Filozy

Guide

Bates numbering for discovery, done on your own machine

Bates numbers are unique, sequential labels stamped on every page of a document production, with a prefix, zero-padding and no gaps or restarts across batches. Filozy stamps them locally: six digits at the bottom right of every page, in one unbroken run across every file you add together.

Tools used: Add PDF header footer Bates numbersOCR PDFProtect PDF

Every page produced in litigation gets a name it will keep for the life of the case: ACME-000417. When a deposition refers to it, a brief cites it, or a judge asks for it, that label is how everyone finds the same page. That is Bates numbering, and it has rules that ordinary page numbering does not.

The rules

Break continuity — restart at 1 for a new batch, skip a range, produce a duplicate — and the production is challenged. The rules exist because the labels are evidence.

Doing it on your own machine

Discovery documents are, by definition, the ones with the highest stakes for confidentiality: privileged communications, personal data, trade secrets. Uploading them to a stamping website means a third party holds an unredacted copy of a production, however briefly.

Header, footer & Bates numbers applies the stamps inside your browser. The document is read into memory, the labels are drawn into each page’s content, and the result is saved locally — nothing is transmitted.

What the tool gives you

Two constraints worth knowing: a prefix outside English and Western European letters is drawn as a picture, so it prints but cannot be searched; and the stamp is placed relative to the visible page area, so on a scan whose page box starts off the corner the margin is measured from where the page actually shows.

Step by step for a scanned production

  1. Prepare the scans. Auto crop removes scanner borders, but it leaves only about 2 mm around the content, while the stamp sits about 13 mm in from the corner. On a trimmed page the number can land on the last line of text, so trim only if you will check the corner of every page.
  2. OCR with OCR PDF if the production must be searchable — most protocols require it.
  3. Open Header, footer & Bates numbers and add every file of the production together, in order. Under Bates numbering, enter the agreed prefix. Numbering always starts at 000001.
  4. Every page gets a number, so take out a privilege log or cover sheet that must not be stamped before you start.
  5. Preview the first, a middle and the last page. Confirm the number sequence reads correctly and does not overlap content.
  6. Save. Record the range — first and last number, and the batch — in your production log.
  7. Protect PDF if the production is delivered encrypted, or Flatten first if it carries annotations.

The Prepare a scanned contract for filing workflow runs this sequence — trim, recognise, number, protect — passing the file between tools without re-selecting it.

Checks before you produce

Questions people ask

Bates numbers or page numbers?

Different things. Page numbers restart with each document and describe position within it. Bates numbers run across an entire production — every page of every document, in order, never restarting — and identify a page uniquely for the rest of the case. A page can carry both.

How do I continue numbering in a second batch?

Filozy has no start-number box, so every run begins at 000001 and a later batch cannot carry on from an earlier one. Put the whole production through in one run: add every file together, in order, and the numbers run on across them. A second production that must continue from, say, ACME-000482 cannot be stamped here, because a new run would repeat numbers already in use. Keep a log of ranges per batch; opposing counsel will ask.

Can I use a non-English prefix?

Yes, with one catch. English and Western European letters, digits and basic punctuation are set as real text and can be searched. Other characters, such as Polish Ł, Czech Ů, Japanese or Arabic, are drawn from your device's fonts as small pictures: they print, but a search will not find them. The digits after the prefix stay searchable.

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