
- Manage tasks on boardsTrack deliverables on Kanban boards with linked files, assignees, due dates, and comments.Task boards
- Organize with smart tagsApply color-coded tags to files and board tasks, and filter envelopes and templates by their own tags.Smart tags
- Generate documents with AIStart from a template and ask Lex to draft from your files. Apply its edits, then export as PDF or Word.Document generation
- Chat with your documentsUpload files and ask questions instantly, with answers that name the files they came from.Conversational AI
- Generate reports on demandGet workspace summaries, file inventories, and task and envelope reports. Pick a date range, then export as CSV or PDF.Reports
Meet Lex, your assistant for every document
Lex is the assistant inside Twala. Ask about a file, a folder, a board, or a whole workspace, and Lex answers from your documents, names the files it used, and searches Philippine laws and jurisprudence when your files leave a gap.
Lex, Twala’s mascot, is a small pixel page with eyes. Beside the Ask Lex panel, it waits while a question about a lease is typed, looks around while it searches the workspace’s files, types while the answer is written, and squints when the answer is done, naming the two files it came from.
- Lex answers only from files you can open
- AI search is opt-in for each file
- No user data is ever used to train the AI
Expand your knowledge with an AI legal research assistant
Lex can draw on knowledge libraries that Twala prepares and keeps up to date, starting with Philippine Laws and Jurisprudence: Republic Acts, case law, Supreme Court decisions, legal opinions, and regulatory materials. Lex reads your own documents first, searches a library when they leave a gap, and names the library it used.
Included in every plan, Personal included, at no extra charge.
The Philippine Laws and Jurisprudence library is switched on in Twala. Lex then answers a question by searching the library, shows that it searched it, and cites the library by name.
Curated by Twala
Libraries are prepared and kept up to date by Twala. You switch each one on or off for your account.
Web search when you want it
Turn on web search for a message and Lex looks at your documents first, then your libraries, then the web.
In every chat
A library that is on is available in every chat, in every workspace, and in the document editor’s assistant.
Your files first
Lex answers from the documents your chat is about, and searches a library when they do not cover the question.
Named in the answer
While Lex searches, the answer shows which library it is reading, and it cites the library by name.
On every plan
Libraries come with every plan at no extra charge. Answers use your plan’s AI allowance.
Chat with your documents in real time
Ask questions and get answers drawn from your documents with Retrieval-Augmented Generation (RAG). When you upload with AI search on, Twala splits each file into passages, embeds them, and indexes them. When you ask, Lex finds the passages that best match by keyword and by meaning, writes the answer as it streams in, and names the files it used.
How Twala answers from your documents: a contract of lease uploaded with AI search on is split into passages, and each passage is turned into an embedding and indexed. A question is matched against the index by keyword and by meaning, the two closest passages are retrieved, and Lex writes the answer from them, naming the lease file in bold brackets and listing it under Sources.
Answers from your files
Lex answers from the files, folders, boards, and workspaces you point it at, and lists the files it drew on.
Streaming answers
Answers appear word by word as Lex writes them, and you can stop one at any time.
Scoped chats
Chat about one file, a folder, a board, or a whole workspace, or pick your sources on the Ask Lex page.
Every chat kept
Your chats stay in one list on the Ask Lex page, so you can pick up where you left off.
Fast or Thinking
Choose Fast for everyday answers, or Thinking for slower, deeper reasoning you can expand above the answer.
Suggested follow-ups
After each answer, Lex suggests follow-up questions you can send with one click.
Send documents for signature and track every step
Create signing envelopes with multiple documents and recipients. Build reusable signing templates, give each recipient a role and a step in the signing order, place signature fields, and follow every envelope to completion.
An envelope goes to three recipients in two steps: a signer first, then an approver and a second signer in any order. Twala seals it and it shows Completed. Each event appears in the envelope's activity with its time.
Multi-recipient envelopes
Collect signatures and approvals from several people in a single envelope.
Reusable signing templates
Reuse envelope setups with their fields and roles already in place.
Signature field placement
Drag signature and form fields onto any page of a PDF.
Roles and signing order
Make each recipient a signer, approver, or viewer, and choose the step they act in.
External signer access
Recipients sign through secure email links, without needing a Twala account.
Activity history
Every envelope keeps a timeline of who sent, opened, signed, or declined, and when.
Generate polished documents from your files
Start from the template gallery or a blank page, write in a rich text editor, and ask Lex to draft or revise from your workspace files. Lex proposes its edits, and they go into the document only when you click Apply. Export as PDF or Word.
A non-disclosure agreement opens from the template gallery in the editor. Asked in plain language, Lex proposes three edits that fill in the parties and the term, and they go in when Apply is clicked. Beside it, a comment on the term has a reply, and the document downloads as PDF or DOCX.
Ask Lex to draft
Describe what you need. Lex drafts from the document and your workspace files and proposes the edits.
Rich text editor
Create polished documents with advanced formatting tools.
Apply or dismiss
Each proposal shows what will change. Apply puts it in, Dismiss drops it.
Comment threads
Comment on selected text, reply in threads, and resolve comments when they are done.
PDF and Word export
Download as PDF or DOCX, or save a PDF copy to the workspace to send for signature.
Template gallery
Start from templates for contracts, legal, compliance, corporate, finance, HR, marketing, and reports.
Extract structured data from any document
Name the fields you want, or pick a saved template, and Twala reads the file and returns each value with how confident the reading is. Correct any value, then download the results as CSV or JSON. Every extraction stays with the file.
In the Extract data window, five fields are set up from a saved template, the lease is read, and the results list each field's value with High or Medium confidence, ready to download as CSV or JSON. The file's details keep every extraction run on it.
Fields you define
Add up to 30 fields, each typed as text, number, date, currency, yes or no, or a list.
