CICC audit will read your folder names (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

Does CICC require a specific digital folder taxonomy?

The Client File Management Regulation requires a clear and coherent system to label and identify client property and to store and easily retrieve active and closed files. It does not publish a mandatory folder-name dictionary. Clear naming is operational best practice that makes those duties workable.

Should line names match IRCC portal labels?

Operational best practice: close alignment reduces upload errors and review confusion. Confirm labels against the program checklist you are filing.

What about client-uploaded IMG_4521.jpg?

Reject or rename on export — a reviewer should see 'Passport — bio page' not camera-roll names.

Does Hivi-X rename files automatically?

Export packages use checklist line context; train clients to upload readable docs, not random names. Do not assume automatic renaming covers every case.

WhatsApp forwards?

Not a filing system — import substantive documents and messages to named lines via portal or firm process; see related communication-log guidance.

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