Merus Case

This means that firm members can typically access Merus Case from anywhere with an internet connection. When they need to use Merus Case, they enter Merus Case credentials into a Merus Case website and are able to access all their data from there.

General practice management systems store a wide variety of data instrumental to running many kinds of law firms.

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In Merus Case's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Merus Case.

The Migration Specialist will need an Administrator username and password into Merus Case in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.

Because data is extracted from Merus Case via the internet, the migration can be run from any suitable location.

A member of the firm will need to complete a small spreadsheet mapping users from Merus Case to users in the new system.

When Merus Case stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Merus Case, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.

Many consultants have reported experiencing disruptions when attempting to back up data from Merus Case. These disruptions can take various forms, including disabled user accounts, throttled download speeds, blocked IP addresses, and other unexpected obstacles.
Plan for delays you can't fully anticipate.

Many consultants have reported that Merus Case charges a fee for data exports and may take a significant amount of time to fulfill the request.

Many firms migrating from Merus Case have reported that Merus Case offered them a paid backup of their data and then discovered the backup was delivered in a proprietary format, omitted key data, and was not suitable for use in a migration. We recommend declining this option and instead using the Universal Migrator software to acquire your data.