> ## 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.

# May 2026

> More flexible leads and clients, improved e-signatures, Excel workflows, connected apps, and saved signatures.

## 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](/knowledge-base/faq/how-to-import-clients-leads-and-cases-from-csv-or-another-platform).

### 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](/knowledge-base/cases/e-signature).

### Connected apps

Connected-app settings give firms a clearer starting point for approved app connections and OAuth-based workflows. [See integration capabilities](/knowledge-base/developers/integrations).

## 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.