Clients, matters, and people — organised the way attorneys think.

Clients, matters, and context in one place

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.

Access control at the level you actually need

Sharing in Pasquio 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.

• Layered authority from full ownership down to single-folder read-only.
• Cascade or compartmentalise — your choice, matter by matter.
• Outside parties get their own portal, never your firm's workspace.
• Revocation in one click, with the audit trail to prove when it happened.

Bring your existing files along

Coming from another platform or a shared drive? Pasquio includes a guided migration that imports clients, matters, folders, and files in one pass — with optional intelligent categorisation for unstructured archives.