Hivi-X with Docketwise for pre-submission document collection

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

Does Hivi-X replace Docketwise?

No. Keep your CRM/matter system for case status, forms, and billing. Hivi-X handles structured document collection and QC before submission.

Where does the final package live?

Approved items export as PDF for upload to Docketwise or your CICC retention folder — per your firm policy.

Can juniors intake in Hivi-X while seniors work in Docketwise?

Yes. Co-agent access lets juniors QC uploads without full CRM admin rights.

Do clients need two logins?

Clients use Hivi-X guest link or my-id.ca for uploads only. Any Docketwise client portal you already use stays separate.

Is there a native Docketwise integration?

No native two-way sync is claimed here. The handoff is export PDF → attach to the matter.

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