MerusCase Software


 

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.

 

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

28 Reviews of MerusCase

 

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Software Advice Reviews (1)
More Reviews (27)

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

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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 27

Tricia from Mesriani Law Group

April 2018

April 2018

Our experience with the software has been great.

Ease-of-use

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Value for Money

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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.

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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.

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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 :)

 

Ricky from Misa Stefen Koller Ward, LLP

March 2018

March 2018

User friendly; responsive customer support

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Pros

Intuitive to the needs of our specific field of practice; user friendly, and customization. By far the easiest new file set-up I've used. They are also continuously adding new features per client suggestions/recommendations.

Cons

They are continuously adding features, but i still find the type of reports that one can run through MerusCase are limited, but they are readily available to offer alternative options.

Review Source: Capterra
 

Jennifer from PHG
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Excellent - everyone I spoke with was more than helpful and worked quickly to resolve my issue.

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Great customer service and a user friendly product.

Pros

It is straightforward and user friendly. You can easily organize documents and customize your settings.

Cons

No complaints so far. I did have an issue with accidentally deleting documents, but it was my error and team quickly restored my documents.

Review Source: Capterra
 

Carrie from CCMPT

March 2018

March 2018

I needed a new template for the firm and Misha Prasolov helped create it so quickly was a huge help

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Pros

Accessibility. Function use. Although with recent upgrades there are some features such as the calendar which were better before the upgrade.

Cons

The billing / invoicing keeps changing which is an issue on and off for our firm. Sometimes I feel that new roll outs actually hinder the process as we get staff used to using things and then they change.

Review Source: Capterra

  Response: Merus, Merus, Inc.

Date: March 2018

March 2018

 

Hi Carrie,

Thanks for taking the time to share your feedback. We know you're busy, so we really appreciate it. And we'll be sure to let Misha know you got what you needed :)

We know that updates and improvements can sometimes disrupt an established workflow. We are always working hard to make MerusCase smarter and more efficient for you, based on our research and customer feedback. Don't hesitate to call us if ever you need help navigating those changes and upgrades. We're here for you!

 


February 2018

February 2018

Great Case Management Software with Some Major Features Missing

Ease-of-use

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Value for Money

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Pros

Robust, cloud-based case management system, which integrates contacts, calendar, billing, documents and activities.

Cons

Integration with outlook is poor and the web-based email client is close to useless. System has no easy way to enforce conventions between users, placing the onus of ensuring conformity of use as between users on the firm. While not terrible, absent tight monitoring this can create situations where one person/office uses the tools in ways that appear unintelligible to other users.

Review Source: Capterra
 

Gerard from Law Offices of Gerard R. Dagonese, APC

February 2018

February 2018

As a user since 2013, this just keeps getting better and better and the customer support is the best

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It has greatly increased my productivity.

Pros

Functionality, ease of use, integration of billing, document management, email client, and accounting features.

Cons

Not much disliked although I would love to have the ability to scan from a desktop scanner directly to the interface.

Review Source: Capterra
 

Ted from Law Office of James E. Latimer

January 2018

January 2018

Extremely useful and versatile software product backed by skilled and helpful support staff.

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Enhanced productivity, increased awareness of coworkers' plans and progress, which generally made everyone more efficient.

Pros

I've been using MerusCase for a few years now, and one facet I'm consistently impressed by is the fact that it's constantly evolving and improving. In other circumstances this could have been frustrating, if important features (or even just features I happened to like) got phased out, but the development team seems to pay a lot of attention to their customers' input, which ensures that all involved parties are on the same page.

There are also innumerable quirky little messages and jokes, so many so that I'm still finding them after having used the product for a long time. I've found that the quirks add some fun to a product that could have been monolithic and tiresome (EAMS) but aren't overwhelming or unprofessional.

Cons

It can, on occasion, be a tad clunky, especially when trying to do a very simple process over and over, like replacing one user on a case with another user. MerusCase largely isn't designed for that sort of thing, from what I can tell.
However, while I (as a user) would have had to spend multiple hours performing the same repetitive motion (probably incurring the wrath of OSHA in doing so), usually, after an email to the support team, they'll show me an easier way to accomplish whatever it is I'm trying to do.

