New
Invoice leads before a case starts
Firms can create invoice workflows for leads, helping collect fees during engagement rather than only after a case is active.Import files from OneDrive
Teams can bring selected files from OneDrive into VisaFlo, reducing manual file-transfer steps. Read the file guide.More document and signature coverage
VisaFlo expanded signature and IMM form workflows, including French PDF form coverage. Read the e-signature guide.Improved
- Invoice data and export workflows were improved for QuickBooks reconciliation.
- White-label settings received more logo and branding controls.
- AI-assisted document intake can work with more document file types.