What Synergy Settlement Services does

Synergy Settlement Services is a privately held, Orlando-headquartered settlement planning firm founded in 2010 that partners with personal injury law firms across all 50 US states to handle post-settlement and compliance-adjacent tasks that consume attorney time. The company delivers specialized services across three primary revenue streams: lien resolution services (covering ERISA, Medicaid, Medicare, Medicare Advantage, FEHBA, military VA/Tricare, and hospital/provider liens), Medicare compliance and set-aside services via its MSP360° system (including MSA allocations, MSP compliance audits, and medical cost projections), and a newer line of attorney fee deferral products. Synergy is reported to have partnered with more than 1,000 law firms (with one source stating 3,500+), making it one of the more broadly distributed specialist firms in the US personal injury settlement services niche.

The company operates a proprietary technology stack anchored by the CONNEXION™ client collaboration portal, which provides 24/7 real-time case tracking and communication between Synergy, partner firms, and their clients, and the MSP360° Medicare compliance platform. These tools, combined with a specialized human expert team covering multiple lien regimes and Medicare regulatory requirements, allow partner firms to outsource complex, regulation-heavy post-case work. Synergy claims quantified outcomes including 4,200 cumulative attorney hours saved and $544,000 in operational savings for a representative 5-attorney firm, framed against the statistic that 48% of a lawyer's non-client time is spent on administrative tasks.

Commercially, Synergy runs an enterprise field sales motion targeting personal injury plaintiff firms through direct outreach, demos, efficiency evaluations, association-led referral networks, and content marketing via a learning center, webinars, and video testimonials. Pricing is quote-based and per case or per deliverable across the lien resolution and Medicare compliance services, with transaction fees tied to outcomes. Distribution is enhanced by sponsorship of seven plaintiff trial lawyer associations (American Association for Justice and six regional associations plus Trial School and SWTL). The company is privately held with no disclosed funding rounds, acquisitions, executive team details, or ownership structure in the source data.

Name

Synergy Settlement Services

Legal name

Synergy Settlement Services

Website

https://synergysettlements.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Synergy Settlement Services is a private Orlando-based firm, founded in 2010, that partners with US personal injury law firms across all 50 states to provide lien resolution, Medicare compliance (MSP360), Medicare set-aside allocations, and attorney fee deferral products.

Ownership category

akta.pro rank

Product category

Settlement Planning Services

NAICS

Claims Adjusting (524291)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Debt Settlement & Negotiation Services (FSAEAFAC)

Keywords

• Lien resolution services
• Medicare compliance services
• Personal injury settlements
• Medicare set-aside allocations
• Settlement planning services

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Lien Resolution Services: Synergy charges law firms for lien identification, verification, audit, and negotiation services on personal injury cases. Services cover ERISA, Medicaid, Medicare, Medicare Advantage, FEHBA, military (VA/Tricare), and medical provider liens. Revenue appears to be transaction-based, tied to successful lien reduction outcomes.
2. Medicare Compliance Services: Includes Medicare Set-Aside (MSA) allocations, administration, and compliance services for workers' compensation and liability cases. Medical Cost Projections (MCP) provide future damages quantification. Revenue model based on service fees per case or per deliverable.
3. Attorney Fee Deferral Products: Offers Fixed Attorney Fee Structures, Equity Indexed Attorney Fee Structures, and Deferred Compensation Plans for lawyers. These financial products allow attorneys to defer income and manage tax implications, generating fees through product structures.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Synergy Settlement Services provides post-settlement administration and pre-settlement compliance services to plaintiff personal injury law firms and their clients. Core work includes identifying and negotiating lien resolution (private health, ERISA, Medicare/Medicaid, workers' compensation), preparing Medicare Set-Aside (MSA) allocations and medical cost projection reports, delivering the MSP360° Medicare compliance program, offering attorney fee deferral products, and running a Medical Bill Clinic for claimants after settlement.

Product overview

Synergy Settlement Services operates as a platform-plus-modules architecture offering a comprehensive suite of settlement and compliance services for personal injury law firms. The core offerings center on MSP360º for Medicare Secondary Payer compliance, a proprietary Connexion™ client collaboration portal, and Lien Resolution Services covering ERISA, Medicaid, Medicare, and medical provider liens. Additional modules include Medicare Set-Aside allocations and administration, Medical Cost Projection Reports for damages quantification, Attorney Fee Deferral products, and Mass Tort/Group Project support. The platform integrates these services to enable law firms to streamline operations, reduce administrative burden, and maximize case settlements.

