One product, three jobs
Capture the backlog. Number every page. Find the file.
The document capture worksheet sized from your own firm: the pages in the backlog, the scanner hours to clear it, the minutes a day the incoming paper takes, the hours a week spent finding and refiling paper and what that costs a year, and the pages a retention period keeps. Every answer becomes the client portal and the retention record a partner or an auditor will ask for.
Free for 14 days. No card needed.
Batesio Pro is $19 per month for your whole firm, billed monthly.
- 1
- free tool on this site
- Small firms only
- Tools
The tools, free and open
Free to use. No account, no card, no sign-up.
| Tools | answers they give back | Free, on the worked example | |
|---|---|---|---|
| Document capture worksheet | Size the scanning backlog, the scanner hours, the retrieval cost and the retention load from your firm's own boxes, pages and lookups. | 30,000 Pages in the backlog | Free |
The answer is yours. Keeping it is Batesio Pro.
The answers are free forever. Pro turns them into your firm's document system: the client portal where files are uploaded and shared under your firm's name, every page Bates-numbered on capture, each document filed against the client and the matter with its retention date, reminders to the person who owes a review, and a clean export when the auditor or the regulator asks.
- Download the record as PDF
- No Batesio watermark
- Save and reopen later
- Your firm's name and logo on it
- Review and retention reminders emailed under your firm's name
- Connect your own Stripe account and get paid online
- Connect your QuickBooks Online or Xero
One product, three jobs
Capture the page. Share the file. Keep the record.
- Document capture
- The backlog sized before the scanner is bought The document capture worksheet sizes the pages in the backlog, the scanner hours to clear it, the minutes a day the incoming paper takes and the pages a retention period keeps, from your own boxes and counts rather than a vendor's brochure.
- Firm math
- The retrieval hours and what they cost Hours a week spent finding and refiling paper, the cost of that per year at your staff rate, and the boxes a retention period fills. Computed on the page, from your numbers.
- Portal and retention records
- A record behind every file Files upload through the client portal under your firm's name. Every page is numbered on capture. Every document carries its client, its matter and its retention date. Everything exports.
Why not just use a cloud drive?
Need an enterprise records platform with workflow engines, e-discovery and a per-seat licence? Buy one. Need a shared drive with everything in it and no way to find a client's file? You already have one. Need the portal, the numbering and the retention record for one small firm? That is the product.
- Capture, retrieval and retention math
- Batesio The product itself, next to the record that uses it
- A general cloud driveA folder tree you organise yourself
- Price for one firm
- Batesio $19 a month, flat, whoever is in the firm
- A general cloud driveA per-user fee that climbs with every hire
- Try before an account exists
- Batesio Every tool computes free, no card, no trial clock
- A general cloud driveA trial that ends in two weeks
- Built for
- Batesio Small firms keeping client files, only
- A general cloud driveEveryone with files
Drive pricing, for the record: Dropbox's Standard team plan is $15 per user per month for 1 person or more, and its Advanced plan is $24 per user per month for 3 people or more (dropbox.com/plans, retrieved 2026-09-04). Batesio Pro is $19 per month for your whole firm.