New
Import cases from CSV
VisaFlo now supports importing cases from a CSV template, with validation, progress feedback, assignee mapping, and an import report. Start with a sample before moving a full migration. Read the import guide.More workspace API actions
The public workspace API expanded to support more record and case workflows, including file-related operations. Explore the API.Attach files to client invitations
When a client needs a document alongside a questionnaire invitation, teams can include relevant attachments directly in the invitation workflow.Recover a recent case change
Case history now offers a recovery action for eligible recent changes, helping teams correct an accidental update without rebuilding the case from memory.More complete signature requests
Signature workflows now better support multiple signers and allow staff to start a request from the file manager. Read the e-signature guide.Improved
- Firms can bring extra lead and client import columns into notes instead of losing useful source context.
- Public forms can use firm white-label branding more consistently.
- Questionnaire uploads allow more supporting-document requests where a case needs them.