Feature Focus: Allocation Mode
In case you missed our blog post last week (don’t worry, we all make mistakes), we want to highlight one of the most exciting changes to take place in our recent Version 4.1 release: the radical expansion of Allocation Mode. Its induction is a powerful differentiator for firms that use MerusCase billing; Allocation Mode allows you to see beyond the hours and amounts your billers are logging, and gives you insight into how much money each biller is responsible for - after discounts, write-offs and expenses.
Read MoreLabels: Mastering MerusCase, Legal Technology
Preview: Trust Accounting in Version 4.0.9
The MerusCase Version 4.0.9 release is coming up - and we’re excited to showcase what’s ahead! PI, Immigration, and Criminal attorneys, we’ve heard your requests and, as always, are happy to meet you where it matters: in product changes that will truly optimize your MerusCase experience. This post will provide an overview of our latest and greatest change, enhanced Trust Accounting.
If you accept pre-payments or use trust accounts to manage client funds, you can now easily input retainers and refundable deposits while creating a new case:
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