Co-agent workflow for RCIC teams

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

How many co-agents per client file?

One secondary user per client record in the current product. Scoped to that client's files and checklists.

Can a co-agent approve client uploads?

Yes, with access to the client record. RCICs and co-agents can approve or reject checklist submissions per firm workflow.

Does co-agent replace CRM multi-user licensing?

No. Co-agent is scoped document-collection access — not full immigration CRM RBAC.

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