Free trial
$0for 14 days
No card needed.
- 1 mailbox
- Your files set up from your last 30 days of email
- New email filed as it arrives
- 50 questions to Ask Inbeex
Years of old email in. A client management system out.
Your right hand for every client.
Connect your inbox and the email you already have becomes a client management system that runs itself: a file on every client and deal — documents, dates, checklists, timelines — kept current with every new message. Nothing to type. Nothing to file.
Read-only by default — your inbox stays exactly as you left it, and Inbeex only ever does what you switch on.
For anyone who runs client work from email. Loan broker? There’s a page just for you.
Your inbox
The mess you know
Re: contract FINAL signed?
3 attachments · 1 hour ago
FW: Harbor Point docs
Fwd ×4 · yesterday
Contract rev 2 (use this one)
Attachment · yesterday
Appraisal + revised term sheet
9 replies · 2 days ago
RE: insurance certificate
Unread · 3 days ago
Still exactly as you left it — Inbeex works read-only unless you say otherwise.
Inbeex
Your client files
Dana Brooks
14 Maple Court · $1.2M- Signed contract on file
- Appraisal received
- 1 open item: insurance binder
Priya Shah
Listing · 9 Wharf St · $860K- Offer v2 — latest, signed
- Inspection report filed
- Closing scheduled Oct 14
Every email filed to the right client and deal — nothing moved, nothing sent, everything findable.
Early access pricing
Simple pricing. No overage charges.
Starter
$79per month
Or $790 a year: two months free.
- 1 mailbox
- Up to 750 client emails a month, ongoing
- 50 questions a month to Ask Inbeex
- Your last 90 days of email included
Pro
$149per month
Early-access price, kept for your first 12 months. Or $1,490 a year: two months free.
- 1 mailbox
- Up to 2,000 client emails a month, ongoing. Filing never stops.
- 150 questions a month to Ask Inbeex
- 1 assistant or processor login
- Your last 90 days of email included
Pro Plus
$279per month
Or $2,790 a year: two months free.
- 1 mailbox
- Up to 4,000 client emails a month, ongoing
- 300 questions a month to Ask Inbeex
- 2 assistant or processor logins
- Your last 90 days of email included
Email back-catalog
$49per 1,000 client emails · one-time
Every plan includes your last 90 days. Go further back — 12 months, 3 years or everything.
- Fixed quote from your free scan, before you pay
- Newsletters and alerts don’t count
- Years of old deals become living files
Documents, à la carte
From $49one-time · per source
Google Drive, Dropbox, OneDrive, iCloud or your computer — including scanned paperwork.
- One fixed price from your free scan
- Pick one source or any combination
- Photos, video and junk never counted, never read
- No overage charges. Filing never stops. If you’re over 2,000 client emails a month two months running, we’ll talk about the right plan.
- At the question limit, questions pause until next month. Each answer, change or draft counts as one question.
- Your free scan recommends the plan — it measures your typical month of client email, so you never guess.
- Setup is separate and one-time, quoted by the free scan before any charge: older email at $49 per 1,000 client emails (every plan already includes the last 90 days), documents at $79 per 1,000 plus $29 per 1,000 scanned pages.
- Teams: each mailbox goes on the plan its own volume needs; assistants without a mailbox are free, and questions are pooled. Offices and white-label: custom quote via Custom solutions.
- Assistant and processor logins: invite them from Settings — they get their own sign-in to your account.
- Gmail connects with one tap; any other business email connects with an app password.
- You’re in control: read-only by default, and every further ability is a switch only you can turn on.
A familiar search
It’s 9 p.m.
Someone needs the signed contract, the latest numbers and the insurance certificate by morning. You search your inbox and find five versions of the contract, a thread with nine replies, and no idea what’s still missing.
You meant to keep a list. You didn’t.
Inbeex keeps the list for you, and tells you when you ask.
What you get back
Brain space.
A clear head
Every promise, deadline and missing document is written down somewhere that isn’t your memory. You stop carrying it.
Your evenings
The filing happened while you worked. Nothing piled up, so there’s nothing to catch up on.
Everything in its place
Open any client and it’s all there — labeled, stacked, current. The clean-desk feeling, for your whole business.
How it works
Keep working from your inbox.
01
Connect your inbox
Gmail with one tap, or any business email with an app password. Read-only by default — your inbox stays exactly as you left it, and Inbeex only ever does what you switch on.
02
Inbeex builds your files
Your free trial sets up your client files from your last 30 days of email. A free scan then prices bringing in everything older — your whole history, and the documents in your cloud and on your computer — before you pay a cent.
03
Just ask
“What’s still missing on the Maple Court file?” “Which clients are waiting on me?” “Write Dana a note asking for the signed contract.” Answers in seconds.
Ask Inbeex
Ask it like you’d ask an assistant.
Find any document or photo, file an email into the right client, update a checklist or draft a reply. It knows every file, and it tells you when something doesn’t add up.
Task
Which deals are closest to closing, and what’s holding each one up?
- 14 Maple Court — conditional approval; waiting on the signed operating agreement.
- 9 Wharf Street — lender reviewing the rent roll.
- 88 Ridge Road — on hold for the zoning letter.
Change
Mark the appraisal done and add a to-do for the insurance binder.
