New
A redesigned Client Portal
Clients can use a streamlined portal to view applications their firm has made visible, open assigned questionnaires, access signature requests, and read case updates. Firms can also configure a client-facing IRCC processing-time card for an application. Read the Client Portal guide.Milestone billing and Stripe payment workflows
Invoice workflows now support staged milestones, clearer payment-link actions, and payment status visibility. This helps firms collect fees at defined stages rather than managing each payment outside the case workflow. Request an online payment.Lead chatbot and richer lead intake
Firms can add a VisaFlo lead chatbot to a website, collect enquiries, and review conversations in the dashboard. Lead stages, intake forms, booking flows, and routing controls were also expanded. Learn about Lead Chatbot.Connected apps and CRM intake paths
VisaFlo added connected-app settings and expanded integrations for tools such as Calendly and Clio. These connections help bring new enquiries and matters into the right VisaFlo workflow. See integration capabilities.Improved
- Mobile e-signing is easier to complete, including signature, initials, and date fields.
- Case and client pages now make related lead context and active case work easier to find.
- Invoice due dates, reminders, and payment actions provide clearer feedback when information is incomplete.