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Tech riderRev. 12 Oct 2026

Synergy Matters

Ch 1216.4of 141Legal Practice Management Software
  1. 1Runs onWindows
  2. 2Client intakeYes
  3. 3Document automationYes
  4. 4Time trackingYes
  5. 5Billing and paymentsYes
  6. 6Trust accountingYes
  7. 7Mobile appsNo
7 lines stated Written from the maker's own pages: legalmatterssoftware.com
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The Synergy Matters homepage

Overview

Synergy Matters is ranked #121 of 141 in legal practice management software on Specifiction, made by Synergy Matters (West Kelowna, British Columbia, Canada). It runs on Windows.

Synergy Matters plans and pricing

All plans
Synergy Matters Contact vendor for competitive pricing; purchase page says currency units are Canadian dollars legalmatterssoftware.com · 12 Oct 2026

Compared on legal practice management software

Client intake
Yeslegalmatterssoftware.com
Document automation
Yeslegalmatterssoftware.com
Time tracking
Yeslegalmatterssoftware.com
Billing and payments
Yeslegalmatterssoftware.com
Trust accounting
Yeslegalmatterssoftware.com
Mobile apps
Nolegalmatterssoftware.com

Facts

Purpose
Synergy Matters is a client and matter management product designed specifically for law firms.legalmatterssoftware.com · 12 Oct 2026
Workflow
It covers document management, email, scanning, faxing, disbursement recovery, and time tracking.legalmatterssoftware.com · 12 Oct 2026
Document tools
Document features include reviews, revision history, Word document comparison, PDF conversion and merging, and PDF page numbering.legalmatterssoftware.com · 12 Oct 2026
OCR and search
The product automatically OCRs PDFs to create a searchable archive of their contents.legalmatterssoftware.com · 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 · 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 · 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 · 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 · 12 Oct 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 · 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 · 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 · 12 Oct 2026
Fax limitation
The vendor says single-workstation evaluation can test all features except the fax service.legalmatterssoftware.com · 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 · 12 Oct 2026
Support
The vendor lists phone support at 1-855-822-4567 and email at [email protected].legalmatterssoftware.com · 12 Oct 2026
Maker
Legal Matters Software Inc. says it develops software specifically for law firms.legalmatterssoftware.com · 12 Oct 2026

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Where it ranks on Specifiction

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