With 21 years of experience, Prevail Case Management System by Practice Technology, Inc. has one of the market's most popular legal case management solutions, offering some of the lowest total cost of ownership and fastest ROI in their field. Prevail is a fully relational, comprehensive database that incorporates all of the tools and features users need to manage the entire practice and multiple cases.
Prevail is a great fit for legal institutions of any size in many different segments – including personal injury, immigration, corporate law, and estate planning, among others. Their dedicated support team is available for help every step of the way – from the implementation process through ongoing user training. Its extensive document management, case management, docketing, time tracking, and billing applications are all offered within a robust suite.
From the initial intake to the conclusion of each case, regardless of practice area, Prevail will streamline every process along the way. This increase in efficiency will allow firms to take on a significantly higher caseload without the need for additional staff. The unique Prevail-QuickBooks Transfer Wizard eliminates the hassle of entering data manually, and reduces potential for human error.
Prevail has many appealing features, but we really like the fact that its integrated calendar syncs with MS Outlook so users conveniently have their Prevail calendar on any mobile devices synced with Outlook. Prevail is a great choice for a legal firm of any size that wants to streamline their case management processes.
Lauren from Disability Attorneys of Michigan
Prevail is very easy to use, you can customize your needs of the program to fit what you need to accomplish. Its very fast when loading documents and transiting between different screens.
The thing that I like the least is the "notes" section - it is not the easiest to read and follow sometimes, most of the time I read everything in "History" cause it stands out better
Just review the notes section and the history section.. If you have to document a lot of things you do or who you talk to this is something you will want to review. Since this is something that I do everyday and have to always document things, it just took me awhile to get used to how this was set up in prevail.
Patricia from Disability Attorneys of Michigan
Prevail is very user friendly. I like that you can search a client's name and it comes right up like a web search. You can search a partial name and every client with that name comes up. It comes in handy when you have a large client database. I also like the way the main page for clients is set up. You get the detailed information on the client and also it shows the process step of where the case is at. When clients call I find it easy to give them a status update with the information right there. Another great thing with Prevail is the way the medical information is set up; you put all your dates in of when the records are received, submitted and requested. It's a great system and easy to use.
The notes are kind of difficult to read - for me anyways. I feel like I keep scrolling and it's a big jumble of notes. You can put them in date order, which I do, but it just doesn't seem very clean and separated.
As far as recommendations go, our office uses this with a large database of clients. It makes it easier finding the client you're looking for when you search.
Randall from Disability Attorneys of Michigan
It's simple to use and it's a very efficient software that meets our needs.
It's very difficult to find a flaw in this product.
Allow some time to utilize this software and its capabilities.
Erika from Disability Attorneys of Michigan
The program seems as though it was created to meet the growing demands of my firm and increasing number of clients. The customer service has been phenomenal - not only are they prompt and receptive to your questions but they also listen to feedback and help structure the program to best firm our firm. Everything from the matter pages and tools to document preparation and information merging to the calendar flows smoothly and is efficient.
I really have no complaints. While it may be easier if the vendor resided in our state, that certainly has no real impact on the ease of product use, accessibility to customer service, or the quality of the software.
Try this program! Our firm has tried numerous other programs and has had to sustain on various programs at once to make-up the work Prevail can do alone. You will not be disappointed. Prevail has made our lives and case management so much easier in every department. Also, do not be afraid to contact customer service for any question or for feedback - you will be delighted at their responsiveness and resourcefulness.
Elyse from Ball Johnson, P.C.
The best part about the system is the speed. When you research on any engine, including Google sometimes, it seems to take a long time for the search to be completed with possible options. However, prevail is not the case. Prevails search engine is accurate and fast!
Another wonderful feature is the "tabs". Prevail is a very organized system and now our cases have more organization and more precision. If we want something added to help the organization even more, the team adds it for us.
The number one is the calender. I feel the calender is not properly sized and or capable of properly showcasing a firm of our size's case loads. I feel there should be more improvement made to the "look" of the calender and should look at examples of other software calenders i.e. Outlook
There is always room for improvement, but I feel Prevail is on the right path and is willing to explore new options and new software to improve Prevail.
