Google Sheets immigration checklist vs structured portal

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

When do RCICs outgrow Google Sheets for intake?

When multiple consultants edit the same row, clients upload elsewhere, and nobody trusts whether 'received' means approved for IRCC.

Does Hivi-X replace Google Sheets entirely?

Many firms keep sheets for pipeline reporting but move client document QC to Hivi-X checklists.

Can clients upload directly instead of emailing admin?

Yes — my-id.ca portal or guest OTP link upload to named checklist items when guest access is enabled.

Does the portal send automatic reminders?

Automated email reminders are not shipped yet. The missing-item dashboard drives specific human follow-up.

Is this immigration advice?

No. Operational comparison only.

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