Solo RCIC vs small firm document stack

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 document stack does a solo RCIC need?

Reusable program checklists, client or guest upload, approve/reject QC, and an exportable package for the client file — without multi-seat CRM complexity.

What changes at three to five consultants?

Team seats with staff roles, files assigned to the person who handles them, principal visibility across clients, firm templates and an activity log — still not an enterprise CRM rip-and-replace.

Does Hivi-X replace immigration CRM for small firms?

No. Hivi-X handles document collection and QC. CRM typically handles pipeline, billing integration, and deadlines per your vendor.

Does export equal CICC compliance?

No. An exportable PDF package supports a coherent file story. Retention, confidentiality, and full record contents remain your professional duties — confirm current CICC rules.

Can solo RCICs upgrade to firm features later?

Add a seat for each admin or junior consultant you hire; they work from the firm's templates and client files.

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