MerusCase

Encrypted online legal practice management solution

4,7 /5 (66 reviews) Write a Review!

MerusCase Overview

What is MerusCase?

MerusCase is a cloud-based law practice, case and legal document management platform that boasts centralized, secured and HIPAA compliant access to every device. The system claims to enable attorneys and practice staff alike to run legal operations from the office, court or field, leveraging wholly customizable preferences and features. Role-based user access fits the way each individual works while adding specific support around custom case workflows, tracking unique tasks and To-Do lists most effectively. Firm-wide calendaring then syncs planned events, reminders, notes and contacts across the entire staff base while an integrated email system keeps related communications within a single space.

MerusCase goes on to incorporate time tracking and electronic billing capabilities, utilizing a built-in bookkeeping system to raise invoices, accept payments and manage balances. A Case Ledger tracks expenses while billable time is automatically logged as soon as any associated work action commences. Similarly, document management tools encourage paperless office workflows with autonomous batch scanning and the ability to auto-populate PDF court forms, saving time and raising accuracy. Firm-wide document search then puts staff in touch with required case files quickly while integrated with Microsoft Word acknowledges the use of familiar word processing tools when merging letters or documents.

MerusCase Overview

Pricing

Starting from
US$79,00/month

Pricing options

Free Trial
Subscription
Value for money

MerusCase has a starting retail rate of $79 per user, per month with an annual commitment.


MerusCase Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

The customizable MerusCase dashboard provides notices, messages, agenda calendars and visualization widgets
Case agenda screens summarize contact details, party insurance, case information and associated notes
Document management tools include batch uploading and scanning, supporting a simplified paperless workflow
Time tracking tools allow individuals and firm-wide staff to efficiently log expenses and bill for case services accordingly
Document management capabilities centralize case files, showing the most recent PDF uploads and scans
The document search tool accepts firm-wide queries for case files via keywords or by specific date ranges
The calendar section of the global view options offers My/Firm Calendar access and the ability to add or browse case events
Link existing email accounts to MerusCase to send and receive case messages from within the system
MerusCase video MerusCase video MerusCase screenshot: The customizable MerusCase dashboard provides notices, messages, agenda calendars and visualization widgets MerusCase screenshot: Case agenda screens summarize contact details, party insurance, case information and associated notes MerusCase screenshot: Document management tools include batch uploading and scanning, supporting a simplified paperless workflow MerusCase screenshot: Time tracking tools allow individuals and firm-wide staff to efficiently log expenses and bill for case services accordingly MerusCase screenshot: Document management capabilities centralize case files, showing the most recent PDF uploads and scans MerusCase screenshot: The document search tool accepts firm-wide queries for case files via keywords or by specific date ranges MerusCase screenshot: The calendar section of the global view options offers My/Firm Calendar access and the ability to add or browse case events MerusCase screenshot: Link existing email accounts to MerusCase to send and receive case messages from within the system

MerusCase Reviews

MerusCase Reviews

Overall rating
4,7
/
5
Excellent
50

Very good
13

Average
3

Poor
0

Terrible
0

Value for Money
4,7
Features
4,6
Ease of Use
4,7
Customer Support
4,7
95% recommended this app
Gerardo R.

Smooth, Organized and professional

I learned how to handle tasks and assist attorneys in a clean and intuitive software.


James G.

Fantastic File and Document Management Software

I am very happy with this program


Mary S.

Alot of Glitches. Very basic.

Good, general case software, but not a good Case Management tool, in my opinion.


Andrea H.

Worth Every Penny


Verified Reviewer

Good software, best customer support I've ever experienced anywhere

Form document management; ability to bring email into client's case, great calendaring system


Gerardo R.
Industry: Law Practice
Company size: 11-50 Employees

Smooth, Organized and professional

Used Daily for 6-12 months
Reviewed on 2018/07/11
Review Source: Capterra

I learned how to handle tasks and assist attorneys in a clean and intuitive software.

Pros

I like how you can easily create new contacts and open cases in an effective and straightforward way. The layout of the Case Details tab makes it easy to find what you are looking for in a case. I love how MerusCase easily syncs with your email account and also remind you of important events coming up. The calendar is simple to use and can help you filter by person which is incredibly useful. Overall a very pleasing software that can increase productivity and help you manage day to day tasks.

Cons

The only improvement I would suggest is that at times previews of documents can be slow or delayed. If this could be fixed it would greatly speed up document processing.

