Voice notes for immigration consultation documentation

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

Where are voice notes stored?

On Canadian servers with encryption at rest. Associated with the client checklist file in Hivi-X.

Can co-agents record voice notes?

Yes, when they have access to the client record. Useful when a junior consultant conducts intake calls.

Do clients hear voice notes?

Voice notes are for your team's file documentation on the checklist — not client-facing unless your practice policy says otherwise.

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