Smooth, Organized and professional

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.

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

Alot of Glitches. Very basic.

Good, general case software, but not a good Case Management tool, in my opinion.

Pros

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.

Cons

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.

05/05/2020 REVIEW OF MERUSCASE BY ATTORNEY David G. Schumaker

EXCELLENT. TIME SAVING. ALLOWS BETTER AND QUICKER ACCESS TO INFORMATION AND EASE OF MODIFICATIONS TO FORM LETTERS TO MEET SPECIAL NEEDS.

Pros

EASY DATA INPUT; ALL DATA IN MERUS CASE; EASE OF MOVING AROUND IN A CASE FROM STATUS, TO FORM LETTERS, TO PEOPLE IN CASE, TO CALENDAR, ETC.; FRIENDLY AND HELPFUL SUPPORT STAFF; CONTINUING EFFORTS TO UPDATE AND UPGRADE THE PROGRAM

Cons

NO CONS. BEST WORKERS' COMPENSATION CASE MANAGEMENT SOFTWARE FOR APPLICANTS' ATTORNEYS AND FOR DEFENSE ATTORNEYS

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.