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AI summaries for immigration client files

AI summaries for immigration client files

From 45-minute call to file note in minutes

RCICs running solo practices cannot spend an hour typing after every consultation. AI summaries compress voice notes into reviewable file documentation.

Checklist context improves relevance

Summaries tied to checklist lines focus on document instructions, outstanding items, and client questions — not generic transcription dumps.

Privacy architecture

  • Canadian hosting
  • AES-256-GCM at rest
  • No third-party AI providers
  • TLS in transit

Review before file reliance

Treat AI summaries as drafts. Correct errors before including in formal client file exports or CICC records.

Start a free trial

Start a free trial or download the free Express Entry checklist PDF.

General information only. Not immigration advice. Hivi-X is document-collection software — not a licensed immigration consultant. Not affiliated with or endorsed by CICC or IRCC. Verify all requirements against current IRCC guidance and each client's profile.

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What triggers an AI summary?
Voice notes recorded on the client checklist. AI summarises against checklist line context on Hivi-X infrastructure.
Can AI summarise uploaded documents?
Voice summary is v1. AI upload-to-item matching is coming soon — separate capability.
Which plan includes voice + AI summary?
Professional plan ($59 CAD/month) and above highlight voice + AI summary. See current pricing on hivi-x.ca/immigration.

Collect complete immigration client files without the chase

Hivi-X helps Ontario RCICs collect passports, police certificates, employer letters, and IRCC forms with reusable checklists, the my-id.ca client portal, self-hosted AI summaries, and exportable PDF packages for your client file archive — alongside your immigration CRM.

AI Summaries For Immigration Client Files | hivi-x Docs