Watch short walkthroughs of RCIC App features designed for Regulated Canadian Immigration Consultants and Canadian immigration firms.
This tutorial library introduces key RCIC App features, including bookings, written consultations, service agreements, billing, events, Transfer Room, and other tools that help immigration professionals manage their practice more efficiently.
Service Agreements
Learn how to amend a fully signed Service Agreement in RCIC App without cancelling and redrafting the original agreement. This tutorial shows how the amendment workflow helps update terms, revise fees, and send the amendment for client signature while keeping the agreement record organized.
Service Agreements
Learn how to add government fees to a Service Agreement in RCIC App. This tutorial shows how to keep government fees separate from professional fees and preview the agreement before sending it to the client.
Explore Service AgreementsService Agreements
In this RCIC App tutorial, I show how to use saved templates to populate Service Agreements quickly and consistently. This video covers how to: 1. Open the Service Agreement workspace. 2. Select a saved template. 3. Apply template content to empty fields or replace existing content. 4. Review the required sections before previewing the agreement. 5. Use validation, preview, and review tools before sending the agreement for signature. This video is intended for RCIC App users who want to streamline Service Agreement drafting while retaining full professional judgment over the final agreement. Relevant RCIC App features shown in this video: 1. Service Agreements 2. Saved templates 3. HTML and PDF preview 4. AI review 5. Validation checks 6. Client signing workflow Learn more about RCIC App: https://rcicapp.ca Note: RCIC App supports immigration professionals with practice management and document workflows. It does not replace the RCIC’s professional judgment, legal obligations, or responsibilities under the CICC Code of Professional Conduct.
RCIC App ManualQ&A Sessions
Learn how to create Q&A Sessions in the RCIC App, including session details, availability, free or paid registration, capacity controls, and online or in-person delivery.
Explore Q&A SessionsTransfer Room
Learn how Transfer Room helps RCICs exchange documents with clients in a secure, organized space after the service agreement is in place. This walkthrough introduces the role of Transfer Room in client communication, matter-based document handling, and post-retainer file exchange.
Explore Transfer Room
