Synergy Matters
The facts below are what the maker publishes about Synergy Matters, checked and dated. Our editors have not written about it yet.
Plans and prices
From Synergy Matters's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Synergy Matters | Priced on request | Contact vendor for competitive pricing; purchase page says currency units are Canadian dollars |
The facts
Each one read from Synergy Matters's own pages, with the date it was checked.
Money
- Billing and payments
- Yeschecked 22 Sep 2026
What it does
- Client intake
- Yeschecked 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.checked 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.checked 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.checked 12 Oct 2026
- Document automation
- Yeschecked 22 Sep 2026
- Document tools
- Document features include reviews, revision history, Word document comparison, PDF conversion and merging, and PDF page numbering.checked 12 Oct 2026
- Fax limitation
- The vendor says single-workstation evaluation can test all features except the fax service.checked 12 Oct 2026
- Integrations
- The product offers Microsoft Word and Outlook plugins, and the vendor says it integrates with QuickBooks Desktop and QuickBooks Online.checked 12 Oct 2026
- OCR and search
- The product automatically OCRs PDFs to create a searchable archive of their contents.checked 12 Oct 2026
- Purpose
- Synergy Matters is a client and matter management product designed specifically for law firms.checked 12 Oct 2026
- QuickBooks Online
- The Cloud Edition page says approved bills, transactions, trust transactions, and client details can be pushed to QuickBooks Online.checked 12 Oct 2026
- Security
- The product comparison lists matter-based security, and the home page describes a staff-rights-restricted area for corporate documents.checked 12 Oct 2026
- Support
- The vendor lists phone support at 1-855-822-4567 and email at [email protected].checked 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.checked 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.checked 12 Oct 2026
- Time tracking
- Yeschecked 22 Sep 2026
- Trust accounting
- Yeschecked 22 Sep 2026
- Workflow
- It covers document management, email, scanning, faxing, disbursement recovery, and time tracking.checked 12 Oct 2026
The company
- Headquarters
- West Kelowna, British Columbia, Canadachecked 19 Oct 2026
- Maker
- Legal Matters Software Inc. says it develops software specifically for law firms.checked 12 Oct 2026
Where it runs
- Mobile apps
- Nochecked 22 Sep 2026
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