Daniel from Disability Attorneys of Michigan
My favorite part of this product is the ease of use and overall user friendliness. Specifically, in working in a high volume setting it is extremely important to locate individual cases quickly. Prevail absolutely allows me to do that.
The feature I like least would be the sending of messages to other Prevail users. In my experience you cannot just send a message it has be in a note. No big deal, this is still overall a good product.
If you have a high volume case load Prevail would absolutely save you time.
Samantha from Disability Attorneys of Michigan
Specialty: Personal Injury
Prevail allows implementation of office procedures to be efficient and accurate. Statute warnings and task deadlines help us to better manage our cases. We built the process steps to work for our procedures, allowing us to monitor our cases, track data, and monitor productivity.
I do not care for the messaging system, but when you have been use to instant messenger from Microsoft it is hard to compare.
Take the time to build your procedures in to the program and you will not regret it!
Janice from Monge and Associates
Specialty: Personal Injury
I love that you can use Prevail for almost anything, regardless of what type of business you have. We use Prevail for accounting, case management, and even employee file management. What makes this program even better is the knowledge of Prevail's staff. They have outstanding customer service skills.
I wish I could say there was something that I didn't like about this software or the team, but there isn't.
I would recommend they just buy it. It took us almost a year to get it, and when we did, we were disappointed we took that long. They even convert your files from whatever program you are using into Prevail for you, so that means you don't skip a beat with your files. Love it.
David from Law Firm
Outstanding case management and document management. Support is likewise outstanding. My only regret is that I did not buy it sooner
Nothing negative to say. I really can't think of anything. They deliver what they promise
It's a terrific time saver that is easy to use and works well with Dragon speech. It's a very good bang for the buck. It also has several other "off-label" uses too numerous to describe here
Sharmine from Law Office of Sharmine Persaud
Employees number: 2-10 employees
We are able to take on and track more cases. It works for WC and VA cases too.
I like the new features on PREVAIL 8. The ease of using the email feature. The login in screen is easy on the eyes.
1) Tech support is great ( always capable and willing to resolve issues) but hours are limited to 9 to 5. Most attorneys work late into the evening and weekends, it would be nice to get some help/tech support after 5PM. Maybe one late night in a work week of tech support.
2) They need to add more tabs for SSA clients like prior filings, height, weight, dominant hand, marital status, eligible AUX. These are all questions on the SSA app. If these are added I missed it.
3) I find Process Builder to be overly complicated and cumbersome to use. I just want a check off box not endless process steps and clicking around.
Diane from Diane Bross Law
Employees number: 2-10 employees
Automation, automation, automation. Prevail tracks and enters many of our day to day tasks, it propagates forms and sets deadlines, saving us countless hours. Also, the reports are extremely useful for business insights. The questionnaires are easy to follow. Prevail is user-friendly and can easily be customized for unique needs.
Michelle from Veterans Disability Benefits
Employees number: 1 employee
Simple installation with support from very experienced and dedicated staff. Easily customizable for veterans disability practice. Ongoing support costs very reasonable. Great return on up front investment.
Customizable and scalable.
Elizabeth from Hatfield Law, PLLC
Employees number: 2-10 employees
I have had a pretty good experience with Prevail. I have seen some struggles with Windows 10. I am hoping that these bugs will be ironed out with Prevail 8.
I like that it is easy to use and pretty user friendly. I like that there are not as many options for personalization as Prevail 6.
I wish that with the History that it didn't put the newest item by day and then by time - I wish I could make it so that the lasted post in History is always on top.
Evan from Law Offices of Evan M. Ostfeld, P.A.
Employees number: 2-10 employees
I have been using Prevail since 2001 when opening up my new law practice. It is still one of the best decisions that I made!
Customizable and constant upgrades.
Leanne from Cooke Legal, PLLC
Employees number: 2-10 employees
Prevail is more than a software it's an amazing company that will be there to help you develop your business. I first purchased prevail in 2013 and the SAME STAFF that helped me then has recently helped me through a business transition nearly 4 years later. I highly doubt that you would have those kind of personal relationships at any other software company. Additionally the software is extremely effective but also easy to learn. We've had no problem training incoming staff quickly with prevail. Prevail helps keep me organized and makes it easy to check in on any deadlines in the office. It makes supervising my staff easier than any other program.
