MerusCase vs Tabs3

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Our analysts compared MerusCase vs Tabs3 based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Meruscase is a scalable cloud-based solution for firms of all sizes to save time on various practice operations: automate documents, track billable time and manage calendaring, email and legal cases. It provides 360 degree visibility of relevant case data with robust predictive searching modules. Users can batch scan documents and auto-populate forms using custom templates. Maximize revenues with intuitive time tracking, customized e-billing and comprehensive bookkeeping.

Administrators can delegate tasks, while team members can collaborate on them with increased transparency using color-coded tiered calendaring. Leverage 35 built-in reporting modules to gain data-driven insights on billing and cash flow patterns, workloads, performance and more. Keeps data secure with SSL encryption and regular backups. The vendor also offers automatic updates, seamless migration, personalized training, unlimited cloud storage, remote accessibility and dedicated support.
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Tabs3 is an integrated suite of solutions designed for law firms to streamline their entire matter lifecycle. Practices can opt and pay for only the modules they need, which include billing, practice management, general ledger, accounts payable and trust accounting. It requires minimal implementation and can be deployed either in the cloud or on-premises. It has an array of ways to review important metrics, track billable hours, send bills and get paid faster.

In addition to modifying account structures with ease, users can stay on top of their cash flows by tracking and resolving invoices, bank statements, deposits and payments. It improves firm-wide monitoring with dashboards to visualize historical data and flexible reporting on productivity, profitability, billing and other aspects. Users can access it on the go from any device and use numerous integrations to enrich it.
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$39/User, Monthly
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Tailored to your specific needs
$40 Monthly
Get a free price quote
Tailored to your specific needs
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Chromebook
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Linux
Android
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On-Premise
Mobile
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On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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Live Online
Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Quick Access: Locate specific documents, client information and case records easily with purpose-built data management tools. 
  • Automated Data Collection: Automatically collect, review and store case documents and legal records with AI-enabled scanning tools, eliminating human errors and omissions. 
  • Universally Accessible Training: Prepare tailored training routines and timelines with an open knowledge base. 
  • Manage Work Comp: Streamline workers' compensation adjudication cases by accessing Jet File and EAMS (Electronic Adjudication Management System). 
  • Easy Data Recovery: Recover data at a moment’s notice with regular backups. 
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  • Expedited Billing: Boost cash flow with multiple payment modes, mobile payment options, and customizable statements and payment plans.  
  • Streamlined Data Management: Quickly find legal matters, records and case information with electronic data organization and easy-to-use search tools. 
  • Sync With Court Rules: Seamlessly sync the legal calendar to Federal and State-based jurisdictional rules with affiliations to ALA and ABA. 
  • All-in-One Connectivity: Stay connected regardless of the mode of deployment using a mobile app. 
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  • Document Management: Connect legal documents with associated matters, cases, contacts and assignments. Keep track of pending documents and case status with regular reporting. 
    • Form Automation: Pull case data from associated matters like client names, addresses, case notes, numbers and more to automatically fill out legal forms and documents. Convert documents into PDF court forms or Word format, as per firm requirements. 
    • Predictive Search: Search for specific legal documents with stackable search filters and the Global Search tool. Turbo-caching predictive algorithms search associated matters for any and all relevant documents. 
    • Batch Scanning: Scan and upload multiple sets of documentation at once. Process the records into single and multi-page documents and sort them into relevant case files. 
  • Time and Expense Tracking: Interact directly with the time tracking and billing portals to identify billable hours and track payments, year-end reconciliations, balance forwards and overpayments. Create and manage separate trust and operating accounts in accordance with industry regulations. 
    • Time Tracking: Track billable hours spent on client activities like meetings, hearings, communications and documentation. Add notes to specific time entries and retroactively edit the ledger in case of errors. 
    • Billing Management: Provide clients with versatile payment methods supported by Ledes, ESIS, Chubb, PDF and more. 
    • Reporting: Generate reports based on preset data fields to create insights into the firm’s cash flow patterns, reliable clients, profitable practice areas and productivity. 
  • Teamwork and Collaboration: Synchronize calendar and email entries for seamless collaboration between team members and clients. 
    • Email Management: Integrate existing email clients with the in-platform tool to automatically organize all correspondence. Link emails to relevant matters and track related communications between team members and clients. 
