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MerusCase

MerusCase · Oakland, California, United States · founded 2008

Plans and prices

Custom

Priced on request

Custom and tailored pricing · Data migration support

Free secure-messaging account

Free

Limited account · secure HIPAA-compliant messaging

Custom & Tailored

Priced on request

Custom pricing · data migration support

Custom & Tailored to Your Needs

Priced on request

Pricing tailored to your needs

Every plan, in full

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
Email
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

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