MerusCase is a legal practice management system offering an integrated platform of solutions for U.S. law firms. The system is HIPAA compliant and offers document management, timetracking and billing, calendaring and communication tools. Additional features include firm-wide document search and client rolodex (with smartphone sync).
With MerusCase’s cloud-based deployment, users can access data from any Internet-connected device and are guaranteed unlimited storage, SSL data encryption and the backing of a dedicated email, phone and remote desktop support team. Additionally, firms migrating their data to MerusCase receive on-site training and a complimentary data cleanse, where data is reviewed for duplicates, corrupt files and inconsistencies before being moved to the new system.
MerusCase is available for law firms of any size and practice area and is priced on a subscription basis (per user, per month) with discounts for long-term agreements.
Tyler from Wai & Connor, LLP
Employees number: 51-200 employees
Too many to list, but the most important ones are: HIPAA compliance, automatic document field merging, accessibility from anywhere, scale-ability, billing flexibility to keep our larger clients happy, and management oversight of all tasks.
Meruscase is very easy to setup and use, and their support department is stellar in case you have any questions. I have yet to work with a support department that is more willing to help than these guys!
Meruscase was extremely helpful in our transition to digital case files, and the features it has are a godsend for management. The platform is extremely scale-able, allowing larger firms and smaller firms to take advantage of its features. The templates are a fantastic feature; save time, money and streamline a process which is highly susceptible to errors. The batch scanning feature is great for making mail processing more efficient. Email integration with automatic linking of email chains to cases based on linking the initial email has been very well received by our attorneys. Their update cycle is about every 2 weeks, and they really do listen to their users and implement features/updates accordingly, which I must say is extremely refreshing!
Their billing platform is robust, and allows firms to implement a wide array of billing workflows. You can also set UTBMS and short code references to help attorneys and staff bill more efficiently (and to keep the larger clients happy). They allow exporting to most major billing platforms, including Timeslips so you can continue to use your billing software while implementing Meruscase for other workflows.
Overall Meruscase is an excellent value for the money and I highly recommend it!
The planning and setup can be tedious, but when all of the pieces of information are in place, the word template merging is phenomenal. I would recommend at least a month of planning and setup before considering cutting the office workflows over.
Brian from Workers Compensation Lawyer Inc
Employees number: 2-10 employees
I cannot stop raving about the wonders of MerusCase. When other people see me using it at court on my featherweight MacBook 12 they start drooling as they lug around their ancient paper files. While I type a word to find what I'm looking for, they fumble through piles of paperwork. While sitting in a deposition, I order records with one click in real-time. While others use EAMS to electronically file taking an hour of time, we are JET filing in 5 minutes. Unlimited document storage? Check. Case archival? Check. Document template generators? Check. Merus has it all and then some more. Excellent customer service and new features being worked on constantly. 10 star product and service.
Everything - unlimited document storage
No iPhone app
This is the ultimate solution for CA workers' comp lawyers.
Robert Benjamin from Sunergo IT Consulting, LLC.
Employees number: 2-10 employees
A little about me, I am a Technology Consultant for about hand full small to medium sized law firms. This particular client of mine wanted to migrate to full cloud-based solutions for all their needs. As I am not a user, I am reviewing upon a technical basis which will include import, support, and Cons: Learning Curve.
As a quick note, and because I don't want to type this out a million times, their product, once items are imputed correctly, and the learning curve is achieved, is friendlier to use, more user-friendly than others I've seen. I recommend MerusCase.
The migration was slow-going. We opted to manually import all the cases manually, instead of paying MerusCase to do so. This was a double-edged sword, as it created a lot of work for us and was time-consuming. Although, the procedure for importing a mass of files was consistently stable. Our uploads did not seem throttled by MerusCase, we have 100Mbps Upload and we uploaded on average of +/- 80Mbps. Overall, I was pleased with the consistent speeds.
By far their support is beyond anything I have worked with before. Our account manager is so knowledgeable and a straight shooter. He [surprisingly] remembers me for when I call in. I've called in multiple times to purchase additional licenses, request help while absorbing another company, creating and importing custom letterheads for different locations, and working and creating with making new automatic templates. [The templates are the ABSOLUTE best feature, saves time, money and streamlines a process which is highly susceptible to errors.] 11/10 for Support. Can't thank enough, he keeps me looking like a superstar to my client.
The learning curve was surprisingly low for attorneys. The most trouble was the supporting staff inputting the cases incorrectly. It's not like its a long procedure to imputing new cases, case details, etc., but our office staff didn't see the importance of inputting some fields in the case description. This lead to billing without someone to bill to, templates and forms not inputting data, and other issues which were quickly remedied with the help of MerusCase's Customer support.
