MerusCase

Pricing on request

What the maker publishes

Accounting

Built-in bookkeeping supports invoices, payments, balance forwards, overpayments, unreconciled payments and case ledgers. source

API

MerusCase documents an API integration flow using OAuth 2.0 and user-specific bearer tokens. source

API

MerusCase exposes API endpoints for activities, case data, contacts, events, ledgers and other records. source

API authentication

The API uses OAuth 2.0 with app registration, authorization codes and user-specific bearer tokens. source

Batch scanning

The service can process thousands of scanned pages into separate single-page or multi-page documents. source

Billing and payments

Yes source

Calendars

Tiered calendars support personal, office, firm and user-specific events that can be attached to cases. source

Company size

LinkedIn lists MerusCase as a privately held software company with 11–50 employees. source

Compliance

MerusCase says its system exceeds HIPAA compliance standards. source

Developer documentation

The developer guide covers app registration, partnerships, documents, endpoints, copy-service orders, constants and API examples. source

Document automation

Yes source

Document automation

Templates can merge case data into PDF court forms or Word documents and save the completed file back to its case. source

Document management

Case contacts, assignments and documents are linked and tagged so firms can organize and search matters. source

Electronic billing

Electronic billing supports formats and networks including LEDES, ESIS, Chubb and PDF. source

Email

Integrated email can synchronize accounts, attach messages to cases and provide shared inboxes. source

Features

The product includes accounting, built-in time tracking, electronic billing, and more than 35 built-in reports. source

Founded

A Paradigm launch release says MerusCase was founded in 2008 and acquired in 2019. source

Headquarters

Oakland, California, United States source

Headquarters

LinkedIn lists headquarters at 1771 Broadway, Oakland, California 94612. source

HIPAA messaging

The service provides meruscase.net email accounts whose attachments require recipients to use a free MerusCase email-only account. source

Integrations

Users can enable third-party applications in MerusCase and set vendor access levels; the company describes integrations for calendar and contact syncing, records subpoenas, and mail scanning. source

Integrations

Listed integrations and connected tools include Microsoft Outlook, Microsoft Word, Google Drive, Microsoft 365, Gmail, DocuSign and CalendarRules. source

Licence

Terms describe MerusCase Technology as proprietary, indicating a closed-source commercial service rather than open-source software. source

Limit: API documentation

A G2 reviewer praises the API but says its documentation is out of date, while Software Advice reviews mention documentation gaps. source

Checked against the maker's pages on 15 Oct 2026.