MerusCase Customer Success Story: D'Andre, Peterson, Bobus & Rosenberg

Here at Merus, we work hard to make sure that everyone using our system is getting the best experience. We take pride in our ability to save law firms money, help them work more efficiently, and make the lives of lawyers much easier so that they can spend less time working and more time doing the things they love. For those of you who may be on the fence when it comes to the benefits of MerusCase -- or legal practice management technology, period -- check out what Jeff D’Andre from D’Andre, Peterson, Bobus & Rosenberg LLP had to say!

Jeff acquired his law firm roughly 20 years ago and now owns five offices throughout Northern and Southern California. Jeff and his team have been an integral part of the Merus family for several years now and were kind enough to share their experience with us.

When Jeff D'andre first acquired his law firm, he knew that figuring out a way to efficiently store his files was going to be an important task for him to tackle. As a forward-thinking, tech-savvy lawyer, he was eager to jump right in and start using a popular server-based system that promised to help organize his firm.

A few short months after Jeff had fully integrated his firm's data, he quickly found that the system was holding him back more than it was helping! As costly as the system was, he couldn't use it when he was out of the office, he couldn't upload any additional documents, his email was inaccessible through the platform, and it was difficult to locate specific files without having to go through multiple iterations of search terms. After years of struggling with expensive maintenance and cumbersome features, he knew there had to be a better way.

It wasn't long after Jeff began researching new practice management technology that he discovered MerusCase, the cloud-based system that seemed to offer all of the tools and features he was looking for. After spending some time trying out the product and talking to the Merus team, Jeff decided that it was time to make the switch to Merus and start managing his law firm in a way that just made sense.

“Today,” says Jeff, “I can access my firm’s data anywhere, anytime, from any of my devices. I’m never without important case-related files and checking in on my associates’ work is a breeze.” He goes on to explain that many of the MerusCase features, such as Activity Tagging, has simply made his life easier. “Tagging has made it simple for me to instantly see what records I have received; I can quickly post something out of a file from any device and any location, and important documents with tags are bolded and appropriately colored, making it more noticeable to those who need to see it.”

Another aspect of MerusCase that Jeff appreciates is the fact that it truly is easy to use and completely intuitive, calling the transition to Merus a “shallow learning curve.” “No one in the firm had a problem getting the hang of how to use the system,” noted Jeff, “even our least tech-savvy partners at the time. It was so simple that we were rolled out over the weekend and able to start working Monday morning without any interruption in productivity. “

Ultimately, Jeff believes that MerusCase has been a game-changing experience for his business. With Merus by his side, Jeff’s firm has managed to increase transparency, save time, and increase his firm’s profit significantly. “My firm is far more profitable today than it was before MerusCase;” Jeff notes, “honestly, the ROI speaks for itself.”

Are you ready to see what MerusCase can do for your law firm’s ROI? Call us and find out at 510-550-5000!

P.S. Do you want to be featured in the next Customer Success Story? Email pr@meruscase.com or comment below. We would love to hear from you!

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 This post was written by Alisha Chakravarty, member of the MerusCase team.

MerusCase Customer Success Stories: Ortega Counseling Center

At MerusCase, we're passionate about saving legal professionals time and money so that they can focus on more important things. Don't take our word for it, though; check out what Hazel Ortega of Ortega Counseling Center had to say about her experience with MerusCase!


With over 25 years of combined experience, Ortega Counseling Center (OCC) provides excellent vocational, return-to-work counseling services to injured workers. Founded in 2011, Hazel Ortega and her team have since helped numerous injured workers navigate through the process of Vocational Rehabilitation in order to gain new skills and get started working in jobs they love.

Prior to starting Ortega Counseling Center, Hazel was a legal secretary for 17 years, where she had the opportunity to work with several case management systems, such as A1 and Tritek. Although the firm she worked for had an IT manager, she still found herself constantly struggling with the various case management systems: "It was hard to get technical support or answers to questions quickly," said Hazel, "and I was interested in working away from the office, which I couldn't do with those systems." It was these frustrations that initially prompted Hazel to seek a new solution for her case management needs upon founding OCC.

"I first met [the CEO] Johnny and his team at a convention; they were so nice and patient," Hazel explains, "I was able to take a look at the software and I thought it seemed easy to use." Naturally, when OCC was ready to purchase a case management system, the decision was clear: MerusCase would be Hazel's top choice. Now, long gone are the days in which she's forced to wait on hold for tech support or left frustrated by her systems' downtime; with MerusCase, not only is the customer service team quick to respond and resolve any issues or questions she has, but the system boasts a 99.95% uptime over the course of it's 7 years.

Since Ortega Counseling Center began using MerusCase in May 2014, the firm has experienced incredible growth. Most impressively, OCC's firm size has tripled and they've added three physical offices and twenty satellite offices. "I love that, when employees have to be out of the office, they're still able to work, so it's not as if we're out an entire person for the day," says Hazel of MerusCase's cloud-based portability and accessibility.

Ultimately, Hazel believes that MerusCase has increased her firm's productivity, especially with the use of it's communication features. She goes on to say that the transparent tasking "prevents random tasks from going 'missing' and that nothing is forgotten," which has helped her staff get more done and her clients get updated far more quickly. "With MerusCase, I'm able to work from home, so I can put in more hours. It helps to keep me on top of my tasks, I’m getting back to my clients right away, and I’m overall happier because of it."

If you would like to refer a client to Hazel at Ortega Counseling Center, you can access her referral form online, as follows:

1. Sign into your MerusCase account.
2. Go into the case of the client you want to refer and click on "Forms & Templates."
3. Search for the form named "OCC Service Request Form."
4. From here, you can auto populate your client's information, save the form, and send it off to OCC.

And there you have it: another example of the incredible growth made possibly by MerusCase! Want to be featured in our next Customer Success Story? Email us at pr@meruscase.com or comment below!

Are you ready to make your dreams come true? Join the Merus family, today!

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