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 do I give a junior consultant at my firm access?

Invite them to your team in Account → Team as staff. They take a paid seat at your plan's price and see the firm's client files, or only the files assigned to them if you turn that on.

How many co-agents per client file?

One, from outside your firm, scoped to that client's shared items. People at your own firm should be teammates instead.

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 Hivi-X replace CRM multi-user licensing?

For document collection, team seats with owner, admin and staff roles cover your staff. Hivi-X is not an immigration case-management system, so keep your CRM for case work.

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