Using CorpSec AI on your phone
The same workspace, reshaped for a phone. Add it to your home screen, drive it from a hamburger drawer and a bottom sheet, and photograph a passport straight into a task — with a clear steer on what is better done at your desk.
There is no separate app to download from an app store. CorpSec AI is a progressive web app — you open it in your mobile browser and, if you like, add it to your home screen so it launches like a native app.
Add it to your home screenLive
Open CorpSec AI in your phone’s browser and add it to your home screen. It then launches in standalone mode — full-screen, no browser chrome, its own icon — and opens straight to your dashboard.
- On iPhone (Safari)Tap the Share button, then Add to Home Screen. The CorpSec icon appears on your home screen.
- On Android (Chrome)Tap the ⋮ menu, then Install app / Add to Home screen. Chrome may also offer an install prompt automatically.
- Launch itTap the icon — it opens full-screen at your dashboard, just like a native app.
Installed or not, it is the same live workspace and the same login — anything you do on the phone is instantly there on your desktop, and vice versa.
Finding your way around
On a phone the three columns fold into one screen with a top app bar. The centre — the AI conversation and step cards, where you do the work — is always in view. The other two columns are one tap away.
- ☰ Hamburger (top-left) — opens the navigation drawer: your menu and the company-grouped task list. Tap a task or company and the drawer closes to show it.
- 🔍 Search (top-right) — opens the command palette to jump to anything quickly.
- ⬛ Details (top-right) — slides up a bottom sheet (nearly full-screen) holding the right-panel tabs: Details, Document, Workflow, Activity, and the rest.
The details sheet opens only when you tap the details button — never automatically on selecting a task — so the conversation stays in front while you work. Swipe it down, tap the X, or press Esc (external keyboard) to close it.
Photograph a document into a taskLive
A corporate secretary’s raw material is often a photo — a passport, an NRIC, a BizFile printout. In the conversation composer, tap the paperclip and choose Take photo: it opens your rear camera directly, and the snapped image goes through the same pipeline as any uploaded file, so the AI can read it into the task.
Choose Take photo for something in front of you; choose Choose files to attach a PDF or image already on your phone. Client forms you send also support camera upload, so clients can photograph their own ID — see Client forms & e-signing.
What to do on the phone vs the desktop
The phone is built for the things you do on the move — reviewing, approving, replying, capturing a document. A few tasks are simply more comfortable with a full screen:
| Great on mobile | Better on desktop |
|---|---|
| Checking your task list and deadlines | Bulk-importing a client book (spreadsheet + column mapping) |
| Reading and replying in the AI conversation | Customising workflow templates step by step |
| Snapping a passport / BizFile into a task | Long document review with inline comments |
| Approving or marking a step done | Generating an inspection pack |
| Sending a client form or a signing reminder | Managing members, rules and the fee schedule |
Nothing is blocked on mobile — the whole product is available. This is about comfort: wide tables, the mapping grid and the step editor are easier to work through on a larger screen.
Frequently asked questions
Is there an iOS or Android app to download?
No separate store app. CorpSec AI is a progressive web app — open it in your mobile browser, and optionally add it to your home screen to launch it full-screen like a native app.
Can I photograph a passport straight into a task?
Yes. Tap the paperclip in the conversation and choose "Take photo" to open the rear camera. The image is read into the task through the same pipeline as any uploaded file.
Where did the right-hand details panel go on my phone?
It becomes a bottom sheet. Tap the details button in the top-right to slide it up; it holds the same Details / Document / Workflow / Activity tabs as the desktop right panel.
Is the mobile version missing any features?
No feature is removed. Some tasks — bulk import, workflow customisation, long document review, inspection packs — are just more comfortable on a desktop’s larger screen.
Does my phone work stay in sync with my desktop?
Yes. It is the same live workspace and login on both, so changes appear on the other device immediately.
This is a product guide for CorpSec AI. Where a feature runs on demo data or is not yet released, it is labelled as such. Compliance references are general information for Singapore corporate service providers, not legal advice.