Feature Details
Invisible Document Management
IbeX works in the background to save money and deliver incredible organization
Automated Document and message routing from Outlook
Automated Document Categorization and Naming
Familiar Windows Environment
Full Version Control
AI Based Automation
Loading Messages and Attachments
Naming
IbeX scans your email and intelligently routes documents and messages to the correct matter and category folder, keeping everything tightly organized.
IbeX intelligently names new and casually named documents.
Update status, such as Draft, Final, Client Edit, Certified, etc. based on the document content.
It will also update the version when the document is changed.
IbeX supports custom naming patterns to add dates or matter numbers to the name, such as '2025-02-16 Purchase Agreement for Submarine' or 'Matter 45345 Purchase Agreement for Submarine for Jacques v1.2'. Yes, IbeX does that too.
IbeX will remember this and adopt the new name.
IbeX automatically updates the version when a document is changed. The version
It also creates a backup in a separate folder, ensuring your documents are clean, current, and recoverable.
Conflicts - such as
Version Control
Monitoring folders
IbeX monitors the matters folder for new or changed documents to manage version control and process new documents.
Organization
IbeX moves the document or .msg to the correct matter, and into the correct category folder.
Familiar Environment
Work in a familiar Windows environment. IbeX operates in the background.
IbeX does not require a marriage to an enterprise platform.
Work as you usually do, and let IbeX handle version control and automation in the background
Version Control
How does Version Control help my practice?
Version control saves time, frustration and potential embarrassment
Only see the current version in your matter folder
Automatic version numbering
Automatic duplicate removal to avoid accidental branches.
Past versions are stored in a separate folder, keeping your documents clean and up to date
Alerts you when there is a version conflict