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New

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Ask your dashboard a question

VisaFlo’s home screen is now an assistant you talk to. Ask about your cases, clients, and leads in plain language, have it draft an email, or attach a file and ask what is in it — instead of navigating to each record to piece the answer together yourself. Answers that draw on current information from the web include links to their sources so you can check them. When the assistant can act for you — writing a note, creating a task, sending an email, filing a document, or preparing a service agreement — it shows you exactly what it intends to do and waits for your approval. Nothing is written to a record until you approve it. The metric tiles and recent-activity lists you are used to have not gone away. They now live on the Overview page at my.vflo.app/overview, which answers “how is the firm doing” rather than “what needs me today”. Bookmark it if it is part of your daily routine — the sidebar now leads with the assistant.
The assistant is included with AI plans. On other plans it stays visible so you can see what it does, and prompts you to upgrade when you try to use it.

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Questionnaires in Vietnamese

Clients can now complete questionnaires in Vietnamese, alongside the languages VisaFlo already supported. Send an invitation.

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Pick a default questionnaire invitation email

Under Settings → Preferences, choose one of your firm’s saved email templates as the default for questionnaire invitations. Every invitation then opens pre-filled with that message instead of a blank one, and you can still edit it before sending. Send an invitation.

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A document checklist on every case

Each case’s Files tab now has a document checklist. It shows what you asked the client for and what they uploaded. Set what new cases request for each case type under Settings → Templates → Checklist. When you send an invitation, Customize the checklist lets you change the list for that case, and the email includes your instructions for each document. Case document checklist · Checklist templates.

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AI review of questionnaires

Open a questionnaire in Review Mode and select Run AI review to get a list of answers that look wrong or incomplete. Before clients submit, they are walked through anything the review flagged. AI review is included with AI plans. Automation and review.

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One AI scan for the whole case

The AI Scanner now fills every family member’s questionnaire from one scan. Scanned answers merge with what is already there instead of replacing it, and you can undo an import. AI Scanner.

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Bulk edit

Select several leads, cases or clients and change their stage, assignee or status at once. On the leads board, Move all leads to moves a whole column.

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Box and more family imports

  • Connect Box under Settings → Third-Party Integrations, then use Import from Box in the file manager. New case folders are created in every connected drive.
  • Import family details from Another Case, several members at a time.

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Improved

  • Express Entry profile questionnaires catch more problems before submission: a travel document with an expiry date in the past is rejected at entry, and family name is required.
  • Express Entry Portal forms now translate with the rest of the questionnaire.
  • Invoice payment links say when an existing link was reused rather than implying a new one was created, so the record matches what the client received.
  • Client records that fail to load now show an explanation instead of an empty page.
  • Loading states across the dashboard are steadier, including a single consistent spinner while the app starts.
  • Leads can be created with only a phone number, for example from WhatsApp. Older phone numbers show a Fix format badge.
  • Lead, client and case tables have a Last activity column.
  • When several To recipients would see each other’s addresses, you get a warning with Move to Bcc.
  • After you create a case, the dialog offers Send Invite.
  • Hover the Autofilled indicator to see who ran autofill.
  • Choosing an email template no longer drops attachments such as a service agreement.
  • Booking pages hide times inside your minimum notice, and minimum notice accepts custom values.
  • The client portal no longer signs clients out when they open a case.
  • Payment links and invoices work for clients whose email is only on their contact record.
  • Questionnaire uploads are filed in a folder for each question, in VisaFlo and in synced drives.
  • Questionnaire links shared on WhatsApp show your firm’s branding.
  • Form updates: the new CIT 0001 (08-2026), IMM 5532 separation dates, BC PNP fixes, PR card photos, and more accurate country, marital status and address fields on IMM 5707, 5406 and 1344.
  • The Chrome extension now matches applicants with accented names, such as Adèle, when autofilling an e-APR.