MerusCase

4.7 (86)
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Encrypted online legal practice management solution

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.


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.

  • Images

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

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    Reviews

    Overall rating

    4.7 /5
    (86)
    Value for Money
    4.7/5
    Features
    4.6/5
    Ease of Use
    4.7/5
    Customer Support
    4.7/5

    Already have MerusCase?

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

    Showing 5 reviews of 86
    Marvin
    Overall rating
    • Industry: Law Practice
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    The Guy who accepted a position with Lower pay only because they use meruscase

    Reviewed on 2023/06/02

    Pros

    Merging Documents and emails get attached

    Cons

    there is no red flag alert on cases. example. client get divorce does not want spouse to obtain info on case. red flag will pop up when opening case, and alert will COVER CASE PROFILE N ALERT YOU THAT - DONOT GIVE INFO REGARDING CASE TO wife OR hubbY

    devon
    Overall rating
    • Industry: Law Practice
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Would recommended to a friend

    Reviewed on 2023/09/25

    Pros

    So many customizable options. I love the search document options,

    Cons

    I wish the colored note option would be visible for everyone else.

    Mary
    Overall rating
    • Industry: Law Practice
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 3.0 /10

    It's okay.

    Reviewed on 2017/10/06

    Pros

    It is easy to hit the ground running with this software.It would be great to have a "helpful hints" option pop up when using a feature, like in Microsoft.

    Cons

    NOT enough features. Not able to set up your own task flow tracking/reminders. Locks up alot, loses information you enter into parties tab, freezes when 2 people are in the same case, unable to share parties between cases, customer support is scant. Just, it's ok. No more. Loading documents often freeze up and so you have to re-accomplish the task. It's frustrating.

    emily
    Overall rating
    • Industry: Legal Services
    • Company size: 11–50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Merus Case

    Reviewed on 2023/09/06

    Pros

    Smooth to navigate through and straight forward.

    Cons

    function works for our firm. To the level that I use it, I don't have complaints.

    Selma
    Overall rating
    • Industry: Law Practice
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Selmas review

    Reviewed on 2023/05/03

    Pros

    I enjoy that it is very user friendly for the most part and works with all of our other systems

    Cons

    Sometimes they take forever to fix an issue

    Showing 5 reviews of 86 Read all reviews

    MerusCase FAQs

    Below are some frequently asked questions for MerusCase.

    MerusCase offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    MerusCase has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    MerusCase supports the following languages:

    English

    MerusCase supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    MerusCase integrates with the following applications:

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

    MerusCase offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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