This article covers new product enhancements included in our August 27, 2025 release of Version 8.0.
Medical Index
Introducing the new Medical Index feature in MerusCase! Now you can easily organize your firm's documents into index files to send to parties on your cases. Conveniently compile, consolidate and format your existing case documents into a professional Medical Index PDF. No more manual creation or formatting of an index! MerusCase leverages the documents already in your system to help you improve efficiencies and streamline your workflow.
Documents are available for indexing based on activity tag. Our setup article outlines how you can customize your firm preferences to select a custom tag your firm already uses to automatically include previous documents. The new "Document Index" button on the Activity tab automatically tags selected documents for you.
The Medical Index instruction article demonstrates the process of creating medical index files with the new feature. You can decide how to categorize and sort your documents when you create a medical index. You can also easily edit previously-created index files if you need to add or remove documents.
See the Medical Index FAQs article for more information on this feature.
Reports
Cases List with Injury Detail
Both versions of the Cases List with Injury Detail report now include injury status information in addition to the case status information already included in the report. The Status column has been renamed to Case Status for additional clarity.
These reports also include additional case filters for Date Opened, Reopened Date, Date Closed, and Date Modified.
All Reports
A new “Month to Date” filter has been added to report date range options, making it easier to view results for the current month. This option is available across all reports with a Date Range filter and is especially useful for tracking monthly billing or case activity.
User Management
Courtesy Time Tracking is now controlled from the User Management page under Tools & Settings. This gives firm administrators better control over how user initials are tracked when entering time for others in the firm. The "Hide user initials for courtesy time tracking" checkbox allows you to prevent a user's initials from being tracked when they enter time for someone else. By default, this preference is off and user initials will be recorded on case ledgers for greater visibility.
Other Updates
Personal Injury - Added a "View History" audit log to the Incident tab of Personal Injury case file to track changes to Date of Incident, Incident Details, and several other fields.
Billing Rules - New "Single Ledger: Disallow Case Statuses" billing rule can be set to prevent users from billing on case files with specific case statuses.
Contacts - Date of Birth search is now available when searching your firm's Rolodex.
Word Templates - Updated the INJURIES:date_of_injury merge field to match the ordering of case injuries.