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Pasqio

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What Pasqio is

Pasqio is web-based legal practice management software for law firms, bringing document storage, matter management, client portals, billing, deadlines, certification, and audit logs together. Its document vault encrypts documents with AES-256-GCM and uses a separate key for each matter. Matter records can hold contact details, billing arrangements, referral history, notes, the responsible attorney, case number, billing model, and dates. Clients can exchange documents through a portal and see only matters the firm explicitly shares. Time tracking supports hourly, flat-fee, contingency, and pro bono arrangements; the deadlines dashboard surfaces approaching and overdue statutes of limitation and matter deadlines. Certification anchors a document's cryptographic fingerprint to a public ledger and creates a PDF Certificate of Integrity. Security controls include per-matter permissions, two-factor authentication, passkeys, and single sign-on with supported identity providers. Pasqio lists optional Google connections for email import and calendar sync, Microsoft calendar sync, and Anthropic migration classification based on file and folder names rather than contents. Guided migration can import clients, matters, folders, and files, with optional categorisation for unstructured archives. Pricing is available on request.

Who it suits

Pasqio suits law firms seeking one web platform for matter records, document handling, client exchange, billing, and deadline tracking. Its listed trust account support, card payments, reconciliation tools, and multiple billing arrangements may also fit firms managing varied payment and billing workflows.

What it does well

  • Matter records include billing, referral, attorney, case, and date details.
  • Client portal sharing is limited to matters the firm explicitly shares.
  • Time tracking supports hourly, flat-fee, contingency, and pro bono billing.
  • Dashboard surfaces approaching and overdue matter deadlines.
  • Certification creates a PDF Certificate of Integrity.
  • Includes trust account support, card payments, and reconciliation tools.

What to know first

  • Pricing is available on request.
  • Authorized Pasqio personnel can technically decrypt content for a strict business reason.
  • SOC 2 readiness is underway; no SOC 2 examination has been completed.

Limits

Pricing is available on request. Pasqio says its SOC 2 readiness program is underway, and no SOC 2 examination has been completed.

Plans

PlanBilled and limitsPrice
Plans sized to your firmPricing provided in a walkthrough · No credit card to start · Cancel any timeOn request

As pasqio.com lists them, read 11 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit pasqio.com and arrange a demo walkthrough.
  2. Contact Pasqio at [email protected] if needed.
  3. Use guided migration to import clients, matters, folders, and files.
  4. Optionally connect Google, Microsoft, or Anthropic for the listed functions.
  5. Set up matter access permissions and available sign-in controls.

Verdict

Consider Pasqio if your firm wants matter management, billing, client portals, document controls, and deadline tracking in a web platform. Look elsewhere if you require a completed SOC 2 examination or cannot accept the stated technical ability of authorized personnel to decrypt content for a strict business reason.

Questions

What does Pasqio cost?

Pricing is available on request.

Which platform is Pasqio available on?

Pasqio is listed as a web platform.

What integrations are listed?

Optional connections include Google for email import and calendar sync, Microsoft for calendar sync, and Anthropic for migration classification using file and folder names rather than contents.

Does Pasqio support trust accounting and card payments?

Yes. Trust account support, card payments, and reconciliation tools are listed.

Is Pasqio SOC 2 certified?

Pasqio says its SOC 2 readiness program is underway and that no SOC 2 examination has yet been completed.

Can Pasqio personnel access encrypted content?

The security documentation states that authorized Pasqio personnel can technically decrypt content when there is a strict business reason.

Facts from Pasqio's own pages

Access security
Security controls include per-matter permissions, two-factor authentication, passkeys, and single sign-on with supported identity providers. · pasqio.com, 4 Oct 2026
AI and data use
The site says Pasqio has no AI features today and that customer documents are not used to train AI models. · pasqio.com, 11 Oct 2026
Audit log
The audit log records meaningful actions and says entries cannot be altered or removed by attorneys, administrators, or Pasqio. · pasqio.com, 4 Oct 2026
Authentication
The service supports TOTP two-factor authentication, passkeys, and single sign-on via Google Workspace, Microsoft 365, or SAML identity providers including Okta and Microsoft Entra ID. · pasqio.com, 11 Oct 2026
Availability
The service-level page commits to at least 99.9% monthly uptime and describes service credits when uptime falls below that threshold. · pasqio.com, 11 Oct 2026
Billing
Time tracking supports hourly, flat-fee, contingency, and pro bono billing arrangements. · pasqio.com, 4 Oct 2026
Billing integration
Confido Legal processes payments, subscription billing, and IOLTA trust accounting for Pasqio. · pasqio.com, 11 Oct 2026
Calendar integration
Pasqio optionally syncs calendars with Google Calendar and supports Google Workspace and Microsoft 365 sign-in. · pasqio.com, 11 Oct 2026
Certification
Document certification anchors a cryptographic fingerprint to a public ledger and produces a PDF Certificate of Integrity. · pasqio.com, 4 Oct 2026
Client and external access
Firms can grant access down to a single folder and provide outside parties such as CPAs, co-counsel, or family members a separate portal. · pasqio.com, 11 Oct 2026
Client portal
Clients can exchange documents with the firm and see only matters the firm explicitly shares with them. · pasqio.com, 4 Oct 2026
Company
The terms identify Pasqio as a California corporation. · pasqio.com, 11 Oct 2026
Compliance status
Pasqio says its SOC 2 readiness program is underway and that no SOC 2 examination has been completed yet. · pasqio.com, 11 Oct 2026
Deadlines
The deadlines feature tracks statutes of limitation and matter deadlines, surfacing approaching and overdue dates on the dashboard. · pasqio.com, 4 Oct 2026
Document vault
The vault encrypts documents with AES-256-GCM under a separate key for each matter and supports version protection, nested folders, PDF and image previews, and email-to-matter capture. · pasqio.com, 11 Oct 2026
Integrations
Listed optional connections include Google for email import and calendar sync, Microsoft for calendar sync, and Anthropic for migration classification using file and folder names rather than file contents. · pasqio.com, 4 Oct 2026
Matter management
Client and matter records include contact and billing details, notes, practice area, responsible attorney, case number, billing model, and key dates. · pasqio.com, 11 Oct 2026
Migration
Guided migration assistance is included, and the maker says it can import clients, matters, folders, and files from another platform or shared drive. · pasqio.com, 11 Oct 2026
Notable limit
Security documentation states that authorized Pasqio personnel can technically decrypt content when there is a strict business reason. · pasqio.com, 4 Oct 2026
Practice management
The platform brings together document storage, matter management, client portals, billing, deadlines, certification, and audit logs. · pasqio.com, 4 Oct 2026
Product
Pasqio is legal practice management software for law firms that handles documents, matters, deadlines, and billing. · pasqio.com, 11 Oct 2026
Security
Files use per-matter AES-256-GCM encryption, and the site says traffic is TLS-encrypted and data is hosted in the United States on AWS. · pasqio.com, 11 Oct 2026
SOC 2 status
Pasqio says its SOC 2 readiness program is underway and that no SOC 2 examination has yet been completed. · pasqio.com, 4 Oct 2026
Support
Pasqio provides support by email and/or phone, excluding corporate and U.S. holidays except where specified. · pasqio.com, 11 Oct 2026

Where Pasqio stands on Freedom251

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