New
Consultation booking
Firms can configure a consultation workflow that helps turn an enquiry into a scheduled next step. Read about consultations and lead intake.Invoice and task reminders
VisaFlo expanded reminder workflows for invoices and assigned work, helping teams make time-sensitive follow-ups visible.Verified sender identities and email templates
Teams can set up verified email senders and use richer reusable email templates, including case-specific links where appropriate. Read the email setup guides.AI-assisted document validation controls
Firms can configure AI validation requirements for custom document upload fields, with staff review remaining part of the workflow.Improved
- Questionnaire performance and save feedback were improved for longer client forms.
- Client and case selection are clearer when opening a new case from an existing client.
- Questionnaire logs and email recipient suggestions provide more useful context during follow-up.