Principal RCIC weekly file sample review

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 many files should a principal review weekly?

CICC does not publish a required sample size. Scale to firm size and risk — many small practices sample a handful of open files plus periodic closed-file pulls. Document the method in your office procedure, not as a College quota.

What must each file show?

The Client File Management Regulation lists a minimum: retainer (service agreement) and related agreements, supporting documents, correspondence, billing, designate authorization if any, drafts, and submitted applications. Verify against current CICC requirements.

Should principals review only their own clients?

If others assist on files, the licensee remains professionally responsible. Rotating samples across consultants is an operational way to test that supervision — not a CICC-named 'principal' duty.

How do I record the review?

Dated note: files sampled, findings, corrective actions, follow-up date. Keep it on the firm record. Hivi-X can store an upload; it does not auto-log oversight.

Does Hivi-X replace principal sign-off?

No. Hivi-X shows missing checklist items and approve/reject history. The licensee still documents supervision.

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