About Batesio
The document capture, portal and retention record of a small firm, kept and numbered, and nobody else
Who it is for
Built for small firms only
Accounting, real estate and professional offices keeping client and employee files, and nobody else
What it does not do
- no enterprise DMS procurement, no immigration paperwork, no legal advice on retention law
What is on this site
1 free tools, each working its figure on the page with no account, and Batesio Pro that keeps the record. All tools · Pricing.
- 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.
What Batesio Pro keeps
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.
Reach us
Contact for a question about the product, ask whether Batesio Pro does a particular thing, Support when something is broken or money is wrong, or hello@batesio.com. The legal terms are on Terms and Privacy.