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The outcome

Set up enough of VisaFlo that a staff member can communicate as your firm, open a case consistently, and know who owns the next action. Do this before sending real invitations. You do not need to configure every optional feature on day one.

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1. Decide how your firm will work

Choose one common case type for the first rollout. Agree on the lead stages, case naming convention, required intake information, document folders, task owners, and the review point before a document or portal entry is used. Launch Your Firm has the rollout checklist.

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2. Add the people who do the work

Invite intake, casework, and billing staff. Give each person only the access they need, and decide who can create cases, send client-facing communication, or approve submissions. Workspace member settings, where a firm adds teammates and controls access. Continue with Invite a member.

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3. Make outbound communication recognizable

Configure a branded sender before invitations, payment requests, or signature requests go to clients. Verify the sending domain, then create a professional staff signature. Test with an internal recipient before using it on an active file. Email sending configuration with domain verification records. Continue with Branded email and Email Signature.

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4. Build reusable case materials

Prepare the templates and agreements your first case type needs. Use short, clear client-facing language and require a staff review before a generated document is sent or signed. Template settings for reusable case documents. Continue with Letters & Agreements.

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Ready to move on?

Your setup is ready when your team can identify an owner, create a representative case, and send a correctly branded test message. Next, use Win and Engage a Client.