New
Calendar and Gmail workflows
VisaFlo added a Calendar view for appointments, deadlines, and important dates, alongside Gmail integration for firm communication workflows. Read the Calendar guide.Client and lead spreadsheet imports
Teams can import client and lead records from CSV to begin organized follow-up faster. Read the import guide.More configurable invoices and communication
Firms can customize invoice numbering, work from a dedicated Billing area, and use improved sender and email-template workflows for client communication.Improved
- Case notes can include an optional title.
- Lead forms and lead capture received usability and validation improvements.
- The PR portal questionnaire gained additional data collection for supported workflows.