Infrastructure built for ongoing matter control.
PAS is not a form tool or a folder. It is a structured documentation system with automated workflows, controlled templates, usage discipline, and clean recurring outputs.
Workflow Automation
Matter creation after intake, automated folder structure, upload logging, usage tracking, overage alerts, monthly output workflow, and archive/cancellation workflow — built into every active file from day one.
Includes
- Matter creation after intake
- Automated folder structure
- Upload logging
- Usage tracking and overage alerts
- Monthly output workflow
- Archive and cancellation workflow
Template & Checklist Infrastructure
Every step in the PAS process runs on a controlled template. Nothing is improvised. Every intake, scope confirmation, record ingestion, timeline assembly, monthly delivery, and QA check follows a fixed, repeatable structure.
Includes
- Intake templates
- Scope confirmation template
- Record-ingestion checklist
- Timeline assembly template
- Monthly delivery checklist
- Archive and retention checklist
- Internal QA checklist
Integrations
PAS connects the intake flow, billing, storage, notifications, and client tracking into one coordinated system. Higher tiers include deeper integration readiness and future API access.
Includes
- Website intake
- Billing and subscriptions
- Storage
- Email notifications
- CRM and client tracking
- Reporting and export workflow
- Future API readiness on higher tiers
Self-Serve Dashboard
Active clients have visibility into their matter status, record usage, deliverables, and plan details — without requiring a call or email to get a status update.
Includes
- Matter list
- Usage meters
- Upload center
- Deliverables library
- Plan summary
- Update request flow
- Archive visibility on higher tiers
PAS Verify
An optional verification layer for matters where chain-of-custody documentation is required. PAS Verify adds controlled upload flow, original-file preservation, immutable timestamps, and tamper detection — positioned above standard documentation.
PAS Verify is an optional add-on. It is not standard on all plans. Pricing is quoted separately based on matter scope. PAS Verify does not constitute legal certification or admissibility determination.
Verification Layer Includes
- Controlled upload flow
- Original-file preservation
- Immutable timestamp on receipt
- Hash log
- Source and device log where available
- Chain-of-custody style event log
- Duplicate and tamper flagging
- Verified-media badge where applicable
Ready to put the system to work?
Submit an intake to begin subscription onboarding, or request a scope review to discuss your matter first.