Enterprise Workflow & Document Intelligence

for high-stakes teams

Built on 25+ years of enterprise case management experience. 10TB+ review capability, forensic-level audit controls, and governed workflow automation across legal, finance, construction, and operations.

One platform across every high-stakes team

Legal, engineering, finance, HR, and shared services — Docwize governs documents, workflows, and approvals wherever operational fragmentation creates risk.

Legal & Investigations

Evidence buried across systems slows every matter

Bring structure and analytical clarity to high-volume document review with defensible workflows and full audit traceability.

  • 10TB+ active review with distributed indexing
  • Forensic audit logs and chain-of-custody controls

Construction & Engineering

Revisions and transmittals fall through the cracks

Keep multi-party engineering projects on schedule with governed workflows for drawings, submittals, and approvals.

  • Revision control with full approval history
  • Transmittal and submittal workflow governance

Contract Management

Contract risk hides in unmanaged clause deviations

Standardize intake, review, and renewal with AI clause analytics and controlled approval workflows across legal and procurement.

  • AI-assisted clause comparison and risk surfacing
  • Renewal, obligation, and compliance tracking

Finance Operations

Invoice exceptions stall when approvals are manual

Automate 3-way matching, quote approvals, and exception routing with ERP-connected workflows and full spend accountability.

  • Quote-to-invoice traceability with 3-way matching
  • AI-assisted extraction and exception governance

HR Operations

Onboarding and offboarding steps get lost across teams

Govern employee lifecycle milestones with structured workflows, role-based accountability, and auditable step completion.

  • Structured onboarding and offboarding task routing
  • Employee record governance with lifecycle audit trail

Workflow Automation

Cross-team processes break when systems don't connect

Orchestrate approvals, triggers, and document actions across every department using a single governed automation platform.

  • Visual workflow builder with multi-stage approval routing
  • API nodes connecting ERP, document, and internal systems

Platform in practice

Multi-panel operational dashboard showing document status counts, workflow progress, and activity metrics across projects

Operational dashboards — document status, workflow progress, and activity metrics

Document search results showing document names, types, statuses, reference numbers, and folder locations across a structured register

Structured search results with type, status, and folder context

Workflow task inbox showing active assignments, step labels, due dates, and action tracking across workflow instances

Workflow inbox with step assignments and action tracking

Docwize workflow builder showing a governed approval workflow with multi-stage routing nodes

Visual workflow builder with governed approval routing and API node connections

Connect your systems and your teams

Use workflow API nodes to connect ERP, CRM, project tools, document repositories, and internal apps. Sync records, trigger approvals, and move work automatically.

  • Keep legal, operations, finance, and HR in sync with shared workflow events.
  • Reduce re-keying and handoffs with end-to-end automation and full audit history.
  • Scale cross-team processes without adding admin overhead.

An AI copilot that actually knows your documents, data & repositories

Ask natural questions, get instant answers, and turn insights into action - summaries, field extraction, or a next‑step workflow.

  • Find the needle: search across documents, emails, and versions.
  • Understand at speed: summarize and compare contract clauses.
  • Act immediately: create a task, route for approval, or draft a workflow.
Oliver AI copilot chat interface showing a natural-language query with structured document-sourced answers
Case Studies

Docwize in Practice

Complex matters require more than document storage. See how teams use Docwize to bring structure and analytical clarity to large-scale, document-intensive work.

Inventory System 1Inventory System 2Variance periodInventory (000s)130140150160ΔΔΔJanFebMarAprMayJunJulAugSepOctNovDec

Insurance Investigation

Reconciling Inventory Systems in a Major Insurance Investigation

When a significant discrepancy emerged between physical stock counts and ERP records at a major industrial processor, the investigation team used Docwize to bring the underlying data together and identify where two independent inventory systems diverged.

