Batesly

Batesly is a legal practice management platform designed to help law firms organize matters, documents, deadlines, billing, contacts, and workflows in one connected workspace. Its matter-centric structure links case information and activity to the relevant matter, providing a centralized view of each client file and case history. ([batesly.io](https://batesly.io/)) Key features include matter management, configurable matter types and templates, secure access controls, ethical walls, task and workflow tracking, contact management, matter-linked email, and calendar synchronization with Google Calendar and Outlook. Batesly also supports document management with secure storage, OCR, full-text search, AI-powered classification, issue tagging, automatic versioning, document comparison, and in-platform Word drafting and editing. ([batesly.io](https://batesly.io/)) The platform includes timekeeping, invoicing, billable metrics, trust accounting with IOLTA-compliant ledgers, and replenishment invoice generation. Its security features include encryption, permissions management, and audit trails, while matter-linked deadlines and activity feeds help firms monitor case progress and coordinate work across their teams. ([batesly.io](https://batesly.io/))

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