Use clear document names
Help replace confusing filenames with descriptions the bundle owner can understand and check.
You do not need to be a lawyer to provide practical support. With the person's permission, Bundivo gives you a clearer way to help name, sort and check documents while they retain control of their case and final decisions.
Support the person with straightforward administrative tasks that make their documents easier to review and navigate.
Help replace confusing filenames with descriptions the bundle owner can understand and check.
Assist with arranging documents into the sections and sequence selected by the bundle owner.
Review document dates, descriptions and index entries with the person before generation.
Keep visible reminders of administrative checks that still need the owner's attention.
The person remains responsible for their case. Your role is to make the practical document work more manageable, within the access they have granted.
Let the bundle owner decide which documents they wish to include, exclude or share.
Do not download, copy or disclose sensitive case papers beyond the authorised purpose.
Use comments or speak to the owner when a document name, date or intended location is unclear.
Using Bundivo does not authorise a supporter to provide regulated legal services, represent the person or conduct proceedings.
Once the documents are correctly organised and approved by the owner, Bundivo can perform much of the technical PDF preparation.
Add continuous page numbers without manually editing every source document.
Create index links and bookmarks that make the electronic bundle easier to navigate.
Make suitable scanned documents searchable so important text is easier to locate.
The authorised owner decides whether and how the generated bundle is shared.
Bundivo helps with document preparation. It does not turn a supporter into a legal representative.
No legal training is required for ordinary practical tasks such as helping name and order files. Bundivo's How-to Guide explains common product actions. You should not provide legal services you are not authorised or qualified to provide.
Only when the bundle owner or another authorised person grants you access. You must use the account and permissions provided and must not share access with anybody else.
The bundle owner remains responsible for that decision, taking account of court directions, applicable rules and any professional advice they obtain. You can help carry out the practical organisation they request.
Only if your permissions allow it. Any uploaded document can remain subject to the owner's review before it is included in the official bundle.
Only if Bundivo's permissions and the bundle owner allow the relevant action. The safest default is for the owner or an authorised organisation member to control final generation and sharing.
Not necessarily. A McKenzie Friend is a recognised form of lay courtroom support, subject to the court's control and specific guidance. Helping someone organise files outside court does not by itself give you that role or any right to address the court.
Help someone organise their documents while they retain control of their case.