New
Case type templates
Firms can create reusable case type templates to make common intake and case setup more consistent across the team.Verification of Status questionnaire
VisaFlo added a questionnaire for Verification of Status (IMM 5009E) work, helping teams gather the relevant information in the case record.Improved case timeline editing
The timeline experience was expanded with a clearer layout and easier editing for case history work.Better first-time firm setup
New firms are guided to complete the business profile before starting active client work, improving the baseline information used across the workspace.Improved
- Lead forms can use reCAPTCHA to reduce unwanted submissions.
- Russian language support and Ukrainian translation updates are available.
- File naming can follow a
LastName - FirstNameconvention for more consistent case folders.