    • Calendar Management: Stay on top of deadlines, events, hearings and appointments with synchronized calendar entries. Connect events to associated legal matters and allow access to everyone on the case files. 
    • Task Management: Assign tasks to team members, track individual attorney contributions and set up alerts for pending tasks. 
  • Backup and Security: Secure firm data and documentation with daily backups performed nightly. Updates are issued regularly and are easy to install. 
    • Cloud Storage: Store an unlimited number of legal documents and files and access them globally from any device with an internet connection. 
    • Security: Protect firm information from vulnerabilities with SSL encryption. It is HIPAA compliant. 
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  • Financial Management: Manage firm financials with the end-to-end accounting portal. Interact directly with the billing module to issue checks, print financial statements, operate trust accounts and perform year-end reconciliations. 
    • General Ledger: Balance operating and trust accounts with the general ledger tool. 
    • Accounts Payable: Track all incoming and outgoing transactions for a holistic view of firm financials. Monitor aging receivables, cash requirements, vendor payments, recurring payments and voided checks. 
    • Trust Accounting: Automatically log all transactions made from trust accounts. Reconcile deposits and withdrawals and print checks from the client’s trust fund. 
    • Integrations: Supports integrations with Tabs3 Billing Software, Tabs3 Accounts Payable Software and Tabs3 General Ledger Software. 
    • 1099 Forms: Combine payment disbursements to vendors and trust account payees with the 1099 form. Always maintain compliance with IRS regulations. 
  • Matter Management: View a quick feed of matter-specific information like contacts, communication history, case notes, documentation and invoices directly into the dashboard. Verify the billing summary of matter information and issue invoices against unpaid bills. 
  • Calendar Management: Switch between firm-wide and personal calendar views to get a 360-degree picture of firm obligations. Schedule individual and/or collective appointments and color-code them based on associated staff and activities. 
    • Deadline Checks: Automatically check new calendar entries against existing events for scheduling conflicts. Set up custom federal, state, county and jurisdiction-based rules for detecting deadlines. 
    • Notifications: Notify individual or collective staff members about important events and hearings. 
    • Recurring Meetings: Automate calendar entries for recurring events that take place at both regular and irregular time intervals. 
    • Planning Templates: Prepare sequential events with calendar planning templates. Use event-based or time-based triggers for court rules and collection follow-ups. 
  • Conflict Checks: Check all potential clients for conflicts of interest. Investigate legal documents, emails, matters and attachments for partial and/or phonetic matches to the conflict checking tool. 
  • Email Management: Integrate with Microsoft Outlook to automatically track time spent on writing and reviewing client emails. Add emails directly to client files, perform conflict checks and sort by associated matter. 
  • Time and Expense Tracking: Track every minute of time spent on client activities and correspondence with multiple built-in timers. Interact directly with the billing portal to issue invoices directly from time entries. Set custom billing and increment rates for individual clients. 
  • Document Management: Organize legal documents by connecting them to associated matters and clients. Import scanned documents using the PaperPort extension. Track various changes made to a document across previous versions. 
    • Smart Documents: Autofill common data fields with information already in the firm database. Automatically issue invoices for any document-related activity. 
  • Workflow Automation: Engineer custom workflow patterns with up to 10 tasks including emails, communication, documentation, appointments and more. Assign tasks to staff members with trigger-based alerts. 
  • Controlled Access: Restrict access to sensitive documents with permission-based accounts and customizable viewership controls. Permit edits for specific data fields. 
  • Backup and Recovery: Secure firm information with regular backups. Export firm data at any time in case of power outages or network failures. 
  • eNote: Send secure messages in real time with the built-in messaging portal. Send appointment links and reminders along with text messages. 
  • Billing: Use the billing portal to directly transform time entries into billable hours. Prepare tailored bills with quick access to client contacts, payment history, write-offs, WIP, account balance and more. 
    • Billing Flexibility: Process payments faster with flexible billing methods. Issue contingency, retainer, hourly, flat fee or threshold-based bills and design custom rate charts for specific clients. 
    • Online Payments: Accept credit card transactions for expedited payments. Use the Tabs3Pay tool to email online payment links along with client invoices. Supports integration for LawPay and ProPay. 
    • Reports: Generate built-in reports for greater insights into revenue, important clients, receivables, compensation, productivity, profitable practice areas and more. 
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Product Ranking

#34

among all
Legal Software

#49

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 96 69 83 69 64 78 67 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 157 reviews
Excellent User Sentiment 355 reviews
94%
of users recommend this product

MerusCase has a 'excellent' User Satisfaction Rating of 94% when considering 157 user reviews from 4 recognized software review sites.

