MerusCase
The facts below are what the maker publishes about MerusCase, checked and dated. Our editors have not written about it yet.
Plans and prices
From MerusCase's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom | — | Custom and tailored pricing · Data migration support |
| Free secure-messaging account | Free | Limited account · secure HIPAA-compliant messaging |
| Custom & Tailored | Priced on request | Custom pricing · data migration support · Subscription pricing available on request |
| Custom & Tailored to Your Needs | Priced on request | Pricing tailored to your needs |
The facts
Each one read from MerusCase's own pages, with the date it was checked.
What it does
- Accounting
- Built-in bookkeeping supports invoices, payments, balance forwards, overpayments, unreconciled payments and case ledgers.checked 15 Oct 2026
- API
- MerusCase exposes API endpoints for activities, case data, contacts, events, ledgers and other records.checked 15 Oct 2026
- API authentication
- The API uses OAuth 2.0 with app registration, authorization codes and user-specific bearer tokens.checked 15 Oct 2026
- Batch scanning
- The service can process thousands of scanned pages into separate single-page or multi-page documents.checked 15 Oct 2026
- Calendars
- Tiered calendars support personal, office, firm and user-specific events that can be attached to cases.checked 15 Oct 2026
- Compliance
- MerusCase says its system exceeds HIPAA compliance standards.checked 12 Oct 2026
- Developer documentation
- The developer guide covers app registration, partnerships, documents, endpoints, copy-service orders, constants and API examples.checked 15 Oct 2026
- Document automation
- Templates can merge case data into PDF court forms or Word documents and save the completed file back to its case.checked 15 Oct 2026
- Document management
- Case contacts, assignments and documents are linked and tagged so firms can organize and search matters.checked 15 Oct 2026
- Integrated email can synchronize accounts, attach messages to cases and provide shared inboxes.checked 15 Oct 2026
- Features
- The product includes accounting, built-in time tracking, electronic billing, and more than 35 built-in reports.checked 12 Oct 2026
- HIPAA messaging
- The service provides meruscase.net email accounts whose attachments require recipients to use a free MerusCase email-only account.checked 15 Oct 2026
- Integrations
- Listed integrations and connected tools include Microsoft Outlook, Microsoft Word, Google Drive, Microsoft 365, Gmail, DocuSign and CalendarRules.checked 15 Oct 2026
- Licence
- Terms describe MerusCase Technology as proprietary, indicating a closed-source commercial service rather than open-source software.checked 15 Oct 2026
- Limit: API documentation
- A G2 reviewer praises the API but says its documentation is out of date, while Software Advice reviews mention documentation gaps.checked 15 Oct 2026
- Limit: integrations
- The product maker acknowledges that MerusCase is light on third-party integrations compared with competitors.checked 15 Oct 2026
- Limit: internet dependency
- A Software Advice reviewer says the suite requires an internet connection and that office integration can be tenuous.checked 15 Oct 2026
- Limit: mobile
- Independent reviewers note the absence of native iOS and Android apps, with mobile access delivered through a responsive website.checked 15 Oct 2026
- Limit: reliability and speed
- Reviews mention slow loading, calendar glitches, update-related crashes and occasional synchronization problems.checked 15 Oct 2026
Money
- Billing and payments
- Yeschecked 22 Sep 2026
- Electronic billing
- Electronic billing supports formats and networks including LEDES, ESIS, Chubb and PDF.checked 15 Oct 2026
The company
- Company size
- LinkedIn lists MerusCase as a privately held software company with 11–50 employees.checked 15 Oct 2026
- Founded
- A Paradigm launch release says MerusCase was founded in 2008 and acquired in 2019.checked 15 Oct 2026
- Headquarters
- LinkedIn lists headquarters at 1771 Broadway, Oakland, California 94612.checked 15 Oct 2026
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