Batesly is a cloud-based practice management platform for law firms. It links tasks, documents, billing, and correspondence to each matter instead of storing them in separate folder structures.
Key features and functions include:
Matter Management
Links tasks, documents, deadlines, billing, and contacts to each matter. Includes configurable matter types and templates, plus matter-level permissions that support ethical walls.
Document Management
Supports drafting and editing Word documents within the platform, with automatic versioning and version comparison. Includes full-text OCR search by content across file types.
AI Document Classification
Classifies documents and tags them by issue using AI. All AI features are optional and can be turned off, and client files are not used for model training.
Timekeeping and Invoicing
Records time manually or with a timer. Entries flow directly into invoices, which can be built, reviewed, and sent within the platform.
Trust Accounting
Maintains IOLTA-compliant trust ledgers and automatically generates replenishment invoices.
Calendaring and Deadlines
Tracks deadlines linked to each matter and syncs with Google Calendar and Outlook.
Email and Contacts
Files email correspondence against the relevant matter. Tracks clients, opposing counsel, and third parties for each matter.
Tasks and Metrics
Assigns tasks, tracks their status, and updates tasks automatically. Reports on billable-hour goals and origination over selectable time periods.
Security and Data Migration
Encrypts data at rest and in transit, with role-based access controls, multi-factor authentication, and audit logging. Data migration from existing systems is included.
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