MerusCase

MerusCase follows a transparent pricing model, but there are additional costs beyond the monthly subscription:

• Setup & Implementation Fees:
  These typically range from $1,000 to $5,000, depending on the size of the firm and complexity of data migration. This includes onboarding, training, and system configuration.

• MerusPay Transaction Fees:
  MerusCase’s built-in payment processor, MerusPay, charges:
  • 3% flat fee for credit card transactions.
  • 1.3% fee for eCheck payments. These fees are deducted separately from the payment amount and can be batched monthly, weekly, or per transaction.

• Additional Training Costs:
  While basic training is included in the setup fee, firms can request extra training sessions at an additional cost, especially for advanced customization or onboarding new staff.

• No Ongoing Maintenance Fees:
  MerusCase does not charge separate maintenance fees. Software updates and support are included in the subscription.

MerusCase provides a comprehensive training and support ecosystem for new users:

• Training Academy:
  A dedicated online portal offering tutorials, guides, and videos covering everything from dashboard navigation to advanced features.

• Boot Camp Sessions:
  Live or recorded onboarding sessions that walk users through login, setup, and core functionalities like case management, billing, and document automation.

• User Guides & Documentation:
  Extensive help articles on syncing calendars, setting up templates, managing contacts, and configuring firm-wide settings.

• Live Support:
  Available via chat, email, and phone. Users can reach out for technical assistance, billing inquiries, or customization help.

• Video Tutorials:
  Step-by-step walkthroughs on YouTube and the MerusCase website for visual learners.

• Custom Onboarding Plans:
  Tailored onboarding for larger firms, including template preparation, jurisdiction setup, and workflow configuration.

MerusCase employs enterprise-grade security protocols to protect user data:

• SSL Encryption:
  All data transmitted between the user’s browser and MerusCase servers is encrypted using Secure Socket Layer (SSL)—the same standard used by banks.

• Database-Level Encryption:
  Sensitive data such as passwords, SSNs, and payment info is encrypted using 256-bit hashing, making it inaccessible even to MerusCase engineers.

• Amazon S3 Data Redundancy:
  Files are backed up in multiple data centers across time zones using Amazon S3, which offers 99.999999999% durability. Snapshots of the database are taken daily for disaster recovery.

• HIPAA Compliance:
  MerusCase is compliant with HIPAA standards, ensuring secure handling of medical and legal data.

• Access Control:
  Role-based permissions restrict access to sensitive data based on user roles, minimizing internal risks.

• Data Ownership & Export:
  Users retain full ownership of their data. Upon termination, data can be exported for a modest fee, ensuring continuity and compliance.

MerusCase releases product updates every month, consistently introducing new features, enhancements, and bug fixes. These updates are managed centrally and automatically applied to all users since MerusCase is a cloud-based platform. Users do not need to manually install updates or patches.

Each release is documented in the MerusCase Release Notes, which detail new functionalities such as:

• New reporting filters
• Enhanced document indexing tools
• Calendar integrations
• Billing rule improvements

Updates are communicated through the platform’s support center and email notifications, ensuring users are aware of changes and can access training materials or FAQs related to new features.

MerusCase has a clear and user-friendly policy: you own your data. All data submitted to the platform—documents, case files, billing records—is considered Customer Data, and MerusCase does not claim ownership over it.

Key points include:

• Upon termination of service (not due to breach), MerusCase will provide a full export of your data within 30 days, for a modest prepaid fee to cover retrieval and media costs.
• Users can also download document archives and case activity logs directly from the platform at any time.
• Data is backed up in multiple Amazon S3 data centers with 99.999999999% durability, and daily snapshots are taken for disaster recovery.
• Deleted data remains in a transitional state for 14 days, allowing for recovery if needed.

This policy ensures portability, transparency, and control, making MerusCase a reliable solution for firms concerned about data continuity and compliance.

MerusCase offers flexible subscription management that allows firms to scale up or down based on staffing or operational changes.

• Scaling Up:
  Firms can add user licenses at any time via the Subscription Settings tab in the admin dashboard. Licenses are billed per user, and changes take effect immediately.

• Scaling Down:
  To reduce license count, firms must submit a request before the next renewal period. The change will take effect at the start of the new billing cycle.

• Automated Billing:
  Firms can enable automated payments to avoid service interruptions and manage renewals seamlessly.

• Custom Plans:
  For firms with over 100 users or unique operational needs, MerusCase offers custom pricing and scaling options, including tailored onboarding and feature sets.

This flexibility makes MerusCase suitable for growing firms, seasonal staffing changes, or restructuring scenarios.

MerusCase operates on a subscription-based model with automatic renewal unless cancellation is requested. Here are the key terms:

• Automatic Renewal:
  Subscriptions renew automatically at the end of each billing cycle unless the firm provides written notice of cancellation.

• Cancellation Notice:
  To cancel, firms must notify MerusCase in writing at least five business days before the next invoice date. This ensures the subscription ends at the conclusion of the current term.

• Data Retrieval:
  Upon cancellation, users have 30 days to request a full export of their data. MerusCase will provide the data for a nominal fee. After 30 days, the company may delete the data without further notice.

• Outstanding Payments:
  All outstanding balances must be settled before termination. Failure to pay may result in data being withheld or deleted.

• License Adjustments:
  Firms can increase license counts anytime, but to reduce licenses, they must submit a request before the next renewal period. Reductions take effect in the next billing cycle.

• Account Access:
  After termination, access to the platform is revoked, and any data not requested for export may be discarded.

MerusCase is designed with legal and data protection compliance in mind. Here are the key standards it meets:

• HIPAA Compliance:
  MerusCase is fully HIPAA-compliant, making it suitable for law firms handling sensitive medical or health-related data, such as personal injury or workers’ compensation cases.

• SSL Encryption:
  All data transmitted through MerusCase is protected by end-to-end SSL encryption, ensuring secure communication between users and servers.

• Data Redundancy & Backup:
  MerusCase uses Amazon S3 for data storage, with daily snapshots and multi-location redundancy to prevent data loss.

• Role-Based Access Control:
  The platform allows firms to assign user roles and permissions, ensuring that only authorized personnel can access sensitive information.

• Secure Payment Processing:
  MerusPay complies with IOLTA, ABA, and all 50 state bar guidelines, ensuring trust accounting and client fund management are handled securely.

• Data Ownership & Portability:
  Users retain full ownership of their data, and MerusCase provides export options upon request, supporting compliance with data portability regulations.