I recommend MerusCase to my clients because it can be scaled, the data is safe, the employees are helpful, and they don't cut corners. Also, they say they are always working on making the software better, adding more features, and I believe them.
1. The ability to create custom templates and forms which autofill saves time and money on every letter you send.
2. Customer Support is Great.
3. Customize your personal portal.
4. Organize your organization's work schedule with personal work calendars for everyone. Have Attorneys post to their supporting staff's calendar and vice versa.
5. Calendars synccable to iPhone and Android using universal internet calendar iDAV protocol.
6. Customer Support is Great.
7. HIPPA Compliant for Emails to and from clients.
8. Automatically import emails and attaches to the client portfolio.
9. Can [easily] keep track of how productive each person is in the company with an easy to read a graph.
10. Customer Support is Great.
1. Learning Curve seems steep - to remedy this, fill out [almost] everything in the client profile. This will allow the software to pull information and auto-populate forms, invoices, and more.
2. [Con?] Works best in Google Chrome Browser - We have another website which requires Internet Explorer, so using two browsers kinda seems annoying.
3. When working late, there is a small personalized 'welcome' message which sits at the top of the screen on the navigational links. It will say, "Working late
If considering this software, as an IT Professional, I recommend this product. I would also recommend planning the migration at least a month in advance. This way, you can be sure to schedule a weekend to do this. Also, they sell "Training Webinar's" where they will allow you to screen share to their workstation, and they will allow all employees to watch, ask questions, and learn before the migration. There is a small fee attached with this, but it saved a lot of trouble down the road.
Christopher from Visionary Law Group LLP
Employees number: 2-10 employees
I really enjoy MerusCase and how it helps our firm be more efficient in managing clients. However, this party integration needs to speed up. For example a integration with Zapier.com would solve all of MerusCase's integration problems. Need the ability to link MerusCase to other application to help become even more efficient.
Worker's Compensation filing and integration with EAMS.
Lack of ability to integrate with third party applications or services to export data for other systems. For example, the ability to export invoices directly to Quickbook or Xero would be 1000 times better then the method to export now.
LUIS from WORKERS COMP LAW FIRM
EASY MOVEMENT, THE GRAPHICS COULD CHANGE TO MAKE MORE APPEALING. A CLOSE HOOKUP WITH THE WEB TO SEARCH OTHER INFO WOULD BE NICE
Fletcher from Fletcher B. Brown Law Firm
I like the way Merus is designed for CA WC. But, my office has started to use Slack because it allows for easier sharing of documents and communication. The Merus App doesn't allow for it because the notes don't have the same function as a chat.
So, if Merus could allow for some chat function within the app for users, similar to Slack, it would be GOLD.
Brian from Workers Compensation Lawyer Inc
Employees number: 2-10 employees
I have used a handful of other practice management systems and MerusCase blows them all out of the water. I could not survive and stay in business without this powerful tool. Document templates, batch scan processing, email integration -- the works. If you practice workers compensation law in California this is the best product on the market. It's only getting better as the developers continue to refine the product and add new features. Their customer support is excellent and no-extra-cost. Once you go Merus, there is no looking back.
Hard to add new features that would save some time
Keep working on the API for outside developers to create excellent and custom 3rd party plug-in products.
Michal from Travis Law Office
Employees number: 11-50 employees
We migrated from legacy practice management software we used for over 17 years to MerusCase early last year.
Features I love:
1. Email sync: Microsoft Exchange (or Gmail I understand but have not experienced) email syncs seamlessly with Merus. Everything in your inbox is in Merus, and you can assign a message to a file easily. If the incoming message is in response to something you emailed from Merus, MerusCase will automatically relate the response to the correct file. Another very useful email feature is the ability to email an editable text document as a PDF file or in its original form. This allows me to email letters and other documents directly from Merus without the need to print first.
2. Document handling: I can drag and drop multiple documents into a file at one time, then quickly tag them to make them easy to find again. This includes editable text docs, PDF docs, various photo formats, and more. Merus integrates very well with MS Word. It is easy to download a .docx format document, edit it, then save it back into the file with a quick save" macro. Merus offers robust document automation, so I can easily create templates that pull data from fields in our files. Merus templates have drastically reduced our document creation time and errors.
3. Calendar: Merus makes it easy to access either the firm calendar, events for a case, or one's own appointments.
4. Workflows: it is easy to create groups of tasks using workflows. We use workflows to docket critical case tasks and milestones.
5. File merge: Merus allows me to merge files and choose the dominant one. This has been invaluable in weeding out duplicates and bad data from our migration.
6. Sorting/filtering: lists sort easily according to various columns, or filters may be applied to pull the needed data. Once filtered and sorted, data can be printed or exported for more work.
