Solo RCIC spreadsheet document intake switch

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

When should a solo RCIC leave spreadsheets?

When you regularly miss document gaps until submission week, juggle mixed email/WhatsApp uploads, or cannot sample a closed file quickly for your own QC. Volume thresholds vary — there is no CICC rule that bans Excel.

Does Hivi-X replace an immigration CRM?

No. Hivi-X handles document collection and QC. Case notes, billing, and portal submission stay in your existing tools.

Is checklist software worth it for one person?

If one missed police certificate delays an ITA submission, the time saved on a single file can exceed monthly software cost — measure against your own chase hours.

Can a solo RCIC migrate gradually?

Yes. Start with your highest-volume template — Express Entry or spousal — and attach to new clients first.

What about clients who prefer email?

Guest links accept uploads via email OTP without portal signup. Clients email less because the checklist shows exactly what is missing.

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• When not to use Hivi-X for RCIC practicesHonest guidance on when Ontario RCIC practices should not adopt Hivi-X — limits of document-collection software for immigration firms.