Async overseas client upload QC without calls

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

Do I need to be online when overseas clients upload?

No. Checklist status shows submitted items when you start your Ontario day. Reject unreadable scans in-app so clients resubmit on their schedule.

What if the client only uses WhatsApp?

Upload their photo to the matching checklist line the same day. The file of record stays on the client record — not in a chat thread.

Does async QC replace representation forms?

No. IMM 5476 and program-specific forms remain separate checklist items. Async upload is how documents arrive and get QC'd.

Can a co-agent cover morning QC while I am in court?

Yes. Co-agent access on the client record lets a colleague approve or reject items against the same checklist.

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