MerusCase

Commentaires: 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!

Avantages: 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.

Inconvénients: 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.

Commentaires: 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.

Avantages: 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!

Inconvénients: 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.