Essential components of the EPE: The Rocky Climb to become RCIC.

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Essential Tips for a Successful Initial Consultation + Sample Email to Invite Clients

While you may already have your own approach and email templates for inviting clients to an initial consultation, the following tips may enhance your current strategy and support your business growth.   🔑 Before the Consultation Set Clear Expectations Clearly outline the scope and purpose of the initial consultation. Emphasize that this is an assessment,…

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Client Account vs. Exemption for Client Account for RCICs. Which Option is Best?

Client Account (Holding Client Funds in Trust) A Client Account is a trust account where client funds are held separately from the RCIC’s operational funds. These funds are usually advanced fees for services not yet rendered. Pros: ✅ Compliance with CICC Regulations – Demonstrates financial responsibility and transparency. ✅ Higher Client Trust – Clients may…

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Sample letter for employment verification if you want to register yourself as an employee working under a RCIC/Lawyer/ Immigration Law firm (not as a self-employed RCIC)

————————–SAMPLE—————— SAMPLE—————————- DDMMYYYY To Whom It May Concern. EMPLOYEE NAME has been working for COMPANY NAME since DDMMYYYY. His current position is DESIGNATION where he always works under the supervision of any of the senior Lawyers/RCICs of our company.…

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