Features
IIbeX works seamlessly in the background, taking over the tedious document intake tasks that staff and attorneys usually handle.
Unlike traditional third-party document management systems, which can be complex, costly, and require constant oversight, IbeX is designed to be effortless. It automatically creates document summaries, powers fast searches through a metadata-driven engine, and maintains intelligent version control—features that rival (and often surpass) expensive enterprise software, but at a fraction of the cost and complexity.
Overview
Automated Document Imports
Automatic Import of Messages and Attachments
IbeX scans your email and intelligently routes documents and messages to the correct matter and category folder, keeping everything tightly organized.
Drag and Drop Interface
Effortlessly drag hundreds of documents into a matter without having to manually name or categorize.
Intelligent Naming
Naming
IbeX intelligently names incoming documents
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.
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.
Scalable
IbeX supports multiple users and multiple practices, and can scale as your business scales
Multi user, multi practice
Secure
TSL encryption while in transit.
Maintain control over your database location
US/Canada only processing
Storage Location Compliant
Version Control
Save time
Automatic version numbering.
Automatic duplicate removal to avoid accidental branches.
Automatic status indicators, such as DRAFT or CLIENT EDIT included in name
Only current version saved in matter folder for quick access
Prevents version confusion
Always work with correct version.
Version conflict alerts
Version Control Features
How Does Automated Version Control Help my Practice?
Automatic version incrementing of version with every edit
Automatic save of previous version in archives folder
Automated Status - DRAFT, FINAL, CLIENT EDIT, etc.
Versioning update after outside edits from clients, etc.
Conflict alerts to prevent accidental work on past versions
Intelligent handling of pdf versions