Exportable PDF package for PMS upload

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 I upload the Hivi-X export into Clio?

Yes. Export the PDF package and attach it to the matter in your PMS.

Does export include rejected items?

Export reflects approved checklist items — firm workflow defines whether drafts are included.

Is there automatic Clio sync?

No bi-directional PMS sync in v1. Export PDF and upload manually.

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