Tick off 1 item · Add 1 open item
- Appraisal — mark received
- Add “Insurance binder” to Dana Brooks
Do itCancel
Draft
Write Marcus asking for the contractor’s bid.
To: marcus.lee@example.com
Subject: Contractor’s bid for 9 Wharf Street
Hi Marcus — when you have a moment, could you send over the contractor’s bid for Wharf Street? The lender needs it to wrap up underwriting…
Open in my mail app · Copy · Change it
Nothing changes until you click Do it — and today every draft goes out from your own mail app, under your hand. Sending approved replies for you will be an optional switch, off until you flip it.
Features
The client file builds itself.
Client files, automatically
A plain-English summary of every client, with company names, contact details and every deal, job or case: its terms, who it’s with and where it stands. Written from your email and kept current.
Signed53 files from one inbox
Pipeline at a glance
Every deal sorted from prospect to done or lost, with the amount, the other side and the latest status on each card — in your industry’s own words.
Checklists that keep themselves
Open items appear from email (“they still need the insurance certificate”) and tick off when they’re done.
Flags what needs a second look
Points out issues buried in long threads: a changed number, a wrong name on a document, a mismatched address, a question nobody answered. Each one is listed on the file for you to check.
Documents, filed by client
Every real attachment saved to its client file, with signed copies marked ✓ Signed.
Drafts in your voice
Ask, and a reply is written from the client file, ready to open in your own mail app. You send it.
Timeline
Every quote, approval, condition and closing, dated, on the client’s file.
Needs your eyes
Anything Inbeex isn’t sure about waits for you with its reasoning — file it to the right client in one click, or wave it off.
Share documents safely
One click makes a private link that expires in 7 days — for a lender, a client, anyone.
Your files, yours
Any document, a client’s set as one zip, or your whole account exported — data and documents — from Settings.
Your assistant, your rules
Invite a processor or assistant from Settings; they get their own sign-in to your account.
Intake forms
Send a private link; the client fills in their details and uploads documents straight into their file.
Partner status links
Referral partners see live progress on the deals they sent you — kept current automatically, and nothing else.
Coming soonbeing finished now
- Final-version finder. Five versions of a contract stack up with the latest signed one on top; anything still waiting for signatures is flagged.
- On every device. Install it on your laptop or phone like an app.
One real inbox
Already working today.
“A commercial loan broker connected 2,678 emails. Inbeex built 53 client files, 72 deals and 564 documents in one run.”
Who it’s for
Anyone who manages client files.
Inbeex speaks your industry’s language: borrowers and loans for brokers, buyers and listings for Realtors, clients and matters for lawyers, customers and jobs for contractors. Same right hand, your words.
01
Loan brokers
02
Realtors & real estate agents
03
Insurance brokers
04
CPAs & bookkeepers
05
Contractors
06
Independent professionals
Security
Private by design.
Clear controls, no mystery badges, no vague promises.
Read the full Security page.You’re in control: read-only by default, and every further ability is a switch only you can turn on.
Data is encrypted in transit and at rest.
Documents are stored privately and shared only through links you create, which you can turn off.
Nothing changes and nothing is shared until you click.
Your email and documents are not used to train AI models.
Your assistant sees only the files you choose.
Questions
The short answers.
No. Keep using your email exactly as you do today. Inbeex works beside it.
No. Out of the box Inbeex can’t send, move or delete anything — abilities you haven’t switched on simply don’t exist for it. Google grants it read-only access, every mailbox is opened read-only, and your inbox stays exactly as you left it. Tidying is an optional switch in Settings, off until you turn it on.
Anything it isn’t sure about waits in “Needs your eyes” instead of being guessed, every change it suggests waits for your click, and your own edits always win.
Only if you want it to. Today Inbeex drafts and you send from your own mail app; sending replies you’ve approved is an optional switch coming to Settings — off until you turn it on.
Yes. One click on a client’s file makes a private link that expires in 7 days — copied and ready to paste into your email.
Yes. Download any document, a client’s documents as one zip, or export your whole account — your files as JSON plus every document — from Settings, any time.
Coming soon — as add-ons. Inbeex will read files where they are — Google Drive, Dropbox, OneDrive, iCloud or folders on your computer — and bring them together with your email into one view, every document findable in one place. It never moves or changes your originals.
Coming soon — as an add-on. Inbeex will prepare invoices for your work, track which ones are paid, and politely remind a client when one is late. Every invoice and reminder waits for your approval before anything goes out.
Gmail connects with one tap of Sign in with Google (read-only). Any other business email connects with your address and an app password. Microsoft 365 and Outlook.com connect through Microsoft sign-in.
As far as you want. The free trial reads your last 30 days, and every paid plan includes your last 90. Older email comes in through the one-time setup: pick 12 months, 3 years or everything, priced at $49 per 1,000 client emails — newsletters and alerts don’t count — with the fixed quote shown before you decide.
Each answer, change or draft from Ask Inbeex counts as one question. A change you confirm counts once. At your plan’s limit, questions pause until next month. You’re never charged extra.
Inbeex keeps filing. If you’re over 2,000 client emails a month two months running, we’ll talk with you about the right plan. There are no overage charges.
On the pages you share — intake forms and partner status links — a slim Inbeex bar sits at the top, with your own business name right below it. The relationship stays yours.
Yes. Export everything from Settings (one zip: your files as JSON plus every document), then delete your account there — no email to support needed.
Your inbox, bee-organized.