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MerusCase

4.8
(3)

MerusCase is a SaaS product providing groupware features (rolodex, calendaring, tasks, messaging, document creation and management) around the needs of attorneys.

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MerusCase review by Tyler S.
Tyler S.
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Verified Current User
Review Source

"Meruscase has been absolutely fantastic for our purposes! "

What do you like best?

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!

What do you dislike?

The planning and setup can be tedious, but when all of the pieces of information are in place, the word template merging is phenomenal. I would recommend at least a month of planning and setup before considering cutting the office workflows over.

What business problems are you solving with the product? What benefits have you realized?

We have gained consistency, efficiency, and oversight. It helped us standardize our workflows across all 6 of our offices.

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MerusCase review by User in Legal Services
User in Legal Services
Validated Reviewer
Review Source

"User Friendly"

What do you like best?

I like that the software is user friendly. I used thos at my first legal job. It was easy to search for documents and create templates and see the overview of the case as well as create/edit tasks and assign things.

What do you dislike?

Nothing. It was a great fr what we used it for. I think the issues we had were internet related.

Recommendations to others considering the product

Great for law firms looking to go paperless

What business problems are you solving with the product? What benefits have you realized?

WorkComp- creating cases and drafting legal docs and archiving medical records

What Legal Practice Management solution do you use?

Thanks for letting us know!
MerusCase review by User
User
Validated Reviewer
Review Source

"Easy case management"

What do you like best?

The calendaring system and the ability to have time stamps on entries

What do you dislike?

sometimes the software will be slow or will seem to not work but that is rare

Recommendations to others considering the product

Take the time to learn all the tricks to make your practice run more smoothly

What business problems are you solving with the product? What benefits have you realized?

organization issues

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