New
Public lead forms and a form editor
Firms can publish a VisaFlo lead form and configure the intake experience for new enquiries. Read the lead form guide.Custom upload requests
Questionnaires can request additional supporting files when a standard form does not cover a case-specific document need.Case file folders
Case files gained a more deliberate folder structure so teams can separate evidence, generated documents, and client-ready outputs. Read the file guide.More AI Scanner and autofill coverage
VisaFlo expanded supported extraction and portal-preparation workflows. Generated or transferred data still requires professional review. Read about automation and review.Improved
- Email templates can include the relevant questionnaire link when the case workflow needs it.
- Family-member and dependent information is easier to maintain in the questionnaire.
- Table-style repeating fields and case information history received usability improvements.