MerusCase Software


 

MerusCase is a cloud-based legal practice management solution for small, midsize and large legal firms and businesses. It is HIPAA compliant and offers document management, time tracking, billing, calendaring and communication tools.

The document management module allows users to manage case files, auto-populates legal template, scan legal paperwork and attach them to case files. It provides the predictive searching feature. Time tracking and billing provide users accounting, time tracking, billing and invoicing and report generation features.

MerusCase allows users to integrate with Email applications and calendars. It is offered in a subscription pricing option. Support is provided via email and over the phone. Other help options include user guides, documentation, blog and knowledge base.

 

MerusCase - Billing
 
  • MerusCase - Billing
    Billing
  • MerusCase - Case overview
    Case overview
  • MerusCase - Compose message
    Compose message
  • MerusCase - Dashboard
    Dashboard
  • MerusCase - Calendar view
    Calendar view
  • MerusCase - Tasks overview
    Tasks overview
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

45 Reviews of MerusCase

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Mary from Aaron Ferguson Law
Specialty: Personal Injury
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

It's okay.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 
 
Showing 1-20 of 44

Melody from CCMPT
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Great Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

I had an issue where some documents were mistakenly deleted and contacted support. I was assisted by a rep who not only responded quickly , but also provided excellent customer care. He was able to reinstate the lost documents.

Pros

It is easy to access from anywhere and customer service is exceptional.

Cons

The billing portion of it is not user friendly. It should be improved.

Review Source: Capterra
 

Misha from Misha Prasolov IT Consulting
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

A versatile platform that WILL save your firm time and money if used fully!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

I have implemented the MerusCase API for many different clients between developing integrations between MerusCase and office copy systems and creating custom reports for firms with specific needs.

Pros

The customer service is top notch, they go above and beyond to help MerusCase work for you. Any software and technology can be integrated with MerusCase through the API, so you can do exactly what you need. Ideal for maintaining perfect digital records of cases from incoming mail and correspondences to injury details and e-Filing built-in.

Cons

There are some gaps in the documentation for the API however the support team is very responsive with any questions I have had and that area has grown significantly!

Review Source: Capterra
 

Jessica from Berry Smith & Bartell
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Merus case review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall great program

Pros

I like how easy it is to use and easily accessible it is for all of my templates

Cons

I dont like that it is difficult to retrieve accidentally deleted items.

Review Source: Capterra
 

Donna from Heit Law Group, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Exceptional Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We have only been using this software for a week so we have called customer service numerous times. The person who answers the phone is the person who helps you! You will not be transferred to numerous people hoping you can find someone to help. They are AMAZING!!

Cons

The only con to me personally is the way the forms are saved. I'm sure we will figure it out in time though. I have no complaints at all!

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: September 2018

September 2018

 

Hi Donna,

We're glad that you've been enjoying MerusCase in the short time that you've been using it. Thank you for your kind words about our world-class support team, and for being a part of the MerusCase family.

 


July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

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!

 

Leanne from Perez Law Corp.
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Very user Friendly.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I am able to perform all my task with ease and the ability to create future task reminders is a great tool to have.

Cons

Overall, everything has been good but I would like to have the ability to copy/paste the calendar link.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

Hi Leanne,

Thank you for letting us know how Merus has been instrumental in helping you organize and remind you about future tasks. If you haven¿t already, we hope you¿ll check out our Workflow feature (https://docs.meruscase.com/guides/tools/automation-settings.html) which allows you to automate repetitive tasks for yourself and other members at Perez Law.

As for copying and pasting calendar links, there is a workaround that¿s built into the Merus Calendar: When you create or edit an event you can add Assignees, either from your firm¿s users or type in an email address. Above the Assignee area is a checkbox named ¿Notify Assignees¿. When you click that box and email will be sent to all the Assignees on the list. Hope that helps!

 

Daniela from Perez Law Corp
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Work with Merus on a daily basis. Generally easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This software allows me to complete my work efficiently.

Pros

The ability to custom features/settings to personal liking. I find the feature that deals with tags a huge time saver.

Cons

I dislike when features don't work. For example, when I upload a pdf into the case, the preview is not always as immediately available. This is very frustrating.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

Hi Daniela,

Happy that you¿re enjoying Activity Tags and saving so much time by using them. As for document previews¿ we completely understand. That¿s why this past week we just upgraded our system so that document previews are loading much more quickly. In fact, document previews are now at 200dpi. Previously they were at 72dpi, so you can should be able to see everything more clearly. You should be able to see the difference right away.

