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.
More Immigration guides
- Email is not document collection for RCICsOntario RCICs lose time collecting immigration documents through email, WhatsApp, and shared folders. A checklist-first workflow keeps client files complete before ITA deadlines.
- Missing documents cost RCICs ITA deadlines and client trustIncomplete immigration files during the Express Entry ITA window create refusal risk, rework, and CICC complaint exposure for Ontario RCICs.
- Better client document collection for Ontario RCICsA practical checklist-first intake model for immigration consultants — from retainer signing through exportable PDF checklist report.
- Stop chasing police certificates in emailPolice certificate collection is a top RCIC bottleneck. Structured checklist intake reduces ITA-period delays for Ontario practices.
- Immigration CRM vs document collection for RCICsWhen Ontario RCICs need a case management CRM, when they need a document-collection layer, and why most firms use both.
- Express Entry document checklist for Ontario RCICsOperational checklist of documents RCICs typically collect for Express Entry clients — verify against current IRCC guidance.
- Express Entry ITA: 60-day document rush workflowWhen a client gets an ITA, RCICs have 60 days to submit a complete application. A practical document-rush workflow with checklists and missing-item tracking.
- Pre-ITA readiness checklist for Express Entry clientsHow Ontario RCICs front-load documents before an Invitation to Apply to avoid 60-day fire drills.
- Employment reference letter collection for RCICsNOC-aligned employer letters are a chronic Express Entry bottleneck. Checklist intake and item-level QC reduce IRCC refusal risk.
- Police certificate collection for Ontario RCICsResidence history rules, country-specific processing, and checklist QC for police certificates in immigration client files.
- Language test documentation for Express Entry clientsIELTS, CELPIP, and TEF result collection — validity rules and checklist intake for Ontario RCICs.
- Educational Credential Assessment intake workflowECA collection and checklist QC for Express Entry and skilled worker programs — WES and other designated organizations.
- Spousal sponsorship document package for RCICsChecklist-driven intake for inland and overseas spousal sponsorship — relationship evidence, identity, and IRCC forms.
- Study permit document checklist for Ontario RCICsLOA, financial proof, identity, and program-specific documents for study permit client files in Ontario practices.
- Work permit document intake workflow for RCICsLMIA-supported and LMIA-exempt work permit document packages — employer letters, job offers, and identity documents.
- Certified translation collection for immigration filesTranslation pairs, translator certification, and checklist QC for non-English/French documents in RCIC client files.
- CICC client file management: what RCICs must keepWhat the CICC Client File Management Regulation requires RCICs to retain — and how structured document intake supports defensible files.
- RCIC communication log documentationCICC communication recording obligations — what to log, what Hivi-X supports, and what stays outside the platform.
- Ontario RCIC client file retentionSix-year retention, active vs closed files, and electronic storage considerations for Ontario immigration practices.
- RCIC client portal vs email for document collectionWhy email and WhatsApp break down for immigration document collection — and what the my-id.ca portal provides.
- Responsible AI for RCIC consultation notesSelf-hosted AI summaries on immigration client files — no third-party AI providers, Canadian hosting context.
- Voice notes for immigration consultation documentationRecord consultation recaps on RCIC client files — faster file notes that support CICC communication obligations.
- AI summaries for immigration client filesHow self-hosted AI summaries on voice notes help RCICs document consultations without third-party AI risk.
- Co-agent workflow for RCIC teamsHow small Ontario immigration firms use Hivi-X co-agent access for junior consultants and document coordinators.
- Canadian-hosted document collection for RCICsWhy Canadian hosting matters for immigration client files — PIPEDA, CICC confidentiality, and US-hosted tool risk.
- Secure client portal for immigration documentsSecure guest link or my-id.ca portal upload flow for immigration clients — checklist sharing and mobile-friendly intake.
- Small RCIC firm document standardizationHow 1–5 person Ontario immigration firms standardize intake across consultants and programs.
- Principal RCIC client file oversightHow managing partners review intake completeness across consultants without opening every inbox.
- DocuSign vs document collection for RCICsE-signatures vs structured immigration document intake — different tools for different steps in the RCIC workflow.