Better client document collection for family lawyers

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

What makes document collection "better" for family law?

Clear item names clients understand, a single status view for the firm, clerk approve/reject before documents enter the sworn file, and exportable packages for conference prep.

Do clients need an account to upload?

Clients can use a secure guest link (no account needed; email OTP verification) or upload through the my-id.ca portal (free consumer account). Hivi-X emails a link when you share a checklist.

Can I reuse checklists across matters?

Yes. Build your firm's Rule 13 or intake template once and attach it to each new client file.

More Family Law guides

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