Syncing Calendar and Contacts on an Apple Device


Whether you are using an iPhone, iPad, or laptop, you can access your calendar and contacts by using your preferred calendar application. By default, MerusCase will sync events that are assigned to you from one week in the past to six months in the future.

You can also sync your firm contact list to the address book on your Apple device. All contacts (excluding companies) are imported.

Pro-Tip

You can adjust the range of events that are synced in User Preferences under Synchronization Options > Calendar Sync (CalDAV).

Calendar - Syncing Your iPhone/iPad (iOS 10)

  1. From your iPhone/iPad home screen, go to Settings.

  2. Scroll to and select Calendar.

  3. Select Add Account.

  4. Select Other from the list of account types.

  5. Under the Calendars list, select Add CalDAV Account.

  6. Enter the following:

    • Server: cal.meruscase.com

    • User Name: Your MerusCase User Name

    • Password: Your MerusCase Password

    • Description: Any description of the calendar (“My MerusCase Calendar”, for example)

Contacts - Syncing Your iPhone/iPad (iOS 10)

  1. From your iPhone/iPad home screen, go to Settings.

  2. Scroll to and select Contacts.

  3. Select Add Account.

  4. Select Other from the list of account types.

  5. Under the Contacts list, select Add CardDav Account.

  6. Enter the following:

    • Server: card.meruscase.com

    • User Name: Your MerusCase User Name

    • Password: Your MerusCase Password

    • Description: Any description of the contacts account (“My MerusCase Contacts”, for example)

Syncing your Calendar to Mac OS iCal

  1. Start iCal.

  2. Go to Preferences and select the Accounts tab.

  3. Create a New Account.

  4. Select CalDAV as the account type. If you are using a newer OSX, select Manual.

  5. Enter the following:

    • User Name: Your MerusCase User Name

    • Password: Your MerusCase Password

    • Server Address: cal.meruscase.com

Once the account is created, iCal will generate a new calendar for you (titled “MerusCase Calender”). This will appear below the account name in the calendars list in iCal.

Syncing your Contacts to Mac OS Address Book

  1. Start Address Book.

  2. Go to Preferences and select the Accounts tab.

  3. Create a New Account.

  4. Select CardDAV as the account type.

  5. Enter the following:

    • User Name: Your MerusCase User Name

    • Password: Your MerusCase Password

    • Server Address: card.meruscase.com

Once the account is created, a new Contact Group will appear in the Address Book with all of your contacts from MerusCase.

How to Choose the Contacts that Sync

By default, the Contacts Sync will import all of your contacts. This can be several thousand contacts and can take a while to update.

You may want to only sync specific types of people in your Contacts list (for example, Applicants or Defense Attorneys).

  1. In MerusCase, click the Tools & Settings button in the upper right.

  2. Click My Preferences.

  3. Scroll down to Synchronization Options.

  4. Select the types of contacts you would like to sync. You can use the Shift or Ctrl keys to select multiple items.