MerusCase Pricing, Features, Reviews & Comparison of Alternatives

MerusCase

Encrypted online legal practice management solution

4.69/5 (62 reviews)

MerusCase overview

What is MerusCase?

MerusCase is a cloud-based law practice, case and legal document management platform that boasts centralized, secured and HIPAA compliant access to every device. The system claims to enable attorneys and practice staff alike to run legal operations from the office, court or field, leveraging wholly customizable preferences and features. Role-based user access fits the way each individual works while adding specific support around custom case workflows, tracking unique tasks and To-Do lists most effectively. Firm-wide calendaring then syncs planned events, reminders, notes and contacts across the entire staff base while an integrated email system keeps related communications within a single space.

MerusCase goes on to incorporate time tracking and electronic billing capabilities, utilizing a built-in bookkeeping system to raise invoices, accept payments and manage balances. A Case Ledger tracks expenses while billable time is automatically logged as soon as any associated work action commences. Similarly, document management tools encourage paperless office workflows with autonomous batch scanning and the ability to auto-populate PDF court forms, saving time and raising accuracy. Firm-wide document search then puts staff in touch with required case files quickly while integrated with Microsoft Word acknowledges the use of familiar word processing tools when merging letters or documents.
www.meruscase.com

Pricing

Starting from
$79/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
MerusCase screenshot: The customizable MerusCase dashboard provides notices, messages, agenda calendars and visualization widgetsWhat is MerusCase?MerusCase screenshot: Case agenda screens summarize contact details, party insurance, case information and associated notesMerusCase screenshot: Document management tools include batch uploading and scanning, supporting a simplified paperless workflowMerusCase screenshot: Time tracking tools allow individuals and firm-wide staff to efficiently log expenses and bill for case services accordinglyMerusCase screenshot: Document management capabilities centralize case files, showing the most recent PDF uploads and scansMerusCase screenshot: The document search tool accepts firm-wide queries for case files via keywords or by specific date rangesMerusCase screenshot: The calendar section of the global view options offers My/Firm Calendar access and the ability to add or browse case eventsMerusCase screenshot: Link existing email accounts to MerusCase to send and receive case messages from within the systemMerusCase Training Academy | Documents Overview

MerusCase reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.5
  4.6
  4.7
Gerardo Ruiz

Smooth, Organized and professional

Used daily for 6-12 months
Reviewed 2018-07-11
Review Source: Capterra

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.

Response from Merus


Hi Gerardo,
Thank you for your kind words. Here at Merus we work hard to deliver the best value to our customers. Within the past few days, we've redesigned our system to ensure that document previews render more quickly and display at 200dpi, compared to the 72dpi they were at before. You should see the difference the next time you open a document within MerusCase. Thank you for being a MerusCase customer!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Marc B

Can't work again without it!

Used daily for less than 6 months
Reviewed 2018-12-21
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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MARY SCHNEIDER

Alot of Glitches. Very basic.

Used daily for 2+ years
Reviewed 2019-01-24
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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DAVID SCHUMAKER

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

Used daily for 2+ years
Reviewed 2020-05-05
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Katharine Rosenthal

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

Used daily for 6-12 months
Reviewed 2017-12-07
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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MerusCase pricing

Starting from
$79/month
Pricing options
Subscription
Free trial
View Pricing Plans

MerusCase has a starting retail rate of $79 per user, per month with an annual commitment.

MerusCase features

API
Activity Dashboard
Billing & Invoicing
Calendar Management
Document Management
Expense Tracking
Reminders
Search Functionality

Automatic Notifications (46 other apps)
Case Management (94 other apps)
Client Management (49 other apps)
Client Portal (44 other apps)
Collaboration Tools (42 other apps)
Contact Management (46 other apps)
Document Storage (64 other apps)
Invoice Management (43 other apps)
Reporting & Statistics (59 other apps)
Task Management (62 other apps)
Third Party Integration (53 other apps)
Workflow Management (51 other apps)

Videos and tutorials

Additional information for MerusCase

Key features of MerusCase

  • Access controls
  • Account tracking
  • Add calendar events
  • Archiving & retention
  • Automated case email linking
  • Automated workflows
  • Automatic backups
  • Billing & invoicing
  • Billing management
  • Calendar notifications and customized reminders
  • Case & client history
  • Case defined timekeepers
  • Case notes
  • Client statements
  • Collaboration
  • Communication tracking
  • Court form auto-population
  • Court management
  • Data encryption
  • Data visualizations
  • Docket management
  • Document Version control
  • Document assembly
  • Document indexing
  • Document management tools
  • Document publishing
  • Document tagging
  • Due date tracking
  • Electronic billing
  • Electronic file shredding
  • Email management
  • Firm-wide calendaring
  • Firm-wide document search
  • HIPAA compliant
  • Home dashboards
  • Integrated email messaging
  • Law firms
  • Library management
  • Log expenses
  • Multi-location support
  • Multi-office
  • Non-billable hours tracking
  • Non-repudiation
  • OCR
  • Paper capture
  • Referral tracking and company associations
  • Reminders
  • Report on, search, & manage billable hours
  • Retainer billing
  • Revision tracking
  • SSL encrypted data
  • Scheduling
  • Staff calendar
  • Summarization
  • System updates
  • Task tracking
  • Time tracking
  • To-do lists that are searchable by user, matter, etc.
  • Track expenses at various levels (matter, firmwide, etc.)
  • Track time on a daily basis or from the beginning of time!
  • Trust accounting
  • User access controls
  • White-glove onboarding
  • Workgroup scheduling
  • e-Calendar
View All Features

Benefits

MerusCase is an online SSL-encrypted platform supporting law practice management with automated attorney-focused features that can be customized to match diverse case workflows and user preferences.

Time tracking and billing features include built-in bookkeeping and accounting tools, along with a Case Ledger for logging expenses, automatic time tracking, plus electronic billing via Ledes, ESIS, Chubb, PDF etc.

Document management capabilities empower practices to go paperless with batch scanning, auto-population of PDF court forms, seamless Microsoft Word integration and firm-wide document search functionality.

Firm-wide calendaring allows case and court events to be scheduled intuitively, setting reminders while syncing all calendars and contact information across all devices.

Integrated email messaging connects to existing POP, SMTP and IMAP servers to allow the secured sending and receipt of case-related correspondences from within MerusCase.