WhatsApp is not an immigration 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 WhatsApp with clients?

Practices commonly do. CICC still requires you to record communications and keep supporting documents on the client file. The chat thread is not a substitute for either.

Does Hivi-X import WhatsApp automatically?

No. There is no WhatsApp sync. Your team uploads important files onto checklist lines, and you log the conversation in your communication record (CRM, notes, or export).

What if the client refuses a portal?

Guest link only needs email OTP — no my-id.ca account. If they still send files on WhatsApp, you file those uploads onto the correct checklist items the same day so completeness stays true.

Why is a chat dump a bad relationship-evidence package?

Officers and future you cannot QC 10,000 messages. Export selected evidence into labelled checklist items (see the common-law guide).

Does deleting a chat after upload help privacy?

Your CICC and PIPEDA duties are about the file you keep, not wiping the client's phone. Do not destroy records you are required to retain. Ask counsel if you are unsure.

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