Features I love a little less:
1. Contacts: we imported thousands of duplicate contacts. Merus does not (yet) provide a way to manually merge contacts.
2. Task list: just not my fav. :)
Note: Our data migration was a nightmare, but not due to Merus. Merus charged us a fair fee and got more work than they bargained for migrating our data into Merus. It was very difficult to align fields in Merus with fields in the old system. After 3 different migrations, most of our data was pulled into Merus. I would give Merus 4 out of 5 stars for the migration itself, although the degree of difficulty was extreme.
Intuitive and easy to use: while I am still learning how to make the most of our Merus subscription, I was up and running with it after a day's training.
Phone app: I often finish a few tasks from my home during my evening commute.
Lots of great features: document automation, email sync, workflows, and much more.
Cloud based: unlimited data storage, bank grade security, regular updates.
I would like to do more with workflows.
I want a way to manually merge duplicate contacts.
I wish there was more flexibility to add custom fields.
I am not keen on the reports available.
Merus has a section for settlements that includes damages, which is pretty good. I wish it had more fields that pull into the settlements section from damages, and I wish it had fields I can build into automated documents.
I believe Merus provides excellent value for the money. I feel it is a little more usable for personal injury firms than many of its competitors. I spent a year demoing cloud-based practice management solutions, and felt Merus offered the best combo of features, ease of use, access, and price.
Teresa from Pro Athlete Law Group
Having a web based case management system has made our lives so much easier and allowed us to become pretty much paperless, as well having the freedom to work from virtually anywhere.
John from Law Firm of John F. Schaefer
Employees number: 11-50 employees
First and foremost, MerusCase is cloud based, which keeps from eating up the resources on my computer - which is pretty common these days - but I have also used some terrible on premise Matter Management systems throughout my career. From a managing attorney perspective I like the ability to monitor my teams data and activities and easily export them to excel. From a practitioner perspective - I love the integration that allow notes/activities and billable time to be easily recorded inline and alongside the interactions points with my clients... especially the tightly coupled email tools.
As for dislikes... I did have a tiny bit of a learning curve getting organized around how MerusCase organizes things. This was ultimately a benefit for my firm -- they provided some logical operational guidelines that actually made my team more efficient. So, I guess this is ultimately not a dislike -- it helped us out! -- but it did take several days of push back from my staff before we had an all-hands meeting and I had to tell them to get with the program.
In summary, MerusCase is great for running a growing firm. Aside from my word processor and iPhone, there's not much else I use on a daily basis. There are also a pretty big set of features I take for granted, like how it turns all my documents into PDFs automatically and has all of the court forms I regularly use integrated.
Finally, I haven't needed to call support much, but they seem to be pretty responsive. They also seem to be "real people" -- not faceless robots in a call center far away, which is a nice change.
Flexibility exists where I really need it, but the somewhat rigid organizational framework is a godsend for getting my staff to work together.
I also really like the subtle things. MerusCase has a lot of care in it, and I feel like there is personality in the error messages. They get how attorneys work.
Sometimes I have trouble because there is unexpected automation. For instance, the product de-duplicates my contacts automatically, which I found confusing when my rolodex items count didn't go up the first time I encountered the feature.
Be prepared for a bit of push back from your staff. In my case, about a third of my folks whined about the procedural changes until I called an all-hands meeting and reminded them who signs their checks.
Shane from Merus, Inc.
MerusCase is very well thought out and organized. Every field has purpose and a deeper relationship to the system as a whole. The system not only feels faster but it begs to hold all your data because everything works in harmony. Need to see a document but forgot to install a word processor on your laptop or iPad? MerusCase creates roll-over image previews of every documents and converts your Word docs into PDF, without you asking it to. Do you want to see your calendar for a case, for an office or for just your colleagues Bill, Steve and Jane? MerusCase handles this gracefully using filters. The Merus filters are ubiquitous in MerusCase and make customization endless without the need to run reports to get what you need.
There is a great divide between what MerusCase is offering and every other system. Where other systems are generic, MerusCase is flexible and has knowledge into a variety of different case types. For example, when you create an Immigration case you see all the UCSIS forms and have the ability to populate those forms with data that you wouldn't normally collect for other cases such as a the petitioner's employment history, citizenship status, or even "alien registration number". It's not just the fields either, when you create a Personal Injury case the system tailors itself depending on if the case is Motor Vehicle related, Premise Liability, Product Liability or Medical Malpractice. This gives you the sense that MerusCase is thinking ahead, helping you become a better attorney/paralegal/secretary without you even recognizing it.
There's a reason MerusCase doesn't have integration points into every other system; it does a lot more for you.