MerusCase - Technology for Attorneys Accounting Eliminate the extra cost (and hassle) of external accounting systems by switching to our built-in advanced bookkeeping system With MerusCase, you can easily invoice billable time, track payments, and handle balance forwards, overpayments, and unreconciled payments
How do I request a custom case status or case type? When creating a new case status you will need to determine two things: will it be considered Open or Closed + Billable or Non-Billable Open: An Open Case will show up on any reports run such as the Stale Cases report OR Closed: A Closed Case will not show up on any reports run such as the Stale Cases report Billable: When billable, a case can have open charges and invoices associated with
MerusCase Support: What is MerusCase? MerusCase is the ultimate cloud-based practice management system, designed with intuitive flexibility to meet the needs of law firms across all sectors and sizes
General Overview – MerusCase Editing a Case To edit most case info, navigate to the Case Details tab in the desired case From there, you can simply click Edit in the upper right, make the desired changes, and click Save See the detailed description of each editable field in Case Details - Case Info for more information However, you can edit the Case Name, Case Comments, and File Number from anywhere in a case
MerusCase Support: Dashboard Notices Notices provides an overview of recent MerusCase blog posts, stale cases, cases in need of review, and overdue tasks Clicking on Stale Cases will display a report on all cases that have been inactive (i e in which there hasn’t been an activity) for a specified number of days By default, this number is set to 30 in User Preferences Clicking on Cases Needing Review will display a
MerusCase Support: Forms Templates Overview A wide variety of Court Forms and Templates are available through MerusCase Forms Templates allow users to merge data, meaning to automatically fill in data from a case in PDFs and letters with just one click As Forms Templates pull in case specific data, the option to create a form or template is only available in the Left-Panel Navigation when in a case
MerusCase Blog Multi-Factor Authentication (MFA) is now live in MerusCase allowing firms to proactively strengthen firm’s cyber security MFA is an authentication method that requires users to provide two or more verification factors to gain access to MerusCase
MerusCase Support: Search Case Documents Searching Case Documents To access the Case Document Search, a case must be open The Search Case Documents option is available from within the Documents drop-down menu, as an option within the left-hand navigation of a case, and also as its own tab within a case to the left of the Activity tab Search Case Documents allows users to find matches in the document title, activity description of