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No. 102of 141 ·Legal Practice Management Software

Synergy Matters

Windows

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Freedom report

One barScore 5.4

  • Runs widely1 of 6 device platforms
  • DocumentedPlans, terms and facts published

Synergy Matters is a Windows client and matter-management product designed for law firms. It combines document management, email, scanning, faxing, disbursement recovery, time tracking, billing, payments, and trust accounting. Document tools include reviews, revision history, Word comparison, PDF conversion and merging, and page numbering. PDFs are automatically OCR-processed into a searchable archive. The system records print jobs and work events and supports posting chargeable time and disbursements for export to accounting software. Microsoft Word and Outlook plugins are available, along with integrations for QuickBooks Desktop and QuickBooks Online. Cloud Edition can push approved bills, transactions, trust transactions, and client details to QuickBooks Online. Standard deployment uses a desktop client, MySQL, and a shared file server; Cloud Edition stores data in Microsoft data centers and needs no local server. The vendor offers a 15-minute demo and phone and email support. Pricing is available on request in Canadian dollars.

Who it is for

It is intended for law firms needing matter, document, time, billing, payment, and trust-account management on Windows. Cloud Edition suits firms wanting browser-based access from locations with internet.

What is good

  • Designed specifically for law firms
  • Automatically OCRs PDFs
  • Integrates with QuickBooks
  • Supports trust accounting
  • Cloud Edition needs no local server

What to know first

  • Windows platform only
  • No mobile apps
  • Pricing requires contacting the vendor
  • Fax service is excluded from single-workstation evaluation

Verdict

Synergy Matters brings legal documents, time, accounting connections, and trust processes into one Windows-focused system. Firms must request pricing and decide between standard server deployment and Cloud Edition.

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
Yes
Document automation
Yes
Time tracking
Yes
Billing and payments
Yes
Trust accounting
Yes
Mobile apps
No

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