Contents

Exportable PDF package for CICC client records

Exportable PDF package for CICC client records

Intake documentation for defensible files

CICC expects supporting documents and records of what was collected. A checklist PDF export shows:

  • What was requested
  • What was submitted and approved
  • Intake timeline on the client file

When to export

  • Before IRCC submission — internal completeness sign-off
  • At milestones — retainer phases or program stages
  • At file closure — long-term archive with six-year retention

Professional plan feature

Exportable PDF checklist reports are highlighted on Professional ($59 CAD/month) and Enterprise plans. Starter includes core collection; verify current plan features on hivi-x.ca/immigration.

Start a free trial

Start a free trial or download the free Express Entry checklist PDF.

General information only. Not immigration advice. Hivi-X is document-collection software — not a licensed immigration consultant. Not CICC-certified or endorsed. Not affiliated with CICC or IRCC. Verify all requirements against current IRCC guidance and each client's profile.

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 the PDF export include?
Checklist report with item status suitable for client-file documentation. Exact format reflects current product export — verify against your firm's CICC file standards.
Can I upload the export to my CRM?
Yes. Many firms export from Hivi-X and attach to immigration CRM or long-term archive at submission or closure.
Does export replace IRCC portal submission copies?
No. Maintain submitted application copies per CICC requirements. Hivi-X export documents intake and checklist QC.

Collect complete immigration client files without the chase

Hivi-X helps Ontario RCICs collect passports, police certificates, employer letters, and IRCC forms with reusable checklists, the my-id.ca client portal, self-hosted AI summaries, and exportable PDF packages for your client file archive — alongside your immigration CRM.

Exportable PDF Package For CICC Records | hivi-x Docs