Comparison

Hivi-X vs Clio for family law document intake

Clio is a legal practice management system with matter management, billing, calendaring, and a client portal for 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 — Clio runs the practice; Hivi-X runs the intake chase.

Family lawyers often ask whether Clio's client portal is enough for Rule 13 disclosure. Clio excels at matter management, billing, and storing files you already have — but it was not built to tell you which source documents are still missing before you swear Form 13 or 13.1.

Hivi-X is the intake layer: reusable disclosure checklists, a missing-item dashboard, clerk approve/reject on each upload, and an exportable PDF package you can attach to the Clio matter.

Capability	Clio	Hivi-X
Collect documents you don't have yet	requests
Matter / billing / calendar
Missing-item dashboard
Item-level approve / reject / resubmit
Reusable firm-built checklists
Share + email notification
Organized package export (PDF)	storage
Canadian hosting / self-hosted AI
Client portal (guest link or sign-in)
Trust accounting

What Hivi-X does that Clio doesn't

Tracks exactly which Rule 13 source documents are still missing.
Item-level approve, reject, or resubmit before documents enter the sworn file.
Reusable firm-built disclosure checklists instead of ad-hoc file shares.
Voice notes plus self-hosted AI summaries on the client file.
Exportable disclosure PDF package for conference prep.
Hosted in Canada with self-hosted AI — client data never sent to third-party AI.

Run the intake chase on Hivi-X

Checklist-driven Rule 13 collection, clerk review, and exportable disclosure PDFs — alongside Clio.

Book a 15-minute demo

FAQ

No. Clio is a practice management system. It stores and shares files but does not provide checklist-driven intake, missing-item tracking, or item-level clerk review for Rule 13 source documents. Hivi-X fills that gap and exports packages into your existing workflow.

Yes. Hivi-X complements Clio: collect and review disclosure on Hivi-X, then export the organized PDF package into the Clio matter. Many Ontario family law firms use a PMS plus a dedicated intake tool.

Comparison based on publicly available product information; last updated 2026-07-09. Trademarks belong to their respective owners.

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.