- Getting Started
- Administrator Tools & User Management
- Cases & Activities
- Contacts & Companies
- Events & Calendar
- Tasks & Workflows
- Messages & Email
- Documents, Templates & Uploads
- Invoices, Payments & Billable Time
- Personal Injury Features
- Workers' Compensation Features
- Immigration Features
- Frequently Asked Questions
MerusCase gives users custom workflows and screens based on the assigned case type. For instance, each Immigration case type will have an Immigration tab with curated fields displaying relevant information about the beneficiary.
Pro Tip: Always working on a specific case type? Make sure this is your Default Case Type under Tools > Settings & Options > User Preferences. By doing this, everytime you create a new case, this default case type will already be selected!