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Introducing the Whistleblower Channel


In our continuous effort to provide comprehensive solutions for businesses, we are thrilled to announce the launch of the SynergyOS Whistleblower Channel and Compliance Portal. This new product is designed to enable companies to establish a secure and confidential whistleblower channel, ensuring compliance with the EU Whistleblower Protection Directive.

Product information: SynergyOS Whistleblowing


The Whistleblower Channel

The EU Whistleblower Protection Directive mandates that companies provide a safe and confidential channel for reporting breaches of European Union law. The SynergyOS Whistleblower Channel is designed to easily meet this requirement, providing a secure platform for anyone to report any concerns without fear of retaliation.

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Compliance Portal

The SynergyOS Whistleblower Channel is not just a standalone product; it is an integral part of our broader compliance solution. It integrates seamlessly with the SynergyOS Compliance Portal, creating a unified system for managing compliance across your organization.

When a report is made through the Whistleblower Channel, it is automatically logged in the Compliance Portal. This allows for efficient tracking and management of reports, ensuring that no concern goes unnoticed. The Compliance Portal provides a comprehensive overview of all reports, their status, and any actions taken, facilitating transparency and accountability in your organization's response to whistleblower reports.

The SynergyOS Whistleblower Channel and Compliance Portal together provide a robust system for managing compliance, fostering a culture of integrity, and ensuring adherence to the EU Whistleblower Protection Directive.

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Initial Report Management

In addition to the whistleblowing channel and compliance portal, we offer an initial report filtering service to ensure confidentiality and prevent conflicts of interest. We constantly monitor new reports, categorize them as a real reports or spam, make sure that there are no confidentiality issues or conflicts of interest, and then notify the internal team to take ownership of the report.


Security & Compliance

We understand the importance of trust and transparency in any organization. The SynergyOS Whistleblower Channel is built with robust security features to ensure the confidentiality of all reports. We are also compliant with the most trusted certifications, including ISO 27001, GDPR, SOC 2, among others. We are committed to helping businesses foster a culture of integrity and compliance, and we believe that the SynergyOS Whistleblower Channel is a significant step towards achieving this goal.


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Stay tuned for more updates as we continue to enhance and expand our product offerings to meet the evolving needs of businesses.

The SynergyOS team


SynergyOS Workflow: CRM + Project Management

SynergyOS and OpenAI

We are thrilled to introduce our latest offering, Workflow, the second product category of the SynergyOS platform. Workflow is a comprehensive suite of enterprise applications designed to revolutionize the way businesses manage their projects and clients. Whether you are a small or medium-sized business or an enterprise customer, Workflow has been created with your needs in mind, providing a flexible and scalable solution to meet your evolving business requirements.

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One of the key components of Workflow is its project management solution. The platform offers a range of powerful features to help you manage your projects effectively, including pipelines, projects, companies, and contacts. With these tools, you can easily track the progress of your projects, monitor their performance, and collaborate with your team members, no matter where they are located.

But Workflow is more than just a project management tool. We understand that customers have increasingly high technology expectations, and that businesses have varying needs and use cases. That's why we've developed Workflow with an API-first approach, making it easy to extend for a variety of different use cases. Whether you're a small or medium-sized business looking for a standalone CRM solution, an enterprise customer looking to customize your experience with extensions, or a company looking to integrate with an existing CRM such as Salesforce, Workflow has you covered.

In addition to its robust project management capabilities, Workflow is also directly integrated with Drive, our enterprise content management product. With this integration, users can easily access information about the projects, companies, and people they are working with, directly from their Drive account. This integration not only saves time, but it also provides a more comprehensive view of your projects and clients, helping you make better decisions and increase your efficiency.

One of the key benefits of Workflow is its flexibility. Whether you need a standalone CRM solution, or you are looking to integrate with an existing CRM, Workflow has been designed with your needs in mind. For small and medium-sized businesses, the standalone CRM solution provides a comprehensive and easy-to-use solution for managing your clients. For enterprise customers, the platform can be extended with custom data objects and custom front-end experiences, allowing you to customize the solution to meet your specific needs. And for companies looking to integrate with a more comprehensive CRM system, Workflow can be easily connected with external systems such as Salesforce, providing you with the best of both worlds - the convenience and ease of use of Workflow, combined with the powerful capabilities of your existing CRM.

