> ## 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.

# January 2026

> Consultation booking, invoice reminders, verified senders, email templates, document validation, and questionnaire performance improvements.

## 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](/knowledge-base/faq/how-leads-booking-forms-consultations-and-client-conversion-work).

### 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](/knowledge-base/settings/branded-email-address).

### 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.