Documents
Upload, organize, and search documents by client or project, with automatic extraction of key information.
Every document you upload is read, classified, and filed automatically into the right client's space: invoices, tax filings, bank statements, and contracts, always findable in seconds. Datawaii recognizes the document type and extracts the key information — amounts, dates, counterparties — without you having to rename or sort anything by hand.
- Bulk upload with automatic filing by client
- Document type recognition (invoice, tax filing, bank statement, ...)
- Instant search across the whole library, not just by filename
Everything you need to work with documents, not against them
Automatic connections
For every client, Datawaii reconstructs on its own the connections between documents, people, companies, amounts, and deadlines.
Chat with citations
Ask questions in natural language and get answers with the exact source — never a model invention.
Agent Store
Vertical agents selectable in chat, each with specific skills and shared regulatory knowledge.
Calendar
Deadlines extracted automatically from documents, syncable with Google and Microsoft.
Secure sharing
Exchange files with clients and outsiders who don't have an account, with secure links and direct opening.
Ready to try it at your firm?
Start with the 14-day trial, then choose the plan that fits your firm.
See plans