RCIC Retainer & Consultation Agreement

Auto-fill from your notes

Reads name, email, phone, date of birth, address and immigration program from the text. Always review the filled fields before generating.

1 Consultant / Firm Firm logo (optional)

Your own firm logo only. The official CICC logo is intentionally omitted — under s.46 of the Code, the College's logo may be used only as the College permits, so the document instead shows the permitted "Regulated by the College…" line with your RCIC number.

Official RCIC insignia (optional)

Upload only the official insignia file the College issued to you, and only if you are in good standing and authorized to use it per the College's Insignia Guide. The insignia is the College's property — this just places your own authorized file; it does not generate one.

Show logo (on all three documents) Show "Regulated by the College" badge Show insignia (if uploaded)

Saves your firm/RCIC details, logo and settings in this browser so you don't re-enter them. Persists when the page is hosted on your own site; it won't persist inside this in-chat preview.

Firm / business name

RCIC full name

RCIC no.

Address

Phone

Email

People likely to assist (s.24(3)(e))

Governing province

Service language

2 Client Full name

Date of birth

Phone

Address Email Client's instructions & authorized contact (s.24(3)(f)) Joint retainer — add a second client (e.g., sponsor + applicant)

3 Matter & scope Immigration program Scope of services (editable)

One service per line. These become the numbered RCIC responsibilities in Section 2.

Estimated time frame (s.24(3)(h)) Summary of preliminary advice given (s.24(3)(c)) Conflict of interest disclosure (s.24(3)(o))

4 Fees Billing method (one method per service — s.24(3)(i))

Professional fee (CAD)

GST/HST % Advance payment held in client account (CAD)

Payment due (days)

Interest on overdue (%/yr)

Flat fee splits into milestones per the selected program. Hourly shows the rate and estimated hours. The Code does not allow switching methods for the same service.

5 Disbursements

Government fees change — confirm each against the current IRCC fee schedule before signing.

6 Execution & policies

Agreement date

File / ref no.

File retention period (s.24(3)(q)) Complaint-handling procedure (s.24(3)(r))

Firm, RCIC and logo details are shared from the Service Agreement tab.

Branding Firm logo (optional) — shared across all documents

Show logo Show "Regulated by the College" badge Show insignia (if uploaded)

1 Potential client Full name

Phone

Email

Address

2 Consultation This consultation is free (no fee)

Consultation fee (CAD)

GST/HST %

Purpose & scope of consultation (s.23(2)(e)) File / ref no.

Client, matter, fee and disbursements auto-fill from the Service Agreement tab. Edit anything here and it stops auto-syncing so your changes stick.

Branding Firm logo (optional) — shared across all documents

Show logo Show "Regulated by the College" badge Show insignia (if uploaded)

1 Bill to Client name Address Email

2 Invoice details

Invoice no.

File / matter ref

Matter

3 Professional services (s.33)

Each line needs a full description of the service provided. Invoice only after work is done.

4 Disbursements

5 Totals & payment

GST/HST % (on services)

Advance / trust applied (CAD)

Payment due (days) Payment instructions (optional) Mark as paid (adds a receipt — s.33(3))

Retainer Agreement Generator