Response from Merus

Hi Gerardo,
Thank you for your kind words. Here at Merus we work hard to deliver the best value to our customers. Within the past few days, we've redesigned our system to ensure that document previews render more quickly and display at 200dpi, compared to the 72dpi they were at before. You should see the difference the next time you open a document within MerusCase. Thank you for being a MerusCase customer!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

James G.
Industry: Law Practice
Company size: 2-10 Employees

Fantastic File and Document Management Software

Used Daily for 2+ years
Reviewed on 2020/10/19
Review Source: Capterra

I am very happy with this program

Pros

The transfer of documents and client/file information from the two different programs we used prior to MerusCase was fast and much cheaper than other options. The software itself is very intuitive to use and navigate and easily adapted to mimic our paper filing system.

Cons

I don't love the email function, but we don't use it anyway.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mary S.
Industry: Law Practice
Company size: 11-50 Employees

Alot of Glitches. Very basic.

Used Daily for 2+ years
Reviewed on 2019/01/24
Review Source: SoftwareAdvice

Good, general case software, but not a good Case Management tool, in my opinion.

Pros

Can jump right in to use it in a basic way. Can place "Tasks" and check them with dates due. I do like the measurement tool. It's inspiring, but have no idea what the criteria are.

Cons

Calendar glitches constantly. This is just really not a good part of the app. Doesn't save, saves with wrong date, have to click refresh or it may never show up. Always opens up to a date in 2016. Program takes forever to open up. IMO, the worst part of this software.
No app to track and get reminders for different aspects of the case. Just a general "tasker" but again, no reminders. With thousands of cases, you will need create your own tracking sheets for various tasks.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Andrea H.
Industry: Law Practice
Company size: 2-10 Employees

Worth Every Penny

Used Daily for 1+ year
Reviewed on 2020/09/03
Review Source: Capterra

Pros

MerusCase is the simple, easy to use cloud based software. We regret not moving over to cloud based sooner. The ability to drag and drop to upload documents, task co-workers, calendar, invoice all in once place has helped productivity in our office. We did not choose to migrate our current and old files from our server. I would recommend using Merus to transfer your files from your existing software or server. It is worth the extra cost. Customer service is on top of their game. They are responsive, knowledgeable and friendly.

Cons

There are a few items I would like to see made available in the future (i.e. a search bar instead of drop-down menu for searching clients). The cons do not factor into our decision to stay with MerusCase, as they are all smaller detail items,

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer

Good software, best customer support I've ever experienced anywhere

Used Daily for 2+ years
Reviewed on 2018/07/19
Review Source: Capterra

Form document management; ability to bring email into client's case, great calendaring system

Pros

Ease of use, form document management and merge functions, email coordination in cases. There's a lot to like. I tried MyCase and chose Merus instead, mainly because document creation and merge were so easy in Merus.

Cons

The documents placed in a file must be correctly tagged by subject (e.g Plaintiff Discovery Propounded) in order to be able to find them during a search. They do not reside in "folder", which is what most of us are accustomed to using in a Window's platform. The most important thing is getting staff to properly tag the document. So this is really not a con, just something that needs to be taught to Staff and followed by all.

Response from Merus

We¿re so happy that you love our Document Management Tools. Document Management is definitely a key differentiator that separates us from our competitors. Merus is designed to facilitate collaboration and coordination between all parties involved in a case. Activity Tags is one of the ways in which MerusCase ensures all parties can find case files easily. Unlike folders, which require clicking through each one, search for files with Activity Tags is much less time consuming.

We know that MerusCase can take some to get used to when you¿re switching over from another platform. For those reasons we take on-boarding seriously and are willing to take them time to walk everyone through all questions about our software. So thank you for giving a shout-out to our world-class Support Team, and for being a part of the MerusCase family!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
9,3/10
Based on 66 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

MerusCase Pricing

MerusCase Pricing

Starting from
US$79,00/month
Free Trial
Subscription
Value for money

MerusCase has a starting retail rate of $79 per user, per month with an annual commitment.

MerusCase has a starting retail rate of $79 per user, per month with an annual commitment.

Value for Money
4,7/5
Based on 66 user ratings
Compare value for money rating with alternatives
Compare with alternatives

MerusCase Features

MerusCase Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4,6/5
Based on 66 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for MerusCase