In conclusion, Workflow is a comprehensive and powerful solution that offers a range of benefits to businesses of all sizes. Whether you are looking to streamline your project management processes, improve your customer relationships, or simply increase your efficiency, Workflow has you covered. We are confident that Workflow will provide our customers with a more efficient and effective way to manage their projects and clients, and we look forward to hearing your feedback and seeing how Workflow will make a difference in your business.


For any questions about integration into OpenAI, feel free to reach out to hello@synergyos.com.

The SynergyOS team


SynergyOS integrates Artifical Intelligence (AI) technology from OpenAI

SynergyOS and OpenAI

Artificial Intelligence (AI) and Automation are transforming the workplace and becoming an increasingly important element of business operations. We are proud to announce that we have recently integrated AI from OpenAI into our platform to provide our customers with all the benefits from OpenAI AI models directly into their content.


What is OpenAI

OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. GPT-3 (Generative Pre-trained Transformer 3) is a language generation AI model developed by OpenAI. It is one of the largest and most powerful language models to date, with over 175 billion parameters. GPT-3 is pre-trained on a massive corpus of text data, allowing it to generate human-like text for a variety of natural language processing tasks, such as text completion, translation, and summarization. GPT-3 has received significant attention for its ability to perform a wide range of language tasks with a high level of accuracy and fluency.


How SynergyOS uses OpenAI GPT-3 and what are the uses cases

SynergyOS acts as the central source of truth for businesses including files, emails, projects, and all company information. This graph of information can be leveraged with AI for a multitude of uses cases:

  1. Text generation: generate text for a variety of applications such as writing contracts, press releases, or emails.
  2. Text classification: text classification tasks such as sentiment analysis.
  3. Text summarization: summarize long documents into shorter versions while preserving their meaning.
  4. Language Translation: translate text between different languages.
  5. Question-answering: build systems that can answer questions based on large text corpora.
  6. Chatbots: develop conversational AI systems that can understand and respond to natural language inputs.

Our integration with OpenAI makes it easy to process any information in SynergyOS with GPT-3. Additionally, we enable more advanced uses cases to customize OpenAI models to our customers' specific uses cases.


For any questions about integration into OpenAI, feel free to reach out to hello@synergyos.com.

The SynergyOS team


SynergyOS achieves ISO 27001 certification

ISO27001 announcement

Synergy Inc. announced today that SynergyOS has achieved ISO 27001 compliance to ensure the confidentiality, integrity, and availability of all corporate data in accordance with the International Organization for Standardization (ISO).

This certification adds another third-party industry validation to certify that SynergyOS provides enterprise-grade security for customer’s data secured in SynergyOS. We build on the momentum achieved last month with SOC2 compliance with the goal of becoming the most secure platform for corporate data. SynergyOS has been designed to meet the most stringent security and compliance requirements, including the requirements of professional services firms and regulated industries, in particular financial services.

You can read more about SynergyOS security and compliance at:

SynergyOS Trust Portal.


What is ISO 27001 compliance?

ISO 27001 is the leading international standard for an Information Security Management System (ISMS). It was published by the International Organization for Standardization (ISO) in partnership with the International Electrotechnical Commission (IEC).

The goal of ISO 27001 and an Information Security Management System is to protect three aspects of information:

  • Confidentiality: only authorized users have the right to access information.
  • Integrity: only authorized users can change the information.
  • Availability: the information must be accessible to authorized users whenever it is needed.

ISO 27001 is the most widely adopted international information security standard and provides a comprehensive framework with 14 phases that helps organizations develop and maintain a secure ISMS:

  • Information Security Policy
  • Organization of Information Security
  • Risk Assessment and Treatment
  • Asset Management
  • Access Control
  • Cryptography
  • Physical Security
  • Operations Security
  • Communications Security
  • System Acquisition, Development and Maintenance
  • Supplier Relationships
  • Compliance with Legal Requirements and Industry Standards
  • Information Quality Management
  • Risk Monitoring and Review

Auditor: British Assessment Bureau

Synergy Inc. was audited by British Assessment Bureau, a leader in security and compliance certidication for B2B SAAS companies worldwide. British Assessment Bureau offers UKAS-accredited certification. UKAS is the only government-backed body for ISO certification in the United Kingdom. You can contect them directly at help@british-assessment.co.uk.

