MerusCase

The feature seamlessly connects contacts, cases, tasks, and documents, ensuring efficient navigation and easy access. With one click, documents and court files can be auto-filled with case data. Predictive search and advanced filters streamline the process of finding relevant files quickly.

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MerusPay functions as an integrated online payment processor that accelerates firm payment collection. It enables easy acceptance of payments via ACH, credit card, and e-Check. With flat transaction rates and robust features, including integrated reporting, it provides full transparency regarding client payments and processing fees.

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MerusCase integrates email and calendars for seamless coordination, linking messages and events to specific cases. The software supports customizing appointment types and delegating tasks efficiently while tracking team contributions. It also enables detailed reports to monitor productivity, workloads, and billing patterns.

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With its advanced bookkeeping system, MerusCase streamlines invoicing, payment tracking, and financial management. It effortlessly tracks billable time, supports electronic billing formats, and generates over 35 reports to analyze client payments, cash flow, and staff performance.

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With features like firm and individual calendaring, it supports multiple branch offices, administrative permission settings, and customizable billing. Further, MerusCase transcends traditional organization methods, serving as a central hub to optimize growth and operational efforts.

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