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MerusCase
What Is MerusCase?
MerusCase has changed legal software forever by offering a unique, guided experience per law type, packaged in the fastest cloud-based technology available. Moreover, it's the only cloud-based system that brings you total HIPAA compliance as well as fully-integrated document automation, time tracking, billing, calendar, email, and case management. With MerusCase, you'll be able to run your practice from any computer or mobile device worldwide and experience de facto perfection with 99.9% uptime.
Who Uses MerusCase?
We're the only cloud-based application robust enough to serve complex legal enterprise environments, yet versatile enough to bring affordable, industry-changing technology to smaller growth firms.
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MerusCase
Reviews of MerusCase
A versatile platform that WILL save your firm time and money if used fully!
Comments: 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!
Good software, best customer support I've ever experienced anywhere
Comments: 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.
Paradigm Response
6 years ago
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!
Alot of Glitches. Very basic.
Comments: 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.
Great Ease and Efficiency
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.
Paradigm Response
6 years ago
Hi Mayra, At MerusCase we are strive to create features that our customers love while keeping our software easy to use. Thank you for acknowledging our world-class support team. We appreciate having you as a MerusCase customer!
MerusCase has a wonderful Customer Support team! The tool is easy to use and has many great features
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.
Alternatives Considered:
MerusCase is the Best Cloud-Based Legal Case Management System, Excellent Support
Comments: MerusCase has helped my firm be more productive.
Pros:
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.
Cons:
There are some things I would like to customize.
As a user since 2013, this just keeps getting better and better and the customer support is the best
Comments: 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.
Meruscase is easy to use and recommended
Comments: 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.
Pros:
The software is easy to use and self explanatory. Easy to manage files. the calendar settings are a plus.
Cons:
I wish that the calendar would sync with google calendar so I could get notifications on my phone.
Merus is Easy Choice for Workers' Compensation
Pros:
We like the elimination of folders in favor of document tagging and searches. It more closely approximates how I work in Gmail.
Cons:
I would like to find a way create documents in the cloud, rather than having the download merged documents and then uploading back to Merus. Merus has plug-ins to make Word and Merus work more seamlessly. However, a completely cloud-based solution, which could use Google Suite or Microsoft 365 in the cloud would help tremendously.
Great product
Comments: Great
Pros:
The ease of finding documents and categorizing them
Cons:
There are no calendaring chains for personal injury cases. Also, that I cant grab a document from merus and put it onto my desktop.
Can't work again without it!
Comments: 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
Applicant Attorney
Comments: Excellent system. I do recommend MerusCase to other attorneys in the field of workers compensation.
Pros:
The case management system is excellent. It is easy to use, very reliable, very organized, simple to use and kept up to date.
Cons:
Nothing. It is a very good system for our law practice.
Office Manager
Pros:
It s easy to use and when I need customer service with any questions that I get help right away.
Cons:
If it doesn't need to combine with Gmail Email...
MerusCase has been fundamental in our firm to streamline workflows
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.
The Best of the Best Cloud Solution
Comments: 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
Our experience with the software has been great.
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.
Very user Friendly.
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.
Paradigm Response
6 years ago
Hi Leanne, Thank you for letting us know how Merus has been instrumental in helping you organize and remind you about future tasks. If you haven¿t already, we hope you¿ll check out our Workflow feature (https://docs.meruscase.com/guides/tools/automation-settings.html) which allows you to automate repetitive tasks for yourself and other members at Perez Law. As for copying and pasting calendar links, there is a workaround that¿s built into the Merus Calendar: When you create or edit an event you can add Assignees, either from your firm¿s users or type in an email address. Above the Assignee area is a checkbox named ¿Notify Assignees¿. When you click that box and email will be sent to all the Assignees on the list. Hope that helps!
Great Software
Comments: Amazing! My work load was cut significantly. No more running around for the files and having the clients put on hold.
Pros:
Easy to use and to learn the functions. One click and the work is done.
Cons:
Can't think of anything that I dislike about this software.
Fantastic Work
Comments: I really do enjoy it.
Pros:
I is easy to handle. Easy access to get assistance for any help
Cons:
Not yet nothing. Everything we need for applicant it is self explained or you can ask Merus to help.
Merus case user
Comments: Awesome , and simple to use .
Pros:
the simplicity of the process to gather info, on a client
Cons:
I've used other app's. for law and this so far is the easiest to use
Thank you!
Comments: Great Experience. Thank you
Pros:
Very Complete, easy to understand and made my life easier :D
Cons:
Everything has been great so far. Thank you
User friendly; responsive customer support
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.
MerusCase Review
Pros:
This software has increased our productivity and our team collaborates more intelligently on case loads.
Cons:
The least liked issues are communicated with MerusCase team and they usually resolve them.
Meruscase has helped our firm increase efficiency as well as minimize our IT costs.
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.
Not all functions are utilized
Comments: It is indeed helpful to the firm manage their files. Great paperless software.
Pros:
This is just my personal issue. I was not able to do other functions of the software. Needs some more education.
Cons:
Keeps popping the refresh to reload. I wont be able to work on another window.