For Ontario family law firms

Organize Rule 13 financial disclosure packages without chasing clients.

Hivi-X helps Ontario family law firms organize Rule 13 and intake document collection with reusable checklists, the my-id.ca client portal, clerk/lawyer item-level review, and exportable disclosure packages — alongside Clio or your practice management system.

Book a 15-minute demo Get the free Rule 13 checklist

Built for Ontario family law firms · Works on mobile · Use it the same day.

Hosted in CanadaSelf-hosted AIAES-256-GCMmy-id.ca client portalPIPEDA-aligned safeguards

Rule 13 disclosure package

Rule 13 — Form 13.1

JRClient · J. Rivera

5 missing

17%

Source documents · 6 items1/6 approved

Tax returns (3 years)

T1 General + schedules

Approved

Notices of Assessment

CRA NOA · each year

Pending

Pay stubs

Last 3 months

Pending

Bank statements

Chequing + savings

Pending

Pension valuation

Defined benefit plan

Pending

Mortgage statement

Matrimonial home

Pending

Rivera_Rule13_Package.pdf

6 documents · firm export

What is Hivi-X for family law firms?

Hivi-X is Canadian document-collection software for Ontario family law firms. Organize Rule 13 and intake document collection with reusable checklists, secure Canadian-hosted storage, voice-to-summary notes, clerk/lawyer approve-reject review, and exportable disclosure packages — alongside Clio or your practice management system.

Hivi-X is Canadian document-collection software for Ontario family law firms. Build reusable disclosure checklists; share with clients via secure guest link (no account needed) or the my-id.ca portal; track what's missing; let your clerk approve or reject each item before you swear Form 13 or 13.1; add voice summaries with self-hosted AI; and export an organized disclosure package. Plans from $39 CAD/month with a free trial.

Reusable firm checklists for Rule 13 source documents and intake exhibits.

Missing-item dashboard with clerk/lawyer approve/reject on client uploads.

Share checklist + email notification with portal deep link.

Hosted in Canada; secure guest link (no account needed) or my-id.ca portal.

60,590

lawyer licensees in Ontario

Source: LSO 2024 Annual Report

74.34%

of Ontario firms have 1 lawyer

Source: LSO 2020 licensing statistics

~55%

of family lawyers are sole practitioners

Source: LSO FLSP survey

Automatic

Rule 13 disclosure is ongoing throughout the case

Source: Ontario Family Court guide

The document chase

Chasing disclosure quietly costs you conference time

Every incomplete Rule 13 package is admin you cannot bill and exposure you do not need.

Functional

Incomplete Rule 13 packages; tax returns and NOAs scattered across email; no single status view before swearing Form 13 or 13.1.

Emotional

Embarrassed asking a distressed client for bank statements again; client thinks the firm is disorganized during an already stressful separation.

Financial

Admin steals time from billable drafting and court prep; paying clerks to rename PDFs and hunt attachments; adjournment risk when disclosure is refused.

How it works

How do family lawyers collect Rule 13 disclosure?

Five steps: build a checklist, share via the my-id.ca portal, collect uploads, review with your clerk, and export before swearing Form 13 or 13.1.

Build a checklist template

Create your firm's Rule 13 source-document list — start from the free PDF lead magnet or your own template.

Share with the client

Attach the checklist to the matter and share it (email notification with portal link).

Client uploads via portal

Share the checklist; clients can upload each item via a secure guest link (no account needed — they verify email with a one-time code) or sign in to the my-id.ca portal from their phone.

Track and review

Track missing items on the dashboard; clerk/lawyer approves or rejects each submission.

Export disclosure package

Export an organized disclosure PDF package before Form 13 or 13.1.

Use cases

One tool, every family law file

Built around Rule 13 disclosure — and ready for intake across your practice.

Primary

Rule 13 financial disclosure

Form 13/13.1 source documents + Form 13A reconciliation — the core workflow Hivi-X is built around.

Domestic contract

Separation agreement intake

Collect financial, property, and parenting records before drafting or reviewing a separation agreement.

Divorce

Divorce / Application intake

Marriage certificate, prior agreements, financial disclosure, and parenting evidence in one tracked file.

Parenting

Parenting plan supporting documents

School records, medical reports, and communication logs alongside financial disclosure when issues intersect.

Litigation

Affidavit & motion exhibits

Structured exhibit collection with clerk review before commissioning affidavits or filing motion materials.

Civil

Civil litigation fact-gathering

Contracts, discovery undertakings, and expert reports — lighter copy for general civil files sharing the same intake layer.

Features

Everything you need to stop chasing disclosure

No more spreadsheets of who still owes their NOA. Hivi-X keeps score for you.

Reusable firm templates

Build your Rule 13 / intake checklist once; reuse per client and matter.

Client file per matter

Documents, checklists, and notes scoped to each client — not scattered in email.

Missing-item dashboard

Checklist progress plus submission states (todo / submitted / approved / rejected).

Item-level review

Clerk/lawyer approves or rejects uploads; client can resubmit after rejection.

Share + email notification

One-time email when you share a checklist; deep link opens the portal checklist.

Voice notes + AI summary

Record a call recap; self-hosted AI summarises voice notes against checklist lines.

Exportable PDF package

Generate and download checklist PDF for the client file or conference prep.

Co-agent / clerk collaboration

Loop in a clerk or co-counsel with scoped access.

Secure Canadian hosting

Data on Canadian servers; AES-256-GCM at rest; TLS in transit.

