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Friday, March 20, 2015

How to Organize Your MerusCase Account

For the final day of our spring cleaning checklist series, we're diving head-first into your MerusCase account and rounding out your week-long organizing efforts!

You've organized everything else, so why leave your MerusCase account high and dry? Here's what you can do to restore order to your legal case management system:

  • Run the contact DeDupe Tool. When adding cases to your firm, sometimes contacts and companies are duplicated due to many users working on a case at the same time. As the months and years pass, these contacts will accumulate, and you'll have many duplicates for multiple contacts in your firm. With this handy knowledge base article, you can easily remove your duplicate contacts in MerusCase! (Really, you should just do this for everything: your phone, your email, etc. It makes things so much more organized.)
  • Upload any unfiled papers. Remember that desktop organizer we gave you earlier this week? Now that you know exactly what random files are floating around your computer, it's time to upload 'em. Don't forget about anything that's still sitting on your desk -- you can easily batch scan and upload in MerusCase, so there's no excuse for the piles of paper accumulating next to your keyboard!
  • Sync your mobile contacts and calendar. Your MerusCase account is totally mobile friendly, so you should definitely be taking advantage of your ability to sync your mobile device to your Merus account. Whether you're an Android or an Apple person, we've got your covered with our super easy-to-follow tutorials for syncing both your contacts and calendar.
  • Stop relying on third-party software and applications. You don't need them -- your MerusCase account does it all! Start using your in-system messaging, track your time and billing directly from your account, and stop relying on Google Docs or Dropbox to store your files. You're in good hands with MerusCase and our support team is always here to help so, if you haven't already, now's the time to jump in, feet first!

Alright, that's a wrap, everyone! If you've been following along since Monday, your inbox, mobile devices, social media, desk -- and now, MerusCase account -- should be spick and span, ready to help you tackle anything that comes your way for the next few months. Started reading late? Have no fear, you can find the rest of the posts in this series, here:

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Note: This post features MerusCase Version 3.9 or earlier. As such, this post may no longer be accurate. For the most current and up-to-date information about the latest version of MerusCase, please visit our documentation at docs.meruscase.com.

Posted by MerusCase on Friday March 20, 2015 0 Comments

Labels: Uncategorized, De-dupe, Dedupe

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