Platform overview

The whole firm, in one secure place.

Pasqio is practice-management software for law firms that puts privacy first. Documents, matters, deadlines, billing, trust money, e-signatures and a client portal live together — and every matter is encrypted under its own key. This page is the short guide to all of it.

Login for the whole firm
1
A key for every matter
AES-256
AI in the product
0
Fig. 1A matter in Pasqio: its details, documents, time, calendar and history in one record.
01In short

One system, not five subscriptions.

Most firms run on a stack: a practice-management tool, somewhere to keep files, an e-signature subscription, a payments processor with a spreadsheet beside it for trust money, and email for everything else. None of them share a record, so the same client gets typed in four times.

In Pasqio those are one product with one login. A signed engagement letter files itself to the matter. An invoice knows which hours it bills. A client’s upload lands in the right folder. Nothing has to be copied between systems, and there is one bill.

02The parts

What it does, area by area.

Each area has its own page with the detail. Here is the one-line version of each.

VaultEncrypted documents

Every file is encrypted under a key unique to its matter. Drag in a whole folder, or bring clients and matters over from Clio or a spreadsheet. Document Vault →

PracticeClients and matters

Automatic matter numbers, practice-area playbooks with starting task lists, notes, and sharing set per matter and per folder. Matter Management →

PracticeDeadlines and calendar

Court dates and limitation periods, with overdue work on the dashboard. Syncs both ways with Google Calendar if you want it to. Deadlines →

MoneyTime, invoices and trust

Log hours or flat fees, invoice on your letterhead with a pay link, and keep client money in a trust ledger that reconciles. Billing →

ClientsA portal for every client

Clients see their own matters and nothing else: they upload what you ask for, sign, pay and message you. Client Portal →

RecordCertification and audit

Certify a document to the Bitcoin blockchain, and keep a record of every view, download and change. Certification → · Audit Log →

03A matter, start to finish

How work moves through Pasqio.

The easiest way to understand the product is to follow one matter from intake to the final invoice.

  • Open the client and the matter. The matter gets its number automatically, and a playbook for its practice area adds the usual starting tasks and deadlines.
  • Bring in the documents. Drop in files or a whole folder. They are encrypted as they arrive and filed under the matter, with folders you can keep internal.
  • Invite the client. They get a private portal. Ask them for documents and they upload straight into the matter — no attachments in anyone’s inbox.
  • Get it signed. Send an engagement letter or settlement for e-signature, with several signers in order if you need it. The sealed, signed copy files itself back to the matter.
  • Keep the dates. Court dates and limitation periods sit on the matter’s calendar and the firm’s, and anything overdue shows on the dashboard.
  • Bill it. Time logged against the matter turns into an invoice. The client pays from a link in the email or the portal, and trust money is applied and recorded.
  • Keep the record. Every step is in the audit log, and any document can be certified so you can later prove it was not changed.
Privacy

Privacy is the starting point, not a setting.

Each matter has its own encryption key, so no unencrypted copy of a client document is kept. We don’t sell data, and nothing is used to train AI — there is no AI in the product.

04Who sees what

The right people, and nobody else.

Pasqio has three doors, each showing only what that person should see.

  • The firm app is where attorneys, paralegals and staff work. Attorneys see the firm’s matters; paralegals and read-only staff see what is shared with them.
  • The client portal shows a client their own matters, document requests, signatures, invoices and messages.
  • The advisor portal lets a client bring in their accountant or financial advisor, view-only, on the matters the client chooses.

Firm administrators manage users, sign-in rules and billing — and, by design, cannot open client files.

Fig. 2The client portal: a client sees their own matters, requests and invoices — never another client’s.
05Day to day

The parts you use every day.

SigningE-signature

Templates, signing order, and a signed PDF sealed against changes — for clients or anyone with an email address.

MessagesClient messages

Secure conversations with clients, filed to the matter instead of lost in someone's inbox.

PaymentsPay links

Invoices and standing payment links run through Confido Legal, built for law-firm trust rules.

Sign-inAccounts IT will accept

Two-factor codes, passkeys, and single sign-on with Google, Microsoft or your firm's own identity provider.

PhoneOn the go

Install Pasqio on your phone's home screen for files and billing, with a notification when a client signs, pays, uploads or writes.

FinanceThe firm's numbers

Revenue, money owed and trust balances on one dashboard, with reports for your accountant.

Moving inBring your files

Import clients and matters from Clio or a spreadsheet, and drop in existing folders — Pasqio matches them to the right matter.

HelpStep-by-step guides

A help center inside the app walks through every task, with the exact buttons to press.

06Getting started

Questions firms usually ask.

  • Who is Pasqio for?→ Solo attorneys and small to mid-size firms — especially those holding client money in trust or sensitive family, estate, injury or corporate files.
  • Can we move our existing files and matters across?→ Yes — import from Clio or a spreadsheet and drop in your folders. Migration help is included.
  • Do our clients need to install anything?→ No. They open the portal in a browser, and can pay an invoice without making an account.
  • How do we check your security before signing up?→ Read the security overview, uptime commitment, subprocessor list and live status — all public.