Self-hosted AI

Client data is not sent to OpenAI, Google, or Anthropic.

Ontario-specific

Built for how Ontario family lawyers actually work

Hivi-X mirrors the source-document categories behind Form 13, 13.1, and 13A — your firm sets the checklist for each matter. Ontario Family Court financial disclosure guide.

Rule 13 disclosureForm 13 / Form 13.1Form 13ATax returns (3 years)Notices of AssessmentPay stubsBank statementsPension valuationsProperty deedsParenting exhibits

Staleness window (educational)	Note
>60 days before case conference	Educational — not an automated product alert
>30 days before motion	Educational — not an automated product alert
>40 days before trial	Educational — not an automated product alert

Comparison

Hivi-X vs email vs Clio: which collects Rule 13 documents?

For checklist-driven disclosure collection — not trust accounting or court forms.

Capability	Email / paper	Clio portal	Generic forms	Hivi-X
Tracks what's still missing		limited
Item-level approve/reject/resubmit
Share checklist + email client
Client portal (guest link or sign-in)				guest link or portal
Voice + AI summary on file
Organized disclosure package export (PDF)		storage only
Reusable firm-built checklists
Hosted in Canada / self-hosted AI
One secure link, no login				secure link (OTP)
Automated missing-doc reminders				Phase B
In-app prebuilt Rule 13 template				PDF lead magnet
Replaces trust accounting / court forms	—	—	—	complement

Supports structured Rule 13 collection

Hivi-X helps firms organize source-document collection — not outcome guarantees. It complements Clio, DivorceMate, and ACL; it does not generate court forms or provide trust accounting.

Rule 13 is automatic and ongoingFinancial circumstances change during a case; firm-built checklists help track refreshed source documents.
Form 13A ↔ source docsFirm-built checklists can mirror Form 13A categories; missing-item dashboard surfaces gaps.
Client communication workflowBranded my-id.ca portal; share + email notification; clerk review workflow.
Client file organizationExportable package + retention-friendly organized storage.
PIPEDA + privilegeCanadian hosting, encryption, no third-party AI — not personal Gmail.

Security & trust

Canadian hosting, self-hosted AI

Your clients' financial disclosure is sensitive. Hivi-X stores documents on servers hosted in Canada, encrypts sensitive fields at rest with AES-256-GCM, secures every connection with TLS, and runs AI on infrastructure Hivi-X operates — client data is never sent to OpenAI, Google, Anthropic, or other third-party AI providers. Requests are consent-first, with clear export and deletion.

Hosted in CanadaSelf-hosted AINo third-party AIAES-256-GCM at restTLS in transitRole-based access

Pricing

Simple plans, free trial

Billed monthly in CAD — Professional is recommended for small firms with a clerk.

Starter

Solo practitioners

$39CAD/mo

Up to 50 clients
Unlimited document requests
Reusable disclosure templates
Email support

Start free trial

Professional

Small firms with a clerk

$59CAD/mo

Unlimited clients
Voice + AI summary
Exportable disclosure PDF
Priority support

Start free trial

Enterprise

Growing litigation teams

$99CAD/mo

Unlimited clients
Co-agent workflows
Dedicated support

Start free trial

Full breakdown on the pricing page.

FAQ

Family law questions, answered

Requirements vary by matter; your firm determines the checklist. Source documents commonly collected behind Form 13 or 13.1 and Form 13A include three years of tax returns, Notices of Assessment, pay stubs, bank and investment statements, pension valuations, corporate financials, mortgage statements, property deeds and appraisals, and prior agreements where relevant. See the Ontario Family Court financial disclosure guide. Hivi-X helps firms track each item on a reusable checklist; firms build their own template from the free PDF or from scratch.

Avoid unencrypted email for sensitive financial files. Hivi-X provides an encrypted, Canadian-hosted client portal on my-id.ca with checklist tracking so disclosure documents stay in one firm-controlled file with item-level clerk review.

Clio is a practice management system with matter management, billing, and file sharing. Hivi-X is a document-collection layer: checklist-driven intake, missing-item tracking, item-level clerk review, and exportable disclosure PDFs. Firms use both.

No account is required. When you share a checklist, Hivi-X emails a secure link. Clients can upload via a secure guest link — they verify email with a one-time code and access a branded temporary cabinet — or sign in to the free my-id.ca portal. The upload experience is mobile-friendly from any phone.

No. Hivi-X is the intake/disclosure-collection step; export packages into the tools you already use. It does not generate court forms or handle trust accounting.

Canada; self-hosted AI; AES-256-GCM at rest; TLS in transit; no third-party AI providers.

Yes. Clerks and lawyers approve or reject each client upload; clients can resubmit after rejection.

$39 CAD/month (Starter), $59/month (Professional, most popular), and $99/month (Enterprise). Every plan includes a free trial, reusable templates, Canadian hosting, and self-hosted AI.

Book a demo

Book a 15-minute demo

Bring one messy disclosure file — we'll turn it into a reusable Hivi-X checklist live.

No spam. Canadian-hosted. We never send your data to third-party AI.

Stop chasing. Start collecting.

15 minutes. Bring one messy disclosure file — we'll turn it into a reusable Hivi-X checklist live.

Book a 15-minute demo Get the Rule 13 checklist

General information for Ontario family law firms only. Not legal advice. Not affiliated with the Law Society of Ontario or the courts. Hivi-X is document-collection software — it does not generate court forms, provide trust accounting, or guarantee disclosure compliance.

Last updated 2026-07-09