When starting off with Merus, what should I make sure that I have setup?

This page is intended to highlight a few items your firm and staff should accomplish before and during your first days using MerusCase.

Preparing the firm

Browser Installation: We recommend Google Chrome to get the most optimal experience out of MerusCase. Other browsers we support include Mozilla Firefox, Safari, and Microsoft Edge.

Microsoft Word Installation: Depending on your version of Word, users should enable macros in Word to take advantage of our Quick Save feature or install the Save to Merus Add-In (Word 2016 and Word for Office 365).

Templates: If your firm purchased templates, make sure to follow our instructions on how to prepare your templates here.

Setting up the basics within Merus

All Users

Email Setup:

• Syncing your email to MerusCase
• Setting up your email signature

My Preferences:

• Setting up Case Details
  • Default Case Type - select your default case type
  • Default Tab - select your default landing tab when interacting with a case
  • Jurisdiction - select the states in which you practice
  • Default Case Activity Tag - select your recurring activity
• Setting up Save Method for Microsoft Word Templates (only necessary if you choose to use our Save to Merus Add-In)
• Setting up Dashboard preferences

Search & Filter Tricks:

• Setting up your own custom filter shortcuts

Attorneys

Calendar and Contact Sync:

• Syncing your Apple device
• Syncing your Android device

Administrators

Firm Settings:

• Adding/Deleting/Editing Activity Tags
• Adding/Deleting/Editing Event Types & Colors
• Adding/Suspending/Editing Users
• Billing Code Setup (optional)