Case Details

After creating a new case, the user will be taken to the Case Details tab, which is set as the default tab for all users. This means that, each time a user enters a case, they will always view Case Details first. Pro-Tip: The default tab can be set as Case Details, Activities, or Parties in My Preferences.

The Case Details tab displays the basic contact information for the party who initiated the action as well as filing dates, court venue, billing parties, staff responsible, and much more.

Case Details

Case Details is divided into three sections:

Case Agenda: Events and Tasks

The Case Agenda lists all upcoming Case Events and Case Tasks that are related to the case. Completed tasks and events in the past will not be displayed on the Case Agenda.

Clicking through on an item within the Case Agenda will open up the details of that case task or event.

Primary Contact Information

This section displays the basic contact information of the party who initiated the action, such as the plaintiff, petitioner, claimant, beneficiary, etc. This means that, based on the type of law you practice, your client may not be the primary contact within Case Details.

The title of that initiated party is displayed based on the case type, meaning that, if the case type opened is Immigration, Beneficiary will be displayed, whereas a Workers’ Compensation case will display Applicant.

Pro-Tip

Changes made in this section will affect all cases on which the contact is a participant except for People Type and Party sections, such as Party Notes and Party Groups.

Refer to Contacts for more information about how your firm’s rolodex affects the information displayed in this section, including multiple addresses, linking employees to companies, adding social media information, and more.

To make changes to the primary contact information section from the Case Details tab, click Edit.

Case Info

Click Edit to update Case Info. Once all changes has been made, remember to click save!

Note

If you change the status to archived, this case will only show up in Browse Cases under the Archived tab. You will not be able to link emails to it, create linked events, bill on it, etc. If you change the status to anything else, the case will no longer be archived. Use this feature to 'store away' a case file and prevent further changes.

Pro-Tip

By default, MerusCase will assign a number incrementally. To have your firm's internal case number identifier displayed, update the Secondary Case Identifier in Systemwide Settings to Use the 'File Number' set in the case. Once setup, all members in your firm will be able to filter by this firm-assigned number via Case No. when Browsing Cases.

Note

Selecting this will change all ledger items that have not been invoiced or exported and cannot be undone. The system will prompt the user to confirm this change.

Marking Cases Reviewed

Next to the Edit button in the top-right of your screen, there is a Review Case button. If you are assigned to a case (in the Staff subsecttion of Case Info), you can click Review Case to create an activity in the case noting that you reviewed it.

This will keep the case from appearing on your dashboard as a stale case or case needing to be reviewed. Any other activity will likewise keep the case from appearing on your dashboard under those areas.

Related Cases allow the user to connect or link related multiple cases together. When linking cases, the option to duplicate or link certain case activities becomes available.

Pro-Tip

Many Personal Injury firms find this feature useful in MVA (Motor Vehicle Accidents) as many activities for one Plaintiff apply to the other party involved as well.
  1. Click on the Link to Case button. If this case is already linked to another case, the button will instead read Link to Another Case.

  2. When prompted, search for the desired case (based on the system’s case caption) and click Link.

  1. Once clicked, a popup will appear prompting the user to confirm this action. Confirm by clicking Link Cases.

To remove related cases, click Unlink Related. Upon clicking, all related cases will be removed and a confirmation message will displayed at the top of the page stating “Link to other case files has been removed.”