Migrate your Synergy Matters data
Windows-desktop legal practice management system combining document management, time tracking, and disbursement recovery in a single on-premises application.
In its favor
Why people choose Synergy Matters
The signal that keeps Synergy Matters on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Built for law-firm matter management — every object (documents, notes, time, disbursements, communications) lives under a Matter, which mirrors how the firm actually files work.
Automatic background OCR turns scanned/faxed documents into searchable PDFs without manual prep — a real time-saver for firms still receiving paper from clients and opposing counsel.
Automatic print, fax, and scan tracking with no file codes required keeps disbursement recovery accurate without staff training; the system catches billable copies that manual workflows miss.
On-premise MySQL + shared file server deployment lets firms with strict data residency or independent IT keep matter data inside their own network rather than a third-party cloud.
Tight Outlook and Word plugins file emails automatically against the right matter and drive day-to-day workflow inside tools lawyers already use, reducing adoption friction.
On-premise architecture (MySQL plus shared file server, minimum Windows XP) is increasingly out of step with the cloud-first practice-management market dominated by Clio, MyCase, and PracticePanther.
Sales-led pricing with no public tier sheet makes budget comparison against transparently-priced cloud competitors awkward.
Limited public review footprint — G2/Capterra coverage is thin, so prospective buyers cannot easily benchmark against alternatives.
No documented public API or developer portal — integrations rely on Outlook/Word plugins and one-shot accounting-system exports rather than a programmable surface.
Cloud Edition exists but it is positioned as an alternative product rather than the primary path, which complicates the upgrade story for firms that want to move off self-hosting.
Reasons to switch
Why people leave Synergy Matters
The recurring reasons buyers give for replacing Synergy Matters. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Synergy Matters fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Synergy Matters pricing overview
Synergy Matters does not publish a price list. The vendor (Legal Matters Software Inc., based in West Kelowna, BC, founded 2003) positions the product per-user with bundled modules across matter management, document management, time/billing, and the Outlook/Word plugins. Cloud Edition is sold separately from the on-premise core. Third-party listing softwareworld.co references a starting per-user price around $35/user/month, but the figure is not confirmed on the vendor's own site.
On-Premise (core)
Tier 1 of 3
Custom (sales-led); ~$35/user/month referenced by third-party listings
What's included
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What gets migrated
Synergy Matters object support
Object-by-object support for Synergy Matters migrations. Per-pair details surface during scoping.
Matters
Fully supportedMatters are the top-level container with matter-based security and a folder-like interface. We export every Matter with its complete metadata, status, security scope, and 'favorite' flag for each user.
Documents
Fully supportedDocuments are stored on a shared file server and indexed inside Synergy Matters. OCR'd searchable PDFs and version history are exported with their parent-matter linkage. Custom footer numbering schemes are preserved as document metadata.
Time Entries
Fully supportedTime entries are captured automatically through event-based tracking and through 'My Work Tracking'. We export hours, narrative, timekeeper, rate, and the matter association.
Disbursements
Fully supportedPrint, fax, and scan disbursements are auto-tracked without requiring file codes. We export the disbursement ledger with cost codes and matter context so the destination firm system can reconcile against historical bills.
Notes
Fully supportedHistorical notes tracking attaches to matters. We export with author, timestamp, and the parent matter ID preserved.
Email and Communications
Mapping requiredThe Outlook plugin auto-files email to matter folders. We export filed emails as message records with sender, recipients, date, subject, and the matter linkage; embedded attachments are exported as document references rather than rehosted automatically.
Contacts (Clients and Opposing Parties)
Fully supportedContacts associate with one or more matters. We export the contact record plus all matter associations.
Custom Fields
Mapping requiredCustomisable dropdown codes for time and disbursements vary per firm. We export the active code list and per-entry values so the destination can replicate the controlled vocabulary.
Custom Objects
Not in this platformSynergy Matters is purpose-built for legal matters; the data model does not support arbitrary custom objects, so destination platforms that rely on flexible custom-object schemas will simply not have anything to ingest.
| Object | Support | Notes |
|---|---|---|
| Matters | Fully supported | Matters are the top-level container with matter-based security and a folder-like interface. We export every Matter with its complete metadata, status, security scope, and 'favorite' flag for each user. |
| Documents | Fully supported | Documents are stored on a shared file server and indexed inside Synergy Matters. OCR'd searchable PDFs and version history are exported with their parent-matter linkage. Custom footer numbering schemes are preserved as document metadata. |
| Time Entries | Fully supported | Time entries are captured automatically through event-based tracking and through 'My Work Tracking'. We export hours, narrative, timekeeper, rate, and the matter association. |
| Disbursements | Fully supported | Print, fax, and scan disbursements are auto-tracked without requiring file codes. We export the disbursement ledger with cost codes and matter context so the destination firm system can reconcile against historical bills. |
| Notes | Fully supported | Historical notes tracking attaches to matters. We export with author, timestamp, and the parent matter ID preserved. |
| Email and Communications | Mapping required | The Outlook plugin auto-files email to matter folders. We export filed emails as message records with sender, recipients, date, subject, and the matter linkage; embedded attachments are exported as document references rather than rehosted automatically. |
| Contacts (Clients and Opposing Parties) | Fully supported | Contacts associate with one or more matters. We export the contact record plus all matter associations. |
| Custom Fields | Mapping required | Customisable dropdown codes for time and disbursements vary per firm. We export the active code list and per-entry values so the destination can replicate the controlled vocabulary. |
| Custom Objects | Not in this platform | Synergy Matters is purpose-built for legal matters; the data model does not support arbitrary custom objects, so destination platforms that rely on flexible custom-object schemas will simply not have anything to ingest. |
Gotchas
What to watch for in Synergy Matters migrations
Issues we've hit on past Synergy Matters migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Documents live on a shared Windows file server, not in the database
OCR is generated locally and may not be portable as structured data
Outlook plugin email-to-matter filing is plugin-side, not server-side
On-premise minimum is Windows XP / older OS
| Severity | Issue |
|---|---|
| High | Documents live on a shared Windows file server, not in the database |
| Medium | OCR is generated locally and may not be portable as structured data |
| Medium | Outlook plugin email-to-matter filing is plugin-side, not server-side |
| Medium | On-premise minimum is Windows XP / older OS |
Leaving Synergy Matters?
Where Synergy Matters customers move next
12 destinations Synergy Matters can migrate to.
How a Synergy Matters migration works
Four steps, Synergy Matters-specific
Connect
Not publicly documented — Synergy Matters does not publish a developer portal or REST endpoint reference. The integration surface is its Outlook and Word plugins plus a one-shot export to the firm's accounting system. into Synergy Matters. Scopes limited to read-only on the data we move.
Map
We translate Synergy Matters-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Synergy Matters quirks before production.
Migrate
Full migration with Synergy Matters rate-limit handling. Rollback available throughout.
FAQ
Synergy Matters migration FAQ
Answers to the questions buyers ask most during Synergy Matters migration scoping. Not seeing yours? Book a call.
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