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MerusCase

MerusCase 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

MerusCase
MerusCase
4.7
(85)

Pricing

Pricing available upon request

About MerusCase

MerusCase is a cloud-based legal practice management solution tailored for legal firms and businesses of all sizes. Designed to meet the needs of modern law practices, the platform is fully HIPAA-compliant and includes essential tools such as document management, time tracking, billing, calendaring, and communication features.

The document management module enables users to efficiently organize case files, auto-populate legal templates, scan and attach legal paperwork to case records, and perform predictive searches to quickly locate information. The platform’s time tracking and billing features provide capabilities such as accounting, invoicing, time management, and generating detailed reports, helping firms streamline their administrative processes.

MerusCase also integrates seamlessly with email applications and calendars, ensuring smooth communication and scheduling workflows. The solution is available through a subscription-based pricing model and offers customer support via phone and email. Additional resources like user guides, documentation, blogs, and a knowledge base are also provided to assist users in navigating the platform effectively.

MerusCase Screenshots

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MerusCase Pricing and Plans

Free Trial
Free Version

Pricing available upon request

No plan information available

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    MerusCase Features

    • Popular features found in Legal Billing
      Accounting
      Automatic Billing
      Billing Rate Management
      Calendar Management
      Client Management
      Client Portal
      Document Management
      Electronic Payments
      Expense Tracking
    • More features of MerusCase
      Access Controls/Permissions
      Accounting Integration
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      API
      Archiving & Retention
      Automatic Backup
      Backup and Recovery
      Billable Items Tracking
      Billable & Non-Billable Hours
      Billing & Invoicing
      Calendar/Reminder System
      Case Management
      Case Notes
      Collaboration Tools
      Compliance Management
      Conflict Management
      Contract/License Management
      CRM
      Customizable Fields
      Data Import/Export
      Data Visualization
      Deadline Management
      Docket Management
      Document Automation
      Document Classification
      Document Generation
      Email Management
      Financial Management
      Full Text Search
      Legal Case Management
      Multi-Location
      Online Payments
      Patent/Trademark Management
      Payment Processing
      Portfolio Management
      Reminders
      Reporting & Statistics
      Search/Filter
      Secure Data Storage
      SSL Security
      Staff Calendar
      Status Tracking
      Task Management
      Task Progress Tracking
      Time & Expense Tracking
      Timer
      Time Tracking
      Trust Accounting
      Version Control
      Workflow Management

    MerusCase Integrations

    Microsoft Outlook
    Microsoft Outlook
    Microsoft Word
    Microsoft Word
    Google Drive
    Google Drive
    Microsoft 365
    Microsoft 365
    Gmail
    Gmail
    Docusign
    Docusign

    MerusCase User Reviews

    Overall Rating

    4.7

    Ratings Breakdown

    5

    79%

    4

    16%

    3

    5%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.7

    Value for money

    4.7

    Customer support

    4.7

    Functionality

    4.6

    RP

    Ricky P.

    Legal Services

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed January 2019

    MSKW

    5

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

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    4
    Customer support
    Previously 5
    5
    Functionality
    icon
    Pros:
    The ease of use and navigate. Training new hires takes less time.
    Cons:
    Lacks some basic tasks like filtering employees who are NOT on calendar on a specific calendar date.

    Read More

    DC

    Dulio C.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed April 2024

    Great case management system!

    5

    No complaints at all; I would recommend for small firms.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Efficient and keeps everything well organized!
    Cons:
    Cost and sometimes I have problems with interfacing

    Reasons for switching to MerusCase

    Reliability and ease of use. Cloud based system

    Read More

    VR

    Verified
    Reviewer

    Law Practice

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed February 2021

    Swing and an unfortunate miss

    3

    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.

    Ratings Breakdown

    2
    Ease of use
    2
    Value for money
    2
    Customer support
    2
    Functionality
    icon
    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.

    Read More

    JG

    James G.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2020

    Fantastic File and Document Management Software

    5

    I am very happy with this program

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing MerusCase

    MerusCase offered some of the best functionality at one of the best monthly prices for a SaaS product. And the price for the data migration from our existing programs into the MerusCase platform was approximately 1/50th of the cost of the next closest option.

    Reasons for switching to MerusCase

    We were using a very old version of Filemaker and a soon to be unsupported Alchemy program for file management and document management, respectively. We wanted a new program that could do both.

    Read More

    VS

    Virginia S.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed April 2021

    100% Satisfied and Happy with MerusCase!!

    5

    i just love it.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    First time user of Merus Case!! I've worked in the Work Comp industry for over 31 years and have used other case management, systems like A-1, Time Matters and Practice Masters and i have to say i just love MerusCase, its so easy to understand, everything that you need it has, Excel, Jet Filing (made easy), the connection to EAMS makes file set ups so fast and non tedious. The "best thing" that i love about it is the Open knowledge base!! =) i learned how to code and make my own templates just by watching the videos, whereas most other case management company's want us to call in and get training. thank you Merus you save us time and money.
    Cons:
    that excel and word are not integrated within Merus, i really wish they would be, all in one. it would save time and when saving documents or just would make it easier and less mistakes for those working in the programs, its so hard to save from word to Merus.

    Reasons for choosing MerusCase

    biggest selling point for me: the connection with EAMS!! and the fact that if MerusCase didnt have a feature that i like about the other software, the reply was, we have a list of features we are working on and that one is currently on our list!!! =)

    Reasons for switching to MerusCase

    it's too too complicated for a start up company, no connection to the board and also the fact that you cant connect to the program from any where is bothersome for the attorneys, they have to either print documents before a hearing or carry a flashdrive all the time is just not time saving at all. webbase is the way to go.

    Read More

    DS

    Danielle S.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed September 2021

    Merus Case Management - 100%

    5

    I do not have to go back & forth to locate documents.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    This program makes it easier to access client information, the parties involved, and document search.
    Cons:
    The program has been an asset to our office.

    Reasons for choosing MerusCase

    This program best suited our office and it is user friendly and easy to learn

    Reasons for switching to MerusCase

    Legal Solutions is an antiquated program. We looked into their cloud based program but it was more expensive and you had to add on things such as the calendar which is included with Merus.

    Read More

    GF

    Gloria F.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2020

    Meruscase Software Review for Small Firm

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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

    Reasons for choosing MerusCase

    Its functionality and entire set up fit our firm perfectly to make our workload more complete and efficient.

    Reasons for switching to MerusCase

    We were impressed when we were presented with the demo.

    Read More

    mG

    monica G.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2024

    Easy to work with

    5

    Merus makes it easy to catch mistakes and correct myself

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    being not so tech savvy myself I thought I would have a hard time with this program but turns out I like it very much.
    Cons:
    I might be able to think of something but nothing comes to mind so it must not be relevant

    Read More

    SH

    Sabrina H.

    Verified reviewer

    Law Practice

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed May 2024

    Easy and fast to use

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    It takes the guess work out of having to schedule and task for cases
    Cons:
    sometimes it can be slow and not load the pages or documents I need

    Read More

    Misha's profile

    Misha P.

    Verified reviewer

    Information Technology and Services

    Self-Employed

    Used daily for more than 2 years

    Review source

    Reviewed October 2018

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

    5

    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.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    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!

    Read More

    Showing 1 - 10 of 85 Reviews

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