Name: Synergy Matters
Author: Legal Matters Software

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Service Mesh

Development

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Pay Equity

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Center Backup

Data Integration

Data Masking

Database Load Balancing

Edge Computing

Email Encryption

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

Object Storage

SQL Server Performance Monitoring

Unified Endpoint Management (UEM)

Web Content Filtering

Information Technology

A/B Testing

AI Writing Assistant Software

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Content Management

Customer Journey Analytics

Digital Asset Management

Digital Content Creation

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Consulting

Sales

Animation

Dealer Management

PCB Design

Travel Agency

Vertical-Specific

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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.

Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.

Conga Composer

DocuWare’s document management software delivers digital workflow and document control to boost productivity without the need for IT resources. Its cloud and on-premises products are presented as a best-fit solution for companies seeking to digitize, automate and transform key processes. DocuWare is headquartered in New Windsor, NY, and their solution is presented as a DCM, or lightweight ECM.

Base

Large Enterpriser

DocuWare

Synergy Matters

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

Legal Matters Software

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

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Synergy Matters

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What is Synergy Matters?