Use the AI agent to apply Bates numbering with natural language commands. Ask it to number all files, a filtered subset, or documents matching specific tags or criteria. Results appear when processing finishes.
How to apply Bates numbers with the AI agent
Open the AI agent panel in your case and type a Bates numbering instruction in plain language. The agent understands a variety of commands and applies numbers based on your request. Examples:
- "Apply Bates numbering to all files"
- "Bates number files tagged 'Production Set 1'"
- "Number all PDF documents starting at DOC00500"
- "Apply page-level Bates numbers with prefix SMITH to all contracts"
The agent interprets your command, identifies the target files, and applies Bates numbers using the case's configured settings or any parameters you specify. Include details like the prefix, start number, or mode directly in your instruction.
Viewing results
After processing, the numbered files appear in the document browser with their Bates stamps visible. The agent provides a chat summary confirming how many files were processed, the Bates range assigned, and whether any files were skipped or hit errors.
Processing time depends on file count and size. For large batches, the agent works in the background and notifies you when done. You can keep working on other tasks in the case while numbering runs.
Combining with filters and tags
The AI agent can target specific document subsets by referencing tags, file types, date ranges, or other metadata. For instance, asking it to "Bates number all files tagged 'Responsive' starting at RES00001" applies numbering only to files with that tag, using the specified prefix and start index.
This is especially useful when preparing multiple production sets for different requesting parties within a single case. Each set can get its own prefix and numbering range, and the agent handles selection and stamping in one operation. For more, see the AI agent overview.
Best practices
Be specific in your commands so the agent applies the correct settings. Include the prefix, start number, and mode when they differ from the case defaults. To verify what will be numbered before the operation runs, ask the agent to "list the files that would be Bates numbered" first, then confirm.
Once the agent finishes numbering, review the summary to confirm the range is correct. You can also run gap detection to verify sequence completeness.