Differentiator

Problem solved

Functional benefit

Brands

• CONNEXION™: State of the art client collaboration portal allowing instant 24/7 access to critical resolution information and seamless connectivity with the Synergy team.
• MSP360º

Products and services

• Lien Resolution Services Identification, valuation, and negotiation of liens (private health, Medicare/Medicaid, ERISA, workers' compensation) against personal injury settlement proceeds, delivered to plaintiff law firms and their clients.
• MSP360° Medicare Compliance Program Proprietary Medicare compliance program that helps plaintiff personal injury law firms meet CMS reporting and treatment obligations, including MSA preparation and post-settlement Medicare compliance for claimants.
• Medicare Set-Aside (MSA) Allocations Preparation of Medicare Set-Aside (MSA) allocation reports documenting how future medical expenses will be paid for Medicare-eligible personal injury claimants, used in liability and workers' compensation settlements.
• Medical Cost Projection Reports Medical cost projection reports used to support MSA allocations and inform settlement negotiations by estimating future medical and care costs for personal injury claimants.
• CONNEXION Client Collaboration Portal Proprietary secure web portal that connects attorneys, claimants, and Synergy case managers with real-time visibility into settlement funds, lien resolution status, and case workflow throughout the settlement lifecycle.
• Peak Practice Attorney Fee Deferral Program Proprietary program that enables law firms and claimants to defer attorney fees from personal injury settlement proceeds, structured to align with disbursement and post-settlement planning.
• Medical Bill Clinic Post-settlement medical bill management service for personal injury claimants, paying outstanding provider and hospital balances from settlement proceeds and tracking disbursements.
• Mass Tort / Group Settlement Projects Coordinated lien resolution, MSA, and settlement administration delivered at scale for mass tort and group plaintiff matters handled by participating law firms.

Quantifiable outcome

• 4,200 hours cumulative timesaving for attorneys and staff in a 5-lawyer firm partnership
• +3 more outcomes

Named customers10 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered core, regional and minor.

• American Association for JusticecoreGTM or Marketing PartnerSynergy is a proud supporter of the American Association for Justice, a professional organization for trial lawyers. The partnership provides marketing visibility within the plaintiff attorney community and positions Synergy as a trusted resource for AAJ members seeking lien resolution and Medicare compliance services.
• Florida Justice AssociationregionalGTM or Marketing PartnerSynergy supports the Florida Justice Association, providing visibility among Florida-based personal injury attorneys. The partnership helps establish regional credibility and market presence in Florida's legal community.
• Consumer Attorneys Association of LAregionalGTM or Marketing PartnerSynergy is a proud supporter of CAALA, representing consumer attorneys in Los Angeles. The partnership supports marketing efforts within the California plaintiff bar.
• Illinois Trial Lawyers AssociationregionalGTM or Marketing PartnerSynergy supports ITLA as a proud partner, gaining visibility among Illinois personal injury attorneys. The partnership positions Synergy as a resource for Illinois plaintiff lawyers.
• Virginia Trial Lawyers AssociationregionalGTM or Marketing PartnerSynergy is a proud supporter of VTLA, providing marketing presence within Virginia's trial attorney community.
• Maryland Association for JusticeregionalGTM or Marketing PartnerSynergy supports MAJ as a proud partner, maintaining visibility among Maryland personal injury attorneys.
• Trial SchoolminorGTM or Marketing PartnerSynergy is a proud supporter of Trial School, an organization focused on trial advocacy training for attorneys. The partnership supports attorney education and professional development.
• SWTLminorGTM or Marketing PartnerSynergy is a proud supporter of SWTL (organization name abbreviated in source). The partnership provides marketing visibility within the legal community.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Strategic Resolution Group (SRG): Closest direct peer — provides Medicare Set-Aside allocation/administration, lien resolution, and settlement support services to plaintiff attorneys nationwide, competing head-to-head with Synergy's MSP360° and lien offerings.
• Brown & Streeter: Long-standing national lien resolution and Medicare compliance firm serving personal injury attorneys and workers' compensation carriers — directly comparable in service mix and customer base to Synergy.
• Federal Recovery Specialists (FRS): National lien resolution firm handling ERISA, Medicare, Medicaid, VA/Tricare and other federal healthcare liens for plaintiff PI firms — overlapping with Synergy's lien resolution practice.
• Amaxx Risk Solutions: Specializes in Medicare Set-Aside allocations, administration, and MSP compliance for workers' compensation and liability cases — direct overlap with Synergy's MSA and MSP360° product lines.
• All Med Medical Bill Review: Provides medical cost projections, MSA-related services, and bill review for the legal and insurance markets, with significant overlap in the medical cost projection and lien resolution services Synergy offers.
• Medivest: National provider of MSA allocation/administration and structured settlement services for workers' comp, liability, and PI cases — directly comparable to Synergy's MSA and settlement planning offerings.

Broad incumbents

• ISO Claims Partners (a Verisk business): Incumbent analytics and services provider within the claims ecosystem, including MSA and Medicare compliance services at scale — broader portfolio but overlapping product surface with Synergy's MSP360°.
• Sedgwick: Large third-party administrator and claims management firm handling lien resolution and Medicare compliance as part of its broader claims services portfolio — comparable at the capability layer but not specialized to PI.
• CorVel Corporation: National managed care and claims management company with bill review, MSA, and Medicare compliance capabilities serving carriers and employers — broader market but overlapping technical scope.

Emerging players

• The Lien Resolution Group: Smaller specialized firm offering lien identification, audit, and negotiation across ERISA, Medicare, Medicaid, and private health plans — partial overlap with Synergy's lien resolution practice and a typical referral competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/SynergySettle
• Facebookfacebook.com/Synergy-Settlement-Services
• LinkedInlinkedin.com/company/synergy-settlement-services
• Instagraminstagram.com/partnerwithsynergy
• Xx.com/synergysettle

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Synergy Settlement Services