I promise you will love prevail and the company that provides it.
Keeps me organized and its easy to teach to new staff
Mary Kay from Taylor and Associates, PLLC
Been using PREVAIL since January 2015. The initial investment of set up took us about 6 months. Soon after that we added desktop scanners and since then is has been indispensable! It is so easy for attorneys or legal assistants to cover for each other when out for sick or vacation because the file is centralized and complete (no documents on a desk waiting to be filed and processed). We have over a hundred forms, documents, letters in Merge Doc that makes case management super quick and easy. Orientation for new employees is also great because the steps and tasks are outlines for them and it is very easy to audit work performed so praise or supplemental training can be delivered timely. Word to wise- you do not have to use every feature to still get great value, but the more familiar you become with PREVAIL the more you will use and appreciate.
Ryan from Ryan J. Ruehle Attorney at Law LLC
Still training on Prevail and unsure of its potential. I wish the onboarding didn't take so long. I am sure we made a great decision.
Cindy from Cindy Olson LLC
Employees number: 2-10 employees
A few months ago I was starting my own practice as a solo practitioner. I have used Prevail in the past, and was familiar with the program. I have also worked with other programs in the past, and I checked out a few other programs, but they weren't as flexible as Prevail. Even though I was on a budget, the expense of investing in Prevail has already more than made up for itself in the ability that I have to track my clients' needs because of Prevail. I am able to keep track of each client's providers and referral sources and merge documents with great ease to send to clients or providers. I love this program and highly recommend it to anyone who is running a small to medium sized practice.
Ease of use and ability to keep track of all of the information that I need to associate with each client. I also love the immediate support that is available to users.
I don't see any down side to the program.
Definitely worth the investment.
Susan from Ca
When I worked as a case manager at a law firm I used prevail daily. I loved the ease of the program. Very user friendly. Easy to train on. Now that I am with another firm, I miss prevail a lot! Everything I use to do was all in prevail - it was so easy to access clients documents and more. Other legal programs have you going back and forth between the software and a word based directory.
If you want efficiency and productivity go with prevail.
Kim from Kirk & Teff, LLP
Employees number: 11-50 employees
I have been using the Prevail Case Management System now for 16 years and I would never switch! The best feature is their customer service! Everyone at Prevail Case Management is very helpful and friendly no matter how frustrated you are! Having great customer service means the most when using a database program to me because you are then assured that they will help you to fix the issue you are having or suggest better/more efficient ways to achieve what you are trying to do. I feel the database itself is very user friendly with a little bit of training, and the training is also very friendly and knowledgeable. I would, have and will continue to recommend Prevail Case Management to anyone looking for a database that is user easily learned and supported by great people!
Really can't think of any!
Always pay for the technical support, it is worth EVERY penny spent!
Bill from Cleo Hogan Attorney At Law
Employees number: 2-10 employees
There is no truer statement than garbage in then you get garbage out! The more you use Prevail the more and more awesome Prevail's information you give it helps your cases. Its quick its intuitive and its user friendly. The developer is constantly making it better. We use Prevail daily almost all day and it makes our cases run so smoothly.
Ease of use and how user friendly it is. The learning curve is nearly zero.
I can't think of one except maybe that its not FREE? But that wouldn't be fair would it?
If you aren't using it than why not? I mean wake up and smell the coffee!
Dax from Dax J. Lonetto, Sr., PLLC
Prevail case management system is an intuitive and easy to learn software program especially for those practicing Social Security or Veterans disability. The software is very customizable. The best part is the tech support is second to none. The software comes ready to use out of the box but does require customization for it to work optimally for your practice. However, tech support is easy and efficient to work with and have been able to solve all issues I've encountered to make the program run the way I want it to. Overall, this is a great product that I highly recommend.
As a longtime Prevail client, I feel compelled to set the record straight for other current and potential users. His previous review of Prevail contains inaccurate information.
1) You can add case statuses through the Databank, and the status can be updated automatically by properly setting up and using the Process Builder.
