When a portal beats retainer email for RCIC document intake

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

Should RCICs send guest portal link before retainer is signed?

Generally collect only pre-retainer essentials by email — ID for quote, agreement. Full supporting docs after signed service agreement unless firm policy says otherwise.

What does Hivi-X guest link require from clients?

Email OTP verification — no Google or Microsoft account required.

Is portal overkill for a single spousal file?

Often yes — if you and one client exchange a handful of PDFs total and you file them coherently the same day, disciplined email may suffice.

When is portal clearly better?

Multi-document programs at retainer, overseas clients, co-agent QC, or any firm with shared-inbox intake.

Does portal replace retainer e-sign?

No. Sign the service agreement via your e-sign tool; portal handles supporting document lines.

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