For any questions about our security and compliance, or to access the ISO 27001 report, feel free to reach out to security@synergyos.com.

The SynergyOS team


SynergyOS is SOC2 Type II compliant

SOC 2 Type II announcement

Synergy Inc. announced today that SynergyOS has achieved SOC 2 Type II compliance for security, availability, processing integrity, confidentiality, and privacy in accordance with the American Institute of Certified Public Accountants (AICPA).

Data security is our north star in everything we do. We are very conscious of the fact that our customers trust us with one of their most important assets: their company information. SynergyOS has been designed from the ground-up to meet the most stringent security and compliance requirements, including the requirements of professional services firms and regulated industries, in particular financial services.

At SynergyOS, security is one of our core pillars and we constantly strive to not only meet but exceed industry standards as well as our customers’ expectations for security controls. Today, we are proud to announce that SynergyOS has achieved SOC 2 Type II compliance in accordance with the American Institute of Certified Public Accountants (AICPA) standard for SOC for Service Organizations. Achieving this standard with an unqualified opinion serves as third-party industry validation that Synergy Inc. provides enterprise-grade security for customer’s data secured in SynergyOS.


What is SOC 2 compliance?

SOC 2 is a security framework, audit, and attestation that specifies how organizations should protect customer data. The American Institute of Certified Public Accountants (AICPA) developed SOC 2 around Five Trust Services Criteria: security, availability, processing integrity, confidentiality, and privacy.

  • Security: best security practices like Multi-Factor Authentication (MFA), access controls, identity management, encryption, thread alerts, and firewalls.
  • Availability: systems to ensure uptime, timely disaster recovery, and incident management.
  • Processing integrity: system processing is complete, accurate, timely, and authorized. This includes quality assurance and application monitoring.
  • Confidentiality: data is safe from unauthorized access following best security standards such as encryption, access controls and Multi-Factor Authentication (MFA).
  • Privacy: confidential information is protected and personally identifiable information adheres to the organization’s data usage and privacy policy.

There are two types of SOC 2 compliance and both require an external audit:

  • Type I: the company is compliant at a point in time.
  • Type II: the company stays compliant during an observation window, typically 6 months to a year.

Auditor: Prescient Assurance

Synergy Inc. was audited by Prescient Assurance, a leader in security and compliance attestation for B2B, SAAS companies worldwide. Prescient Assurance is a registered public accounting in the US and Canada and provides risk management and assurance services which includes but is not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, and CSA STAR. For more information about Prescient Assurance, you may reach out them at info@prescientassurance.com.

An unqualified opinion on a SOC 2 Type II audit report demonstrates to Synergy Inc.’s current and future customers that they manage their data with the highest standard of security and compliance.

For any questions about our security and compliance, or to access the SOC 2 report, feel free to reach out to security@synergyos.com.

The SynergyOS team


SynergyOS: Synergy OneSource

As we expand the suite of products in the Synergy Platform, we are adding the OS branding to reflect our goal of becoming the One Source of truth for all your company information. Today, Synergy Platform becomes SynergyOS and we launch our new company domain: synergyos.com.

Over the past few months, we have invested a significant amount of time on advancing our vision to become the centralized productivity platform for all your company information. This would encompass not only files, but would also expand the platform’s reach to include emails, messages, projects, customer information, as well as all the custom data objects that your company currently operates with.

Our ultimate goal is to become the one source of truth for all your company information that today lives dispersed across multiple disconnected silos. We envision an open platform that unifies all this information through API integrations and thus centralizes your company knowledge into one platform, and in doing so solves the age-old and persistent problem of information management across an organization.

There are distinctive benefits for the two major groups of personas across every organization:

  • For end-users: SynergyOS is a unified platform that improves their productivity by providing a secure and intuitive access to all information and enabling collaboration and AI-powered search and automation.

  • For management, IT departments, and compliance departments: SynergyOS is a highly secure platform that enhances employees’ productivity while satisfying all security and compliance requirements. The platform has the flexibility of being deployable in any data center of choice under the customer’s control, as well as being designed for interoperability across servers on a new open protocol.

We are very excited to publicly launch the new SynergyOS products and APIs to our current and new partners in the coming months.

