Nov 21, 2022
Exciting news after already having an interface to Quickbooks desktop we now have our official tokens to interface to Quickbooks online. We now can seamlessly input information directly into Quickbooks online from Synergy Matters. Every client can have an individual trust account instead of showing it as a pooled account.
Aug 20, 2021
Exciting news, we now have a user customizable interface for document automation. Ok it’s not scary, it’s just a word doc converted by Adobe. You can create an intake form that will automatically add fields to a database and create a database per client. We do this all in the background so it’s all seamless for the user.
July 6, 2021
Added interface to export time and Disbursements to Soluno Law firm accounting. This is a perfect blend of accounting and practice management
Link https://www.soluno.legal/
April 15, 2021
Prompts added to update any missing client information such as mailing address, email, phone, opposing lawyer etc. For the purpose of document automation
Feb 23, 2021
New Trust report package is available in Synergy for clients using Quickbooks as their billing system.
Jan 5, 2021
Synergy Matters now will recognize that a fellow staff member has saved an email and change the category so you don’t end up with 2 copies of the email saved
Nov 13, 2020
Saving email’s now will read the sender and choose the matter associated with the email:
Oct 19, 2020
Added intake form feature, that reads intake forms, and populates fields in Synergy to automate document production. With an intuitive design the process can easily be updated and changed by the client.
Sept 1, 2020
Synergy Cloud is launched with First Law firm totally in the cloud and utilizing all features including billing and trust with interface to Quickbooks!! Client feedback is “it’s amazing.”
Aug. 4, 2020
Results are in from Client survey and the next feature to be added is ability to populate matter details from a form on your website.
June 25, 2020
Enhanced Doc reviews to allow you to send to multiple staff members, history and finalize.
May 13, 2020
Enhanced Matter restrictions so that searched items do not show up on matters that you are restricted from. Matters that you are restricted from do not even show up as clients
Feb 11, 2020
Addition of an “Archived Matters” report to allow for deletion of electronic document’s after set period of time
Dec 2, 2019
Trust module built into Synergy Matters 4 and all information is processed for importation to Quickbooks. Allowing for the complete cycle of billing, approval and payment from trust.
Oct 22, 2019
Interface built to transfer billing information to Quickbooks desktop version. Changes/ Edits made to clients, transactions etc are automatically processed for import into Quickbooks.
Sept 25, 2019
Enhancement to our Outlook plugin that will prompt you to save a sent email to a matter when sent from an external device such as a phone or tablet. It also makes a time entry for the event.
August 29, 2019
Update to Outlook plugin will auto detect which matter to save both sent and received email’s. Synergy Matters 4 even remembers which folder you have saved either client email’s or opposing lawyer’s email to and auto selects them for you to save to.
July 17, 2019
Synergy Matters 4 announces the best time tracking available for Lawyers
SYNERGY MATTERS 4 TIME TRACKING
Now with Manual and Automatic Timers
On the left side is your un-posted time, by client, gathered from both manual and automatic timers, and on the right side, is all your posted time.
The automatic timers, will track time and events when a manual timer is not running.
To the right you can see all your posted time, by day / week and month. At a glance visually you can see where potential time has been missed IE May 28th. When you highlight a day, the clients you posted time to are displayed, along with your explanation for those time transaction’s. They are all editable until posted to accounting.
When you select either a timer transaction or an automatic timed event for edit/ posting, it opens to show you all the events that have happened during that time period.An explanation screen is on the right and your transaction types will mirror the transaction or explanation codes that you have in your accounting program.
The example below shows for the .3 time there were 3 documents created, 2 opened and an email saved to the file. We even include the name of the documents.
You can run multiple timers through out the day and can turn them on from either the front screen of
Synergy, from inside the matter, or from the app in your task bar. You can even post directly a time
transaction from the main Synergy screen.
