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!
Read MoreNew Feature: Duplicate Removal Tool | Release 3.11
De-clutter your contacts in Merus with the Duplicator Removal Tool. |
It’s bound to happen. An entire firm working late into the night on a case together—somewhere, somehow—there’s going to be duplicates. Perhaps a paralegal made a mistake in the spelling of a company’s name or maybe the court somehow misspelled a plaintiff’s name. It doesn't really matter how these duplicate contacts are created, but if not maintained, these duplicate contacts might build up in the system creating confusion and complications within your workflow.
I've run into this problem myself when using our automatic case creation tool - the Adjudication Unit (ADJ) Importer Tool - a tool specifically designed to import data from the Division of Workers' Compensation in California and generate a case in Merus. As an employee who helps migrate firm's data into Merus, this tool changed everything. Instead of taking fifteen to twenty minutes to create a case, it only took me five minutes. I'm not even exaggerating. Except, after using the tool for quite a bit, I noticed that we were creating a new company for every lien claimant, every insurance company, when I really just wanted to add them to the case—because they're already in my firm as a contact. As you can imagine, I suddenly had duplicates of almost every contact! With so many duplicates, I didn't want to go searching through my contacts and delete them all.
Labels: Releases, Engineering, De-dupe, Dedupe
Leave a Reply