Users can send links to documents for another user/ users to review.  The reviewer can then respond back completed, respond with a custom message to do something else or finalize.

See all your posted time for each day, month, year.  Ensure you are on top of all your posted time.

Automatic time tracking and manual timers can be posted as time on your time sheet.

Documents window contains all your documents in familiar folder/files.

Quick toolbar functions to convert word docs to pdf, send faxes, send emails, create reviews etc.  all at your fingertips.

Complete billing module with interface to Quickbooks. With an completely editable pre-bill and approval process.

All scanned documents go here directly from your scanner, to be renamed, moved into the client container, automatically OCR’d and if desired, capture the disbursement charge.

Database of Opposing lawyers which enable you to have all contact information, as well as filling out forms, determining where email’s should be saved etc.

Transfers client information to your outlook calendar

View matters by responsible lawyer, and additionally filtered by matters worked on in the last 30 days, as well as all active cases and archived cases

Show’s you the information about a matter

Diary Dates for a matter,  Presets are customizable for your firm

Lists all transactions by matter, user,  or firm wide for export to any accounting program.

Secure area that is only visible for Staff that have rights ( What’s better than a locked door? An invisible locked door.) and can also use Microsoft’s user controls in addition. Perfect section for Human Resources

Manual timer that works in conjunction with our automatic timers. Starting a timer pauses any other timer. Visually you can see all timers that you have had going and the amount of posted vs unposted time today. If no timer is running when you go into a matter we automatically record the time as well as the events.

Common area to store folders/docs for easy access to all staff, Dental forms, vacation policies and the like

Area to store documents that are uniquely for that user’s use.

Interface to the clients trust account. Double click will show you all the transactions.

Shows you the current WIP. Clicking it allows you to view WIP transactions

Shows you the related contacts on a matter, allows for automatic form filling etc. Contacts can be added from a common database or just from an email

Various reports from, laser prints charged to client vs charged to admin by user, user posted vs unposted time, Achieved matter reports, and registered mail items.

Ability to select and print documents to your fax printer, or online service with speed dials, and a full library  of all faxes sent and received.

A direct method to post a time or disbursement item directly to a file.

A spot for you to post notes to a file. Notes are shown chronologically by date, and who posted the note. Accessible from the main page or from the matter container. Notes can be edited and saved

For firms with more than one location, you can set a location by client. Letterhead, bills etc will go out with the correct matching address.

Link to the matter fields of a client depending on the type of law. Totally customizable, this is an example of a Wills and Estate client. All the information can be added to completely fill out a will, POA and a rep 9

One click will show a list of all files from newest to oldest and which folder they are in. Particularly useful when you just want to see the last 5 items or more that have occurred in the matter.

Will attach selected file and with the drop down you can select the client, opposing lawyer, or any contacts associated with the file.

Selecting 1 word document will convert to PDF, selecting 2 or more word or PDF documents we will combine then in the order selected and prompt for a new name

Integrated fax that automatically saves the proof of service in the clients matter. A searchable library of every fax ever sent or received

One click to , copy, paste and rename, this also starts a new revision for this document

We automatically create a revision of any document that is changed. With date and the author. The latest version is always in the matter, and all previous versions are under this tab. Bonus feature any document that was ever accidentally deleted can be recovered here.

For review allows you to share documents and notes with staff members. One click will open the live document and allow for editing. When the document is saved, the old version in the matter is moved to revisions and replaced with the most current versions

Button that allows you to copy the path to the item or if no item is high lighted, the folder path. Used for when you need to navigate to the folder/file from an outside browser

One click will compare 2 or more selected Word documents eliminating about 8 steps in the normal compare function of Word. Makes it easy to check that your document has not been changed as all changes are red-lined

Allows you to place page numbers along with suffixes and prefixes anywhere on the pages and vary the font and size. Example “Exhibit 1 page 1”

We use a standard, familiar folder structure which makes it intuitive for users. And an import routine that allows clients to start using Synergy and increase productivity on the very first hour.

Standard search powered by Microsoft index. Simple interface lets you choose the folder you are in our expand to include all matters. Search’s for all documents that contain the search words.

Drop down to print envelope or label to Client, Opposing Lawyer or related contact. Postage is tracked back to the client file as well as registered mail

Drop down to print Envelope or label, to Client, opposing lawyer or related contact. Postage is tracked to the client file and exported to your accounting system