Better client document collection for Ontario RCICs

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

When should an RCIC deploy a document checklist?

At retainer signing or initial consultation — before the client scatters documents across email. Pre-ITA readiness checklists reduce fire-drill mode after an Invitation to Apply.

Do clients need a my-id.ca account?

Yes. Clients create a free my-id.ca account and upload via the portal after you share a checklist. Secure guest link — no account needed (email OTP verification).

Can RCICs build custom program checklists?

Yes. Hivi-X supports user-built reusable templates for Express Entry, spousal, study permit, work permit, or custom programs. Prebuilt RCIC program templates in app — coming soon.

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