Hivi-X is client document collection and onboarding software for Canadian professionals and small teams, including real estate agents, immigration consultants, mortgage brokers, and recruitment firms. It helps businesses organize document requests, review submissions, collect electronic signatures, and assemble client files in one workspace.
Businesses can create reusable checklists and share secure guest links. Clients can upload documents from a phone or computer without creating an account. Teams can track missing items, approve submissions, request corrections, and export an audit-ready PDF package. Built-in tools include client management, messaging, calendars, notes, and file storage.
Hivi-X also offers AI-assisted document summaries and form filling using self-hosted AI, with Canadian hosting. Clients can use the connected my-id.ca personal document vault to organize their own documents. Hivi-X serves as a document intake layer alongside a firm's existing practice or transaction management system, helping reduce email follow-ups and keep client paperwork organized.
The connected my-id.ca extension for Google Chrome helps businesses reuse collected client information in their existing web-based internal systems. It can automatically fill supported form fields, reducing repetitive typing and copying and pasting between applications. Teams can keep working in the systems they already use while the extension handles routine data entry.