Saved templates
Save a set of fields as a template and reuse it on the next file.
Hints and rules
Tell the AI where to find a value, and add rules for the whole file, such as how dates are written.
Confidence for every value
Each value is marked High, Medium, or Low, with the percentage on hover.
Inline corrections
Fix a value in the results before you download it.
CSV and JSON download
Download the results as CSV for a spreadsheet or JSON for another system.
Review and mark up in the browser
Open PDF, Word, Excel, CSV, text, and Markdown files in the browser. Mark up PDFs with highlights, strikethroughs, underlines, text notes, drawings, and date stamps, and compare an earlier version with the current one.
A lease PDF opens in the browser and six kinds of annotation appear on it: a highlight, a text note, a strikethrough, an underline, a freehand drawing, and a date stamp, with the file's version history beside it. A second view opens version 2 beside the current version, with synced scrolling.
Multi-format viewer
View PDF, DOCX, XLSX, CSV, TXT, and Markdown files without downloading them.
PDF annotations
Highlight, strikethrough, underline, text note, freehand drawing, and date stamp.
Saved as versions
Annotations save automatically, and each saved change keeps the earlier version.
Version comparison
PDFs open side by side with synced scrolling; text, Markdown, and CSV files show a line diff.
Share access
Give teammates view or edit access to a file, folder, board, or workspace.
Ask about what you read
Open Ask Lex beside the document to ask about the file you are viewing.
Find anything, by name or by meaning
Press ⌘K to search workspaces, boards, tasks, folders, files, tags, envelopes, notarizations, templates, and contacts by name, grouped by type and narrowed with filters. To find a passage by what it says, ask Lex: it matches your question against your indexed files by keyword and by meaning.
The top bar search finds a board, a task, two files, and an envelope by name, grouped by type, then narrows them to files with a filter. Beside it, Lex answers a question about a folder of contracts and names the file the passage came from.
One search for everything
Search by name across workspaces, boards, tasks, folders, files, tags, envelopes, notarizations, templates, and contacts.
Filters with shortcuts
Narrow the results to one or more types, each on its own number key.
Straight to the item
A result opens where it lives: the file in its workspace, the task on its board.
Passages by meaning
Ask Lex what a document says, and it retrieves the closest passages by keyword and meaning.
Organize your entire document library
Upload PDF, Word, Excel, CSV, text, and Markdown files, or whole folders, and turn on AI search to let Lex read them. Folders, stars, recent files, version history, and a 30-day trash keep everything in order.
A workspace shows its folders and files. A newly uploaded spreadsheet is read for AI search until its icon says it is included as context. Beside it, a board resolution's version history lists each earlier version with its size and date, and version 2 is restored, which makes it the current version 5.
Files and folders
Upload files, or a whole folder with its structure kept, or drag files straight in.
AI search on your terms
Choose which files Lex may read. A dot on each file shows whether it is included as context.
Nested folders
Create folders inside folders, and move items by dragging them or with Move to.
Version history
Edited PDFs, Twala documents, text, Markdown, and CSV files keep earlier versions to compare, download, or restore.
Starred and recent
Star the files you return to, and find recent work on the Recent page.
Trash and restore
Deleted items go to Trash and can be restored for 30 days.
Collaborate with your team in shared workspaces
Invite your team, give each person the Owner, Admin, or Member role, and share workspaces, folders, boards, and files with the people who need them. Owners and admins decide who can use AI and notary features.
The Team page lists each member with their role, notary access, AI access, when they were last active, and their status. Two people are invited by email as Members, and their invites appear under Pending invites with a link to copy.
Team workspaces
Workspaces on a team are private until they are shared.
Invites
Invite people by email as Members or Admins, or copy an invite link to send yourself.
Roles
Owner, Admin, and Member roles, each with its own permissions.
Share access
Give each teammate no access, view access, or edit access, item by item.
AI and notary access
Turn AI or notary features on or off for each member.
Manage tasks on built‑in Kanban boards
Plan work on Kanban boards inside each workspace. Name your own columns, link workspace files to tasks, assign teammates, set due dates, and discuss each task in its comments.
A Kanban board for lease renewals: a review task moves from To do to In review to Done. Each card shows its task ID, due date, linked files, comments, tags, and assignees. Beside it, the task's details show its assignee, due date, tag, a linked file, and a comment with a reply.
Your own columns
Add, rename, and remove columns to match how your team works.
Drag and drop
Move tasks between columns by dragging them, or switch the board to a list.
Linked files
Attach workspace files to a task, so the context is one click away.
Assignees and due dates
Assign teammates and set a due date. Overdue tasks are marked on the card.
Comments and replies
Discuss a task in its comments, with replies under each one.
Task IDs
Every task gets an ID from its board, such as LSE-12, shown on its card and in its details.
Generate reports across workspaces and teams
Download reports on your workspaces, files, board tasks, envelopes, team, and contacts. Pick a date range, choose your own data or your team’s, preview the first rows, and export as CSV or PDF.
The Reports page groups its reports under Workspaces and Signatures, beside a card of signing activity totals. Opening File inventory shows its export window: a date range, personal or team scope, CSV or PDF format, and a preview of the first rows, then Export.
Workspace summary
Every workspace with its file count, folder count, and storage used.
File inventory
Every file across your workspaces, with its type, size, folder, and upload date.
Board tasks
Every task across your boards, with its column, assignees, and due date.
Envelope reports
Envelope activity and insights: status, recipients, signing progress, and key dates.
Date range and scope
All time, this month, last month, this year, or a custom range, for you or your team.
CSV and PDF export
Preview the first rows, then download a spreadsheet or a formatted PDF.
See these features in action
Get hands-on with every capability of the Twala platform.