RCIC invoice and billing record placement in the client file

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 invoices in the client file?

Yes — the Client File Management Regulation lists copies of billing documents (e.g. invoices, receipts) among the minimum contents of a client file. This article is operational organization, not a full legal interpretation.

Should the trust ledger live in Hivi-X?

No. Client-account / trust accounting belongs in your designated client-account system under CICC Client Account rules and the Code of Professional Conduct. Hivi-X can store PDF confirmations and retainer docs clients and RCICs exchange.

When should I attach an invoice PDF?

When issued — same day as a communication-log note that the invoice was delivered, per firm policy.

What about credit-card or e-transfer receipts?

If they are part of the client's billing record, attach them to a named billing checklist line rather than burying them in a passport folder.

Is this legal advice?

No. Confirm trust, invoicing, and file duties with current CICC regulations, the Code of Professional Conduct, and counsel where needed.

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