Freedom251 › Legal Practice Management Software
Synergy Matters
What Synergy Matters is
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 suits
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 it does well
- 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
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Synergy Matters | Contact vendor for competitive pricing; purchase page says currency units are Canadian dollars | On request |
As legalmatterssoftware.com lists them, read 12 Oct 2026. The maker's own page has the final word.
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.
Facts from Synergy Matters's own pages
- Billing and payments
- Yes · legalmatterssoftware.com, 22 Sept 2026
- Client intake
- Yes · legalmatterssoftware.com, 22 Sept 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
- 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
- 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
- Document automation
- Yes · legalmatterssoftware.com, 22 Sept 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
- Fax limitation
- The vendor says single-workstation evaluation can test all features except the fax service. · legalmatterssoftware.com, 12 Oct 2026
- Headquarters
- West Kelowna, British Columbia, Canada · legalmatterssoftware.com, 19 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
- Maker
- Legal Matters Software Inc. says it develops software specifically for law firms. · legalmatterssoftware.com, 12 Oct 2026
- Mobile apps
- No · legalmatterssoftware.com, 22 Sept 2026
- OCR and search
- The product automatically OCRs PDFs to create a searchable archive of their contents. · legalmatterssoftware.com, 12 Oct 2026
- Purpose
- Synergy Matters is a client and matter management product designed specifically for law firms. · 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
- 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
- Support
- The vendor lists phone support at 1-855-822-4567 and email at [email protected]. · 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
- 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
- Time tracking
- Yes · legalmatterssoftware.com, 22 Sept 2026
- Trust accounting
- Yes · legalmatterssoftware.com, 22 Sept 2026
- Workflow
- It covers document management, email, scanning, faxing, disbursement recovery, and time tracking. · legalmatterssoftware.com, 12 Oct 2026
Where Synergy Matters stands on Freedom251
- Legal Practice Management Software#131 of 140