MerusCase Pricing, Features, Reviews & Comparison of Alternatives

MerusCase

Encrypted online legal practice management solution

4.63/5 (49 reviews)

MerusCase overview

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
$39/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
MerusCase screenshot: Time tracking tools allow individuals and firm-wide staff to efficiently log expenses and bill for case services accordinglyMerusCase Training Academy | Documents OverviewMerusCase screenshot: Document management tools include batch uploading and scanning, supporting a simplified paperless workflowMerusCase screenshot: The customizable MerusCase dashboard provides notices, messages, agenda calendars and visualization widgetsMerusCase screenshot: Case agenda screens summarize contact details, party insurance, case information and associated notesMerusCase 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 screenshotWhat is MerusCase?

MerusCase reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.5
  4.6
  4.7
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. 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!

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Marieli Tomasi

I did not have any kind of legal experience and I would say that working with Merus it was very easy

Used daily for 1-2 years
Reviewed 2018-07-11
Review Source: Capterra

It is a program that is easy to work with, pretty user-friendly for people with experience or no experience.

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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!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.

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Tyler Stoehr

Meruscase has been absolutely fantastic for our purposes!

Used daily for 2+ years
Reviewed 2017-07-11
Review Source: Capterra

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!

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Robert Benjamin Schramm

Great Company, Great Software, Great Support

Used weekly for 6-12 months
Reviewed 2017-01-24
Review Source: Capterra

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.

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MerusCase pricing

Starting from
$39/month
Pricing options
Free trial
Subscription
View Pricing Plans

MerusCase has a standard retail rate of $39 per user, per month with an annual commitment.

MerusCase features

API
Activity Dashboard
Automatic Reminders
Billable Hours Tracking
Billing & Invoicing
Calendar Management
Document Assembly
Document Management
SSL Security
Search Functionality
Task Tracking
Time & Expense Tracking

Automatic Notifications (20 other apps)
Case Management (34 other apps)
Custom Fields (21 other apps)
Custom Forms (18 other apps)
Document Storage (30 other apps)
Document Templates (22 other apps)
Invoice Management (22 other apps)
Time Tracking by Client (22 other apps)

Additional information for MerusCase

Key features of MerusCase

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