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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 LexWorkplace?

LexWorkplace is a cloud-based legal document management system (DMS) that organizes work by matter so documents and email live in one place. Designed for firms of 5–50 users, it helps teams file messages from Outlook, locate content with full-text/OCR search, and maintain a reliable change history with version history, compare, and check-in/check-out. Matter-centric workspaces, role-based permissions, audit trails, and secure external sharing provide governance and collaboration. LexWorkplace integrates with Microsoft 365 and Outlook, supports Mac and Windows, and includes AI for authorized users to summarize, answer questions, and assist drafting using firm-controlled data. Email management uses Smart File (automatic matter suggestions) and Multi Select for bulk filing; attachments save with the matter so conversations and documents stay together. Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS platforms that separate email from documents or lack version control. LexWorkplace consolidates these into a single source of truth by matter, reducing misfiled email and speeding retrieval for in-office and remote teams. Implementation options range from self-managed onboarding to guided migration with role-based training. Administrative tools support naming conventions, saved searches, and permission models to standardize filing and access as firms scale users, matters, and storage. Security includes encryption in transit and at rest, access controls, and activity logging to help protect sensitive information and provide traceability. The result is a matter-centric legal DMS that supports daily drafting, review, and collaboration in familiar Microsoft 365 tools, while giving administrators visibility into access and change history and keeping work product complete and discoverable.

Media

Media

Integrations Supported

Clio
Litera Compare
Microsoft 365
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Uptime Legal
Worldox

Integrations Supported

Clio
Litera Compare
Microsoft 365
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Uptime Legal
Worldox

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$395/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

Uptime Legal

Date Founded

2005

Company Location

United States

Company Website

lexworkplace.com

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

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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