Contents

Parenting plan supporting documents

Parenting plan supporting documents

Parenting files need more than financials

Custody and parenting plan matters require supporting documents that Rule 13 checklists do not cover — school, medical, and schedule evidence clients may not think to provide.

Common parenting intake items

  • School report cards and attendance records
  • Medical records or therapist letters (where relevant)
  • Current parenting schedule or calendar
  • Childcare provider information and costs
  • Communication logs (when communication is disputed)
  • Travel consent or passport documentation (if applicable)

Combine with financial checklist when needed

Many parenting matters also require child support disclosure. Build combined or separate templates in Hivi-X and share both on the portal.

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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

Are parenting documents part of Rule 13 disclosure?
Rule 13 covers financial disclosure. Parenting supporting documents are separate intake items for custody and parenting plan matters.
What school records are commonly requested?
Report cards, attendance records, and school contact information — depending on the issues in dispute.
Can clients upload photos and PDFs from their phone?
Yes. The my-id.ca portal is mobile-friendly; login is required.

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.

Parenting Plan Supporting Documents Ontario | hivi-x Docs