The RCIC intake admin queue is not a shared inbox

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 belongs in an RCIC intake admin queue?

Outstanding checklist items per client file — not unread emails. Each line should show item name, status (missing, submitted, rejected, approved), assignee, and last action date.

Should admins work from the CRM inbox?

CRM inboxes track communication, not document completeness. Use the CRM for logs; use a checklist for intake queue truth.

How do solo RCICs avoid becoming the queue?

Reusable checklists, guest links for client uploads, and reject-on-checklist so clients self-correct without you renaming attachments at midnight.

Does Hivi-X send automated email reminders?

No. Hivi-X shows missing items on the dashboard and guest portal. Your team decides when to follow up and logs communication separately.

Can co-agents share intake workload?

Yes. Co-agent access lets admins QC uploads while consultants take calls — same checklist, same missing-item truth.

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