MerusCase

What do you like best?

Our Attorneys and Caseworkers have really liked the switch from TruFile to MerusCase that we made 9 months ago. You can set shortcuts up to quickly glance at how many open cases you have, how many tasks are assigned to Sussie, how much productivity Johnny vs. Joey has had, cases still pending...etc. The shortcuts and filters in searching are my favorite feature.//Also, the rep who rolled out and taught our staff how to use MerusCase, Juan, was competent, relaxed, and really good at his job - made switching software a lot better than it could have been - go Juan and MerusCase staff!

What do you dislike?

While getting a quick glance is great, sometimes it would be helpful to have a report. While MerusCase does have a slew of reports, they seem to lack some of the report types we wish we had. Also, they aren't integrated with other systems like our website that we wish they were, so we don't have the ability to automatically upload info from our new client forms into our database, or create a client portal yet, for example. Though I hear MerusCase is working both on Reports and APIs/integrations...

What problems are you solving with the product? What benefits have you realized?

MerusCase is definitely more set up to handle workers' compensation client information and processes. Instead of leaving a bunch of fields blank, or not having a field to put a bunch of info in, MerusCase is designed for specific types of legal cases such as this. It has definitely advanced us technologically from our last database.