Thank you so much for being a MerusCase customer!

 

Rocio from Perez Law Corp
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Works great!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

My work and my files are very organizes, I can get to thing very quickly and easily.

Pros

It is very easy to use and understand, everything is very detailed and it makes my working days easier and very organized.

Cons

I really do not have any that come to mind, the only thing I can think of is at times it can be very slow.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

Hi Rocio,

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 made some major upgrades to our system. Documents actually render at a faster pace, and previews have gone from 72dpi to 200dpi. We hope you¿re seeing the difference. We appreciate having you as a MerusCase customer!

 

Mayra from Perez Law

July 2018

July 2018

Great Ease and Efficiency

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I've worked at a few different firms and practiced a couple of different types of law. In comparison to other software programs I've used, Merus has definitely been the simplest to learn how to use. It also looks great and not antiquated like many other legal software programs. Lastly, Merus has amazing and customer support.

Cons

None stand out. There are glitches at times but this issue comes with any software. Merus customer support is always great at providing fast responses to our concerns.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

Hi Mayra,

At MerusCase we are strive to create features that our customers love while keeping our software easy to use. Thank you for acknowledging our world-class support team. We appreciate having you as a MerusCase customer!

 

Araceli from Perez Law Corp.

July 2018

July 2018

USER FRIENDLY

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I get to work on my case load more efficiently on an everyday basis.

Pros

I like that anyone can easily use this system and it's easy to learn. It's not complicated or confusing. There's multiple windows/tabs for the case categories.

Cons

I do not know if there's anything I like least about it. Can't think of anything. Maybe that sometimes, we can not correct an email address that gets ghosted.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

Hi Araceli,

We¿re glad that you find MerusCase easy to use. We spent a lot of time customizing Merus to work perfectly for Workers¿ Comp cases so that you can find all the case forms you will ever need in one single location.

As for email addresses getting ghosted, would you mind sending our Support Team a screenshot of what you are experiencing? We are more than happy to investigate and get back with an answer.

Thank you for being a part of the MerusCase family!

 

Marieli from Perez Law Corp

July 2018

July 2018

I did not have any kind of legal experience and I would say that working with Merus it was very easy

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

It is a program that is easy to work with, pretty user-friendly for people with experience or no experience.

Cons

For me, something I have noticed from the beginning was that after every update the software has crashed.
- I work for the Personal Injury Department it is not as user-friendly as it is for WC.
- Has at times a huge delay updating and uploading e-mails
- When searching for a contact (company) when having several named the same but with different addresses when trying to link it to a person contact it does not give you the option because the list its only like 10 option, for the PI department that is very difficult because we work with a lot of insurance companies that have several locations and by not being able to link an adjuster to the correct company and address it creates issues.
- In the incident tab I feel that should be larger and easier to write down and be able to see it, the filed that is given to writing being only one line it makes it difficult to be able to read it all and proofread it due to the fact that you cannot look at the whole thing at once.
- For PI Dept should give the option to create add more fields and also when creating a new case PI case should automatically add before the case # a PI to facilitate and make it easier to identify the case without having to manually go and change it.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

Hi Marieli,

Thank you for your feedback. Emails sent in Merus are always received instantaneously. Slow emails are due to slow email servers which are unfortunately, outside of Merus¿ control.

For contacts and companies with the same name, there is a Dedupe tool which combines case information under one rolodex entry. All you need to do is click on Settings (gear icon) > Data Management > Remove Duplicates > Contacts or Companies.

For the creation of an automatic case #, you can set a secondary case identifier as ¿Use the `File Number¿ set in the case¿. It¿s under Settings > Firm Display Options > Display Options: Case ID & Parties. Please reach out to our Support Team if you need help with this.

As for your other concerns, would you mind sending a screenshot to our Support Team, along with notes that point out the specifics of your feature request? This will provide more context for us so that we can learn your exact needs so that we can create an even better product.

 

Gerardo from Pérez Law, PC
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Smooth, Organized and professional

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

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!

 

Josellin from Perez Law Corp

July 2018

July 2018

Love Merus very reliable easy to use you can do so much with Merus

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like the features very easy to use. Learned the system in 1 day. I really highly recommend Merus

Cons

There is nothing i dont like about Merus. I love everything about this software. very easy to use...