May 8, 2019
Official release of Synergy Matters 4
SYNERGY MATTERS 4
Updates from Synergy Matters 3.0
- Preview on documents in matter, templates and when searching
- Option to copy to matter and open, vs just copy
- Search in Firm Templates
- Word plugin for saving directly to Synergy
- Doc reviews now have a stored history and a finalize button
- Enhancements to document automation and form filling
- Opposing Lawyer database
- Ability to add custom fields in Matter details for document automation
- Make appointment plugin for Outlook calendar
- Manual Timers
- My work consolidated by matter
- Optional Time Sheet with prompting
- Matter details accessible from inside matter
- Auto dating of emails with date/ time of sending or receiving, retro active ability
- Auto sort emails if containing folder has “email” in folder name
- Option to enable filename date stamp of all documents created
- Open file notes from inside of matter
- Ability to select send email to Client or Opposing Lawyer
- Ability to send fax to opposing Lawyer, auto fill in of fax number
- Ability to retrieve deleted documents under revisions
- Revisions now show who revised the document
- Auto deleting of revisions when matter is archived
- Various updates and catches for different methods of using Synergy
- Optional billing module with complete lawyer approving process and signature
- Optional mail address labeling with tracking of postage and registered mail
March 26, 2019
Join us at Trial Lawyers Association of BC
Friday 5 April 2019
Estate and Family Law Summit
At the Vancouver Convention Centre, East Building. See all the latest features and have a hands on demo. Maybe even win some award winning wine from the Okanagan Valley.
March 19, 2019
Synergy Matters 4 Make appointment button allows you to make an Outlook appointment and as usual we improve on the process. We auto populate with the Client and Opposing council email info along with phone numbers and with one click enables you to send out the invite.
January 28, 2019
Synergy Matters 4 to be released!! New Features requested and added are, form filling, custom fields, the ability to read and populate data bases from pre-determined PDF forms. A new time sheet that combines the best of manual timers with our automatic time tracking. Standardized naming with the date automatically added the the front of a file name.
An opposing lawyer database which enables filling out of co-correspondence to opposing lawyer along with a dedicated button for sending an email or fax to opposing council.
August 27, 2018
Here is a sneak peek at our billing module in progress. We have focused our design to facilitate the work flow to generate bills in law firms. As always we strive to make the system so intuitive to make training not required.
June 30, 2018
Synergy Matters 3.0 now has manual start/stop timers. The time tracked gives you the details of everything you did while the timer was running see example below. and in addition has all the other features that you have requested.
May 19, 2018
Enhancement to “My Work” now gives the user the option to consolidate all time worked on a client file by client vs by date and time. this feature should be of particular interest to Personnel injury lawyers as it will automatically keep track of all the time spent on a file without ever starting a timer.
April 10, 2018
Microsoft 365 word plugin allows for direct transfer into Synergy Matters 3.0 directly from Word.
March 15 2018
Enhancements to Synergy Matters 3.0 document assembly increases speed and flexibility. Letters to client and letters to opposing lawyer are all created automatically when saved into clients folder.
February 2 2018
Addition of an database of Opposing law firms and Opposing lawyers allows for increased document automation and eliminating mistakes when emailing or faxing client or opposing lawyer.
January 15, 2018
Synergy Matters 3.0 placed in the top 25 of new products featured by Technolawyer for 2017. Technolawyer top 25 of 2017
May 20, 2017
Based on feedback from a law firm, Synergy Matters now has “Corporate Doc’s” a file folder that is invisible to non authorized staff and has the abilities to be positioned in a folder with Microsoft permission’s. This gives the administration all the function’s of the document management system and the security and isolation they need for human resource files etc.
May 15, 2017
Enhancement’s made to Doc review’s now give you a popup notification when you have a new document for review, separate from the general color change that alerts you. History has now been added to doc reviews and the ability for the review to be marked finished
May 11, 2017
Installed, setup and trained 2 mid sized Vancouver BC law firm’s in 3 days in conjunction with I -Worx. Fantastic staff
April 19, 2017
What’s better than a locked Matter to erect an ethical wall, an invisible locked matter. Synergy Matter’s matter restriction’s now make the matter invisible to restricted staff and any search results will also be filtered out.
March 22, 2017
An update to the Synergy Matters plugin, now gives you the additional flexibility to direct the automatic saving of a sent email into an individual folder within a client’s docs.
February 16, 2017
With Synergy Matters 3.1 update, we have incorporated the preview function from Synergy MFP Controller. You now have a preview of all scans and faxes before saving, this is helpful when bulk scanning of documents and additionally aids in more descriptive file names. As before all documents scanned and all faxes become text searchable.
January 10, 2017
Synergy MFP controller is released which controls any multi function printer to capture disbursements and direct scans directly into a client folder, it also has the feature to save a PDF copy of anything photocopied into a client folder as a byproduct of capturing the disbursement.
November 3, 2016
We are pleased to welcome our first virtual law firm to use Synergy Matters. Working in conjunction with I-Worx. we were able to complete a full install, with all clients imported all 7 staff members trained, in an amazing 3 days!
October 28, 2016
We are happy to announce we are working with I-Worx out of Vancouver BC who provide a total hosted Canadian environment with IT support included to law firms.
