# Docs Mobile App Onboarding > Use when a user asks how to install, set up, or use the mobile app — iOS or Android. This is a platform documentation skill covering the mobile app installation flow, sign-in, first task, push notification configuration, biometric unlock, WhatsApp document sharing, and the differences between mobile and web feature availability. - Skill: `sboghossian-mini-claude-for-legal/docs-mobile-app-onboarding` (Agent Skill) - Install (CLI): `npx skillmds@latest add sboghossian-mini-claude-for-legal/docs-mobile-app-onboarding` - Raw SKILL.md: https://api.skillmd.com/api/skills/sboghossian-mini-claude-for-legal/docs-mobile-app-onboarding/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Docs & Writing - License: MIT - Author: sboghossian (https://skillmd.com/u/sboghossian-mini-claude-for-legal) - Updated: 2026-09-10 - Page: https://skillmd.com/skills/sboghossian-mini-claude-for-legal/docs-mobile-app-onboarding --- # Mobile App Onboarding ## What the mobile app does The mobile app brings core legal AI workspace capabilities to iOS and Android devices. It is optimized for: - **On-the-go drafting and review**: start an NDA, review a contract, or run a quick legal research query from a phone or tablet. - **Matter access**: check matter status, review documents, and respond to colleague comments. - **Push notifications**: be notified when a document is shared with you, a deadline approaches, or a colleague tags you in a matter. - **WhatsApp sharing**: the most common document distribution channel in MENA practice — send a drafted document directly from the app via WhatsApp, with a secure link or as a PDF attachment. - **Biometric authentication**: Face ID (iOS) or fingerprint (Android) for fast, secure re-entry. ## Installation ### iOS (iPhone / iPad) 1. Open the **App Store**. 2. Search for **[Platform name]** or follow the universal link from the web app: **Settings → Mobile → Get the App → iOS**. 3. Tap **Get** → **Install**. Face ID or Touch ID required for App Store purchase authorization. 4. After installation, tap **Open** or find the app icon on the home screen. Minimum iOS version: iOS 16. Optimized for iOS 17+. Compatible with iPhone 12 and later; iPad (all models, iPadOS 16+). ### Android 1. Open **Google Play Store**. 2. Search for **[Platform name]** or follow the universal link from the web app: **Settings → Mobile → Get the App → Android**. 3. Tap **Install**. Minimum Android version: Android 12. Compatible with most Android devices released in 2021 or later. ## First-time sign-in 1. Open the app. Tap **Sign In**. 2. Enter your email address and tap **Continue**. 3. If SSO is enabled on your workspace: tap **Continue with SSO** and authenticate via your organization's IdP (Okta, Azure AD, Google Workspace, etc.). 4. If password sign-in: enter password, complete MFA if enabled. 5. On first sign-in, you will be prompted to enable **Biometric Unlock** (recommended) and **Push Notifications** (recommended for deadline and collaboration alerts). If your workspace requires SSO and you do not see the SSO button: contact your workspace administrator — your email domain must be configured for SSO in the workspace settings before it appears in the mobile app. ## First task The onboarding tutorial prompts you to complete your first task: 1. **Try the AI assistant**: tap the chat icon and type a legal question or a drafting request. 2. **Open a matter**: tap **Matters** to see existing matters (if any) or create a new one. 3. **Review a document**: tap **Documents → Upload** to upload a PDF and invoke the risk review skill. The onboarding checklist tracks completion and unlocks a usage credit bonus on first completion (verify current offer in the app). ## Push notifications Enable push notifications to receive: - **Deadline reminders**: configurable lead time (7, 14, 30 days before deadline). - **Document shared**: when a colleague shares a document with you or sends you a draft for review. - **Matter updates**: when a new document, comment, or status change is recorded on a matter you own or follow. - **Billing alerts**: credit balance low, subscription renewal approaching. - **Security alerts**: new device login detected, suspicious activity flag. Configure push notification preferences at **App Settings → Notifications** or in **Settings → Notifications** on the web app (synced to mobile). ## Biometric unlock After the initial SSO or password sign-in, enable biometric unlock for subsequent app openings: - **iOS**: Face ID or Touch ID. - **Android**: fingerprint or face unlock (Android 12+ secure biometric). Biometric unlock re-authenticates the existing session. It does not replace SSO — if the session expires (default: 8 hours), full authentication is required. Enterprise workspaces can require biometric unlock via the MDM (Mobile Device Management) policy. ## WhatsApp sharing WhatsApp is the dominant professional messaging platform in MENA markets. The mobile app integrates with WhatsApp for document distribution: 1. Open a drafted or reviewed document. 2. Tap **Share → WhatsApp**. 3. Choose: **Secure Link** (recipient opens in the platform via a time-limited authenticated link) or **PDF Attachment** (sends the PDF directly in the WhatsApp message). 4. Recipient opens and signs in if required (for Secure Link) or downloads the PDF (for attachment). Note: PDF attachment sharing sends the document outside the platform's security perimeter. Use Secure Link where client data sensitivity requires access control. The workspace administrator can restrict PDF attachment sharing via **Settings → Sharing Policy**. ## Universal links Universal links allow navigation directly from the web app to the mobile app on the same device: - Clicking a matter link or document link on mobile web opens the native app automatically (if installed). - Deep links from email notifications or WhatsApp messages open the specific matter or document directly in the app. Configure universal link handling in iOS **Settings → [Platform name] → Default Browser Behavior** or Android app link settings. ## Mobile vs web feature availability | Feature | Mobile | Web | |---|---|---| | Chat / AI assistant | Full | Full | | Document drafting | Full | Full | | Document review (upload) | Upload only; review starts on mobile, results in full editor on web | Full | | Multi-document compare | View only; initiate on web | Full | | Matter management | Full | Full | | Flows / workflow automation | View/approve steps | Full configuration | | Developer API configuration | View only | Full | | Audit log export | View only | Full | | Billing / subscription management | View only | Full | | Biometric unlock | Yes | N/A | | WhatsApp sharing | Yes | No (web uses native share) | ## Related skills - [[docs-legal-ai-workspace-guide]] - [[docs-faq-pack]] - [[docs-enterprise-deployment]]