MerusCase Reviews - Pros & Cons, Ratings & more

Clio

Filevine

MyCase

AbacusLaw

Neos

Claris FileMaker

MerusCase is a customizable cloud-based law practice management solution promising document automation, calendaring, time tracking, billing and integrated email

MerusCase

Android

Web-based

iPad

iPhone

Attorney

It also looks great and not antiquated like many other legal software programs. Lastly, Merus has amazing and customer support.

Excellent - everyone I spoke with was more than helpful and worked quickly to resolve my issue.

Legal Assistant

It is easy to hit the ground running with this software. It would be great to have a "helpful hints" option pop up when using a feature, like in Microsoft.

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.

Product Development Coordinator

MerusCase has a wonderful Customer Support team. The tool is easy to use and has many great features.

IT Manager

Overall Meruscase is an excellent value for the money and I highly recommend it.

attorney/owner

It's really hard to find much fault. I would say if anything, making it easier to find dates of loss and claim numbers so that their uniform throughout the system.

Managing Attorney

There are also a pretty big set of features I take for granted, like how it turns all my documents into PDFs automatically and has all of the court forms I regularly use integrated.

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.

It is indeed helpful to the firm manage their files. Great paperless software.

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.

Assistant

Merus integrates very well with MS Word. It is easy to download a .docx format document, edit it, then save it back into the file with a quick save" macro.

Office Manager

I would recommend using Merus to transfer your files from your existing software or server. It is worth the extra cost.

Partner

Fantastic File and Document Management Software.

Claims Examiner

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.

Legal Secretary

My work load was cut significantly. No more running around for the files and having the clients put on hold.

Workers Comp Coordinator 

Its easy to use and you can learn how to use the software pretty fast.

Easy to use and to learn the functions. One click and the work is done.

Adobe Acrobat Reader

Would recommended to a friend

Merus Case

It's okay.

The Guy who accepted a position with Lower pay only because they use meruscase

Selmas review 

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.

Great Company, Great Software, Great Support

We migrated from legacy practice management software we used for over 17 years to MerusCase early last year.

Features I love:  
1. Email sync: Microsoft Exchange (or Gmail I understand but have not experienced) email syncs seamlessly with Merus. Everything in your inbox is in Merus, and you can assign a message to a file easily. If the incoming message is in response to something you emailed from Merus, MerusCase will automatically relate the response to the correct file. Another very useful email feature is the ability to email an editable text document as a PDF file or in its original form.  This allows me to email letters and other documents directly from Merus without the need to print first.
2. Document handling: I can drag and drop multiple documents into a file at one time, then quickly tag them to make them easy to find again. This includes editable text docs, PDF docs, various photo formats, and more. Merus integrates very well with MS Word. It is easy to download a .docx format document, edit it, then save it back into the file with a quick save" macro. Merus offers robust document automation, so I can easily create templates that pull data from fields in our files. Merus templates have drastically reduced our document creation time and errors.
3. Calendar: Merus makes it easy to access either the firm calendar, events for a case, or one's own appointments.
4. Workflows: it is easy to create groups of tasks using workflows. We use workflows to docket critical case tasks and milestones.
5. File merge: Merus allows me to merge files and choose the dominant one. This has been invaluable in weeding out duplicates and bad data from our migration.
6. Sorting/filtering: lists sort easily according to various columns, or filters may be applied to pull the needed data. Once filtered and sorted, data can be printed or exported for more work.

Features I love a little less:
1. Contacts: we imported thousands of duplicate contacts. Merus does not (yet) provide a way to manually merge contacts.
2. Task list: just not my fav. :)

Note: Our data migration was a nightmare, but not due to Merus. Merus charged us a fair fee and got more work than they bargained for migrating our data into Merus. It was very difficult to align fields in Merus with fields in the old system.  After 3 different migrations, most of our data was pulled into Merus.  I would give Merus 4 out of 5 stars for the migration itself, although the degree of difficulty was extreme.

MerusCase Hits the Mark

Hi Michal - thank you kindly for your detailed evaluation! We truly appreciate your praise, and are happy to hear that MerusCase brings so much value to your firm. We have taken your feature requests into consideration, and will keep you updated as we review them. We are constantly adding new features, entry fields, and merge fields to our system - but because each element is interconnected (to allow for time-saving automations like court form auto-population) we must balance flexible customization with full data flow integrity. If you would like to inquire about particular fields for damages/settlements, please email us at support@meruscase.com. Thank you again!

First and foremost, MerusCase is cloud based, which keeps from eating up the resources on my computer - which is pretty common these days - but I have also used some terrible on premise Matter Management systems throughout my career. From a managing attorney perspective I like the ability to monitor my teams data and activities and easily export them to excel. From a practitioner perspective - I love the integration that allow notes/activities and billable time to be easily recorded inline and alongside the interactions points with my clients... especially the tightly coupled email tools.

As for dislikes... I did have a tiny bit of a learning curve getting organized around how MerusCase organizes things. This was ultimately a benefit for my firm -- they provided some logical operational guidelines that actually made my team more efficient. So, I guess this is ultimately not a dislike -- it helped us out! -- but it did take several days of push back from my staff before we had an all-hands meeting and I had to tell them to get with the program.  

In summary, MerusCase is great for running a growing firm. Aside from my word processor and iPhone, there's not much else I use on a daily basis. There are also a pretty big set of features I take for granted, like how it turns all my documents into PDFs automatically and has all of the court forms I regularly use integrated.