September 6, 2016
We have updated Synergy Fax, our desktop faxing with automatic saving in the client file with proof of service printed on every page. We have enhanced the appliance by increasing memory and processing speed and we have enhanced the modem’s to have 34/33.6K fax capabilities and are now hot swappable.
June 22, 2016
New hardware for Synergy Track, the easiest way to recover postage and courier and track registered mail. It now comes with a faster processor, we have doubled the memory and battery life, and improved the durability.
April 15, 2016
Why sort through all your client files, Synergy Matters 3.0 has all the recent files that you have worked on (30 days worth) in one spot. If you search and the client is not one you have worked on recently than it will search all your active files to show you the correct client.
April 3, 2016
Join us between “A Rock and a Hard Place” at the Trial Lawyers Association of BC event in Vancouver on April 22, 2016.
March 23, 2016
Synergy Matters 3.0 Outlook plugin allows for easy renaming of the name of an email when saved to the client’s document, allowing for a more descriptive name than Jones Vs Jones. Intelligent filtering will present options of which Client the email will be saved to along with sub folders to consolidate communications.
Jan 28, 2016
ESILaw import template is completed which allow’s us to setup a law firm with Synergy Matters inside 1/2 a day.
December 16, 2015
Synergy Tools was ranked number 3 out of over 200 new technology products released in 2015 for Law Firms by Techno lawyer subscribers!
November 16, 2015
Synergy Matters now accommodates saving downloaded Econveyance documents directly into the client’s folder with automatic extraction of the various documents. Combined with Document review and revision’s makes for a seamless work flow.
October 20, 2015
Synergy Matters is fully compatible for Microsoft 2016 Office.
September 15, 2015
Testing is completed and Synergy Matters, Synergy Tools and Synergy Track are all fully compatible with Windows 10 with all features working.
September 1, 2015
We are proud to be a sponsor for the 2015 Pacific Legal Technology Conference in Vancouver on Oct 2, 2015, Stop by our booth number 19.
August 28, 2015
Synergy Matters now has enhanced Synergy notes to enable you to easily build a history on the file. One click brings up all the previous notes on a client and allows you to enter new notes, all dated and originator identified. No more multiple documents, one document will contain all pertinent information that you wanted to record.
July 15, 2015
TechnoLawyer announced today that out of 96 new products reviewed by TechnoLawyer so far this year, Synergy Tools ranks number one. Here is a link to the review:
TechnoLawyer Review of Synergy Tools
March 30, 2015.
Synergy Tools plus released. offering all the features of Synergy Tools along with distributed computing to OCR all PDF documents. Additional feature of Synergy Notes allows you to easily take a chronological notes on a client’s matter. With automatic time and Date stamping successive notes will automatically be added to the existing note document.
Feb 8, 2015
Synergy Tools launched today bringing work sharing tools to even the non tech savvy firms. Starting at $59.95 per user with discounts for multiple Licences.
Jan. 6, 2015
Legal Matters Software Inc. will be releasing a collection of utilities this quarter for Law Firms based on our flagship product, Synergy Matters. The first of these will be Synergy Tools. Launching the 3rd week of January, Synergy Tools will give users quick access to their file folders and equip the user with the ability to easily convert and combine documents into PDFs, send live document links internally for collaboration and automatically add the current date into the beginning of a file name to list a few of the time saving features. Upcoming products will enable users to handle email’s easier and add time stamped notes directly into a client’s file.
Jan.2, 2015
Legal Matters Software will be exhibiting at the Manitoba Mid Winter Conference Jan 22, 2015 Hope to see you there.
Dec.10, 2014
Synergy Matters ranked number 11 out of almost 200 new technology products reviewed by TechnoLawyer in 2014. a link to the rankings is below.
TL NewsWire Top 10 and Top 25 Products of 2014 Awards
Oct. 23, 2014
When editing time transaction for export in Synergy Matters you now can select the transaction code via name or by code.
Sept 17, 2014
Synergy Matters has the feature to save time and disbursements transactions and export per file on demand in a common delimited format for import into various accounting programs.
July 3, 2014
Synergy Matters was mentioned today in a podcast on Legal Talk Network by Neil J. Squillante of Technolaywer as being in 6 th place in this years top newest legal technology products for 2014. We are mentioned 7 minutes into the interview.
For the full article go to Legal Talk Network.
June 26, 2014
Canada’s 16 th largest law firm has invested in Synergy Track for their operation to increase staff efficiency in capturing and tracking expenses in the mail room, with the added benefit of tracking all registered mail automatically.
