Synergy Matters 4 Cloud Edition

Desktop Application with your Documents in the Cloud

You get all the benefits of a rich responsive user interface by having our application installed on your workstation.  Yet your database and documents are all securely in the cloud within Microsoft data centers.  No local servers required, backups all taken care of, accessible from any location with internet.

  • Automatic Form Filling
  • PDF’s are automatically made searchable with our built in OCR engine.
  • Document Search without the need to profile documents
  • Automatic/Manual Time sheet for tracking time worked on a matter
  • Built in disbursement tracking of Prints and Scans
  • Outlook Plugin
  • Word Plugin
  • Quickbooks Integration
  • Oct 20, 2023 - Version 4.2.0.0
    • Enhanced Conveyancing Interface – Added many more conveyancing fields and ability for up to 6 sellers and up to 6 buyers.  Mortgage tab, statement of adjustment tab, payout tab etc.  Changed database storage specific for conveyancing for high speed.
    • Conveyancing Banks/Realtors – added repository for storing Conveyancing Banks and Realtors for selection in Conveyancing interface.
    • Document Preview – Added document preview to cloud version using local document caching for automatic previews in the background.  Typically cloud based document storage have challenges with preview but with our unique download speeds and caching we are able to provide superior performance and user experience with our preview.
    • Tweaked Doc Search – Sometimes recent docs would not show
    • Diary Dates – added “Hide Completed” check box so you can bring back the ones that you completed or so you can hide them from cluttering up the view.
    • Changed Backend Document Storage – Docs now archived to disk on server end instead of in the database.  Allows for easier growth while maintaining database speed due to database size staying smaller.
    • Quickbooks Online Integration – added full integration with quickbooks online as an option.  Provides direct updating of quickbooks as bills are approved and transactions, bills, trust transactions are all automatically pushed to Quickbooks.  Automatic updating of client details are pushed into Quickbooks as customers.
  • Oct 15, 2020 - Version 4.0.57.0
    • Added Synergy Upload – Allows you to save documents to your local “Synergy Upload” from the cloud so you can browse to the folder for uploading to another online service.
    • Added Recycle Bin Delete – Ability to permanently delete items in the recycle bin or to delete all.
    • Added Built In Updater – If your firm’s server software is updated, each users will be prompted to update and their software will automatically be uninstalled and the new version downloaded for them to install.
  • Oct 7, 2020 - Version 4.0.56.0
    • Tweaked cuting/pasting of documents within a matter
    • Set entry limits for quickbooks fields that are limited in quickbooks
  • Mar - Sep Various releases
    • Adding and tweaking various features for efficient cloud operation
  • Feb 18, 2020 - Version 4.0.48.0
    • First Official Release