Secondary Case Identifier
The Secondary Case Identifier refers to the Case Number displayed when browsing cases as well as in the left-panel when in a case.
Select from the 2 options:
- Let Merus assign a number incrementally: This option is the default selection for a new firm in MerusCase.
- Use the File Number as set in the Case: This is for firms that have their own file number system either from another LPMS or from a paper based system that they would like to carry over into MerusCase. A file number can be set in the Case Details Tab under Case Info.
Party Ordering allows a firm to customize the order in which parties are displayed within the Parties tab in a case. Drag and drop the Party Types to the desired order.