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Better Together

MeruCase adapts to fit your practice - streamlining document automation, time tracking, billing, calendaring, email, and case management into one easy-to-use system that's accessible anywhere, anytime, from any device.

Integrate Case Status into your Meruscase ecosystem

The purpose of this page is to set expectations of how to set up the integration for Meruscase and how the integration works.

88%
Client Adoption of the Case Status 5-star App
10k
Hours Saved in 36 months
2x
Net Promoter Score vs Average
191
Cases per attorney

Communications with

MerusCase

Drives Results

Client Engagement

We help MerusCase firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to calls and emails asking, "What's going on in my case?"

Enhanced Communication

We compliment MerusCase with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone via a 5-star app.

Grow The Law Firm Business

We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.

MerusCase

+ Case Status in Action

Helpful Resources to Get Started
Video
Always Letting Clients Know They Hired the Right Team

Reaching clients who don’t even have an email? No problem! Learn how Case Status helped GG&F put each client’s case within arms reach.

Resource
Always Letting Clients Know They Hired the Right Team

Reaching clients who don’t even have an email? No problem! Learn how Case Status helped GG&F put each client’s case within arms reach.

Video
Case Status for Google Chrome

Everything You Need, Right Inside Meruscase!

Resource
Case Status for Google Chrome

Everything You Need, Right Inside Meruscase!

Video
Google Chrome Store

Download Case Status for Google Chrome today!

Resource
Google Chrome Store

Download Case Status for Google Chrome today!

Get to Know

MerusCase

Setup (Expected Time: 1 hour or less)Requirements for full MerusCase integration capabilities:‍ - Must have a login for an active MerusCase account - Must have a Case Status Login and must be configured prior to integrationThe MerusCase integration is activated by OAuth and there is no setup needed on the backend. Simply navigate to your Case Status Settings and select MerusCase as the case management system under ‘integrations’.This will redirect you to log into your MerusCase Account. Once logged in, select 'Allow Access' to Case Status. In MerusCase, navigate to CaseStatus under ‘3rd Party Apps’ and ensure the app says 'Subscribed'. If it does not, click the 'Allow App to Impersonate Me' button. This will complete the setup.How the Integration WorksOnce the integration has been set up, cases can be imported into Case Status. There are two ways this can be configured:- Import/Sync all cases: All cases with the required fields will be imported into Case Status. The automatic sync runs nightly at 9:15 PM UTC and will import/sync all cases. The sync can also be triggered manually at any time. The first sync will import all cases with the status = open/stipulation from the last 10 years into Case Status. After the first sync, the sync will only pull cases from the last 30 days. Your implementation manager can reset the sync to pull all cases from the last ten years. Duplicate cases will not be added. Users will also have access to a ‘Sync with Meruscase’ button where the user can sync all cases into Case Status instantly.‍- Import/Sync cases individually: Cases can be imported/synced individually using the integration ID within the URL in MerusCase, as well as the option of a ‘Sync with MerusCase’ button where the user can import a singular case along with the integration ID for that case.‍- If manually syncing a case, a CSV will be sent to whoever triggered the sync with a breakdown of which cases were attempted, and the results of those attempts.The integration allows for both messages and documents in Case Status to automatically sync to the case in MerusCase- Messages will sync automatically every two minutes and can be found in the ‘Activity > Messages’ section within the case. All messages that are synced will have a pretext that states "Message from Case Status.” All messages will also automatically have a ‘Case Status Message’ tab.‍- Documents will sync automatically every 20 minutes or can be synced manually on demand by pressing the ‘sync with MerusCase’ button within Case Status. Documents can be found in the ‘Documents’ tab under the Activity within the associated case.Case Status supports open and closed case syncing with the case in MerusCase.‍- Case Status will only pull in cases with 'Case Status' = OPEN or STIPULATION- When a case is closed in MerusCase, it will also be closed in Case Status when the nightly sync runs.

Ready to get started with MerusCase & Case Status? Please use these helpful links.

“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 25,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.

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