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Getting Started
Logging in
Dashboard
Navigating MerusCase
Jurisdiction Overview
Syncing Contacts and Calendar on an Android Device
Syncing Contacts and Calendar on an Apple Device
Whitelisting
Cases
Overview
Left-Panel Navigation
Creating a New Case
Search Case Documents
Activities
Case Details
Parties
Case Type Specific Tabs
Case Ledger
Damages
Settlements
Custom Fields
Contacts
Overview
Creating a Contact or Company
Viewing a Contact or Company
Filtering Contacts & Companies
Removing Duplicate Contacts
Calendar
Overview
Viewing the Calendar
Adding a New Event
Editing an Event
Deleting an Event
Browse Firm Events
Statutes
Syncing Your Calendar from Outlook
Court Rules Integration with CalendarRules
Documents
Overview
Upload Tool
Batch Scanning
Recent Firm PDFs
Search Firm Documents
Subpoenaed Records
DWC E-File Packets
Vocational Service Referrals
Save to Merus (Word)
Forms & Templates
Forms & Templates Overview
Creating a Court Form
Filtering & Viewing Forms
Creating a New Custom Template
Editing Custom Templates
Filtering & Viewing Templates
Merging a Template
Using the QuickSave Feature
Tasks
Overview
Viewing & Editing Tasks
Creating a New Task
Filtering Tasks
Deleting a Task
Marking a Task as Complete
Messages
Email Setup
Overview
Compose
Inbox
Sent
Drafts
Outbox
Email Signature
HIPAA-Compliant Messages
Attach to Merus (Outlook)
Books
Overview
Charges
Invoices
Payments
Logging Time
Time Tracking
Trust Accounting Tracking Features
Case Progress
Overview
Case Progress Setup
Case Progress Timeline
Billing Rules
Overview
Managing Rules
Glossary of Rules
Reports
Reports
Tools
Tools Panel
Account Settings
User Preferences
User Management
Systemwide Settings
Automation Settings
Data Management
Printing in MerusCase
Themes
Subscription Information
Custom Fields Settings
Meruspay
Applying for Online Payments with MerusPay
MerusPay Full Overview
Benefits of MerusPay
Funds and Network Fees
Surcharge
MerusPay Email Notifications
Chargebacks
Voided Checks
Tips & Tricks
Tips & Tricks Overview
Keyboard Shortcuts
Search & Filter Tricks
Three Essentials for the Template Creation Process
Invoice Export Tips (LEDES98B)
Setting up the QuickSave Macro & Disabling Protected View
Third Party Apps
Overview
Vendor Access Levels
Frequently Asked Questions
Overview
What is MerusCase?
Will MerusCase work on my computer?
Can I move my data from another system to MerusCase?
Is MerusCase Secure?
Can I export my data?
What happens to data that I delete from my MerusCase account?
Is MerusCase Accessible Offline?
Can files be sorted in MerusCase?
What happens to my data if I cancel my Merus subscription?
What happens to my data if MerusCase is discontinued?
Is there any chance my data will be lost in the event of an unexpected disaster?
When starting off with Merus, what should I make sure that I have setup?
Requesting Custom Case Statuses and Case Types
MerusCase on Mobile Devices
Developers Guide
Developers Guide
App Setup and Authentication
Copy Service Orders
Providing Documents to MerusCase Users
API Endpoints
Systemwide Values
API Example Calls
Using Postman with the MerusCase API
Legal
Data Storage and Archival Policy
MerusCase Privacy Notice
Terms of Service
MerusCase Cookie Notice
Criminal Features
Charges Tab
Employment Features
Employment Tab
Family Law Features
General Tab
Custody Tab
Divorce Tab
Spousal Support Tab
Immigration Features
Immigration Tab
Immigration Packets
Personal Injury Features
Incident Tab
Motor Vehicle Accident Details
Social Security Features
Social Security Tab
Workers Compensation Features
Injuries Tab
Submit DWC Packets via JET File or E-form Filing
Sign up to JET File
Import case data from the California DWC
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