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On the recordRead 12 Oct 202622 facts
Synergy Matters
Synergy Matters · West Kelowna, British Columbia, Canada
Plans and prices
Synergy Matters
Priced on request
Contact vendor for competitive pricing; purchase page says currency units are Canadian dollars
Read 12 Oct 2026 · legalmatterssoftware.com
On the record
- Billing and payments
- Yeslegalmatterssoftware.com · read 22 Sep 2026
- Client intake
- Yeslegalmatterssoftware.com · read 22 Sep 2026
- Cloud access
- The vendor says the Cloud Edition is accessible from any location with internet and that backups are taken care of.legalmatterssoftware.com · read 12 Oct 2026
- Demo offer
- The vendor offers a 15-minute demo and says participants can choose Synergy Signature or Synergy PDF free, with one license per firm.legalmatterssoftware.com · read 12 Oct 2026
- Deployment
- The standard installation uses a desktop client, MySQL database, and shared file server; the Cloud Edition stores the database and documents in Microsoft data centers and requires no local server.legalmatterssoftware.com · read 12 Oct 2026
- Document automation
- Yeslegalmatterssoftware.com · read 22 Sep 2026
- Document tools
- Document features include reviews, revision history, Word document comparison, PDF conversion and merging, and PDF page numbering.legalmatterssoftware.com · read 12 Oct 2026
- Fax limitation
- The vendor says single-workstation evaluation can test all features except the fax service.legalmatterssoftware.com · read 12 Oct 2026
- Integrations
- The product offers Microsoft Word and Outlook plugins, and the vendor says it integrates with QuickBooks Desktop and QuickBooks Online.legalmatterssoftware.com · read 12 Oct 2026
- Maker
- Legal Matters Software Inc. says it develops software specifically for law firms.legalmatterssoftware.com · read 12 Oct 2026
- Mobile apps
- Nolegalmatterssoftware.com · read 22 Sep 2026
- OCR and search
- The product automatically OCRs PDFs to create a searchable archive of their contents.legalmatterssoftware.com · read 12 Oct 2026
- Purpose
- Synergy Matters is a client and matter management product designed specifically for law firms.legalmatterssoftware.com · read 12 Oct 2026
- QuickBooks Online
- The Cloud Edition page says approved bills, transactions, trust transactions, and client details can be pushed to QuickBooks Online.legalmatterssoftware.com · read 12 Oct 2026
- Security
- The product comparison lists matter-based security, and the home page describes a staff-rights-restricted area for corporate documents.legalmatterssoftware.com · read 12 Oct 2026
- Support
- The vendor lists phone support at 1-855-822-4567 and email at [email protected].legalmatterssoftware.com · read 12 Oct 2026
- System requirements
- The standard desktop application requires Windows; the vendor lists Windows 7 as preferred and says Windows XP or later will work.legalmatterssoftware.com · read 12 Oct 2026
- Time and expenses
- It tracks print jobs and work events and supports posting chargeable time and disbursements for export to accounting software.legalmatterssoftware.com · read 12 Oct 2026
