Synergy Matters

Synergy Matters is a comprehensive law firm matter and document management software designed to streamline daily workflows. It is suitable for law firms of all sizes, from solo practitioners to large firms. Legal professionals, including attorneys, paralegals, and legal administrators, across various industries can benefit from the features and functionalities offered by Synergy Matters.

Key Features

User-Friendly Interface: Synergy Matters provides a user-friendly visual interface that resembles other programs on your computer, making it easy to navigate and use.

Email Management: Synergy Matters simplifies email management by allowing users to save sent and received emails directly to the client's folder. The system automatically categorizes moved emails, making it easy to track and organize communications.

Chronological View and Search: Synergy Matters offers a chronological view and search feature that allows users to easily find and access documents and emails based on date and time. Users can search for specific files or communications within a specified date range, making it convenient to locate information.

Document Revisions and Comparisons: Synergy Matters allows users to track and manage document revisions, making it easy to compare different versions. Users can view the history of revisions and easily compare changes made to documents over time.

Collaborative Document Reviews: Synergy Matters includes a document review feature that facilitates collaboration and document sharing among staff members. Users can send documents for review, receive feedback, and finalize the document all within the system.

Work Management: Synergy Matters provides a "My Work" feature that consolidates all your work on a client file in one place. Users can easily track and manage their time spent on a specific matter, ensuring accurate billing and time management.

Scans and PDFs: Synergy Matters allows users to easily scan and save documents directly to the client's folder. Users can merge multiple Word or PDF documents into a single PDF file, streamlining document management.

Disbursement Tracking: Synergy Matters includes a disbursement tracking feature that helps law firms efficiently recover costs associated with postage, courier, and delivery. The system tracks and records disbursements, allowing for accurate client billing and expense recovery.