MerusCase is easy to navigate through and is an excellent time saving tool. It is a fast growing company that is an industry leader in cloud based case management software. MerusCase provides real time case activity logs, task management, and calendar collaboration with your fellow staff members regardless of where you are. The EAMS integrations makes it simple to file online.

The only thing that I can say I like the least about the software is the release times being further apart. I always look forward to the new tools and features MerusCase offers and the faster we get to utilize them the better! However, I appreciate the way they do a release iteratively to ensure the final product in production is of high quality.

The simple interface and clear training session allowed me and my staff to become proficient in the software in a short amount of time. I love having the recording of our initial training session to give to new hires, so I spend almost no time training them directly on the software. My staff have all contacted the support team and gotten clear, workable responses to their questions in minutes. That means they can get back to work quickly without having to wait for me to answer their questions or contact support for them. MerusCase has all the features I needed for my small immigration firm. They work hard to make the product even better with each release. I'm looking forward to seeing even more benefits in the future!

I have used a few different case management software platforms, and what I like best about MerusCase is their customer support. They are quick to respond to my questions, and the front-line customer support team almost always answers my questions with one email. They can even make some changes directly to the software, something that previous companies did not offer. The template creator is one of my favorite features. It is easy to use and allows me and my staff to quickly generate common letters, basic court filings, and other documents. This allows us to use our time and energy less on pure data entry and more on higher-level functions. As an immigration lawyer, I appreciate having the immigration forms already organized into common filing packets. We also have a large volume of cases, and the workflow function allows us to automate certain reminders to make sure our cases are all moving forward on time. I have staff in my office, across town, and overseas. With MerusCase, it's easy to upload documents, access case notes, and keep everyone on the same page.

Even though MerusCase has a number of powerful features from a time-tracking and billing perspective, I found it to be geared more for larger-sized law firms. Their support team was great and worked closely with me to answer all my accounting questions, but in the end, I decided to stick with my current billing software, since it fits my particular accounting method a bit better.

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

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.

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.

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.

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. Importing: 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. Support: 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. Closing: 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 ." - I already know I'm working late!!! >.<

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.

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

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.

Overall, I'm thrilled we're using Meruscase and can't imagine working again without it.

1) Customer Support is Exceptional! Just AWESOME! They are very responsive and helpful. 2) Emailing from the case and attaching documents from the case as a PDF/Word documents is seamless, saving valuable time. 3) Ability to easily select documents to combine into a zip file or single PDF document. 4) Jet Filing is incredibly easy with Merus (get feedback either validating or rejecting your filed documents in a matter of minutes). File a DOR and the next morning get an email with a Notice of Hearing from the Board (if you elect to be served by email). (All documents Jet Filed can be easily located) 5) Subpoenaing records through Merus (All outstanding subpoenas can be easily located) 6) Creating Tasks/Reminder 7) Ability to create custom templates 8) VISUALLY - Merus looks great!

1) The ability to Drag and Drop Activity notes into whatever order you want would be nice. If you entered PDF docs and want to reorganize them in reverse chronological order this would be a nice feature. Combining PDFs into a single doc is done by the order they are entered in Merus. It woud be more user friendly to drag and drop into whatever order we want the PDF documents combined. Also PDF viewer features are non-existent (can't search, skip pages, etc). 2) How best to edit/save/delete parties and contacts is not intuitive and can cause grief. You can limit each user's ability to make changes but if allowing your staff the flexibility to make those changes, make sure they are trained how to properly edit parties without making changes to other cases. 3) Addingl label features for addresses would be helpful. Many doctors (esp. QMEs) have multiple addresses. Some want the records sent to a different address than the address of the exam, while some have yet another address if records are sent overnight. Being able to label which address is primary for each or if we could type a description by the address it could help. 4) Their Log Call feature is nice for party contacts and I'd like to see that feature added to Company contacts 5) Had some issues with hyperlinks and some content not visually appearing in Merus

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.

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.

MerusCase has helped my firm be more productive.

MerusCase was easy to set up and is easy to use. Technical support and customer service are top notch. I can work from anywhere I have an internet connection.

There are some things I would like to customize.

This software allows me to complete my work efficiently.

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

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.

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.

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.

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

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.

Very satisfied and user friendly.

Easy to use and understand. Even at the early stages it is easy to work with. Would recommend it to everybody that needs a system lie Merus.

Once we started using the Merus case management and got familiar with it, it became easier and easier each new day.

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

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.

I've been in this field 19 years now and this is the easiest to navigate, easiest to train people in, and most reliable.

The ease of use and navigate. Training new hires takes less time.

Lacks some basic tasks like filtering employees who are NOT on calendar on a specific calendar date.

Amazing! My work load was cut significantly. No more running around for the files and having the clients put on hold.

Easy to use and to learn the functions. One click and the work is done.

Can't think of anything that I dislike about this software.

I like that MerusCase is user friendly & if you have a questions there is the Help sections to turn to.

being able to link docs, messages to cases.

. No being able to spell check when writing email messages. Sounds so simple.

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.

It s easy to use and when I need customer service with any questions that I get help right away.

If it doesn't need to combine with Gmail Email...

We like the elimination of folders in favor of document tagging and searches. It more closely approximates how I work in Gmail.

I would like to find a way create documents in the cloud, rather than having the download merged documents and then uploading back to Merus. Merus has plug-ins to make Word and Merus work more seamlessly. However, a completely cloud-based solution, which could use Google Suite or Microsoft 365 in the cloud would help tremendously.

Easy access from anywhere, home or office

Sometimes there is a slight delay in things showing up in Activity.

This software has increased our productivity and our team collaborates more intelligently on case loads.

The least liked issues are communicated with MerusCase team and they usually resolve them.

Inside the firm this CRM helps a lot to manage interactions and documents, I would like a better way to arrange activities as if you are new to the case and try to put up to date is kind of hard.

I like the fact you can save time sending an email with files and it will automatically attach them to the case.

Sometimes files takes to long to preview when you put the mouse on it

besides the issue with the email and the capacity for sending documents , everything is very good.

It is friendly to use it and has very helpful features for law firms

maybe the fact that sometimes shows emails as not read and they were already read and the capacity to send documents attached it would be better if it could be bigger.