The SynergyOS team


Join us at Legal Geek conference in London

We are very much looking forward to attending this weeks’ Legal Geek conference in London. Join us in the Startup Alley on the 28th and 29th of September. Come and speak to us if you want to network and learn more about document & case management and how Synergy could streamline workflows for your firm, drive productivity and increase billable work in a Web3.0-way. You can contact us on hello@synergy.page or connect with Jaime or Michael directly via LinkedIn.

Legal Geek is a leading legal-tech conference that brings together decision makers across established law firms, in-house legal functions as well as over 250 legal-tech innovators and entrepreneurs. Especially after two years in which in-person events were not possible, this is a great opportunity to network, learn about the newest trends in legal-tech and of course meet like-minded people who are looking to make their contribution towards a better way of delivering legal services.

The Synergy team


General availability of enterprise features: SCIM, SSO, MFA

We are very excited to share the roll out of the following enterprise features:


System for Cross-domain Identity Management (SCIM)

The System for Cross-domain Identity Management, SCIM, is an open standard protocol designed to securely automate the exchange of user identity information between your company's universal directory (such as Azure Active Directory or Okta) and any service providers, such as enterprise applications like Synergy.

With the SCIM protocol, user information is transferred automatically with different applications, complex exchanges are simplified, and the risk of error is minimized. SCIM also improves overall security for your company, ensuring security policy compliance across all accounts.


Single Sign-On (SSO)

Single Sign-On (SSO) is a user authentication solution that enables users' access to multiple applications using only one set of credentials. Single sign-on eliminates the inconvenience of having to manage multiple sets of log-ins and passwords. It streamlines the access to a range of platforms and apps without needing to log in individually.

Our Single Sign-On integration is built on federation protocols with OpenID Connect, an open and trusted authentication protocol. We have publicly launched our integration with the Microsoft Identity Platform and Azure Active Directory (Azure AD) to all customers. We also support Okta and other providers for enterprise accounts.


Multi-Factor Authentication (MFA)

In addition to the Multi-Factor Authentication methods provided by your identity provider (Azure AD, Okta), we have launched our own MFA functionality to bring more security to companies that do not have a centralized identity platform.

We also use our own MFA for external users in your company repository, to enforce security policies and compliance internally but also externally.


We are very pleased with the initial feedback provided by our clients and early adopters of these features. We look forward to sharing more regular updates on the things we are doing to provide the best security and compliance in the months to come.

The Synergy team


Synergy is expanding the team!

We are hiring software engineers with over 4 years of experience across the following areas:

  • Backend: Java and Spring Boot, and Node.js. NoSQL databases. Microservices architecture.
  • Frontend: TypeScript, React, React-native, Electron. Experience developing Windows native applications is a plus.
  • DevOps: Kubernetes, object storage, and automations. All public clouds (Azure, Google Cloud, AWS) and on-premise (MinIO).
  • Sales: 3+ years’ experience in enterprise sales selling SaaS / Tech solutions (US & UK).
  • Sales Development Rep: 1 year of experience in generating qualified leads and drive execution for sales reps (US & UK).

  • To us at Synergy, the non-technical aspects are equally important. We are looking for individuals who share our values of empathy and integrity, are hard-working, and have a positive mental attitude as well as good personal fit.

    Please reach out if you’d like to learn more: recruiting@synergy.page.

    The Synergy team


    Synergy Drive launched for iPhone, iPad and Android

    We are very pleased to announce that we have launched Synergy Drive for mobile devices. This will significantly improve access and viewing capabilities of content while our users are on the go. Synergy Drive native applications are now available in all major platforms including Windows, Mac, iOS (iPhone and iPad), as well as Android. This newest release is highly complementary to our existing web applications, which are accessible through any web browser.

    The new and modern workplace has become fully flexible and with geographically dispersed workforce. This makes it essential to provide businesses and employees with dependable and secure access to files. We are thrilled to provide our clients with access to their content on any device from anywhere, without sacrificing the necessary level of security required by IT departments. Synergy Drive on mobile operates as a secure and sandboxed environment to enable remote access to your company’s files while maintaining security and compliance.

    Synergy for iOS – iPhone and iPad.
    You can install from the Apple Store.

    Synergy for Android.
    You can install from the Google Play Store.



    We want to say a big thank you to our beta testers during this period and to our customers who have provided the necessary feedback for this first release. In the coming months, we expect to release more features for more advanced use cases on mobile.