Separation agreement document intake
Separation agreement document intake
Uncontested does not mean undocumented
Even amicable separations require thorough intake. Firms need complete financial disclosure, property records, and often parenting supporting documents before drafting a separation agreement clients will sign.
Typical separation agreement intake checklist
Financial disclosure (Rule 13 source documents)
- Tax returns and NOAs (three years)
- Pay stubs and income verification
- Bank and investment statements
- Property and debt documentation
Relationship and identity
- Marriage certificate or proof of relationship
- Government photo ID
- Prior marriage contracts or cohabitation agreements
Parenting (if applicable)
- School and medical records
- Existing parenting schedules or communication logs
- Child care expense documentation
Property
- Deeds, appraisals, mortgage statements
- Lists of household contents (if disputed)
One checklist, one portal, one export
Build a separation agreement intake template in Hivi-X and reuse it for every uncontested file. Start a free trial.
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
- Do uncontested separations still need financial disclosure?
- Firms typically collect full financial disclosure even for amicable separations so the agreement is informed and defensible. Requirements vary by matter.
- What parenting documents are commonly collected?
- School records, medical records, childcare arrangements, and communication logs may be relevant depending on the parenting plan.
- Does Hivi-X draft separation agreements?
- No. Hivi-X is document collection only.
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.
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