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What success looks like

Your first VisaFlo setup is complete when your team can move one real client through a repeatable path: capture the enquiry, create the client and case, request information, assign internal work, and see what is still needed. Do not try to configure every feature before you have validated that path.

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Start with the product model

VisaFlo separates the relationship from the work:
  • A lead is a prospect before engagement.
  • A client is the person or organization your firm serves.
  • A case is a specific immigration matter for that client.
  • Questionnaires, files, tasks, drafts, invoices, and signatures are case work, not separate systems.
Read How VisaFlo Works before setting up a new team. It explains why this model prevents intake details, deadlines, documents, and client communication from drifting apart.

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Complete your first workflow

  1. Invite the staff members who will own intake, case work, and billing. See Invite a member.
  2. Set your branded sender address and signature before you send client communication. See Branded email and Email Signature.
  3. Create a client and an initial case. See Add a client and Create a case.
  4. Send the client a questionnaire or portal invitation. See Send Invitation and Client Portal.
  5. Add the first internal task and due date. See Tasks & statuses.
  6. Upload one representative document and review how your team will organize folders. See Upload Files.

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Choose one intake path

Most firms begin with one of these patterns:

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What to defer

Set up templates, e-signatures, payment workflows, portal autofill, and integrations after your first end-to-end client workflow works. These features are most valuable when they reinforce an agreed intake and case process rather than substitute for one.

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Next step

Use Launch Your Firm to turn the first workflow into a team standard.