Build custom immigration intake forms on top of VisaFlo’s standardized questionnaire for IMM PDFs and IRCC online autofill. Add tailored questions, request IRCC documents, and save templates for Start-Up Visa, PNP, PGWP, and sponsorship. Ideal for RCICs and law firms.
Every immigration client is different. Visa type, country of origin, and document requirements can change case-by-case — and that makes intake difficult for RCICs and immigration law firms.
VisaFlo now solves that problem with Custom Questions & Document Upload — a powerful, flexible intake system designed specifically for Canadian immigration professionals.
Why We Built This
RCICs and immigration firms told us the same thing:
“Standard questionnaires are helpful — but every client still needs unique follow-up questions and extra document requests.”
Before, practitioners had to message clients separately outside of VisaFlo to collect additional documents. That meant more work, more confusion, and no consistency.
Now, you can customize every intake directly in the VisaFlo platform.
✨ Key Features
Custom Tailored Questions
Custom Tailored Questions
Add any questions you need — detailed family information, background histories with explanation, settlement plan, etc which VisaFlo’s case specific prebuilt questionnaire don’t cover.
Custom Document Requests
Custom Document Requests
No more rigid, one-size-fits-all upload forms. You can now customize which documents clients need to submit based on their specific case type. Whether it's a Start-up Visa requiring business plans and pitch decks, or a spousal sponsorship needing relationship evidence, you decide what goes where.
Ask for exactly the right IRCC supporting documents, such as:
- Business plan & pitch deck (Start-Up Visa)
- Relationship evidence (Spousal Sponsorship)
- Work history documents (Express Entry) and more
Template System
Template System
Build once → reuse forever.
Perfect for RCICs and immigration lawyers managing multiple case types daily who want to collect all the details.
Benefits for Immigration Firms
VisaFlo becomes your centralized intake system, built correctly for real immigration work.
- No more emailing clients “please send XYZ document”
- No more missing proof, expired passport, or wrong PDF uploads
- No more separate forms for each case type
- Standardize intake across your entire team
How to Use (Simple Workflow)
Open any VisaFlo Intake Questionnaire
Click the button beside “Autofill Now“
Click “Enter Customization Mode“
How to Use (Simple Workflow)
- Add custom questions + document categories
- Save as a Template for future applications
Book a 15-minute demo today to see how intake automation works with IRCC forms, document management, and Chrome autofill.
