RCIC intake to consulting handoff (Ontario)

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 must be approved before consulting begins?

Firm policy varies. Many Ontario practices wait for an executed written service agreement/retainer, client ID, privacy consent (often in or beside the agreement), a completed intake questionnaire, and payment or deposit per policy. Add conflict / other-representative checks when your process requires them.

Who QC's the handoff — admin or RCIC?

Admin collects; RCIC (or designated reviewer) typically approves each line. Strategy notes should not start on a file with red intake lines.

Can consulting start while documents are still missing?

You can hold a discovery or initial consultation under your written consultation process, but do not treat pathway quotes as final until intake facts and agreements are complete — otherwise you re-work advice when facts change.

Does Hivi-X replace the CRM contact record?

No. Hivi-X holds the document checklist and QC state. Your CRM still holds the lead source and billing contact.

How do co-agents split intake vs consulting?

Assign intake templates to admin staff; the RCIC reviews when intake lines are ready. Co-agent sees the same line status without email forwarding.

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