Case information stored in MerusCase is extensively used for automated letter creation, with case-specific details like party addresses and case numbers automatically populating in Word documents via merge fields we embed in preformatted letters. The result? Push a button, and you download an Opening Letter To Client.docx that's completely filled out. Once you have this document and you've made any edits you want, you can push our SaveToMerus button and it automatically updates in that case's Activities, no upload needed.

MerusCase users who have previously used other case management systems (we call them "legacy systems" here) are often used to entering and retrieving case information in a certain way. These legacy systems usually have a per-case overview like MerusCase, but accessing information across multiple cases often requires one-off queries and reports, such as an "contacts by type" report or an "open cases by attorney" report. Since these text file and spreadsheet reports are generated once, even a single change in case information means the report is out-of-date and has to be run again.