93%
of users recommend this product

Tabs3 has a 'excellent' User Satisfaction Rating of 93% when considering 355 user reviews from 4 recognized software review sites.

4.3 (4)
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4.6 (5)
3.8 (27)
4.7 (70)
4.7 (160)
4.7 (78)
4.7 (166)
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3.9 (2)

Awards

MerusCase stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Tabs3 stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Intuitive Interface: Many users find MerusCase easy to navigate and use, even without prior experience with legal software. They appreciate the logical layout and straightforward design.
Robust Features: MerusCase offers a comprehensive suite of tools that streamline various aspects of legal practice, such as calendar management, task assignment, and document storage. This allows lawyers to manage their cases efficiently.
Strong Customer Support: Users consistently praise MerusCase's responsive and helpful customer support team. They appreciate the quick response times and knowledgeable assistance provided.
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Intuitive Interface: Users highlight the user-friendliness of Tabs3, making it easy to navigate and manage legal tasks.
Comprehensive Features: Tabs3 is praised for its wide array of features, covering various aspects of legal practice management, from time tracking and billing to document management.
Robust Reporting: Users appreciate the detailed reporting capabilities of Tabs3, allowing for insightful analysis of financial and operational data.
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Billing Issues: Some users have reported problems with the billing system, such as difficulty generating invoices and tracking payments.
Customization Limitations: Users have expressed frustration with the limited customization options, making it challenging to tailor the software to their specific workflows.
Learning Curve: The software's interface and features can be complex, leading to a steep learning curve for new users.
Mobile App: The mobile app has received negative feedback for its limited functionality and user-friendliness.
Customer Support: Some users have reported challenges with customer support, including slow response times and difficulty resolving issues.
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Limited Customization: Users have expressed frustration over the inflexibility of certain features, particularly when it comes to document assembly. For instance, one user found it cumbersome that they couldn't easily modify the formatting of numbered clauses within a legal document.
Learning Curve: Legal professionals transitioning from older software versions have reported a steep learning curve with Tabs3. The new interface and features require time and effort to master, impacting productivity during the transition phase.
Integration Challenges: Some users have encountered difficulties integrating Tabs3 with other essential software used in their legal practice. This lack of seamless integration can disrupt workflows and lead to inefficiencies.
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MerusCase is generally praised for its user-friendly design and ability to manage complex legal cases, particularly its document management, case file organization, and customizable dashboards. Users specifically appreciate the platform's scalability, making it suitable for both small and large firms. Features like batch scanning for efficient mail processing and email integration with automatic linking to cases are highlighted as major advantages. However, some users find the software's learning curve steep and desire more comprehensive features. For example, users express the need for better legal document creation tools and smoother integration with external calendars like Google Calendar. Compared to competitors like Rocket Matter Premier, MerusCase shines in its user-friendly interface and integrated accounting tools. However, Rocket Matter Premier is considered more robust in billing and time tracking, offering advanced features and customization. Ultimately, MerusCase is best suited for legal professionals who prioritize ease of use, efficient case management, and document organization. Its strengths lie in simplifying complex legal processes, making it ideal for firms transitioning to digital case files or those seeking a straightforward, scalable solution. However, firms requiring advanced billing features or extensive customization might find other platforms more suitable.

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Users rave about Tabs3's robust document management and search capabilities, highlighting its ability to centralize all case-related information, making it easy to find any document quickly. They also appreciate the comprehensive financial tools, including billing, trust accounting, and reporting features, which streamline financial operations and ensure compliance. However, some users find the interface dated and not as intuitive as newer cloud-based solutions like Clio or MyCase. They also point out that the on-premise deployment option, while offering more control, can be more demanding to maintain than cloud-based alternatives. Despite these drawbacks, users consistently praise Tabs3's deep feature set and its long-standing reputation for reliability, making it a solid choice for firms prioritizing stability and comprehensive functionality over a modern user interface. It's particularly well-suited for larger, established firms with complex needs and the IT infrastructure to support an on-premise solution.

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