> ## Documentation Index
> Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt
> Use this file to discover all available pages before exploring further.

# May 2025

> Lead assessment, flexible client intake, agreement acceptance, and clearer public-form experiences.

## 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.