MerusCase Privacy Notice

Date of Last Revision: April 21, 2021

Merus Case, LLC (“MerusCase,” “we,” “us,” or “our”) knows your personal information is important to you (“you,” or “your,”). We appreciate the trust you place in us when you visit our Sites and use our Services. As a result, we process your personal information responsibly and in accordance with applicable laws and regulations.

This privacy notice describes how we process the personal information collected when you access this website (“Website”) including our cloud-based legal management solutions (accessed through (the “Platform”), mobile application (accessed through (“Application”) (collectively, “Sites”), or engage us to provide the services provided via our Sites, or related training or support (collectively, the “Services”).

By accessing our Sites or Services, you signify that you agree to be bound by our Terms or Service and this Privacy Notice. If you do not agree to the terms of this Privacy Notice you must discontinue using the Sites (including this Website) and the Services.

Information We Collect and How We Use It

We collect several types of data about individuals: (1) technical data automatically collected from visitors to our Sites and individuals who use the Services, (2) information that you or others voluntarily submit to us.

Our primary purpose in collecting personal information is to personalize your user experience, maintain, provide and improve our Services, Sites, and business, and for internal operations, including troubleshooting, data analysis, testing, and survey purposes. We may also use third-party service providers, partners, or affiliates to help us operate our business; provide, support, maintain, or secure our Services, or administer activities on our behalf, such as events or marketing campaigns. It may be necessary to provide or allow access to your personal information to these third-party service providers, partners, or affiliates for those purposes.

Information We Collect from You

We collect a variety of information that you provide to us. While parts of the Services may not require you to provide any information that can directly identify you by name (such as if you choose to browse our website), the specific types of information we collect will depend upon the Services you request and the information you choose to provide. For example, we collect information from you when you:

Site Registration and Purchase of Services. When registering on our Sites, using our payment function(s), or subscribing to our Services, as appropriate, you may be asked to enter your:

Form Submissions and User-Initiated Communication. If you fill in forms on our Sites or communicate with us via phone, email, or otherwise, we may collect your contact information and firm-related information, as well as other information you may provide to us, such as customer service interactions with us.

User Surveys and Testimonials. If you participate in surveys via our Sites or Services, we may collect contact information (such as name and billing address), demographic, and professional information. If you choose to provide a testimonial, we may collect your name, general location, and, at your option, your likeness.

API Integrations. We may collect information about you or your clients when you connect an API that integrates with our Services. We use this information only for the purpose of providing the requested Services to you.

We cannot anticipate every API which you may want to use. Since our platform integrates with APIs of your choosing, it is your responsibility to decide whether integration of each API is appropriate to meet your legal and ethical responsibilities and obligations, as well as the security and privacy standards of those APIs.

Client Information. We may receive additional information from you about your clients when you choose to share this information with us, whether to track their cases, or when you use our Services to prepare or send out client invoices or accept payments from your clients. You may choose to upload, disclose or share sensitive data about your clients via our Sites, in using our Services. it is your responsibility to decide whether you may do so pursuant to applicable law and legal and ethical standards.

Blog Posting and Reviews. We will receive any information you choose to share about yourself or others when you post on our blog or choose to submit a review on our Sites.

Information We Collect Through Automated Means

We automatically track certain information based upon your behavior on the Sites. We use this information for internal research on demographics, interests, and behavior to better understand, protect, and serve you. If we directly combine any information gathered in this manner with other information you have provided about yourself, such information is subject to this Privacy Notice.

Device Information. When you access our Sites or Services, we collect device information that can be used to identify you or your device. These identifiers may include IP address, hardware and software information, browser type, device event information, crash data, cookie data, and the pages you have viewed or engaged with before or after accessing our Sites or Services.

User Activity Information. We record information about your behavior on our Sites and when using our Services. This includes details about how you use our Sites or Services, such as content accessed, time viewed, links clicked, Internet service provider (ISP), referring/exit pages, date/time stamp, and clickstream data. We may use this information to monitor our Services and how they are used in order to inform decisions to improve our Sites and Services.

Cookies and Similar Technologies. Our Sites and Services use cookies, pixel tags, and local storage (such as data caches and server logs) to distinguish you from other users of our Services.

We use certain cookies, as described in our Cookies Notice and here in our Privacy Notice, that you agree to when you use our Sites and, in the case of some cookies, for legitimate interests of delivering and optimizing our Services (where the cookie delivers essential functionality). We use cookies and similar technologies for several reasons:

For more information see our Cookies Notice.

Cookies we use on our Sites may include session cookies, persistent cookies, and targeting cookies. Each cookie expires after a certain period of time, depending on what we use it for. A session cookie expires when you close your browser. A persistent cookie remains on your hard drive for an extended period of time. Targeting cookies record your visit to our Sites, the pages you have visited and the links you have followed. We will use this information to make our Sites and Service more relevant to your interests.

For instance, we use Google Analytics as a tool to measure the success of our marketing campaigns. You may opt-out from Google Analytics service from using your information by installing the Google Analytics Opt-out Browser tool: For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: You may also customize the Google Display Network ads by using the Google Ad Preferences Manager and learn more about how Google serves ads by viewing its Customer Ads Help Center.

You may block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. You can clear and manage your browser settings at any time. If you do not wish to receive ads that are tailored to you based on your online activity, you may “opt out” of many of the companies that are involved in such tailoring by going to, or, if you’re located in the European Union, at

Opting out in this way does not mean you will not see any ads; it just means that you will not see ads that have been tailored to you based on your activities and inferred preferences.

