Creating a Case

Creating a Case

Managing immigration cases is seamless with VisaFlo. Follow these steps to create a new case and start processing applications efficiently.

Step 1: Navigate to the Case Dashboard

• Log in to your VisaFlo account.

• Click on Cases from the main dashboard.

• Select + Add Case to begin.

Step 2: Enter Case Details

• Enter Case Information

• Select the appropriate visa type (e.g., PR, Work Permit, Student Permit, etc.).

• Choose any subcategories if applicable.

• Create a new client if needed to

• Assign the case to a specific lawyer or case manager in your firm.

• Multiple team members can collaborate on a case.

• Click Create Case

Internal review notes before publishing

• Add guidance for choosing between generic PR, Express Entry, and portal-specific case types.
• Add a note that some case types support only forms/intake while others support online portal autofill.
• Add a link to the support matrix article: "Which immigration programs and IRCC portals does VisaFlo support?"
• Add instructions for what to do if the wrong case type was selected.