Additional information for MerusCase

Key features of MerusCase

  • Access controls
  • Account tracking
  • Add calendar events
  • Archiving & retention
  • Automated case email linking
  • Automated workflows
  • Automatic backups
  • Billing & invoicing
  • Billing management
  • Bookkeeping & accounting
  • Calendar notifications and customized reminders
  • Case & client history
  • Case defined timekeepers
  • Case notes
  • Client statements
  • Collaboration
  • Communication tracking
  • Contract management
  • Court form auto-population
  • Court management
  • Data encryption
  • Data visualizations
  • Docket management
  • Document Version control
  • Document assembly
  • Document indexing
  • Document management tools
  • Document publishing
  • Document tagging
  • Due date tracking
  • Electronic billing
  • Electronic file shredding
  • Email management
  • Firm-wide calendaring
  • Firm-wide document search
  • HIPAA compliant
  • Home dashboards
  • Integrated email messaging
  • Law firms
  • Library management
  • Log expenses
  • Multi-location support
  • Multi-office
  • Non-billable hours tracking
  • Non-repudiation
  • OCR
  • Paper capture
  • Referral tracking and company associations
  • Reminders
  • Report on, search, & manage billable hours
  • Retainer billing
  • Revision tracking
  • SMS reminders
  • SSL encrypted data
  • Scheduling
  • Staff calendar
  • Summarization
  • System updates
  • Task tracking
  • Time tracking
  • To-do lists that are searchable by user, matter, etc.
  • Track expenses at various levels (matter, firmwide, etc.)
  • Track time on a daily basis or from the beginning of time!
  • Trust accounting
  • User access controls
  • White-glove onboarding
  • Workgroup scheduling
  • e-Calendar

Benefits

  • MerusCase is an online SSL-encrypted platform supporting law practice management with automated attorney-focused features that can be customized to match diverse case workflows and user preferences.
  • Time tracking and billing features include built-in bookkeeping and accounting tools, along with a Case Ledger for logging expenses, automatic time tracking, plus electronic billing via Ledes, ESIS, Chubb, PDF etc.
  • Document management capabilities empower practices to go paperless with batch scanning, auto-population of PDF court forms, seamless Microsoft Word integration and firm-wide document search functionality.
  • Firm-wide calendaring allows case and court events to be scheduled intuitively, setting reminders while syncing all calendars and contact information across all devices.
  • Integrated email messaging connects to existing POP, SMTP and IMAP servers to allow the secured sending and receipt of case-related correspondences from within MerusCase.
  • MerusCase FAQs

    MerusCase FAQs

    Below are some frequently asked questions for MerusCase.

    Q. What type of pricing plans does MerusCase offer?

    MerusCase offers the following pricing plans:

    Starting from: US$79,00/month

    Pricing model: Subscription

    Free Trial: Available

    MerusCase has a starting retail rate of $79 per user, per month with an annual commitment.

    Q. What are the main features of MerusCase?

    MerusCase offers the following features:

    • Access controls
    • Account tracking
    • Add calendar events
    • Archiving & retention
    • Automated case email linking
    • Automated workflows
    • Automatic backups
    • Billing & invoicing
    • Billing management
    • Bookkeeping & accounting
    • Calendar notifications and customized reminders
    • Case & client history
    • Case defined timekeepers
    • Case notes
    • Client statements
    • Collaboration
    • Communication tracking
    • Contract management
    • Court form auto-population
    • Court management
    • Data encryption
    • Data visualizations
    • Docket management
    • Document Version control
    • Document assembly
    • Document indexing
    • Document management tools
    • Document publishing
    • Document tagging
    • Due date tracking
    • Electronic billing
    • Electronic file shredding
    • Email management
    • Firm-wide calendaring
    • Firm-wide document search
    • HIPAA compliant
    • Home dashboards
    • Integrated email messaging
    • Law firms
    • Library management
    • Log expenses
    • Multi-location support
    • Multi-office
    • Non-billable hours tracking
    • Non-repudiation
    • OCR
    • Paper capture
    • Referral tracking and company associations
    • Reminders
    • Report on, search, & manage billable hours
    • Retainer billing
    • Revision tracking
    • SMS reminders
    • SSL encrypted data
    • Scheduling
    • Staff calendar
    • Summarization
    • System updates
    • Task tracking
    • Time tracking
    • To-do lists that are searchable by user, matter, etc.
    • Track expenses at various levels (matter, firmwide, etc.)
    • Track time on a daily basis or from the beginning of time!
    • Trust accounting
    • User access controls
    • White-glove onboarding
    • Workgroup scheduling
    • e-Calendar

    Q. Who are the typical users of MerusCase?

    MerusCase has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does MerusCase support?

    MerusCase supports the following languages:

    English

    Q. What type of pricing plans does MerusCase offer?

    MerusCase has the following pricing plans:

    Subscription

    Q. Does MerusCase support mobile devices?

    We do not have any information about what devices MerusCase supports

    Q. What other apps does MerusCase integrate with?

    MerusCase integrates with the following applications:

    Gmail, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Word

    Q. What level of support does MerusCase offer?

    MerusCase offers the following support options:

    Online Support, Phone Support, Knowledge Base, FAQs, Video Tutorials