Clerk document review workflow for family law

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

Can clerks review documents before I swear Form 13?

Yes. Hivi-X supports clerk and lawyer approve/reject on each checklist item; clients can resubmit after rejection.

What should clerks reject?

Incomplete statements, wrong date ranges, illegible photos, or wrong account types — firm policy defines standards.

Does review replace lawyer judgment on disclosure adequacy?

No. Clerk review is QC on submissions; lawyers assess legal adequacy of disclosure.

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