About 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.

Pricing starting from:

US$79,00/month

  • Free Trial
  • Subscription

Key benefits of MerusCase

  • 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.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$79,00/month

    • Free Trial
    • Subscription

    Images

    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
    View 9 more
    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

    Features

    Total features of MerusCase: 33

    • API
    • Access Control
    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Archiving & Retention
    • Automatic Backup
    • Automatic Formatting
    • Billable Hours Tracking
    • Billing & Invoicing
    • Calendar Management
    • Contract Management
    • Customer History
    • Data Visualization
    • Deadline Management
    • Document Automation
    • Document Management
    • Electronic Submission
    • Email Integration
    • Employee Onboarding
    • Event Calendar
    • Expense Claims
    • Expense Tracking
    • HIPAA Compliance
    • Multi-Location
    • Reminders
    • Remote Update / Installation
    • SSL Security
    • Search Functionality
    • Task Tracking
    • Time & Expense Tracking
    • To-Do List
    • Version Control

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    Reviews

    Overall rating

    4,7 /5
    (70)
    Value for Money
    4,7/5
    Features
    4,6/5
    Ease of Use
    4,6/5
    Customer Support
    4,7/5

    Already have MerusCase?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 70
    Gerardo R.
    Overall rating
    • Industry: Law Practice
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Smooth, Organized and professional

    Reviewed on 2018/07/11

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

    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!

    James G.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Fantastic File and Document Management Software

    Reviewed on 2020/10/19

    I am very happy with this program

    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.

    Verified Reviewer
    Overall rating
    • Industry: Law Practice
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 1.0 /10

    Swing and an unfortunate miss

    Reviewed on 2021/02/23

    Started well, company sold, purchaser is now concerned only about signing up new customers, not...

    Started well, company sold, purchaser is now concerned only about signing up new customers, not developing their capacities to support the needs of existing users.

    Pros

    The suite does what it says it does, providing a cloud-based medium for organizing case files, billing, etc.

    Cons

    The suite is only accessible with an internet connection and, while it started its development with promise, it has tried to be a jack of all trades, offering solutions for everyone without a strong enough feature set for anyone. Office integration is tenuous and new features roll out without any thought as to how existing users should go about applying new features to existing cases. Honestly, if we weren't so invested in the platform, I would have moved to a new provider a year ago.

    Gloria F.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Meruscase Software Review for Small Firm

    Reviewed on 2020/11/24

    Been a user for 4 years and have had nothing but great experience. Always dependable and...

    Been a user for 4 years and have had nothing but great experience. Always dependable and functioning which is very important as it is the lifeline of our firm.

    Pros

    Very user friendly, efficient and complete

    Cons

    Honestly there is nothing I do not like. Great software for any law firm small or large

    David S.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    05/05/2020 REVIEW OF MERUSCASE BY ATTORNEY David G. Schumaker

    Reviewed on 2020/05/05

    EXCELLENT. TIME SAVING. ALLOWS BETTER AND QUICKER ACCESS TO INFORMATION AND EASE OF MODIFICATIONS...

    EXCELLENT. TIME SAVING. ALLOWS BETTER AND QUICKER ACCESS TO INFORMATION AND EASE OF MODIFICATIONS TO FORM LETTERS TO MEET SPECIAL NEEDS.

    Pros

    EASY DATA INPUT; ALL DATA IN MERUS CASE; EASE OF MOVING AROUND IN A CASE FROM STATUS, TO FORM LETTERS, TO PEOPLE IN CASE, TO CALENDAR, ETC.; FRIENDLY AND HELPFUL SUPPORT STAFF; CONTINUING EFFORTS TO UPDATE AND UPGRADE THE PROGRAM

    Cons

    NO CONS. BEST WORKERS' COMPENSATION CASE MANAGEMENT SOFTWARE FOR APPLICANTS' ATTORNEYS AND FOR DEFENSE ATTORNEYS

    Showing 5 reviews of 70 Read all reviews

    MerusCase FAQs

    Below are some frequently asked questions for MerusCase.

    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.

    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

    MerusCase has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    MerusCase supports the following languages:

    English

    We do not have any information about what devices MerusCase supports

    MerusCase integrates with the following applications:

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

    MerusCase offers the following support options:

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

    Related categories

    See all software categories found for MerusCase.