Systemwide Values

Certain fields in the MerusCase API reference data points by ID, which have been noted below for easy reference. These cannot be changed, however, there may be additional options available to the authenticated user beyond those indicated below, such as custom case types. Additionally, the user types may be modified by any firm-specific custom permissions which have been applied.

Activity Types

In addition to firm-specific activity types, there are a number of built-in types, many of which are tied to specific functionality in MerusCase. They are listed below for reference.

ID	Type
1	Hidden
2	Automatic
3	Form Created
4	Form Edited
5	Form Completed
6	Status Changed
7	Form Cloned
9	Document
10	Photo/Graphic
11	Message
12	Event Created
13	Case Created
14	Case Consolidated
15	Message (Sending in Progress)
16	Event Updated
17	Event Deleted
18	Template Merged
19	Document Opened
20	Task Created
21	Task Completed
22	Task Updated
23	Cancelled
24	Subpoena Request
25	Subpoenaed Document
26	Task Deleted
30	DWC Parcel Deleted
31	DWC Parcel Created
32	DWC Parcel Updated
33	DWC Parcel Submitted
34	DWC Parcel Attachments Log
35	DWC Parcel eFile Submission Confirmation
36	DWC Parcel eFile Submission Completed
37	DWC Parcel eFile Submission Failed
39	Form Completed (Import)
40	Filing Date Recorded
50	Statute Set
55	Case Status Message
100	Manual Entry
101	Note
102	Letter Sent
103	Fax Sent
104	Email Sent
105	Letter Received
106	Fax Received
107	Email Received
108	Proof Sent
109	Fee
110	Payment
111	Telephone Call
112	Copy Service Request
113	Reviewed

Case Types

Case Types are accessed via the API using their ID. Systemwide case types are listed below, and will also appear in requests for case types, in addition to any firm-specific types available to the authenticated user. Modules (tabs) available beyond Activities, Case Details and Parties are also noted.

ID	Case Type	Modules (Tabs) Available
1	Workers’ Compensation	Case Ledgers, Injuries
2	Personal Injury - Motor Vehicle Accident	Case Ledgers, Vehicle Accidents
3	Americans with Disabilities Act	Case Ledgers
4	Lien Claim	Case Ledgers
5	Third-Party	Case Ledgers
6	Attorney	Case Ledgers
7	Social Security	Case Ledgers
8	Family Law	Case Ledgers
9	Civil	Case Ledgers
10	Veteran’s Administration	Case Ledgers
11	Immigration	Case Ledgers, Immigrations
12	Bankruptcy	Case Ledgers
14	Employment	Case Ledgers
15	Criminal	Case Ledgers, Arrests
16	Probate/Conservatorship	Case Ledgers
17	Consult Only	Case Ledgers
18	Estate Planning (Consult)	Case Ledgers
19	Personal Injury - Premise Liability (Slip and Fall)	Case Ledgers, Premise Liabilities
20	Personal Injury - Product Liability	Case Ledgers, Product Liabilities
21	Personal Injury - Medical Malpractice	Case Ledgers, Malpractices
22	Personal Injury - General	Case Ledgers, General Incidents
23	Immigration With Removal	Case Ledgers, Immigrations
24	Real Estate - Buyer	Case Ledgers
25	Real Estate - Seller	Case Ledgers
26	Real Estate - Bank/Lender	Case Ledgers

Ledger Types

Ledger types can be used to filter case ledgers, to limit results to a given subset of entries. They are referenced by ID, as indicated below, and correspond to either the Operating Account or the Client Account.

ID	Ledger Type	Account
1	Expense - Generic	Operating
2	Expense - Travel	Operating
3	Expense - Meals	Operating
4	Expense - Item	Operating
20	Invoice: Settlement Reached	Operating
21	Invoice: Lien Filed	Operating
50	Invoice: Billable Time	Operating
51	Invoice: Non-Billable Time	Operating
59	Invoice: Fee	Operating
60	Invoice: Deposition Fee	Operating
61	Invoice: TD	Operating
70	Write-Off/Charge-Off	Operating
80	Bill: Refund/Chargeback	Operating
81	Bill: Disbursement	Client
82	Bill: Fee	Client
83	Bill: Expense	Client
101	Payment Rec’d: Generic	Operating
102	Payment Rec’d: Deposition Fee	Operating
103	Payment Rec’d: TD	Operating
104	Payment Rec’d: Settlement	Operating
105	Payment Rec’d: Recovery	Operating
106	Payment Rec’d: Fee	Operating
107	Payment Received: Settlement	Client
108	Retainer	Client
110	Settlement Reached	Client
111	Discount: Generic	Operating
112	Write-Down: Generic	Operating
113	Cash Discount	Operating
140	Disbursement: Generic	Operating
141	Disbursement: Referral	Operating
201	Bill Paid: Refund/Chargeback	Operating

User Types

User Types, or user access levels, determine the level of access a user has to information saved in MerusCase. As per Case Types and Ledger Types above, they are referenced by their ID, as noted below.

ID	Label	Description
1	Read-Only	Read-only access to all non-accounting modules. No edit or delete capabilities.
5	General Staff	View and edit capabilities on all non-accounting modules. Time tracking enabled. Deletion not allowed except on just-created items.
6	Power User	Full access to all modules, except accounting and user administration.
7	Power User with Accounting	Full access to all modules, except user administration.
9	Firm Administrator	Full access to all modules, including accounting and user administration.