> ## 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.

# July 2025

> Calendar, Gmail, client imports, lead intake, invoice customization, and expanded client communication workflows.

## 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](/knowledge-base/calendar/calendar).

### Client and lead spreadsheet imports

Teams can import client and lead records from CSV to begin organized follow-up faster. [Read the import guide](/knowledge-base/faq/how-to-import-clients-leads-and-cases-from-csv-or-another-platform).

### 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.