IbeX

Features:

• Automatically Imports Documents and Messages from your Email

• Names, Organizes and Saves Documents into the Matter Folder

• Automatic Version Control with backups.

• No Platform Commitment

• Easy. Work in your Regular Windows Environment

Real Problems. Real Solutions.

Problem:
Manual document management is error prone and expensive.

Problem:
I'd like my document management system to be intuitive.

Problem:
I don't want to commit to a platform that ties my hands forever.

Problem:
Poor naming creates frustration and delays.

Solution:
IbeX keeps your files clean, current, and recoverable.
- Duplicate detection
- Version tracking
- Automatic version naming
- Version status (draft, final, client edit, etc.)
- Version backup in separate folder
- Conflict detection.

Problem:
Large volumes of incoming documents create a bottleneck.
Lawyers wait while staff struggles to catch up.

Problem:
I haven't tried IbeX. I don't know if it works.

Solution:
IbeX saves time and money.
Enough, on average, to take Friday afternoons off. - see our ROE page

Problem:
Version Confusion wastes lawyer and staff time.
Old versions clutter matter folders.

Solution:
IbeX automates the entire process of processing incoming documents to keep your practice moving.

Solution:
Work the way you would normally work. IbeX works in the background. IbeX has Enterprise power without Enterprise complexity

Solution:
IbeX creates intelligent, consistent names with customizable formatting and meaningful metadata. Searching becomes easy.

Solution:
Keep your files local, on Clio Desktop, on a LAN, on Dropbox, or wherever you like. Turn off IbeX at any time and revert to manual processing.

Solution:
Try it for free. Have IbeX create a sample folder using your documents from the past two weeks.

Contract v2.3 client edit final draft.docx

Employment Contract FINAL.docx

What can IbeX do for me?

With the most current documents clearly labeled, a familiar windows environment, and no laggy cloud interface, IbeX lets you to focus on law rather than housecleaning.

IbeX automatically scans your email for new documents and messages, renames if needed, organizes and saves them to their matter folder, saving thousands in staffing and lawyer time.

Full version control ensures you always have the right document. Past versions are saved in a separate folder to keep your files uncluttered.

Find any document in 5 seconds thanks to consistent, reliable naming, categorization and saving

Use Clio Drive, local folders, or a network drive. Change from one document storage location to another seamlessly. IbeX has no storage platform commitments.

Save you Time and Money

Eliminate Version Confusion

Find Documents Quickly

Keep your Storage Options Open

Stay Focused on Law

Features

• Easy to Learn
  IbeX runs in the background so there is almost nothing to learn. Everything is done in a familiar Windows environment.
  
  

• Automated File Naming & Organization
  IbeX extracts key information from documents to create standardized file names and organizes them in structured folders on your server.
  
  

• Clio Manage Compatible.
  IbeX connects to Clio Manage to coordinate document matters.
  
  

• Automated File Naming & Organization
  IbeX extracts key information from documents to create standardized file names and organizes them in structured folders on your server.
  
  

• Email Monitoring
  IbeX monitors your email and routes both your outlook message and attachments to the right matter.
  
  

• Drag and Drop
  Simply drag and drop you email attachments or documents into the IbeX folder or your matter root for quick processing. Did you already add that file? Don't worry, IbeX will check.
  
  

• Enterprise Version Control.
  IbeX prevents duplications, detects and labels linear updates, and alerts you if there is a conflict, preventing confusion.
  
  

• Secure
  TSL encryption.
  Local server.
  
  

• Local/Clio File Storage
  Retain full control of your data with local storage. Or sync with Clio cloud storage. Change file locations effortlessly - IbeX adapts easily.
  
  

• Flexible File Support
  IbeX supports Outlook messages, Word, txt, rtf, pdf, tiff, jpeg, png and msg formats, making it easy to handle various document types.
  
  

• Seamless Software Transitions
  Considering a switch in your practice management software? With IbeX, your documents are stored independently of your management software, ensuring that upgrading or changing platforms is hassle-free. Your files stay organized and easy to access, no matter what software you choose.
  
  

• No Platform Marriage
  Keep your documents locally and manage them normally in a windows environment. IbeX does not tie you into a platform commitment. You can revert to manual document management at any time - though you won't want to.
  
  

• List of Documents Generation
  Automatically name, index, and generate the list for each schedule.
  
  

• Try it out first
  Not sure? Try out IbeX first. Let IbeX create a sample folder using the documents from the last two weeks.

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