Guide

The family law document chase

The family law document chase is the recurring admin work of requesting and organizing client financial records — the primary bottleneck before conferences and motions. Hivi-X gives firms a missing-item dashboard, share-by-email workflow, and clerk review so lawyers and clerks spend less time hunting attachments in their inbox.

Why the chase never ends

Family law files generate more document requests than almost any other practice area. Rule 13 disclosure is automatic and ongoing — tax returns, Notices of Assessment, pay stubs, bank statements, pension valuations, and property records arrive (or don't) across email threads, text messages, and courier envelopes.

Without a single status view, clerks rename PDFs, lawyers send follow-up emails, and incomplete packages sit unsworn until a case conference deadline forces a scramble.

The cost of incomplete disclosure

Stale or incomplete financial disclosure creates conference risk, adjournment exposure, and the embarrassment of asking a distressed client for bank statements again. Admin time that should go to drafting and court prep disappears into inbox archaeology.

No dashboard of what is still missing before you swear Form 13 or 13.1.
Version drift as income or assets change mid-case.
Clerks paid to hunt attachments instead of reviewing substance.

A structured collection workflow

Hivi-X replaces the chase with a reusable checklist per matter. Share via secure guest link or my-id.ca portal; clients upload from their phone; your clerk approves or rejects each item; you export an organized disclosure PDF before swearing. It complements Clio or your PMS — it does not replace trust accounting or court forms.

Collect disclosure without the chase

Share a checklist on the my-id.ca portal, track what's missing, approve each upload with your clerk, and export a disclosure PDF package.

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FAQ

Clients are often stressed, disorganized, or do not understand what is required. A structured checklist with clear item names reduces confusion. Hivi-X shows clients exactly what to upload and lets your clerk reject incomplete submissions with a resubmit path.

Build one firm-wide Rule 13 source-document template, reuse it per matter, and share it on the my-id.ca portal instead of re-listing items in email. Hivi-X tracks missing items and supports clerk review before you swear financial statements.

Last updated 2026-07-09.

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.