The Statutes feature in MerusCase provides firms with the ability to automatically add an event to a specific case and the 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).

Creating new event types and new custom statutes is a permission granted to only Firm Administrators.

Create a New Event Type

1.  Click on the Tools & Settings icon in the upper right-hand part of your screen displayed as a gear.
2. Click on Firm Display Options.
3. Navigate to the left hand panel and click on Event Types and Colors.
4. Click New Event Type. You can do one of the following:
   • Create one event type for each type of statute you are creating. An example is one event type for the 132a statute and another for the SOL statute.
   • Create just one event type to represent all statutes across your firm's calendar.

Adding a New Statute of Limitations

1. Click on the Tools & Settings icon in the upper right-hand part of your screen displayed as a gear.

2. Click on Automation Settings.

3. Click the Statutes tab.

4. Click the New Custom Statute button.

5. Fill in the field on the Statute Detail panel:

• Event Type: Choose the type of event for this statute. This will serve as a category for the event, and will change the event’s color on the calendar. See Create a New Event Type above to create a custom event type for statutes.

• Label: The label for the statute in the Set Statute Expiry field in Injury details.

• Time Limit, Interval: The length of the Statute.

• Set on Previous: Choose the date for the start of the statute time interval.

Adding a Statute to a Workers’ Compensation Case or Personal Injury Case

1. Open the Case File.

2. Click the Injuries tab / Incident tab.

3. In a WC case, click the Add New Injury button. In a PI case, click the Edit button.

4. Enter a Date of Injury / Date of Incident.

5. Change the Set Statute Expiry field to the desired statute.

6. Click the Add Statute to Calendar link.

7. Click Save at the top.

At the top of the injury information, a date warning will appear with the expiration date. Clicking on the warning will display the Statute Expiration event.

Marking a Statute Satisfied

A Statute event has the unique option to be marked ‘Satisfied’. Once a statute is satisfied, it will no longer be displayed on the calendar. The event type will be changed to ‘Statute Satisfied’, and the date warning in the Injury Details will be replaced with a ‘Satisfied’ indicator.

1. Open the Case file.

2. Click the Injuries tab / Incident tab.

3. Click on the Statute warning in the injury details.

4. The statute event panel will open on the right-hand side. Click the Mark Statute Satisfied button.

The statute is now marked satisfied. The warning will now be displayed with a ‘Check’ icon and blue background, and the event will no longer appear on the calendar.