Become a MerusCase master.
Check out these tips, tricks, and guides, designed specifically for the clients we love!
Custom Template Creation
MerusCase custom templates use merge codes to pull in contact information and case data at lightning speed — it’s a feature that, when used correctly, will save your firm substantial time and money.
Are you ready to speed up your day-to-day tasks and spend less time bogged down in Word documents? Learn to create custom templates like a pro with this short video tutorial.
MerusCase Search & Filter Tricks
The MerusCase system offers robust search and filtering capabilities, allowing you to quickly access nearly any piece of your data with just a few simple keystrokes. From cases to contacts, messages, activities, and beyond, our search and filter tricks will have you finding essential information with blink speed.
If you're ready to start filtering like a pro, watch this 30-minute webinar hosted by our Chief Operations Officer, Shane.
How to Use MerusCase for Law Firm Marketing
For many law firms, marketing is a critical part of maintaining a steady client base and helping the firm to grow — so it just makes sense that MerusCase should be able to support those efforts.
This post will show you how our very own marketing team uses MerusCase, so that you can apply the same techniques to your firm’s in-house team!
How to Add MerusCase as an App on your Phone
Do you often find yourself accessing MerusCase from your phone, iPad, or other mobile device? If so, this post is for you!