Please note that this tool only works in Microsoft Word for Windows. Macros must be enabled.

To get started, take an existing document in word, or create a basic template for your work. Take the fields you need that are stored in MerusCase, and replace those fields by selecting them from the menus above.

The Firm menus contain information about your firm such as phone number, address, and letterhead. The Case menu contains information relevant to the case, such as Case File Number, status, and date opened.

The Applicant menu has fields for the applicant of the case, such as name, address, phone number, social security number.

The party menu has fields for the parties associated to the case, based on the role they place in the case, such as Defense Attorney, Qualified Medical Representative, and Hearing Judge.

The injury and injuries menus allow you to access all of the data you entered into the case concerning the injuries of the applicant, such as date of injury, temporary payments made, and statute of limitations dates.

The field shortcuts allow you to quickly automate tasks that speed up document creation.

Once you have created the document as you like, upload it into MerusCase, attach it to the case you need to generate the document for, and have it merge the fields you need.