CICC complaint response document assembly 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 documents belong in a CICC complaint response file?

Retainer and consent, communication records, document request checklist, submitted/approved uploads, submission records, and billing per firm policy — case-specific. Follow what the College asks for in writing.

How does checklist intake help complaint response?

Template shows what was requested; statuses show received and QC-approved items; export bundles the document record.

Does Hivi-X provide legal advice for complaints?

No. Hivi-X is document-collection software. Complaint strategy and submissions stay with the licensed RCIC and counsel.

Can principals access the file if the consultant left?

Co-agent and export capabilities support firm continuity — per your access policies. Separately, the Code of Professional Conduct requires delivering a client's file to a new representative within 10 business days of a transfer request, even with fees outstanding — organized files make that deadline survivable.

How long do complaint-relevant records exist?

The College's Client File Management Regulation requires closed files to be retained, secure and accessible, for at least six years — so a complaint can arrive years after closure. Verify current retention rules with the College.

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