Practice management vs document collection for family law
Practice management vs document collection for family law
Two layers, one workflow
| Layer | Examples | Job |
|---|---|---|
| Practice management | Clio, CosmoLex, LEAP | Matters, billing, trust, calendar |
| Document collection | Hivi-X | Rule 13 intake chase |
| Court forms | DivorceMate, ACL | Form 13/13.1 generation |
| Support calc | DivorceMate, ACL, manual | SSAG / Guidelines |
Hivi-X sits between the client and your sworn file — collecting and QC'ing source documents before they enter the PMS or court forms workflow.
What Hivi-X explicitly does not do
- Trust accounting
- Court form generation
- Conflict checks
- Teraview / e-filing
- Automated court deadline rules
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 does practice management software do?
- Matter management, time billing, trust accounting, calendaring, conflict checks, and general file storage.
- What does document collection software do?
- Checklist-driven requests, portal uploads, missing-item status, clerk approve/reject, and exportable packages.
- Does Hivi-X do conflict checks or trust accounting?
- No. Those remain in your PMS.
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.
More Family Law guides
- Email is not document collection for family lawyersOntario family lawyers lose time collecting Rule 13 documents through email, text, and attachments. A checklist-first workflow keeps disclosure packages complete before Form 13 or 13.1.
- Missing documents cost family lawyers timeIncomplete Rule 13 packages, inbox archaeology, and repeated client follow-ups drain billable hours from Ontario family law firms.
- Better client document collection for family lawyersStructured intake with reusable checklists, portal uploads, and clerk review — a practical upgrade from email for Ontario family law firms.
- Stop chasing Rule 13 documents in emailReplace inbox follow-ups with a checklist dashboard, portal uploads, and clerk review for Ontario Rule 13 financial disclosure.
- Clio vs document collection for family lawyersClio runs your practice; a checklist-driven intake tool runs the Rule 13 document chase. How Ontario family law firms use both.
- Ontario Rule 13 financial disclosure checklistA practical source-document checklist Ontario family lawyers use before swearing Form 13, Form 13.1, or Form 13A.
- Form 13 source documents in OntarioWhat supporting documents Ontario family lawyers collect before swearing Form 13 for support-only financial statements.
- Form 13.1 property and support disclosureSource documents for Ontario Form 13.1 financial statements covering property division and support — and how firms organize the package.
- Form 13A certificate of financial disclosureHow Ontario family lawyers reconcile Form 13A with source documents — and why checklist tracking matters before certification.
- Rule 13 ongoing disclosure obligationsFinancial disclosure in Ontario family law is automatic and ongoing — not a one-time upload. How firms track updates across a case.
- Separation agreement document intakeChecklist-driven intake for uncontested separation agreements — financial disclosure, ID, parenting records, and prior agreements.
- Divorce document collection in OntarioApplication and contested divorce files need structured intake — financial disclosure, parenting exhibits, and prior court orders.
- Client onboarding for family lawyersStructured first-week intake for Ontario family law clients — retainer, disclosure checklist, portal setup, and clerk handoff.
- Spousal support disclosure documents in OntarioIncome, expense, and cohabitation documents Ontario family lawyers collect for spousal support analysis.
- Child support disclosure documents in OntarioIncome proof and expense records for Ontario child support under the Child Support Guidelines.
- Parenting plan supporting documentsSchool, medical, and schedule records Ontario family lawyers collect for parenting plans and custody applications.
- Affidavit exhibit collection for family lawOrganize motion and affidavit exhibits with checklist tracking, clerk review, and exportable packages.
- Secure client portal for law firmsCanadian-hosted my-id.ca portal for law firm clients — encrypted uploads, checklist tracking, and PIPEDA-aligned safeguards.
- The family law document chaseWhy Ontario family lawyers lose hours chasing Rule 13 documents — and how structured intake cuts the admin bottleneck.
- Clerk document review workflow for family lawItem-level approve/reject review so clerks QC Rule 13 uploads before lawyers swear Form 13 or 13.1.
- Co-agent workflow for law clerksGive clerks and co-counsel scoped access to client checklist files without sharing email inboxes.
- AI summaries for family law client filesSelf-hosted AI summaries on checklist files — client data stays on Canadian infrastructure, not third-party AI providers.
- Voice notes for client intake documentationRecord family law intake calls and generate self-hosted AI summaries on the client checklist file.
- Exportable PDF package for PMS uploadGenerate organized disclosure PDF packages from Hivi-X for upload into Clio, CosmoLex, LEAP, or your client file.
- Canadian-hosted document collection for law firmsPIPEDA-aligned document collection on Canadian servers with AES-256-GCM encryption and self-hosted AI.
- Self-employed client financial disclosure in OntarioExtra source documents for self-employed and contractor clients in Rule 13 disclosure packages.
- Rule 13 staleness before conferences and motionsEducational guide to disclosure freshness windows in Ontario family law — and how checklist tracking supports updates.
- Small family law firm document standardizationHow solo and 2–6 lawyer Ontario family firms standardize Rule 13 intake with one checklist template.
- Property division disclosure documents in OntarioMatrimonial home, pensions, and business interests — source documents for equalization and Form 13.1 property disclosure.