Review Source: Capterra
 

Kathy from Shabrami Law Firm

January 2018

January 2018

One of the customer rep was able to walk me thru to install of our new letterhead and make adjustments for us!!

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Pros

The support staff is very helpful and only a phone call away to actually speak with a real person to assist this non-computer ninja is exceptional and much appreciated.

Cons

We do look for more places to input statistics about the case, i.e. how long from time opened to closure date, how was the matter resolved - settled, award, c'r, etc. This would be helpful in keeping our staff on target.

Review Source: Capterra
 

Katharine from Access Immigration
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

MerusCase allows my staff to work efficiently and collaborate easily, even internationally.

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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!

Pros

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.

Cons

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.

Review Source: Capterra
 

Adam from SGVB LLP

December 2017

December 2017

MerusCase has been fundamental in our firm to streamline workflows

Ease-of-use

Functionality

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Value for Money

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Pros

Support is always willing to listen to and implement feature requests which help to improve the platform making it even more robust and functional than it already is.

The email integration is the most used feature in our firm, it seamlessly allows our users to access and respond to emails direct from the case level ensuring that all communications are saved in the case file.

The centralized template directory allows our staff to quickly and easily create new documents in seconds, rather than formatting them manually.

Cons

People new to the system do require training during the on-boarding process because certain features of the program can be difficult to navigate/discover.

Review Source: Capterra
 


November 2017

November 2017

MerusCase has a wonderful Customer Support team! The tool is easy to use and has many great features

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Value for Money

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Pros

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.

Cons

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.

Review Source: Capterra
 

Catherine from Law Offices of Parker & Irwin
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Meruscase has helped our firm increase efficiency as well as minimize our IT costs.

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Pros

Very user friendly, easy to use and maintain, easily accessible anywhere while adhering to HIPPA and security requirements. Great for accessing documents during court.

Cons

Calendar function does not feed into email platform calendar. Need to manage two calendars 5% of the time (when you receive an external calendar invitation). However, the Meruscase calendar works great on smartphone calendars and such. Just need to internally manage external calendar invites carefully.

Review Source: Capterra
 

Bruce from LEVITZ LEGAL GROUP
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

It's been a breath of relief finding a case management system at work so effortlessly in our day-to-

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makes my work life better

Pros

The almost seamless interaction between communication, letter writing, calendaring and scheduling. I also like that the company is very interested in improving their product. Today there were several updates that were quite useful.

Cons

It's really hard to find much fault. I would say if anything, making it easier to find dates of loss and claim numbers so that their uniform throughout the system. Also, a place to specify which adjuster represents which party. Sometimes that's confusing. also there are many features that make work easier but may not be apparent to the user unless one asks. it seems to be a process of discovery by asking rather than a process of informing.

Review Source: Capterra
 

Tyler from Wai & Connor, LLP
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Meruscase has been absolutely fantastic for our purposes!

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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.

Pros

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!

Cons

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.

Review Source: Capterra
 

Brian from Workers Compensation Lawyer Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

The Best of the Best Cloud Solution

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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.

Pros

Everything - unlimited document storage

Cons

No iPhone app

Advice to Others

This is the ultimate solution for CA workers' comp lawyers.

Review Source: Capterra
 

Robert Benjamin from Sunergo IT Consulting, LLC.
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Great Company, Great Software, Great Support

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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.

Pros

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.

Cons

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!!! >.<

Advice to Others

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.

Review Source: Capterra
 

Christopher from Visionary Law Group LLP
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Need to speed up third party integrations and development.

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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.

Pros

Worker's Compensation filing and integration with EAMS.

Cons

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.

Review Source: Capterra
 

LUIS from WORKERS COMP LAW FIRM

January 2017

January 2017

GOOD USE A FEW CHANGES HERE AND THERE

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EASY MOVEMENT, THE GRAPHICS COULD CHANGE TO MAKE MORE APPEALING. A CLOSE HOOKUP WITH THE WEB TO SEARCH OTHER INFO WOULD BE NICE

Review Source: Capterra