A single, calm workspace for every active matter, with surgical access control and the people side of the practice already built in.
Every client carries their complete record — contact details, billing arrangements, referral history, internal notes — and every matter underneath them tracks practice area, responsible attorney, case number, billing model, and the dates that matter. Open and closed matters share the same workspace, separated by a tab, not a migration.
Your dashboard surfaces what’s actually relevant: practice-area distribution, the matters that touched a keyboard most recently, anything approaching a deadline. The noise stays quiet.
Sharing in Pasqio is precise. Grant a colleague full authority over a matter, view-only access to one folder inside it, or anything in between. Share an entire client and access flows through to every matter underneath. Bring outside CPAs, co-counsel, or family members in through dedicated channels — they see exactly what you grant, and nothing else.
From full ownership down to single-folder read-only.
Your choice, matter by matter.
Get their own portal, never your firm’s workspace.
With the audit trail to prove when it happened.
Coming from another platform or a shared drive? Bring your files along.
Pasqio includes a guided migration that imports clients, matters, folders, and files in one pass — matching dropped folders to the matters you already have, and checksumming every file so you can prove it all arrived.