RevisionApproved on timeApproved after construction startPkg APkg BPkg CPkg DPkg EPkg FConstruction startApproved afterconstruction start →Project startProject completion

Construction & Engineering Document Control

Reconstructing the Design History of 50,000 Engineering Drawings in a Construction Dispute

Legal and engineering teams used Docwize to bring order to more than 50,000 engineering drawings, transmittals, and approval records — transforming a fragmented project archive into a defensible chronology of revisions, approvals, and construction events.

Why Docwize

Built by H&M Information Management Services — an enterprise technology firm with over 25 years in legal case management, document intelligence, and governed operations. Deployed across legal review, regulated finance, large-scale construction, and complex contract environments in Africa, the Middle East, Europe, and the United States.

Team collaborating in a modern office using Docwize
Testimonials

Discover Why People Love Docwize logo

Hear directly from our valued clients.

Our initial requirement was for a Business Intelligence solution but over time this requirement has grown to focus on the move away from the manual collection and collation of the data required for our reporting. Docwize has become an essential tool in management and reporting of data in our organisation.

South African Expanded Public Works Programme (EPWP)

We have been using Docwize as a document management solution since 2009. The software is user friendly and continues to meet our requirements. The follow up support, when required, has been very positive, timely and successfully executed by the Docwize team. All of our experiences with Docwize have been very positive and we can therefore confidently recommend Docwize and the Docwize team for their professional services.

Mining and Minerals Company

H&M Information Management Services (Docwize) has been one of our suppliers since 2006. The software has kept pace with developments in technology over the years providing us with a system that copes with increased volumes and user demands. Docwize has become an integral part of our operations and I have no hesitation recommending their software and services.

Construction and Engineering Company specializing in large-scale infrastructure and building projects

H&M Information Management Services (H&M) has been doing work for us for approximately 10 years. The Docwize software is robust, can be adapted to meet our various requirements and is competitively priced and the staff at H&M are professional, reliable and accommodating. We are happy to give H&M and the Docwize system our unreserved recommendation.

Multinational Engineering, Electrical Equipment, and Industrial Manufacturing Company

Using the workflows and digital signatures in Docwize we were able to cut down our internal and external approval process from 2 weeks to 2 days.

EPCM Company specializing in the design and construction of metallurgical processing plants

This makes the work so much easier. This morning I Docwized my stuff in less than a tenth of the time. Thank you very, very much. Hope you all have a wonderful day.

Large-Scale Infrastructure Contractor

This case has now been settled between the parties. Thank you both very much for your assistance, often on short notice and even over the weekends. The ability to quickly and effectively search the email records was of significant importance for our preparation.

International Law Firm

Pricing

Straightforward, scale-friendly pricing

User licenses are per user / month in your region currency. Includes 500 GB storage per org.

Sliding per-user pricing

11-20

Minimum 5 licenses

R852per user / month
Bracket: 11-20 - R852 per user / month

Pay-as-you-go Intelligence

Our OCR and document AI are high-accuracy. We benchmark regularly against Google Cloud Vision, Textract, Tesseract, and Azure OCR.

  • OCR: from R0.25 / page (best-in-class accuracy*)
  • Document Analysis: from R2.50 / page (multi-step document understanding)
  • Translation & Overlay: R1.00-R2.00 / page (depends on word count; indicative maximums)
  • Flexi-User Access: occasional external access billed per login day at 10% of the equivalent standard user licence rate, capped at the price of a full standard user licence (ideal for infrequent external users who only need access a few times per month).

Usage-based, billed monthly. Storage beyond included 500 GB is R4.00/GB.

*Our OCR is regularly benchmarked against Google Cloud Vision, Textract, Tesseract, and Azure OCR. If you can read it, we'll find a way to ocr it.

Enterprise & higher volumes

Need more than 1,000 users? We'll tailor enterprise licenses and onboarding to your requirements.

Disputes & Investigations

Need managed document review or investigation services? Our Disputes & Investigations platform offers bespoke, end-to-end case support.

Learn more →

Request an Enterprise Demo

Speak with a Docwize solutions specialist about legal, finance, contracts, construction, workflow, or HR automation use cases.