Built for how legal work actually happens.
Everything organized around matters, not folders.
Matters are the core node of your practice—not just empty folders. Every document, contact, task, deadline, and dollar is natively linked into a single, cohesive case file.
An interconnected data web
Documents, tasks, notes, deadlines, and people are intelligently linked. Update a contact in one place, and it updates across the entire matter history automatically.
Matter timelines
See everything that happened on a matter, in order. Uploads, edits, billing entries, status changes — one chronological view.
Configurable matter types
Litigation, contracts, M&A, IP, real estate, employment, regulatory — each with structured fields that match how that work actually happens.
Matter templates
Spin up a fully-formed matter in seconds with pre-built folder structures, task lists, and team assignments.
Matter-level permissions & ethical walls
Automatically enforce who can see what at the matter level. No accidental cross-matter exposure.
Matter analytics
Real-time visibility into matter health: document counts, activity, deadlines approaching, billing status, and team workload.
Coming to Batesly
These features aren’t available yet, but we’re building them now. You’ll see them go live on a rolling basis.
- Passive time tracking
- Email integration (Gmail and Outlook)
- Internal team messaging
- Bates numbering
- Production tracking & load file export
- Cross-matter natural language search
Want to know when these go live?
Drop your email and we’ll keep you posted on new releases as they ship.
No spam. Only product updates.
Works with the tools you already use
Some of these integrations will be available at launch, and we're actively building the rest right now. More partners are in the works, with announcements coming soon.
What legacy platforms can't retrofit.
These aren't features you can bolt onto a 20-year-old codebase. They require building from the ground up.
Everything organizes around matters — not folders, not workspaces, not projects. This is a fundamental data model decision that can't be retrofitted.
Time entries, invoices, and trust ledgers live alongside the documents they relate to. No reconciliation between disconnected systems.
Built-in intelligence that knows the difference between a motion and a memorandum, a retainer and a purchase order. Not generic LLM glue.
IOLTA compliance isn't an afterthought or third-party integration. Three-way reconciliation is built into the platform architecture.
Add attorneys, paralegals, and contract counsel without penalty. Your bill stays the same. Growth shouldn't be taxed.
Designed by people who've lived under Model Rules 1.6, 1.1, and 5.3. Not by a product team guessing at what lawyers need.
MIGRATION INCLUDED
We move your data for you.
Our team handles the migration from your current systems: matters and contacts, documents and folder structures, time entries, invoices, and trust ledger history. We map your existing fields, run a test import for you to review, then reconcile the final load with you before you go live.
See it in action.
We'll show you how Batesly replaces your current stack — in 30 minutes or less.
Short on time? Request a recorded walkthrough instead.