Finally, I haven't needed to call support much, but they seem to be pretty responsive. They also seem to be "real people" -- not faceless robots in a call center far away, which is a nice change.

Run by real people who know how law firms need to be organized

Hi John! Thank you for your support! We're thrilled that you're enjoying MerusCase, and that you found the learning curve worth pushing through. We understand that, because MerusCase simply does so much, learning to use it can seem intimidating. However, as you mentioned, every component was designed to save you time, reduce your costs, and maximize your efficiency. Ultimately, we strive to empower each of our users with a dynamic suite of features, structures, and automations that will truly make life easier - and we're so glad it's working for you!

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

Hi Marieli,

Thank you for your feedback. Emails sent in Merus are always received instantaneously. Slow emails are due to slow email servers which are unfortunately, outside of Merus¿ control. 

For contacts and companies with the same name, there is a Dedupe tool which combines case information under one rolodex entry. All you need to do is click on Settings (gear icon) > Data Management > Remove Duplicates > Contacts or Companies.

For the creation of an automatic case #, you can set a secondary case identifier as ¿Use the `File Number¿ set in the case¿. It¿s under Settings > Firm Display Options > Display Options: Case ID & Parties. Please reach out to our Support Team if you need help with this.

As for your other concerns, would you mind sending a screenshot to our Support Team, along with notes that point out the specifics of your feature request? This will provide more context for us so that we can learn your exact needs so that we can create an even better product.

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 has been absolutely fantastic for our purposes!  

Enhanced productivity, increased awareness of coworkers' plans and progress, which generally made everyone more efficient.

Extremely useful and versatile software product backed by skilled and helpful support staff.

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

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

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

USER FRIENDLY 

Hi Araceli,

We¿re glad that you find MerusCase easy to use. We spent a lot of time customizing Merus to work perfectly for Workers¿ Comp cases so that you can find all the case forms you will ever need in one single location.

As for email addresses getting ghosted, would you mind sending our Support Team a screenshot of what you are experiencing? We are more than happy to investigate and get back with an answer.

Thank you for being a part of the MerusCase family!

I access my cases and mail from anywhere because the program is cloud-based.  I can open files in court for presenting to the judge and for questioning witnesses.

Law practice management

All files are updated in real time as tasks are occurring, so any member of staff can access the information when needed.  Our multiple users have the security of knowing the file is up to date anytime it is opened.

Everything in one place

I like that MerusCase is user friendly & if you have a questions there is the Help sections to turn to. 

Happy user

MerusCase is very well thought out and organized.  Every field has purpose and a deeper relationship to the system as a whole.  The system not only feels faster but it begs to hold all your data because everything works in harmony. Need to see a document but forgot to install  a word processor on your laptop or iPad? MerusCase creates roll-over image previews of every documents and converts your Word docs into PDF, without you asking it to. Do you want to see your calendar for a case, for an office or for just your colleagues Bill, Steve and Jane? MerusCase handles this gracefully using filters. The Merus filters are ubiquitous in MerusCase and make customization endless without the need to run reports to get what you need.

There is a great divide between what MerusCase is offering and every other system. Where other systems are generic, MerusCase is flexible and has knowledge into a variety of different case types. For example, when you create an Immigration case you see all the UCSIS forms and have the ability to populate those forms with data that you wouldn't normally collect for other cases such as a the petitioner's employment history, citizenship status, or even "alien registration number". It's not just the fields either, when you create a Personal Injury case the system tailors itself depending on if the case is Motor Vehicle related, Premise Liability, Product Liability or Medical Malpractice. This gives you the sense that MerusCase is thinking ahead, helping you become a better attorney/paralegal/secretary without you even recognizing it. 

There's a reason MerusCase doesn't have integration points into every other system; it does a lot more for you.

Amazing Simplicity and Harmony

Merus is a great case management product because of its ease of use and its ability to manage all aspects of a case.

Well Organized and User Friendly Interface

Merus case review

Merus has a very simple user interface which makes it easy to navigate.

Thanks for taking time to share your experience using MerusCase, Michelle! 

Glad to hear you are enjoying our intuitive email linking. You aren't alone ¿ it's one of our standout features. 

Regarding your wish for the ability to select and mark multiple invoices as delivered at once vs. doing it one by one: I hear you. There are a couple of reasons we require you to mark them individually. When marking an invoice, the system asks you for delivery method and date of delivery, which can be different for each one. You may also need confirmation numbers for some delivery methods. Marking all invoices delivered at once would disrupt the ability to assign a confirmation number to the applicable invoice. 

That said, we love getting constructive feedback and feature requests like this. So, please don't hesitate to share more great feedback with us in the future. You help make us better :)

I find MerusCase very easy to use. I love the ability to access all the case information from anywhere - I never take my entire file to the Board anymore simply because I am able to rely on the ability to quickly get to case information, documents, etc. through Merus. I have all the information I need at my fingertips. The staff loves the upload feature that allows easy uploading of documents into the cases.

I have nothing but praise for MerusCase!

I've been in this field 19 years now and this is the easiest to navigate, easiest to train people in, and most reliable.

MSKW

Customer Service Department folks are very helpful and respond quickly to my requests for assistance

Thank you Betty for your review! Happy to have you as a customer

besides the issue with the email and the capacity for sending documents , everything is very good. 

Merus is good

Great customer service and a user friendly product.

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