WeChat family chat is not a CICC 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

Are RCICs allowed to use WeChat with clients?

Many practices use WeChat for Mandarin-speaking clients. Using a channel does not replace Client File Management Regulation duties — supporting documents and key communications still need to live on the client file.

Does Hivi-X sync WeChat?

No. There is no WeChat integration. Upload important files onto checklist lines and log the conversation in your communication record.

What about family group chats?

Convenient for clients — risky for files. Designate one upload path (guest link or checklist) so relatives are not sending conflicting passport scans.

How do I handle relationship evidence from chat?

Export selected screenshots into labelled checklist items. A multi-thousand-message dump is not QC. See the common-law evidence guide.

Should I tell clients to stop using WeChat?

Usually no — meet them where they are. Change where documents land: the checklist, not the thread.

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