Feature Details
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
Document Sources
Automatically Import Messages and Attachments
IbeX scans your email and intelligently routes documents and messages to the correct matter and category folder, keeping everything tightly organized.
Folder Monitoring
IbeX monitors the matters folder for new or changed documents to manage version control and process new documents.
Drag and Drop
Effortlessly drag hundreds of documents into a matter without having to manually name or categorize.
Intelligent Naming and Organization
Naming
IbeX intelligently names incoming documents
Organization
Documents and messages arriving from your email are routed to the correct matter and subfolder.
IbeX supports custom naming patterns such as
'2025-02-16 Purchase Agreement for Submarine' or
'Matter 45345-2025 Purchase Agreement for Submarine for Jacques'
Status, such as Draft, Final, Client Edit, Certified, etc. are kept current based on the document content.
Document Version is automatically updated when the document is edited. Old versions saved in a separate archives folder.
Professional name preservation: When a new document has a professional name, IbeX preserves the name for clarity.
Powerful Searches
Natural Language searching
'john smith developer contract amendment for balconies 2025'
'latest building inspection report for smith apartments'
Advanced searches
Explicitly set fields in a classic advanced search.
Familiar Environment
Unlike our competition, IbeX does not force its users to adapt to a new, often clunky, cloud environment. Work in familiar Windows folders while IbeX works in the background.
IbeX also supports Dropbox and other cloud based drives, as well as Clio Drive. Switching from one to another is seamless.
IbeX supports Outlook messages, Word, txt, rtf, pdf, tiff, jpeg, png and msg formats, making it easy to handle various document types. It will automatically read text contained in image files and create searchable descriptions - even handwritten documents.
Windows
Windows folders
Dropbox
other cloud-based drives
Clio Drive
Seamless transition from one source to another
Multiple File Types
Multiple Storage Options
Secure
TSL encryption while in transit.
Maintain complete control over your document storage.
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
IbeX automatically updates the version when a document is changed.Only the current version is stored in the matter folder, ensuring your documents are clean and current.
Previous versions are archived in a separate folder for easy recovery if needed.
Users are alerted to conflicts, such as branching, so there are no version or merging surprises.