June 14, 2014
Synergy Matters now monitors a “Synergy saveto” folder in your “my documents” which initiates a popup enabling one step saving/profiling of any type of file to your client’s file folder.
Apr. 9, 2014
Synergy Matters now has one button activation of Microsoft Word compare feature in client’s doc’s link
Apr. 4, 2014
Synergy Matters import routine successfully imported all existing client documents from 6 different and distinct file structures into the proper Synergy Matters client folders. Over 50 gigs of documents, pictures, PDF’s and wav. files were moved with the click of a button.
Mar. 20, 2014
Synergy Matters now integrates Microsoft’s Word compare feature into revisions allowing one click comparisons between previous revisions of documents.
Mar. 11, 2014
Synergy Matters Word plugin now allows direct saving to any Synergy Matters Client folder. A simple popup similar to the Outlook popup requests the Client.
Feb. 11, 2014
Synergy Matters Outlook plugin now automatically changes the category of email’s that have been moved into the clients folder identifying them as being moved. This really is the easiest way to manage email.
Jan 7, 2014
Synergy Fax in conjunction with Synergy Matters now has cover-page automation which auto fills out the cover page with predefined information
Dec. 4, 2013
Synergy Track now tracks Registered Mail and sends a clickable tracking link back to the user that requested it.
Nov. 15, 2013
Synergy Matters Automatic revision tracking is now included. Each time a document is revised and saved the previous revisions are available (with one click) for review, comparison or replacing. The latest version is always the one showing in the clients Docs link.
Sept. 12, 2013
Synergy Matters now has “Doc Reviews” This feature greatly enhances the paperless office. This provides an easy way for staff to collaborate on documents. From alerting staff members about new email’s, scans, and faxes, to reviewing new documents created or edited. One click takes you directly to the document in question, allowing for review and editing all the while tracking your time in the background.
Feb 20, 2013
Geek alert. Synergy Matters now incorporates distributed computing to convert PDF’s to searchable PDF’s. Using a single thread on each of the computers on the network. A tremendous number of PDF documents can be processed into searchable ones, quickly with out slowing down the network. The benefits is that the job of creating the searchable PDF’s can be removed from the scanner or MFP and distributed across the network, allowing for faster scanning, saving staff time. All old PDF’s copied into Synergy Matters will be converted in the background.
Nov. 13 2012
Synergy Matters Released. Synergy Matters is designed from the ground up to be #1 easy for staff to use, with minimal changes to the way you work, and #2 to use technology to work in the background to enable efficiency in all aspects. We know what file you are working on, so when you print, scan or fax we know who to charge, we don’t interrupt your work flow to get a billing number. When you send email’s, review, create and edit a clients documents we know what file you are working on and record your time. Tools for creating, editing and communicating documents are intuitive and at your fingertips. Highlight 1 document and convert to PDF we do it instantly, 2 or more documents we know you want to convert and merge and probably rename.
Feb 06, 2012
Synergy Fax incorporates Scan to Fax, and Scan to Matter, allowing an easy transfer of scanned documents to be faxed and added to the clients matter folder, or adding scanned documents to the clients folder prompting you for the name you wish to call it.
Mar 15, 2011
Synergy Fax now accommodates “non conventional folder structures” where the folder name is not the bill to file number. For example if you send a fax from the client file folder named “Legal Matters Software”, Synergy fax will ask for the bill to file number the first time and then recall that file number from this point on.
Oct 12, 2010
Synergy Fax released. John Ryan is pleased to announce the release of the newest addition to the Synergy suite of products for law firms. This desktop fax system, specifically designed for law firms, automatically saves a copy of the completed fax with the proof of service on every page into the clients folder. For the first time law firms can now automatically recover the expense of received faxes.
Apr. 05, 2010
Synergy Track: Tracking of alternative mail services, such as, ICS, Legal Alternative, and other mail type delivery services has been added with a re settable local counter to keep a running total to complete the required manifest.
Jan 07, 2010
Synergy Track now has the feature of exception pricing, which allows for specific rates to be charged to clients that have negotiated contracts.This removes the chance that a client will be mistakenly billed for postage or courier if their retainer agreement does not allow for it.
Nov. 02, 2009
Kirk Lins, IT Manager, is pleased to announce that the Janam Model XM66 has been selected to be the new platform for SYNERGY TRACK. “The windows mobile 6 operating system combined with the touch screen capabilities of the Janam unit allows us to further expand on the functionality of the former Postage Track 2000 system which has been in place since 1998.”