RCIC App by Investatech

Written Consultations

Async paid consultations: clients submit questions, you respond with a written PDF answer on your own schedule.

What you can do

  • Clients pay and submit questions online

    Stripe checkout collects your fee; the client submits their case facts and any uploaded documents in one flow.

  • Respond on your own timeline

    No live session, no scheduling. Draft your written PDF answer when you have the time.

  • Per-service pricing, scope, and turnaround

    Configure how much each written consultation costs, how many pages, and how many business days you commit to.

  • PDF answer delivered by email

    Once you mark the consultation answered, the client receives a branded PDF along with any supporting notes.

  • Full consultation history

    Every written consultation stays in your dashboard with status, dates, and the delivered answer for your records.

  • Clarification + follow-up loop

    Request additional facts from the client mid-review without leaving the consultation thread.

How it works

  1. 1

    Create a written consultation service with your price, scope, and turnaround.

  2. 2

    The client pays and submits their question through your public booking page.

  3. 3

    You draft and deliver the PDF answer; the client receives it by email.

Pricing

Included in Basic ($29 CAD/mo) and Premium ($69 CAD/mo). 14-day free trial. A 2.5% platform fee applies to the Stripe-processed payment for each written consultation.