Multi-office RCIC firm document intake

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 multi-office RCIC firms prevent intake inconsistency?

Shared checklist templates, firm-wide QC standards, and principal dashboard review — not per-office spreadsheets or email lists.

Can co-agents in different cities work the same file?

Yes. Hivi-X co-agent workflow supports cross-office delegation with activity visible to the principal RCIC.

Should each office have different templates?

Avoid forks for core programs. One Express Entry (or spousal) template firm-wide. Adjust per-client lines when needed — not per-office versions.

How does a principal RCIC audit remote offices?

Review missing-item dashboards and sample exported PDF packages. See principal RCIC client file oversight for patterns.

Does Hivi-X replace an immigration CRM?

No. Hivi-X handles document collection and QC. Case management stays in your CRM — completed packages export as PDF.

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