MerusCase Reviews & Pricing

Key Features

• Document Management: Connect legal documents with associated matters, cases, contacts and assignments. Keep track of pending documents and case status with regular reporting. 
  • Form Automation: Pull case data from associated matters like client names, addresses, case notes, numbers and more to automatically fill out legal forms and documents. Convert documents into PDF court forms or Word format, as per firm requirements. 
  • Predictive Search: Search for specific legal documents with stackable search filters and the Global Search tool. Turbo-caching predictive algorithms search associated matters for any and all relevant documents. 
  • Batch Scanning: Scan and upload multiple sets of documentation at once. Process the records into single and multi-page documents and sort them into relevant case files. 
• Time and Expense Tracking: Interact directly with the time tracking and billing portals to identify billable hours and track payments, year-end reconciliations, balance forwards and overpayments. Create and manage separate trust and operating accounts in accordance with industry regulations. 
  • Time Tracking: Track billable hours spent on client activities like meetings, hearings, communications and documentation. Add notes to specific time entries and retroactively edit the ledger in case of errors. 
  • Billing Management: Provide clients with versatile payment methods supported by Ledes, ESIS, Chubb, PDF and more. 
  • Reporting: Generate reports based on preset data fields to create insights into the firm’s cash flow patterns, reliable clients, profitable practice areas and productivity. 
• Teamwork and Collaboration: Synchronize calendar and email entries for seamless collaboration between team members and clients. 
  • Email Management: Integrate existing email clients with the in-platform tool to automatically organize all correspondence. Link emails to relevant matters and track related communications between team members and clients. 
  • Calendar Management: Stay on top of deadlines, events, hearings and appointments with synchronized calendar entries. Connect events to associated legal matters and allow access to everyone on the case files. 
  • Task Management: Assign tasks to team members, track individual attorney contributions and set up alerts for pending tasks. 
• Backup and Security: Secure firm data and documentation with daily backups performed nightly. Updates are issued regularly and are easy to install. 
  • Cloud Storage: Store an unlimited number of legal documents and files and access them globally from any device with an internet connection. 
  • Security: Protect firm information from vulnerabilities with SSL encryption. It is HIPAA compliant. 

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