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What's New

New features and improvements in FileOnion, newest first. Each entry links to the guide that shows you how to use it.

August 2026

  • Clients without an email address — add a client with just a name and a mobile number. They receive their requests by text message and sign in with a texted link plus a one-time code; the portal, uploads, comments, and shared files all work exactly as they do for anyone else. The form asks you to confirm the client agreed to receive texts, and switches the invite to "Send an invite text right away". Reminders and file-shared notices stay email-only, so those don't reach them. If they get an email address later, add it to their record and everything switches on — same client, same history. See Clients without an email address.
  • Spanish text messages — clients whose Portal language is Spanish now receive their texts in Spanish too, not just their emails: new request, file approved, file needs changes, and new comment, plus the invite text for phone-only clients. See Clients → Portal language.
  • In-app notifications — a bell in the header, for you and your clients, with a live unread count. Client uploads, comments, first request views, and document submissions land there for your team; clients get a row when you approve or decline their document. Rows group by day, filter by All/Unread, and Mark all read clears the badge. The bell is always on; the emails that accompany it are yours to choose. See Dashboard → Notifications and The Client Experience.
  • Settings redesigned — personal settings are now three tabs (Account, Notifications, Integrations) with a security health strip that tells you what needs attention — unverified email, two-factor off — and fixes it in one click. Notification emails get clearer names and save automatically, plus a new Sign-in from a new device security email. You can also record your text-message consent preferences alongside your phone number. See Settings & Preferences.
  • Finish an interrupted signup — if you signed up but never entered your verification code, you're no longer stuck: signing up again (or just logging in) takes you straight back to the code screen with a fresh code, the screen names the address it went to, and Resend works repeatedly with a short cooldown. See Signing In & Account Access.
  • The AI review rail — review mode now shows the AI's full working beside the document: the verdict with its reasoning, each checklist item with the supporting passage quoted from the file, a coverage roll-up per document slot, and a Run again button. Declining a flagged file starts from a message drafted from the AI's own explanation — you edit, you send. See Auto Review → The review rail.
  • Save as template without losing your place — saving a request as a template no longer closes the composer: keep editing and send the request too, and further saves update the same template instead of creating duplicates. See Requests.
  • Auto review reads Word, Excel, PowerPoint, and phone photos — auto review previously read only PDFs and four image formats, so Office documents and iPhone photos (which are HEIC by default) were quietly skipped. It now also reads Word, Excel and PowerPoint files — converting them to PDF first — plus HEIC/HEIF, BMP, and TIFF images, and reads every page of a multi-page TIFF instead of just the first. Files are identified by their contents rather than their name, so a renamed or mislabelled document is still read correctly. A file that genuinely can't be read now says so on the request instead of showing nothing at all. See Auto Review.