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

Thank you Josellin for your kind review. We appreciate having you as a MerusCase customer!

 

Barry from GORELICK & WOLFERT LLP
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

I have used Merus for about ten years. It makes my work much easier.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It makes my job easier because I can do my work from anywhere. Great cloud based technology. I dont need to save hard copies of client files. I save money on storage. All attorneys should use Merus.

Pros

I can work from anywhere I have an internet connection. I can work from my phone or computer. It is extremely convenient to have access to all my files and documents from anywhere. Excellent and prompt customer service.

Cons

I can't think of anything. Originally, it was hard to combine documents into a single PDF but they fixed that.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: July 2018

July 2018

 

Thank you Barry for your kind review!

 

Betty from Steven Leibel, P.C.

June 2018

June 2018

Customer Service Department folks are very helpful and respond quickly to my requests for assistance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I find this program easy to use. Transferring the information from our existing software at that time was a snap with the help of the customer service department.

Cons

Choice of template reports but they will be happy to create them for you and work with you on getting the information you need.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: June 2018

June 2018

 

Thank you Betty for your review! Happy to have you as a customer

 

Larissa from Access Immigration

May 2018

May 2018

MerusCase is a great tool for our office! Excellent/fast customer support if we have questions!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
Value
Support
Pros

I like how easy it is to learn how to use MerusCase. The ability to create future task reminders and workflows is an added bonus.

Cons

Updating/editing a linked task, the description shows the new description and the old description.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: June 2018

June 2018

 

Thank you Larissa for your feedback!

 

Dani from Kevin Kim Law

May 2018

May 2018

Customer Support was FAST, QUICK and easy to understand!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Loved, that I sent a software HELP!!! email, and a friendly tech got back to me within minutes! Thank you!

Cons

That I had to ask for help in the first place, BUT, all was handled, so very minimal con. Glad that it was taken care of quickly.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: May 2018

May 2018

 

Hi Dani,

Thank you so much for your feedback! We're always happy to help.

 

Tricia from Mesriani Law Group

April 2018

April 2018

Our experience with the software has been great.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

What we like most about this software: it's very easy to use; customer service and technical support are amazing. I am always able to talk to someone if I need help and they are very prompt at responding to emails; issues (though very rare) are resolved immediately and we are always updated or informed of any updates/upgrades/maintenance. it has helped us a lot in managing and keeping our cases and files organized.

Cons

Overall, everything has been great so far and we do not really have anything we don't really like about it.

Review Source: Capterra
 

Harold from Stonesifer & Chong

March 2018

March 2018

Both customer support and engineering team provided outstanding assistance! Couldn't be happier.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

Ability to maneuver with ease. I do not have any issue moving from tab to tab. I find it to be very useful.

Cons

New to the software. Don't have any Cons. I was previously using A1-Law at another firm and find Merus to be a lot better.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: April 2018

April 2018

 

Welcome to the MerusCase family, Harold! And thanks for taking time to let us know how we're doing so far.

MerusCase is a robust tool, and as you dive deeper, you'll discover a lot of opportunity for customization. So, don't hesitate to contact us with any questions. We're here for you!

 

Michelle from Lansford & Carbonara, P.C.

March 2018

March 2018

Merus has a very simple user interface which makes it easy to navigate.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It combines file management with billing components in a smooth and easy to use way. The email linking aspect is also great.

Cons

the billing aspect could be improved by adding more features like the ability to select and mark multiple invoices at one time as delivered instead of one by one.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: April 2018

April 2018

 

Thanks for taking time to share your experience using MerusCase, Michelle!

Glad to hear you are enjoying our intuitive email linking. You aren't alone ¿ it's one of our standout features.

Regarding your wish for the ability to select and mark multiple invoices as delivered at once vs. doing it one by one: I hear you. There are a couple of reasons we require you to mark them individually. When marking an invoice, the system asks you for delivery method and date of delivery, which can be different for each one. You may also need confirmation numbers for some delivery methods. Marking all invoices delivered at once would disrupt the ability to assign a confirmation number to the applicable invoice.

That said, we love getting constructive feedback and feature requests like this. So, please don't hesitate to share more great feedback with us in the future. You help make us better :)