Co-agent workflow for law clerks

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 is co-agent access in Hivi-X?

Scoped access for a clerk or co-counsel to collaborate on a client file — checklist review, uploads, and notes without full firm admin rights.

Can multiple firm users review the same checklist?

Yes. Clerks and lawyers can approve or reject items on the same matter.

Does co-agent replace conflict checks in my PMS?

No. Conflict and matter management remain in Clio or your practice management system.

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