July 2026

  • One request composer everywhere — the New Request form is now the same in all six places you can open it from (Requests, the Kanban board, a request page, Templates, Clients, and a client's page), with an expand control that widens it to full width and remembers your choice. Auto review can be set while you compose. See Requests.
  • AI & Automation add-on — Auto review is metered, and every plan now includes a free monthly allowance of AI reviews (25 on Personal, 100 on Professional, 300 on Enterprise). Firms that review at volume can add the AI & Automation add-on for a larger allowance plus metered overage, with an optional monthly spend cap. An AI usage meter under Organization → Usage shows what you've used and what's left. See Plans & Billing.
  • Trial status moved to a banner — your remaining trial days now appear in a banner at the top of the page that escalates as the end approaches, instead of a line in the footer. Paying customers no longer see a trial countdown at all. See Plans & Billing.
  • Auto review — FileOnion can now check each uploaded file against the document it was filed under and flag anything that looks wrong, in plain language, for both you and your client. Off by default; switch it on per workspace or per request. See the Auto Review guide.
  • Mobile & touch pass — a rebuilt touch experience across the firm app and the client portal: camera capture on uploads ("Take photo"), tap-to-move on the Kanban board, a mobile-first New Request form, an upload progress strip above the bottom navigation, and larger tap targets throughout. See FileOnion on Mobile.
  • Live updates in the client portal — clients now see new comments and request changes appear without refreshing the page. See The Client Portal.
  • Spanish for your Spanish-speaking clients — set a client's Portal language to Spanish and their request emails, reminders, magic links, approval and decline notices, comment notifications, file-shared notices, and workflow emails all arrive in Spanish. See Clients.
  • Clients page redesign — an attention-first client list with All / Needs attention / Waiting on them / Archived segments, live status chips, an open-and-overdue count per client, bulk archive and delete, and case-insensitive search across name, email, and company. The client detail page gains a summary header and attention-grouped requests. See Clients.
  • Simpler onboarding — the setup wizard is now three steps on Professional and Enterprise and two on Personal. Brand colors moved to Settings → Branding. See Getting Started.
  • Sign-in simplified — Google sign-in has been removed. Sign in with your email and password, or with your organization's single sign-on. Clients continue to use magic links and never sign in. See Signing In & Account Access.
  • Request command bar & Kanban FO2 redesign — the request detail page gains a sticky command bar with a ranked action cluster (edit, publish, copy client link, reminders, assign & visibility, archive, delete), and the Kanban board is rebuilt in the FO2 style: independent per-column scroll under sticky stage headers, streamlined cards with a left urgency rail and document progress, hover quick actions, a list/tiles/board view switch, and a Mine filter that now means assigned to you. See the Kanban board guide and Requests.
  • Reliable workflow emails — stage-transition emails now resolve role-based recipients and substitute template variables ({{requestLink}}, {{clientName}}, and the rest) correctly, and the recipient list is trimmed to Client, Request Owner, Assignee, and Custom email. See Workflows & Automation.
  • Share files with your clients — send completed filings, engagement letters, and statements straight to a client from the File Manager: pick one or more clients, add a message, and the file appears in their portal under Shared files. A Who-has-access list and one-click Unshare keep sharing under control, and share-notification emails deep-link the client behind a one-time verification code. See Sharing files with clients and The Client Experience.
  • File Manager redesign — an attention-first File Manager with a Needs-your-review queue grouped by request, a full-screen file viewer, and the new client-sharing actions. See the File Manager guide.
  • Requests, dashboard & client portal redesign — an attention-first dashboard and requests list (tiles + All / Mine / My-team segments with live counts, quick assign and a private toggle from the cards), plus a full-screen client portal with a "Your requests" hero, a "Shared with you" rail, and a Needs action / In review / Done / All triage. See the Dashboard and The Client Experience.
  • Template Library — Browse community and FileOnion-curated request templates, organized into five industry segments: Immigration, Tax & Accounting, Mortgage & Real Estate, Legal, and HR & Onboarding. Launches with 22 curated templates. Search, filter by segment, preview any template, and click Save to my templates to import it for your firm in one click. See the Template Library guide.
  • Publisher attribution — Template cards now show who published them: a verified "Curated by FileOnion" badge on curated templates, and a byline with the publishing firm's name on community templates. Firms on Professional and Enterprise plans can publish their own templates to the community — and unpublish them at any time. See Template Library.

June 2026

  • AI Request Builder — Describe the matter in plain language inside the request composer, and the AI recommends a scoped document set with per-document checklists and drafts the request title. Recommendations drop straight into the form for you to edit before sending. Powered by Claude on Amazon Bedrock. See the AI Request Builder guide.
  • AI document summaries — Generate a plain-language AI summary and tags for any uploaded document, right from the review sidebar (supported for JPEG, PNG, WebP, GIF, BMP, TIFF, and PDF files). See the AI Request Builder guide.

May 2026

  • Teams & Sharing — Fine-grained access control for Professional and Enterprise plans: organize members into teams, assign requests to a user or team, and set per-request visibility (everyone, team only, private, or shared with specific people). Share with expiring links, and files automatically inherit their request's access rules. See the Teams & Sharing guide.

April 2026

  • Workflows & Kanban — Build your document process visually: custom stages with colors, work-in-progress limits, and SLA deadlines, plus a drag-and-drop kanban board with All / Mine / My Team filters. Automate transitions with actions — emails, webhooks, auto-assignment, and status updates — control moves with transition rules, and see the whole process in the workflow visualizer. See Workflows and the Kanban board.

For service updates and incident history, see status.fileonion.com.