New
AI Drafts
VisaFlo introduced an AI-assisted drafting workspace for preparing case documents from selected case context. Every draft still needs practitioner review before it is shared, signed, or filed. Read the AI Drafts guide.Case review and form progress
Case pages gained clearer review-oriented work surfaces and questionnaire progress information, helping teams see what remains before preparation work begins.Word document generation and custom case IDs
Teams can generate supported Word documents with format choices and use a more configurable case ID convention.Lead boards and workflow automation
Lead work gained board-style lifecycle tracking, while workspace webhooks and API autofill groundwork expanded options for connected workflows. Explore the API.Improved
- Questionnaire and portal validation better handle case-specific conditions.
- Subscription and plan states are easier to understand in the workspace.
- Team email signatures and client communication workflows received more configuration options.