On the recordRead 11 Oct 202624 facts
Pasqio
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Read 11 Oct 2026 · pasqio.com
On the record
- Access security
- Security controls include per-matter permissions, two-factor authentication, passkeys, and single sign-on with supported identity providers.pasqio.com · read 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 · read 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 · read 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 · read 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 · read 11 Oct 2026
- Billing
- Time tracking supports hourly, flat-fee, contingency, and pro bono billing arrangements.pasqio.com · read 4 Oct 2026
- Billing integration
- Confido Legal processes payments, subscription billing, and IOLTA trust accounting for Pasqio.pasqio.com · read 11 Oct 2026
- Calendar integration
- Pasqio optionally syncs calendars with Google Calendar and supports Google Workspace and Microsoft 365 sign-in.pasqio.com · read 11 Oct 2026
- Certification
- Document certification anchors a cryptographic fingerprint to a public ledger and produces a PDF Certificate of Integrity.pasqio.com · read 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 · read 11 Oct 2026
- Client portal
- Clients can exchange documents with the firm and see only matters the firm explicitly shares with them.pasqio.com · read 4 Oct 2026
- Company
- The terms identify Pasqio as a California corporation.pasqio.com · read 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 · read 11 Oct 2026
- Deadlines
- The deadlines feature tracks statutes of limitation and matter deadlines, surfacing approaching and overdue dates on the dashboard.pasqio.com · read 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 · read 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 · read 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 · read 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 · read 11 Oct 2026
