Contents

Form 13A certificate of financial disclosure

Form 13A certificate of financial disclosure

Certification requires a complete package

Form 13A certifies that the financial disclosure documents listed were provided. If the source-document file is incomplete, the certificate and the sworn financial statement may not align — creating conference and motion risk.

Reconciliation workflow

  1. Build a source-document checklist matching your firm's Form 13A practice.
  2. Collect each item through a tracked intake workflow.
  3. Clerk approves each upload before it enters the certified package.
  4. Lawyer reviews the complete package before swearing Form 13/13.1 and signing Form 13A.
  5. Export the organized PDF for the client file.

Hivi-X supports steps 1–4 with reusable checklists, portal uploads, and item-level review.

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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

What is Form 13A?
Form 13A certifies that the financial disclosure documents listed were provided. It accompanies Form 13 or 13.1 financial statements.
Why do Form 13A mismatches happen?
Often because source documents arrived piecemeal via email and the sworn statement or certificate was prepared before the package was complete.
Can Hivi-X generate Form 13A?
No. Hivi-X organizes source documents and exports packages — court forms remain with your existing workflow.

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.

Form 13A Certificate Of Financial Disclosure Ontario | hivi-x Docs