Access your firm’s casefile data via Cases on the main-menu. Navigate to cases to access your firm’s case list, create a new case, or view an existing case. Additionally, access recent cases in the Cases dropdown menu.
To create a new case for your firm, navigate to Cases > New Case on the main menu. Alternatively, you can also click on the New Case button from Browse Cases.
Upon clicking, the Add New Case view will appear.
The fields displayed are dependant on the Case Type chosen. See documentation on Adding a New Case for more details.
Pro-TipThe default case type, or the case type that is automatically chosen upon New Case creation, is customizable in User Preferences. So, if you always create Immigration cases within MerusCase, make sure your Default Case Type is set to Immigration in user preferences.
Generally, anytime you would like to navigate to a case, navigate to Browse Cases to filter for the desired case. To enter the case, simply click on the case row.
Pro-TipHave two John Smiths in your firm's case list and don't know which is the correct case you'd like to view? Activate a preview of the case with client specific information (such as social security number, date of birth, etc.) by resting your cursor on top of the casefile icon when using MerusCase on a laptop or computer (this feature is deactivated when on a mobile device).
Filtering for a Case
Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.
Additionally, MerusCase supports the use of multiple filters at once. This means, for example, that a user can search for all open cases within Browse Cases and then apply a second filter to then search for Assigned to Me within those open cases.
To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.
Pro-TipMerusCase filtering supports Boolean Search. View our Search and Filter Tricks for more details.
To remove a filter, click on the added filter button (each applied filter appears as a button in the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open within the Search/Filter bar.
Deleting a Case
To delete a file that was created in error, select the checkbox on the row of the case you would like to delete. Once a file is selected, click on the Delete button located underneath the filter bar.
On click, a dialogue box will appear prompting you to confirm the deletion.
NoteDeleting a casefile cannot be undone. This is a permanent action. MerusCase advises all firms to sparingly use this action. As this cannot be undone, deleting is limited to certain User Access Levels.
Miscommunication can be common in a law firm. Perhaps your large firm had a case entered in one office and then that same case was entered in yours. Your firm’s case list now has two versions of the same case but with different activities noted on each. What’s a firm to do?
To correct this error and have just one case moving forward, use the Combine/Merge Cases button to eliminate confusion, clean up your case list, and ensure all case information is accurate.
Select the 2+ cases you would like to combine by checking the box on each case row.
Click the Combine/Merge Cases button.
On click, a pop up will appear warning you that this action is permanent and cannot be undone. Additionally, the system requires you to select a case to be the primary of those selected. The activities, parties, and ledger items of the unselected case(s) will be merged into the primary case. The information in Case Details will not be consolidated and will maintain the information from the primary case.
Pro-TipFor Workers' Compensation cases with multiple injuries for one applicant, use the ADJ Import Tool to create multiple cases where the party and injury information is pulled into MerusCase from the EAMS website. Then, consolidate those cases into one using the Combine/Merge Cases button.
Editing a Case
Most case edits are made once you’ve already navigated to that specific case via Case Details. However, from Browse Cases, the Case Type and Status can be modified.
To edit the Case Type or Case Status:
Locate the case you’d like to edit.
Click on the Case Type (e.g. Civil) or the Status (e.g. Open).
On click, a drop-down menu will appear. Select the desired type or status.
MerusCase is full of little tricks and shortcuts to help your firm run more efficiently. One of the most used shortcuts in MerusCase is the Recent Cases list which displays up to ten of your most recently accessed/viewed cases.
Use Recent Firm Activities to see a filterable list of all actions logged within the system firmwide for the last seven days regardless of case.
Many users find this area useful if a co-worker calls in sick because you can see what he/she was up to yesterday to ensure your clients are covered while they’re out of the office. Additionally, you can use recent firm activities to view something you recently logged but can’t remember which case it was on. The possibilities are endless!
Also from this list, you can view and edit firm activities:
Click on the line item you want to edit. On click, the edit view appears. On a wide-screen monitor, the edit fields will appear in a two-panel view.
Edit the fields as necessary and click Save.
NoteRecent Firm Activities functions in the same way as Case Activities. See documentation on Activities to learn more about filtering, editing, and more.
New Activity from the Cases Menu
EAMS Lookup is only displayed for firms that are classified as Workers’ Compensation in California. This option will not be visible to those of other law types and/or jurisdictions.
Use the EAMS Lookup Tool whenever you need to reference a UAN (Uniform Assigned Name).