Exportable PDF package for CRM 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

What is in the PDF package?

An organized index of checklist items and the documents collected on the household file — suitable for CRM client folders or compliance archives.

Does Hivi-X push files directly into Wealthbox?

No API sync in v1. Download the package and upload to your CRM.

Which plan includes PDF export?

Professional and Enterprise include exportable file packages. Verify current plan details on the pricing page.

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