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  1. MerusCase
  2. Getting Started

Getting Started

New to MerusCase? Let's get you started!

Getting Started

  • Syncing Calendar and Contacts on an Android Device
  • Logging In
  • Dashboard
  • Navigating MerusCase
  • User Preferences
  • User Info (Account Settings)
See all 9 articles

Tools & Settings

  • Account Themes
  • Printing & Exporting
  • Account Settings

Cases

  • Special Handling Comments
  • Custom Fields
  • Settlements
  • Damages
  • Ledger
  • Case Type Specific Tabs
See all 13 articles

Case Progress

  • Progress Overview
  • Progress Setup
  • Progress Timeline

Contacts

  • General Overview
  • Removing Duplicate Contacts
  • Filtering Contacts and Companies
  • Viewing a Contact or Company
  • Creating a New Contact or Company

Reports

  • Billing Reports
  • Reports

Calendar

  • Court Rules Integration with CalendarRules (How-To Guide)
  • Syncing Your Calendar from Outlook
  • Statutes
  • Browse Firm Events
  • Deleting an Event
  • Editing an Event
See all 9 articles

Documents

  • Integration with DocuSign: Electronic Signature in MerusCase
  • Setting up the QuickSave Macro in Microsoft Word
  • Documents Overview
  • Upload Tool
  • Batch Scanning
  • Recent Firm PDFs
See all 10 articles

Tasks

  • Tasks Overview
  • Viewing & Editing Tasks
  • Adding a New Task
  • Deleting a Task
  • Marking a Task Complete

Messages (Email)

  • Email Setup
  • Messaging Overview
  • Compose
  • Sent
  • Email Signature
  • HIPAA-Compliant Messages
See all 12 articles

Product

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Specialties

Criminal Employment Family Law Immigration Personal Injury Workers’ Compensation Your Jurisdiction: Courts, Forms, Statutes & Calculators Time Tracking & Billing: Profitability, Ledes, and UTBMS

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