Contents

AI summaries for family law client files

AI summaries for family law client files

Intake calls generate notes, not always files

Family law intake calls cover emotional and financial detail. Lawyers record voice recaps; clerks need concise file notes.

Self-hosted AI on Canadian infrastructure

Hivi-X transcribes voice notes and generates summaries using self-hosted AI — client content is not sent to OpenAI, Google, Anthropic, or similar providers.

v1 scope: voice-note summaries tied to checklist context — not automatic upload-to-item matching.

Practical use cases

  • Post-intake call recap on the client file
  • Clerk handoff summary before document review
  • Conference prep overview of checklist status

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Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Does Hivi-X send client data to ChatGPT?
No. AI runs on self-hosted infrastructure Hivi-X operates. Client data is not sent to third-party AI providers.
What does AI summarize in v1?
Voice notes recorded on the client file — transcription plus summary against checklist context. AI does not auto-match uploads to checklist items in v1.
Is AI summary a substitute for file notes?
No. It assists documentation; lawyers remain responsible for accurate client records.

Organize Rule 13 disclosure without the email chase

Hivi-X helps Ontario family law firms collect Rule 13 and intake documents with reusable checklists, the my-id.ca client portal, clerk approve/reject review, self-hosted AI summaries, and exportable disclosure PDF packages — alongside Clio or your practice management system.

AI Summaries For Family Law Client Files | hivi-x Docs