Contents

RCIC communication log documentation

RCIC communication log documentation

All channels, recorded

The Code of Professional Conduct and Client File Management Regulation expect timely documentation across:

  • Email
  • Text and SMS
  • WhatsApp and messaging apps
  • Verbal discussions (calls, consultations)

No single tool auto-captures all of this today — including Hivi-X.

What Hivi-X adds

  • Voice notes on the client checklist after consultations
  • Self-hosted AI summaries mapped to checklist context
  • Timestamped upload and approval history on document items

This supports defensible records of what was discussed and what was collected — without sending client data to OpenAI, Google, or Anthropic.

Practical firm policy

Define where each channel lives: CRM for case email, accounting for billing, Hivi-X for structured intake and consultation voice notes, separate archive for WhatsApp exports where required by your compliance workflow.

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General information only. Not immigration advice. Hivi-X is document-collection software — not a licensed immigration consultant. Not affiliated with or endorsed by CICC or IRCC. Verify all requirements against current IRCC guidance and each client's profile.

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 Hivi-X log WhatsApp messages?
No. Clients upload documents via my-id.ca; you log WhatsApp and SMS separately for CICC communication records.
How do voice notes help communication logs?
Record consultation recaps on the client checklist. Self-hosted AI summarises notes against checklist lines — supporting file documentation without third-party AI providers.
Should email correspondence stay in the client file?
Yes — CICC expects correspondence in the client file. Hivi-X organizes intake documents; formal IRCC email chains may also live in your CRM or file archive.

Collect complete immigration client files without the chase

Hivi-X helps Ontario RCICs collect passports, police certificates, employer letters, and IRCC forms with reusable checklists, the my-id.ca client portal, self-hosted AI summaries, and exportable PDF packages for your client file archive — alongside your immigration CRM.

RCIC Communication Log Documentation | hivi-x Docs