CICC practice inspection evidence checklist

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 does CICC look at in a practice inspection?

Scope varies by inspection type. Expect scrutiny of client file management against College regulations and the Code — retainers, supporting documents, correspondence, billing, confidentiality, and whether complete files can be produced on request. Confirm current College materials.

How many client files should an RCIC prepare?

Have a defined sample ready — often recent open files plus closed files within retention. Your principal should know which matters were sampled and why. There is no single universal count in the Client File Management Regulation.

Does Hivi-X replace the CICC client file?

No. Hivi-X is document collection and QC. Your practice-management, accounting, and communication records still belong in the file structure the College expects.

Can guest-link uploads count as supporting documents?

Yes, if they are filed on the client record with dates, versions, and QC notes — not left as loose portal links nobody indexed.

How long must RCICs retain client files?

Client File Management Regulation: retain a closed client file in a secure, accessible location for a minimum of six years after closure. Confirm current CICC guidance for your situation.

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