Convoflo 2.25: Native Mobile App and AI Arrive in Your Client Exchanges
Product Updates & Innovation
Convoflo 2.25: Native Mobile App and AI Arrive in Your Client Exchanges
For professional firms in law, accounting, finance, and brokerage, mobility must never mean compromising on security. SMS attachments, unencrypted emails on mobile, and the endless search for scanned documents slow down your teams every single day. Convoflo Version 2.25 marks the official launch of our true native mobile app on iOS and Android, the arrival of the Convoflo AI Module for document automation, and a complete overhaul of our search engine.
1. Say hello to the Convoflo Mobile App!
Available starting today on the App Store and Google Play, Convoflo delivers a custom-tailored experience designed specifically for smartphones and tablets. Say goodbye to slow responsive web interfaces: enjoy instant responsiveness and fluid ergonomics built for on-the-go productivity.
| Mobile Capability | Operational Benefit |
|---|---|
| Push Notifications & Badges | Instant alerts the moment a document or signature requires your attention. Clicking a notification brings you directly to the exact conversation thread. |
| Biometric Login & Passkeys | Fast and secure access via Face ID, fingerprint, Passkeys, or professional Apple and Google accounts. |
| Tablet Layout & Onboarding | An optimized interface that leverages larger tablet screens, paired with an integrated guided tour to ensure new team members are autonomous from day one. |
2. Meet AI in Convoflo: Your Documents Name Themselves
Managing a firm involves an endless stream of scanned files with unreadable file names. The Convoflo AI module eliminates this document bottleneck while guaranteeing 100% Canadian data residency compliance:
• AI Smart Naming & Team Naming Schemes
Upload a scanned invoice or supporting document named IMG_4471.pdf: Convoflo AI analyzes the content and automatically applies your firm's predefined naming convention (e.g., 2026_Invoice_Supplier_ACME.pdf).
• AI-Generated Message Subject Suggestions
Long conversation threads automatically receive clear, concise, and helpful subject lines to simplify organization and future searchability.
• Live Usage Tracking & Accessibility
A real-time dashboard gives you complete visibility into your organization's AI quota usage. Now accessible across a wider range of plans to democratize automation.
3. Rebuilt Search Engine & Enhanced Readability
• Reimagined Search Engine
Rebuilt from the ground up for lightning speed, the new search engine highlights exact and partial matches across your files, contacts, teams, and documents—whether renamed by AI or not. Filter directly by tags right from your file list.
• "Shared with Me" Section & Even Easier Conversation Readability
Find every secure space shared by third parties within a single directory. Batch composition, collapsible threads, and ultra-precise unread counts ensure crystal-clear communications.
Standardize Your Team's Document Naming
Combine mobile upload with the Convoflo AI module: define your file-naming convention in your organization settings (e.g., [Year]_[Type]_[ClientName]). All team members uploading documents from their phones will see their files standardized and organized instantly without manual effort.
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