Use of Information

We, or our service providers, use (process) your information for various purposes depending on the types of information we have collected from you, in order to:

Combined Information. For the purposes discussed in this Privacy Notice, we may combine the information that we collect through the Services with information that we receive from your engagement with our Sites and use such combined information in accordance with this Privacy Notice.

Aggregate Data. We may aggregate information collected through our Sites and Services so that the information can no longer be linked to you or your device. We may use the combined information for any internal purpose, including without limitation for marketing purposes.

Sharing Your Information with Third Parties

We share your personal information with the following types of third parties:

Affiliates and Subsidiaries. We may share information we collect within the MerusCase family of companies to deliver our services to you, and to enhance our services and your customer experience.

Service Providers. We share your information with select third parties who assist us in operating our Sites, conducting our business, and providing services to us on your behalf. They provide a variety of services to us, including billing, sales, database management, product content and features, research and surveys, customer service, data storage, security, fraud prevention, payment processing, and legal services. They have access to perform these services but are prohibited from using your information for other purposes.

Protection of MerusCase and Others. By accessing our Sites or using our Services, you acknowledge and agree that we may also release your information when required by law or in good faith believe that such access, retention or disclosure is reasonably necessary to comply with the law or legal process (e.g., a subpoena or court order), enforce our Privacy Notice or other contracts with you, including investigations of potential violations thereof, or protect our or others’ rights, property, or safety, respond to claims that any content violates the rights of third parties; or respond to your requests for customer service. This includes exchanging information with other companies and organizations for fraud protection, and spam/malware prevention, and similar purposes.

Business Transfers. As we continue to develop our business, we may buy, merge, or partner with other companies. In such transactions (including in contemplation of such transactions), user information may be among the transferred assets. If a portion or all of our assets are sold or transferred to a third-party, customer information (including your email address) would likely be one of the transferred business assets. If such transfer is subject to additional mandatory restrictions under applicable laws, we will comply with such restrictions.

Public Forums. Certain features of our Services may make it possible for you to share comments publicly with other users, such as comments to the MerusCase blog. Any information you post openly in these ways will be available to the public at large and potentially accessible through third-party search engines. Accordingly, please take care when using these features.

Integrations. On your instructions, we share your information or data if you choose to use an integration in conjunction with the Services, to the extent necessary to facilitate that use.

Marketing Communications and Sharing You may instruct us not to use your contact information to contact you regarding services, promotions, surveys and special events that might appeal to your interests by contacting us using the information below. You can also opt out by following the instructions located at the bottom of any commercial emails you may receive.

Please note that, regardless of your request, we may still use and share certain information as permitted by applicable law. For example, you may not opt out of certain operational emails, such as those reflecting our relationship or transactions with you, or important notifications regarding the Services we are providing to you. Or, if you have downloaded our mobile application and enabled push notifications on your mobile device, we may send you alerts and notifications through push notifications, for example, to communicate status updates on our Services.

Privacy Notice for Residents of Certain U.S. States

Some U.S. state laws provide state residents with additional privacy rights. We constantly monitor this changing landscape to ensure our compliance with applicable law.

Do Not Track Disclosure

Regulatory agencies such as the U.S. Federal Trade Commission have promoted the concept of Do Not Track as a mechanism to permit Internet users to control online tracking activity across websites through their browser settings. Since no industry standard has been adopted, we currently do not process or comply with any web browser’s “do-not-track” signal or other similar mechanism that indicates a request to disable online tracking of individual users who visit our Sites or use our Services.

Children’s Online Privacy Protection Act Compliance

Our Services are all directed to people who are at least 18 years old or older. We do not knowingly collect any “personal information” (as defined by the U.S. Children’s Online Privacy Protection Act) from anyone under 18 years of age without valid parental consent. If we become aware that we have collected such personal information without parental consent, we will take reasonable steps to delete it as soon as possible. We comply with age restrictions and legal requirements in accordance with applicable local law.

Retention of Information

We keep your information for no longer than necessary for the purposes for which it is processed. The length of time for which we retain information depends on the purposes for which we collected and use it and/or as required to comply with applicable laws.

Protection of Information

We implement a variety of security measures designed to protect the safety of your personal information from loss, misuse, and unauthorized access, disclosure, alteration, or destruction when you register or sign up for a subscription for our Services or enter, submit, or access your personal information. However, no Internet or email transmission is ever fully secure or error free. Please keep this in mind when disclosing any information to MerusCase via the Internet.

This Privacy Notice does not address, and we are not responsible for, the privacy practices of any third parties, including those that operate websites to which our Sites link. The inclusion of a link on our Sites does not imply that we or our affiliates endorse the practices of the linked website.

Co-Branded Websites

In the event that our Sites link to other websites that include our branding, this Privacy Notice does not apply to those other websites. Visitors to those websites are advised to carefully read the notices on those individual websites.

Changes to Our Privacy Notice

We reserve the right to amend this Privacy Notice at any time to reflect changes in the law, our data collection and use practices, our Services, or advances in technology. We will make the revised Privacy Notice accessible through our Sites and the Services, so you should review the Privacy Notice periodically. The “Date of Last Revision” included at the beginning of this Privacy Notice will indicate when it was last updated.

By continuing to access or use our Sites or Services, you are confirming you have read and understand the latest version of this Privacy Notice.

Contacting Us

If there are any questions regarding this Privacy Notice or our associated information practices, you may contact us as follows: send us an e-mail at:

[email protected]

or write to us at:

Merus Case, LLC 154 W 14th St, 2nd Fl, New York, NY 10014.