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:

My Preferences:

Search & Filter Tricks:


Calendar and Contact Sync:


Firm Settings: