IbeX
Automated Document Management for Law Firms
IbeX automates document intake, naming, categorization, and version control — so lawyers spend less time managing files and more time practicing law.
IbeX
AI Document Handling
for Law.
Save Money - as much as $85,000 per year per lawyer.*
Eliminate Version Frustration - Consistent naming and version control.
Stay Flexible- IbeX is the only legal ai organizer that supports local, LAN, and Dropbox
Nothing to Learn - Work in Windows while IbeX organizes in the background.
Affordable - Starting at $59/month vs. $200+ for enterprise competitors
Executive Summary
Save Money - up to $86,000 per lawyer per year *. See ROE
Lowers expenses by reducing the cost of manual document processing
Increases revenue - less time wasted, faster searching, automatic version control and decreased bottlenecks.
Eliminate Version Frustration - Consistent naming and version control
Stay Organized - Find what you need fast
Unlike the competition, IbeX:
Does not quire a platform commitment
Supports multiple storage formats
Is affordable
Is easy to use
Automatically Import Documents and Messages from your Email
Intelligently Name, Organize and Save Documents into the Matter Folder
Automatic Version Control with version backups
Fast metadata search
Work in your regular Windows environment
Eliminate Version Frustration - Consistent naming and version control
Stay Organized - Find what you need fast
Features
Benefits to Your Practice
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
Secure
Easy. Work in your Regular Windows Environment
Real Problems. Real Solutions.
Problem:
Manual document management is error prone and expensive.
Solution:
IbeX saves time and money.
Enough, on average, to take Friday afternoons off. - see our ROE page
Problem:
Poor naming creates frustration and delays.
Solution:
IbeX creates intelligent, consistent names with customizable formatting and meaningful metadata. Searching becomes easy.
Contract v2.3 client edit final draft.docx
Employment Contract FINAL.docx
Problem:
Large volumes of incoming documents create a bottleneck.
Lawyers wait while staff struggles to catch up.
Solution:
IbeX automates the entire process of processing incoming documents to keep your practice moving.
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:
Version Confusion wastes lawyer and staff time.
Old versions clutter matter folders.
Problem:
I'd like my document management system to be intuitive.
Solution:
Work the way you would normally work. IbeX works in the background. IbeX has Enterprise power without Enterprise complexity
Problem:
I don't want to commit to a platform that ties my hands forever.
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.
Problem:
I haven't tried IbeX. I don't know if it works.
Solution:
Try it for free. Have IbeX create a sample folder using your documents from the past two weeks.
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 final.docx
2025-01-05 Employment Contract for Smith FINAL.docx
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.