CICC audit request vs received document trail for 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

What do CICC audits look for in document trails?

Typically evidence of organized file management consistent with the College's Client File Management Regulation and Code of Professional Conduct — agreements, client records, communications, supporting documents, and work performed — producible on request. Confirm current audit scope with the College's published materials.

How long must RCIC client files be retained?

The College's Client File Management Regulation requires closed client files to be kept secure and accessible for a minimum of six years after closure, with destruction recorded. Verify current requirements before setting retention policy.

How does a checklist prove request vs received?

Named template lines show what was required; upload statuses show submitted, approved, or rejected with client resubmit history.

Does Hivi-X certify CICC compliance?

No. Hivi-X helps structure collection and export records. Your RCIC policies and oversight govern compliance.

Can principals export audit-ready packages?

PDF export of approved documents plus your communication logs per firm policy — Hivi-X does not replace your CRM or IRCC portals.

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