Ontario RCIC client file retention

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

Does CICC require paper or digital files?

Electronic files are permitted when retrievable and protected. Hivi-X provides Canadian-hosted encrypted storage — your firm sets backup and closure policy.

Should closed files be exported from Hivi-X?

Many firms export organized PDF packages at closure and store in long-term archive alongside CRM exports. Hivi-X supports PDF export for client-file records.

Does Hivi-X enforce six-year retention automatically?

No. Retention scheduling and closure are your firm's responsibility. Hivi-X helps organize intake records during the active engagement.

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