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What is Legis Synergy?

We specialize in delivering cutting-edge solutions such as an Online Case Tracking Portal, Case Management Software, Document Management, and Client Relationship Management/Business Management systems that are designed to meet the needs of various business sectors. Our diverse clientele includes a broad range of organizations, from extensive limited liability partnerships to small two-partner firms, as well as governmental bodies and numerous commercial enterprises, encompassing both large corporations and small to medium-sized businesses. The platform offers a detailed overview of all cases within the system, with criteria that allow users to efficiently filter and sort outcomes. Results can be easily exported to Excel with a simple click, and accessing a specific case is just one click away, with workflows customizable to fit your specific requirements. We are committed to working with you to enhance the efficiencies achievable through Legis Synergy. Furthermore, our advanced Document Management system allows for comprehensive searches across all cases, or the ability to display all documents related to a specific case, whether incoming or outgoing. Documents can be effortlessly uploaded to the case using a convenient drag-and-drop feature, which streamlines document storage and boosts overall productivity. Ultimately, our goal is to significantly enhance your operational efficiency and improve case management processes, ensuring that your organization runs smoothly and effectively. Moreover, our solutions are built to adapt to your evolving needs, making us a valuable partner in your journey toward operational excellence.

What is Exact Synergy?

Exact Synergy is a holistic solution for workflow and document management tailored for businesses. New clients can obtain the technology through comprehensive solution packages, while existing users can upgrade their Synergy licenses by incorporating additional users or supplementary features. Working alongside our resellers, we offer a unique combination of expertise and services specifically designed to cater to the needs of small and medium enterprises (SMEs). At its essence, Exact Synergy acts as the foundational platform that supports Exact's HRM, CRM, and BPM systems. It boasts powerful process management and automation functions, including alerts and notifications for users. In addition, it provides integrated document management and archiving, along with effective project management and administrative tools, and customizable templates for HR, sales, and assorted business workflows. Its seamless compatibility with Exact for Finance and ERP promotes a cohesive business ecosystem. The software allows for online access and is crafted for use on an international scale. Furthermore, Exact Synergy for CRM eliminates silos among departments such as sales, marketing, finance, and support, fostering a unified organizational database that significantly enhances collaboration and communication. The interconnectedness afforded by this solution is vital not only for strengthening customer relationships but also for driving operational efficiency across the board. The adaptability of Exact Synergy ensures that it remains relevant to evolving business needs and challenges.

Media

Media

Integrations Supported

Voyced

Integrations Supported

Voyced

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Legis Solutions

Company Website

www.legissolutions.co.uk

Company Facts

Organization Name

Exact

Date Founded

1984

Company Location

Netherlands

Company Website

www.exact.com/us/software/exact-synergy

Categories and Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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