Managing cases through Meruscase is made easier and more convenient. when there is an issue if any Marus is quick to resolve any issues that may occur.

The software is easy to use and self explanatory. Easy to manage files. the calendar settings are a plus.

I wish that the calendar would sync with google calendar so I could get notifications on my phone.

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.

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.

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.

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.

Excellent system. I do recommend MerusCase to other attorneys in the field of workers compensation.

The case management system is excellent. It is easy to use, very reliable, very organized, simple to use and kept up to date.

Nothing. It is a very good system for our law practice.

It's a great system to have and easy to use when there are no issues.

Easy to use once you are able to get comfortable with how the system works and what you are able to do

When you are not able to edit some features that are supposed to be available to you. that's the worst

It has greatly increased my productivity.

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

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

So many customizable options. I love the search document options,

I wish the colored note option would be visible for everyone else.

great

Its easy to use and you can learn how to use the software pretty fast

that I cannot open another client file without having to open a new window.

Overall great program

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

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

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

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.

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.

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

Smooth to navigate through and straight forward.

function works for our firm. To the level that I use it, I don't have complaints.

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

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.

It is indeed helpful to the firm manage their files. Great paperless software.

This is just my personal issue. I was not able to do other functions of the software. Needs some more education.

Keeps popping the refresh to reload. I wont be able to work on another window.