Intake your clients will actually complete

VisaFlo Intake

Use case-specific questions in 13 languages to collect complete answers and documents without the usual follow-up chase.

Smart Forms • Auto Mapping • Multi-Language

Client Intake Automation

Collect complete client answers without back-and-forth emails.

Client Intake Automation

What It Solves:

Getting all the essential information from clients without chasing them.

How It Works:

Provides clean, modern intake forms

Uses conditional logic so clients only see relevant questions

Works in 13 languages

Case-specific questionnaires kept current with IRCC requirements

Built-in Notes fields inside questionnaires to avoid long email threads

See case-specific intake

Guided Uploads • Auto Rename

Document Collection & Uploads

Get every required document — organized automatically.

Document Collection & Uploads

What It Solves:

Ensuring clients upload the right documents in the right format.

How It Works:

Guides clients through the case-specific document checklist

Allows easy upload from phone or computer

Automatically rename documents into IRCC required format

Integrate your cloud storages like Google Drive and OneDrive

Built in file compressor and merger

See guided document collection

AI Extraction • Structured Data

AI Scanner

Extracts key data instantly — no manual typing.

AI Scanner

What It Solves:

Pull names, dates, passport numbers, and other key client details directly from uploaded documents.

How It Works:

Scans passports, permits, IDs

Previous IMM PDF forms

Your own intake questionnaire in Word or Excel

Maps extracted details into the client profile

Auto-fills client fields inside VisaFlo

See AI extraction in VisaFlo

Instant Retainers • Auto-Filled Docs

Service Agreement & Retainer Generation

Auto-generate and send service agreements instantly.

Service Agreement & Retainer Generation

What It Solves:

Eliminate manual Word editing. Agreements populate automatically using lead info.

How It Works:

Auto-fill client details

Use your templates or VisaFlo defaults

Send directly to the client

Track viewed, completed, or pending status

See automated retainers

Sign Anywhere • Fast Approval

E-Signature

Request and collect signatures anywhere in seconds.

What It Solves:

Stop switching tools. Clients sign directly within VisaFlo.

How It Works:

One-click signing

Real-time signature notification

Auto-stores signed PDFs in the lead profile

Works with your own retainers, declarations and consents docs

See e-signature in VisaFlo

Instant Billing • Payment Tracking

Invoicing & Payments

Bill clients instantly and get paid faster.

What It Solves:

No more jumping around invoicing apps — issue invoices directly from VisaFlo CRM.

How It Works:

Export QuickBooks-ready CSV files and collect with Stripe

Generate PDF invoices and receipts, and share directly

Log payments and balances

Keep billing, agreements, and signatures in one place

See billing in VisaFlo

Compare

Collect the right information once

Give each client a guided, case-specific flow, then reuse the structured answers across review, forms, and portal filing.

Generic intake workflows

Every client receives the same long questionnaire

Answers and documents arrive across email threads

Staff retype client data into forms

Missing details trigger repeated follow-up

VisaFlo

Case-specific questions with conditional logic

13-language intake and guided document collection

Structured answers flow into review and autofill

Uploads can be renamed, compressed, and merged

See case-specific intake

FAQ

Questions about client intake

No. VisaFlo intake uses conditional logic and case-specific questionnaires, so clients see the questions relevant to their matter instead of one generic form.