MerusCase Software

I had an issue where some documents were mistakenly deleted and contacted support. I was assisted by a rep who not only responded quickly , but also provided excellent customer care. He was able to reinstate the lost documents.

Pros

It is easy to access from anywhere and customer service is exceptional.

Cons

The billing portion of it is not user friendly. It should be improved.

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.

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!

Overall great program

Pros

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

Cons

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

Pros

We have only been using this software for a week so we have called customer service numerous times. The person who answers the phone is the person who helps you! You will not be transferred to numerous people hoping you can find someone to help. They are AMAZING!!

Cons

The only con to me personally is the way the forms are saved. I'm sure we will figure it out in time though. I have no complaints at all!

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.

Pros

I am able to perform all my task with ease and the ability to create future task reminders is a great tool to have.

Cons

Overall, everything has been good but I would like to have the ability to copy/paste the calendar link.

This software allows me to complete my work efficiently.

Pros

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

Cons

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.

My work and my files are very organizes, I can get to thing very quickly and easily.

Pros

It is very easy to use and understand, everything is very detailed and it makes my working days easier and very organized.

Cons

I really do not have any that come to mind, the only thing I can think of is at times it can be very slow.

Pros

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.

Cons

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.

I get to work on my case load more efficiently on an everyday basis.

Pros

I like that anyone can easily use this system and it's easy to learn. It's not complicated or confusing. There's multiple windows/tabs for the case categories.

Cons

I do not know if there's anything I like least about it. Can't think of anything. Maybe that sometimes, we can not correct an email address that gets ghosted.

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.

I learned how to handle tasks and assist attorneys in a clean and intuitive software.

Pros

I like how you can easily create new contacts and open cases in an effective and straightforward way. The layout of the Case Details tab makes it easy to find what you are looking for in a case. I love how MerusCase easily syncs with your email account and also remind you of important events coming up. The calendar is simple to use and can help you filter by person which is incredibly useful. Overall a very pleasing software that can increase productivity and help you manage day to day tasks.

Cons

The only improvement I would suggest is that at times previews of documents can be slow or delayed. If this could be fixed it would greatly speed up document processing.

Pros

I like the features very easy to use. Learned the system in 1 day. I really highly recommend Merus

Cons

There is nothing i dont like about Merus. I love everything about this software. very easy to use...

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.

Pros

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.

Cons

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

Pros

I find this program easy to use. Transferring the information from our existing software at that time was a snap with the help of the customer service department.

Cons

Choice of template reports but they will be happy to create them for you and work with you on getting the information you need.

Pros

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.

Cons

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

Pros

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

Cons

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.

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.

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.

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.