New
More flexible lead and client management
Lead and client records received a refreshed table workflow with inline editing, stronger filters, clearer assignment controls, and a more direct connection between a lead and the client record created from it.Excel import and export for leads and clients
Teams can move lead and client data through Excel with VisaFlo identifiers and firm-defined stages, making migration and reporting workflows easier to manage. Read the import guide.Saved signatures and multi-signer documents
E-signatures now support reusable saved signatures and documents with signature, initials, and date fields for more than one signer. Read the e-signature guide.Connected apps
Connected-app settings give firms a clearer starting point for approved app connections and OAuth-based workflows. See integration capabilities.Improved
- Signed service agreements are easier to find from the related lead workflow.
- Phone entry is more consistent across lead and client forms.
- Case file upload and public API workflows received reliability improvements.