Follow your firm’s workflow
- Set up your firm: add the team, verify client-facing email, and prepare the first case materials in Set Up Your Immigration Firm.
- Win and engage a client: collect enquiries, qualify them, create the client, and request payment when appropriate in Win and Engage a Client.
- Open and collect: create the case, send the questionnaire, review answers, and organize evidence in Open a Case and Collect Information.
- Prepare and submit: generate documents or use supported autofill only after review in Prepare, Review, and Submit.
- Communicate and close: keep the client informed, obtain signatures, share selected files, and improve the next case in Communicate, Close, and Improve.
Each workflow guide leads to the exact feature instructions when a task needs more detail. Read How VisaFlo Works first if your firm is new to VisaFlo.