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What is Synergy Matters?

Synergy Matters provides an intuitive client management system specifically designed for legal practices. This all-encompassing solution includes daily document organization, the posting of disbursements, automatic print job capture, and integrated scanning capabilities with OCR technology. Users can effortlessly export data to their existing accounting systems, making the implementation process both easy and quick. By adopting a workflow tailored to the legal sector, your firm can enhance its efficiency with minimal effort. The Doc Reviews feature promotes seamless collaboration on documents, enabling users to modify the latest version while automatically archiving previous versions for easy access. Furthermore, our PDF conversion tool allows for the quick transformation of single Word documents into PDFs with just one click, or the convenient merging of multiple documents into a single PDF file. These features not only streamline the management of legal documents but also make the entire process exceedingly straightforward and user-friendly, ultimately empowering your firm to focus more on its core legal work.

What is Clio Draft?

Clio Draft is an AI-powered legal drafting software solution that helps law firms automate document creation, court form completion, client intake, and document signing from a single platform. Designed specifically for legal professionals, the software streamlines the entire drafting process by reducing repetitive administrative work and improving document accuracy. Clio Draft uses artificial intelligence to convert existing Word documents into reusable templates, enabling firms to quickly generate customized legal documents without starting from scratch. Attorneys can populate entire sets of documents for a case simultaneously, eliminating much of the manual data entry traditionally associated with legal drafting. The platform includes access to continuously updated court forms across all 50 states, as well as federal immigration forms, helping firms maintain compliance with current filing requirements. AI-powered questionnaires collect client information through dynamic forms that adjust based on responses and automatically feed data into legal documents. Built-in e-signature capabilities allow legal teams to create, send, review, and execute documents electronically while reducing delays in the signing process. Clio Draft stores documents securely in the cloud, making them accessible from any device and supporting collaboration among attorneys and staff regardless of location. Users can export completed documents in Word or PDF formats and maintain organized digital records for future use. Integration with Clio Manage creates a connected workflow where client and matter information automatically populates drafting templates, reducing duplicate work and minimizing errors. By combining AI-assisted drafting, court form automation, secure document management, electronic signatures, and legal workflow integration, Clio Draft helps law firms increase efficiency, improve consistency, and devote more time to higher-value legal work.

Media

Media

Integrations Supported

Clio
Microsoft Word

Integrations Supported

Clio
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

$35 per user per month
Free Trial Offered?
Free Version

Pricing Information

$70 per month
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

Legal Matters Software

Date Founded

1998

Company Location

Canada

Company Website

legalmatterssoftware.com

Company Facts

Organization Name

Clio

Date Founded

2008

Company Location

Canada

Company Website

www.clio.com/draft/

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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