The system of record forknowledge work and AI agents
Files, chats, notes, tasks, databases, and workflows in one governed, versioned workspace with shared permissions, audit history, and search.
Trusted by hundreds of teams
How does SynergyOS improve productivity?
A centralized hub for all your apps and data under a unified folder tree and permission system, with advanced collaboration, Artificial Intelligence, and extensibility
All your apps and data under a unified folder structure
Files, email, chats, notes, and tasks live in the same folders with the same permissions, so you always know where things are and who can access them.
- Unified platform for core apps
- One folder tree for all your work
- Consistent permissions at scale
Collaborate with version control and co-authoring
Collaborate with a real version control system compatible with co-authoring, compare different versions, and never lose work again.
- File version control
- Real-time co-authoring
- Activity history and tracking
Find anything with powerful search & metadata
Instantly find any information and efficiently organize your content with metadata and tags.
- Full-text and semantic search across all content
- Rich metadata and tagging system
- Content discovery and smart organization
Artificial intelligence and customization
Use powerful AI models and extend the platform to automate your work.
- ChatGPT, Claude, Copilot, Gemini, or your own models.
- AI-powered workflows and automations
- Extend with first and third-party integrations and APIs
Built for knowledge workers across industries
Designed to meet the enterprise needs of financial services, insurance, law, consulting, and more
"All our work now lives in one place: files, email, notes, and tasks. The email app makes appending files to the version control history seamless. Universal search surfaces the right item in seconds."
"Granular, secure permissions let us share sensitive folders only with the right people, with a complete audit trail. The Microsoft 365 coauthoring integration allow us to collaborate live while using version control."
"Data rooms are now very easy to use: we publish secure folders or shareable links, keep multiple parties in sync, and see exactly who accessed what and when in the audit log. Diligence stays organized without email chases."
"We wanted a secure SharePoint alternative we could self host and extend. SynergyOS provides the flexibility to run in any cloud, with open APIs to build our own systems on top of it with predictable TCO."
"AI workflow automation tailored to our process reduced cycle time by 90%: counterparties upload documents, run the AI workflow, and the approval process runs almost automatically."
"A platform built for big law that outperforms everything we used before, at an accessible price for small firms. Version control for files and contract redlines are essential for lawyers."
You are in good company
Start the way that fits you
Unify your team's internal work in one hub or launch secure data rooms on day one. Many firms begin with external portals, then expand internally.
Internal Collaboration
Organize your company data with unified folders, permissions, and centralized knowledge management.
- Central hub for document management and work apps
- Complete activity, version control, co-authoring
- AI integrations, automated workflows, integrations
External Collaboration
Connect seamlessly with clients, partners, and third parties. Share files, chat, and manage projects in one unified space.
- Data rooms and client & partner portals
- Granular, role-based secure sharing
- Regulatory compliance and retention policies
Designed for all knowledge work
Deal rooms, LP portals, retention policies & audit trails.
Matter workspaces, contract lifecycle, client portals & evidence control.
Engagement hubs, deliverable versioning, client collaboration & approvals.
Deal sourcing, diligence rooms, portfolio reporting & LP updates.
Policy files, claims evidence, broker portals & retention rules.
Deal rooms, leases, investor updates & construction documentation.
Drawing sets, RFIs, submittals, change orders & field reports.
Project docs, change logs, asset inventory & runbook automation.
Workpapers, PBC requests, evidence exchange & retention controls.
Product knowledge base, RFCs, release notes & partner enablement.
SOPs, quality records, vendor portals & change control.
Asset files, field ops logs, compliance records & contractor portals.
Shipper docs, SOPs, incident logs & partner portals.
Clinical docs, SOPs, trial artifacts & secure partner portals.
Grant docs, IRB files, lab notebooks & collaboration spaces.
Case files, procurement records, audit logs & citizen portals.
Briefs, asset libraries, client approvals & campaign calendars.
Program files, donor portals, grant management & field collaboration.
Access from anywhere...
Access from Windows, Mac, iOS, Android, Microsoft 365, and third-party applications
SynergyOS can be deployed in any public and private cloud under your control
... on your own server
Architecture
Value Proposition for Admins and IT Departments
Infrastructure & Deployment
Multiple deployment and control options to fit the needs of any organization.
- Personal: for individuals, cloud and self-hosting
- Business Cloud: Software as a Service
- Enterprise Cloud: Managed for single-tenant
- Enterprise Server: Self-hosting
Security & Compliance
Comply with the stringent security and compliance requirements of knowledge work:
- Unified permission system with audit logs and reports
- Content lifecycle management
- ISO 27001, SOC 2, GDPR, and more
Interoperability and Integrations
Open API to extend and integrate any application:
- Open API: HTTP endpoints
- SDKs: Typescript, with more languages to follow
- Documentation: API documentation
Admin & IT Center
Manage the company's repository with full control and visibility into the organization:
- User and group management, roles and permissions
- Audit trails and compliance reports for every user and action
- Centralized company policies
Demo
See a full demo on how SynergyOS replaces multiple disconnected apps with one centralized workspace.