About hivi-x

hivi-x is client document collection software built for Canadian professionals — realtors, lawyers, immigration consultants, and healthcare teams who are tired of chasing incomplete PDFs and email attachments.

Where hivi-x is today

hivi-x is a new product, built and run in Canada, and in early access. We don't have named customers or case studies to show yet, and we don't hold a SOC 2 report or any other certification. What we can show is exactly what the product does and doesn't do, listed below, and how we handle data, in the trust centre.

Built in Canada

User data is stored on servers hosted in Canada. AI features that touch your data run on infrastructure we operate; we do not send your personal information to OpenAI, Google, Anthropic or other third-party AI providers. Sensitive fields use AES-256-GCM encryption at rest, and traffic between your browser and our servers uses TLS.

What works today

Reusable checklists with questions, uploads, e-signature items, conditional items and due dates.
A secure guest link: clients upload without an account after an email code, in English, French or six other languages.
Automatic checks on uploads that warn about blurry or cut-off photos, expired documents, duplicates and PDFs that cannot be opened. They never block an upload.
Up to three reminder emails per guest-link checklist, each naming the items still missing.
Approve, reject or ask for a new upload item by item, then export a PDF checklist report.
Built-in e-signature for routine documents: email-code signers, a hash-locked PDF, a certificate of completion and a public verify page.
Self-hosted AI that answers plain-language questions about your clients and their checklists.
Read fields: on request, our AI reads a pay stub, T4, notice of assessment, bank statement summary or passport into fields you check and confirm one by one. Values stay on the file, and nothing is confirmed for you.
Team workspaces priced per seat: owner, admin and staff roles, clients assigned to the people who handle them, an "assigned only" setting for staff, and personal drafts of firm templates.
Outbound webhooks: signed HTTPS events when a client is added, a checklist item is submitted or reviewed, a checklist is completed, fields are confirmed or a signature request is finished. They work with Zapier, Make, n8n or your own code.
An activity log of the workspace with sign-ins, which the owner and admins can export as CSV.
Expiry alerts for documents clients sent: an Expiring soon list, emails 90, 30 and 7 days ahead, and a one-click renewal request on a secure link.

Not built yet

Identity verification: no ID-document authentication, selfie or liveness check.
Writing values read from uploads into client records, and reading document types other than pay stubs, T4s, notices of assessment, bank statements and passports.
An API you call with your own keys, or native integrations with CRMs, Finmo/Filogix or Clio. The Zapier app (invite-only while Zapier reviews it) and webhooks send events out, clients and confirmed document fields export as CSV, and the PDF report and files download.
SMS or WhatsApp reminders. Checklist reminders are email only.
Version history for replaced uploads.

Contact

hivi-x support: support@hivi-x.ca