Synergy Matters

6.3easy start · #109of 141
in Legal Practice Management Software

Well documentedyes
Runs where you workno

Runs on Windows.

Synergy Matters is ranked #109 of 141 in legal practice management software on The Geeks Club, 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: Yes
Document automation: Yes
Time tracking: Yes
Billing and payments: Yes
Trust accounting: Yes
Mobile apps: No

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The record

Purpose: Synergy Matters is a client and matter management product designed specifically for law firms.
Workflow: It covers document management, email, scanning, faxing, disbursement recovery, and time tracking.
Document tools: Document features include reviews, revision history, Word document comparison, PDF conversion and merging, and PDF page numbering.
OCR and search: The product automatically OCRs PDFs to create a searchable archive of their contents.
Time and expenses: It tracks print jobs and work events and supports posting chargeable time and disbursements for export to accounting software.
Integrations: The product offers Microsoft Word and Outlook plugins, and the vendor says it integrates with QuickBooks Desktop and QuickBooks Online.
QuickBooks Online: The Cloud Edition page says approved bills, transactions, trust transactions, and client details can be pushed to QuickBooks Online.
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.
Cloud access: The vendor says the Cloud Edition is accessible from any location with internet and that backups are taken care of.
Security: The product comparison lists matter-based security, and the home page describes a staff-rights-restricted area for corporate documents.
System requirements: The standard desktop application requires Windows; the vendor lists Windows 7 as preferred and says Windows XP or later will work.
Fax limitation: The vendor says single-workstation evaluation can test all features except the fax service.
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.
Support: The vendor lists phone support at 1-855-822-4567 and email at [email protected].

Where it ranks on The Geeks Club

Best Legal Practice Management Software in 2026#109 of 141

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Sources

legalmatterssoftware.com/products/synergy-matters/· checked 12 Oct 2026
legalmatterssoftware.com· checked 12 Oct 2026
legalmatterssoftware.com/synergy-matters-4-cloud-edition-version· checked 12 Oct 2026
legalmatterssoftware.com/about-us-2/· checked 12 Oct 2026
legalmatterssoftware.com/purchase/· checked 12 Oct 2026