New
Assess leads before engagement
VisaFlo expanded assessment workflows to prospective leads, helping firms capture an initial evaluation before opening a client case.Agreement acceptance at the start of a client form
Firms can include an agreement step at the beginning of a client-facing questionnaire, making expected terms visible before information collection begins.More flexible template personalization
Document templates can use client first and last name information more directly when preparing client-ready material.Improved
- Public and guest questionnaire views can hide sections that are not relevant to the recipient.
- Lead forms received layout improvements for embedded use.
- Supported autofill data collection was refined for more reliable preparation workflows.