Características, reseñas y alternativas de MerusCase

MerusCase

Encrypted online legal practice management solution

4.6/5 (45 reseñas)

Información general sobre MerusCase

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.

Precio

A partir de
$39/mes
Opciones de precios
Prueba gratis
Suscripción
Relación calidad-precio

Dispositivos

Tamaño de la empresa

P
M
G

Disponible en los países siguientes

Estados Unidos

Idiomas admitidos

Inglés

Reseñas de MerusCase

Calificación general
4.6/5
96% reseñas positivas
31
Excelente
12
Muy bien
2
Media
0
Mediocre
0
Horrible
Traducir con Google

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

Software usado A diario durante Más de un año
Revisado el 11/7/2018
Fuente de la reseña: Capterra

Puntos a favor

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

Puntos en contra

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.
- Has at times a huge delay updating and uploading e-mails
- When searching for a contact (company) when having several named the same but with different addresses when trying to link it to a person contact it does not give you the option because the list its only like 10 option, for the PI department that is very difficult because we work with a lot of insurance companies that have several locations and by not being able to link an adjuster to the correct company and address it creates issues.
- In the incident tab I feel that should be larger and easier to write down and be able to see it, the filed that is given to writing being only one line it makes it difficult to be able to read it all and proofread it due to the fact that you cannot look at the whole thing at once.
- For PI Dept should give the option to create add more fields and also when creating a new case PI case should automatically add before the case # a PI to facilitate and make it easier to identify the case without having to manually go and change it.

Respuesta de Merus

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.

Desglose por calificación

Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

8.0/10
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MerusCase allows my staff to work efficiently and collaborate easily, even internationally.

Software usado A diario durante 6-12 meses
Revisado el 7/12/2017
Fuente de la reseña: 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!

Puntos a favor

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.

Puntos en contra

Even though MerusCase has a number of powerful features from a time-tracking and billing perspective, I found it to be geared more for larger-sized law firms. Their support team was great and worked closely with me to answer all my accounting questions, but in the end, I decided to stick with my current billing software, since it fits my particular accounting method a bit better.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
Traducir con Google

Meruscase has been absolutely fantastic for our purposes!

Software usado A diario durante Más de dos años
Revisado el 11/7/2017
Fuente de la reseña: 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.

Puntos a favor

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!

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
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Run by real people who know how law firms need to be organized

Software usado A diario durante Más de un año
Revisado el 14/10/2016
Fuente de la reseña: Capterra

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.

Puntos a favor

Flexibility exists where I really need it, but the somewhat rigid organizational framework is a godsend for getting my staff to work together.

I also really like the subtle things. MerusCase has a lot of care in it, and I feel like there is personality in the error messages. They get how attorneys work.

Puntos en contra

Sometimes I have trouble because there is unexpected automation. For instance, the product de-duplicates my contacts automatically, which I found confusing when my rolodex items count didn't go up the first time I encountered the feature.

Respuesta de Merus

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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
Traducir con Google

Great Company, Great Software, Great Support

Software usado Semanalmente durante 6-12 meses
Revisado el 24/1/2017
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

1. Learning Curve seems steep - to remedy this, fill out [almost] everything in the client profile. This will allow the software to pull information and auto-populate forms, invoices, and more.
2. [Con?] Works best in Google Chrome Browser - We have another website which requires Internet Explorer, so using two browsers kinda seems annoying.
3. When working late, there is a small personalized 'welcome' message which sits at the top of the screen on the navigational links. It will say, "Working late <Your Name>." - I already know I'm working late!!! >.<

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10

Precios de MerusCase

A partir de
$39/mes
Opciones de precios
Prueba gratis
Suscripción
Relación calidad-precio

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

Funciones de MerusCase

  • API
  • Ensamblaje de documentos
  • Facturación
  • Funcionalidad de búsqueda
  • Gestión de calendarios
  • Panel de actividades
  • Recordatorios automáticos
  • Seguimiento de horas facturables
  • Seguimiento de horas y gastos
  • Seguimiento de tareas
  • Seguridad SSL

  • Almacenamiento de documentos
  • Campos personalizables
  • Formularios personalizables
  • Gestión de casos
  • Gestión de facturas
  • Modelos de documentos
  • Modelos personalizables
  • Notificaciones automáticas
  • Seguimiento del tiempo por el cliente

Más información sobre MerusCase

Funciones principales de MerusCase

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

Beneficios

  • 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.
  • Preguntas frecuentes sobre MerusCase

    He aquí algunas preguntas frecuentes sobre MerusCase.

    P. ¿Qué tipo de planes de precios ofrece MerusCase?

    MerusCase ofrece los siguientes planes de precios:

    A partir de: $39/mes

    Modelo de precios: Suscripción

    Prueba gratis: Disponible

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

    P. ¿Cuáles son las características principales de MerusCase?

    MerusCase ofrece las siguientes características:

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

    P. ¿Quiénes son los usuarios habituales de MerusCase?

    Los clientes habituales de MerusCase son:

    Empresas medianas, Empresas pequeñas

    P. ¿Qué idiomas admite MerusCase?

    MerusCase admite los siguientes idiomas:

    Inglés

    P. ¿Qué tipo de planes de precios ofrece MerusCase?

    MerusCase cuenta con los siguientes planes de precios:

    Suscripción

    P. ¿MerusCase es compatible con dispositivos móviles?

    No tenemos información sobre los dispositivos compatibles con MerusCase

    P. ¿Con qué otras aplicaciones se integra MerusCase?

    MerusCase se integra con las siguientes aplicaciones:

    Gmail, Google Drive, Microsoft Office 365, Microsoft Outlook, Microsoft Word

    P. ¿Qué nivel de compatibilidad ofrece MerusCase?

    MerusCase ofrece las siguientes opciones de asistencia:

    Preguntas frecuentes, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo