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On the recordRead 15 Oct 202653 facts
MerusCase
MerusCase · Oakland, California, United States · founded 2008
Plans and prices
Custom
Priced on request
Custom and tailored pricing · Data migration support
Read 22 Sep 2026 · meruscase.com
Free secure-messaging account
Free
Limited account · secure HIPAA-compliant messaging
Read 15 Oct 2026 · meruscase.com
Custom & Tailored
Priced on request
Custom pricing · data migration support
Read 15 Oct 2026 · meruscase.com
Custom & Tailored to Your Needs
Priced on request
Pricing tailored to your needs
Read 12 Oct 2026 · meruscase.com
On the record
- Accounting
- Built-in bookkeeping supports invoices, payments, balance forwards, overpayments, unreconciled payments and case ledgers.meruscase.com · read 15 Oct 2026
- API
- MerusCase exposes API endpoints for activities, case data, contacts, events, ledgers and other records.docs.meruscase.com · read 15 Oct 2026
- API authentication
- The API uses OAuth 2.0 with app registration, authorization codes and user-specific bearer tokens.docs.meruscase.com · read 15 Oct 2026
- Batch scanning
- The service can process thousands of scanned pages into separate single-page or multi-page documents.meruscase.com · read 15 Oct 2026
- Billing and payments
- Yesmeruscase.com · read 22 Sep 2026
- Calendars
- Tiered calendars support personal, office, firm and user-specific events that can be attached to cases.meruscase.com · read 15 Oct 2026
- Company size
- LinkedIn lists MerusCase as a privately held software company with 11–50 employees.linkedin.com · read 15 Oct 2026
- Compliance
- MerusCase says its system exceeds HIPAA compliance standards.meruscase.com · read 12 Oct 2026
- Developer documentation
- The developer guide covers app registration, partnerships, documents, endpoints, copy-service orders, constants and API examples.docs.meruscase.com · read 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.meruscase.com · read 15 Oct 2026
- Document management
- Case contacts, assignments and documents are linked and tagged so firms can organize and search matters.meruscase.com · read 15 Oct 2026
- Electronic billing
- Electronic billing supports formats and networks including LEDES, ESIS, Chubb and PDF.meruscase.com · read 15 Oct 2026
- Integrated email can synchronize accounts, attach messages to cases and provide shared inboxes.docs.meruscase.com · read 15 Oct 2026
- Features
- The product includes accounting, built-in time tracking, electronic billing, and more than 35 built-in reports.meruscase.com · read 12 Oct 2026
- HIPAA messaging
- The service provides meruscase.net email accounts whose attachments require recipients to use a free MerusCase email-only account.docs.meruscase.com · read 15 Oct 2026
- Integrations
- Listed integrations and connected tools include Microsoft Outlook, Microsoft Word, Google Drive, Microsoft 365, Gmail, DocuSign and CalendarRules.getapp.com · read 15 Oct 2026
- Licence
- Terms describe MerusCase Technology as proprietary, indicating a closed-source commercial service rather than open-source software.docs.meruscase.com · read 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.g2.com · read 15 Oct 2026