Automation Setup


Automation Setup houses powerful tools that allow a firm administrator to create and customize streamlined processes based on the firm’s law type. Workflows and Statutes utilize MerusCase’s transparent tasking and calendar tools to automatically create firm specific reminders and to-do lists.

To navigate to Automation Setup, click on Tools & Settings in the upper right-hand part of your screen displayed as a gear. Then click on Automation Settings. Tools & Settings

Note

Only Firm Administrators can access Automation Settings.

Statutes

The Statutes feature in MerusCase provides firms the ability to automatically add an event to a specific case and firm calendar based on a custom interval of time. Statutes are especially useful for Personal Injury and Workers’ Compensation case types as setting a Statute within the Injury/Incident Details will create an event that warns the firm when the statute of limitations is coming up for that DOI (Date of Injury/Incident). Statutes

Note

Each statute uses a selected Event Type to set a date in the case and firm calendar. Therefore, it may be useful to ensure a custom Event Type has already been created within the firm prior to adding a new Statute.

Adding a New Statute

  1. To add a new Statute click on the New Custom Statute button. New Custom Statute

  2. Enter the details as prompted.

  3. Click Save.

Editing a Statute

  1. Click on the line item you want to edit.

  2. Edit the fields as necessary and click Save.

Deleting a Statute

Anywhere there is a table within MerusCase, there will be what’s called a control column. The color of the control column will change based on the theme being used, but it will consistently display three dots in the form of an ellipsis.

This control column is where additional options for each line item will be.

To delete, click on the Control Column (displayed as three little dots) next to the desired line item and select Delete.

Generally, anytime a user deletes an item, a popup message will appear asking for confirmation from the user.

Filtering Statutes

Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.

Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.

To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.

Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.

Pro-Tip

MerusCase filtering has very powerful Search and Filter Tricks available to you, such as Custom Filter Shortcuts, powerful keywords, Preset Filters and even more!

To remove a filter, click on the added filter button (each applied filter appears as a button in the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open within the Search/Filter bar.

Workflow

MerusCase Workflows allow users to seamlessly automate repeated tasks and events for different members of your firm.

Pro-Tip

The date on any item (task or event) linked to the triggering Workflow will be used if available, otherwise the date the Workflow is triggered is used. For example, a Statute Set Case Activity will use the underlying calendar entry date, not the current date.

Workflows

Adding a New Workflow

To add a new Workflow click on the New Workflow button. New Workflow

Select the desired Activity Tag from the dropdown menu. The chosen activity tag is what tells MerusCase to spawn the current workflow.

Add Tasks, Subtasks, and Events as desired to this workflow as actions. To add more than one action, click on the Add Another Action button located next to Save.

Click Save once all necessary information has been entered.

Note

A workflow can have an unlimited number of events and tasks. See documentation on events and tasks for more details.

Pro-Tip

The workflow will only be spawned when the chosen activity tag is used upon creation of the activity. This means that a user cannot add the chosen activity tag to an existing activity for the workflow to be triggered.

Editing a Workflow

  1. Click on the line item you want to edit.

  2. Edit the fields as necessary and click Save.

Deleting a Workflow

Anywhere there is a table within MerusCase, there will be what’s called a control column. The color of the control column will change based on the theme being used, but it will consistently display three dots in the form of an ellipsis.

This control column is where additional options for each line item will be.

To delete, click on the Control Column (displayed as three little dots) next to the desired line item and select Delete.

Generally, anytime a user deletes an item, a popup message will appear asking for confirmation from the user.

Filtering Workflows

Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.

Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.

To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.

Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.

Pro-Tip

MerusCase filtering has very powerful Search and Filter Tricks available to you, such as Custom Filter Shortcuts, powerful keywords, Preset Filters and even more!

To remove a filter, click on the added filter button (each applied filter appears as a button in the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open within the Search/Filter bar.