MerusCase Software

4.66 / 5 (56)

About MerusCase


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.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

56 Reviews of MerusCase

Average User Ratings

Overall

4.66 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(40)

4 stars

(13)

3 stars

(3)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 56 reviews

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December 2018

Marc from Law Offices of Jacob Borenstein

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2018

Can't work again without it!

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

Pros

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!

Cons

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

July 2018

Marieli from Perez Law Corp

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

Functionality

4.0

July 2018

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

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.

Response from Merus of

Replied 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.

December 2017

Katharine from Access Immigration

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2017

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

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.

July 2017

Tyler from Wai & Connor, LLP

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Meruscase has been absolutely fantastic for our purposes!

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.

January 2017

Robert Benjamin from Sunergo IT Consulting, LLC.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

Great Company, Great Software, Great Support

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!!! >.<

January 2017

Michal from Travis Law Office

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

January 2017

MerusCase Hits the Mark

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.

Pros

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.
Value priced.
Cloud based: unlimited data storage, bank grade security, regular updates.

Cons

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.

Response from Merus of

Replied January 2017

Hi Michal - thank you kindly for your detailed evaluation! We truly appreciate your praise, and are happy to hear that MerusCase brings so much value to your firm. We have taken your feature requests into consideration, and will keep you updated as we review them. We are constantly adding new features, entry fields, and merge fields to our system - but because each element is interconnected (to allow for time-saving automations like court form auto-population) we must balance flexible customization with full data flow integrity. If you would like to inquire about particular fields for damages/settlements, please email us at support@meruscase.com. Thank you again!

October 2016

John from Law Firm of John F. Schaefer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

Run by real people who know how law firms need to be organized

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.

Pros

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.

Cons

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.

Response from Merus of

Replied October 2016

Hi John! Thank you for your support! We're thrilled that you're enjoying MerusCase, and that you found the learning curve worth pushing through. We understand that, because MerusCase simply does so much, learning to use it can seem intimidating. However, as you mentioned, every component was designed to save you time, reduce your costs, and maximize your efficiency. Ultimately, we strive to empower each of our users with a dynamic suite of features, structures, and automations that will truly make life easier - and we're so glad it's working for you!

July 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2018

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

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.

Response from Merus of

Replied 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!

January 2018

Ted from Law Office of James E. Latimer

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018