2) I'm not sure what version of Prevail Mr. Smith uses, but in the latest version, Prevail 7, the messages do not take over the screen. You may set them to display in a non-intrusive manner in the corner of your screen, much like alerts from Outlook for new e-mails.
3) Reports in Prevail CAN be exported to Excel. In fact, I export over half of the reports I use to Excel, so that I can manipulate the layout of the data in a more useful format, put the data in a graphical view, etc.
Training is definitely the key to getting the most out of Prevail.
2. Great customer service
3. Prevail is designed to work with ANY law type
4. You can customize many parts of the program to fit your practice.
Paul from McChesney and McChesney
We are a Social Security firm that has been using Prevail for more than 20 years. If it doesn't do something, we call them up and in a few months they often modify the software so it does. They are constantly upgrading. But most important, if you have any problems with their software or anything on your computer that interacts with it, call them up and it is fixed. The have the knowledge, the resources, and the will to take care of you.
Cliff from Berkley Disability
The Prevail Case Management System is a wonderful tool and great investment in our practice. Prevail is always running on every desktop in our office, waiting for us to feed in more information. The user experience is efficient and reliable exactly when you need it the most. The Tech support team is just a phone call away. You only have to wait a few seconds before speaking with a live person who is there to fix your problem. Great Service! Great Company! Great Product!
David from David Kapor & Associates
Our practice is limited to representing Social Security disability claimants. Our caseload is significant This system has never crashed despite seven licenses. It is an excellent gateway towards a ¿paperless ¿office. It is also accessible when using a Remote Desktop Program allowing you to modem into your server and database when away from the office.
The program comes with very good ¿form¿ templates that are adaptable and can be modified to suit your particular preferences. The program¿s flexibility for example, allowing the practitioner to modify its forms and to create one¿s own forms is an extremely attractive feature .
The statue, task tickler, etc., are excellent. This program allows you to determine the status and posture of any case within seconds. The database search engine is extremely fast when calling up a claimant¿s case. The program can quickly print out reports on caseload and the posture of cases individually and by groups. It works well with Dragon speech and your word processing program.
The training we received required some time and is paced according to your schedule. Learning to navigate through the program to maximize its capabilities is worthwhile and somewhat intuitive but does take some time. My staff is always stumbling upon something new and useful within the program.
Switching over to Prevail requires a commitment to take the time to input all your client data. Once a medical provider¿s information or any Rolodex type of information is entered, it does not have to be entered again and can be attached to any claim. If one wants to search the database for certain medications or medical devices for participation in any class actions, that information is available nearly instantly.
Before purchasing Prevail I investigated other similar software companies and products tailored to the nature of my practice. Since our office began using Prevail, our attorney and staff efficiency has increased significantly. Just in terms of increased efficiency and time management, the program pays for itself over and over again My anxiety level has likewise decreased- it is very hard to miss a deadline. I give it FIVE stars.
Tom from Ann Donovan, P.A.
Prevail is a fantastic system for maintaining client files, documents, the current status of each case, the history of the entire case, and the next step which should occur. This system allows you to calendar appointments, as well as set up, assign and complete tasks, and send messages throughout the office. The system integrates with Word, WordPerfect, and QuickBooks. Management reports can be generated from the data maintained in your files. This system allows one to keep up with tasks completed and still pending, and allows one to assign great priority to the tasks which must be completed by a certain deadline
Prevail recently introduced a new version of its system, which just came online a couple of months ago. There are still some bugs which need to be ¿fixed¿ in the new version, but changing to the new version was painless and quick for everyone in the office. The new version has several significant new features, including a ¿Do not Disturb¿ function, increased security and individual User options.
While I am unable to list all of the wonderful features of this system, one of the most beneficial for us is the capacity to modify the system so that it works most efficiently for everyone in the office. We can add or edit steps, documents, reports, and client questionnaires as needed. This system allows us to painlessly and seamlessly keep a record of time spent and costs incurred for each client and for each task.
The customer support is wonderful. The wait times are short and call backs are available. The tech team works through any and all issues online with us while we are on the phone with them. This is the best customer support I have ever seen with any system I have used.
I unequivocally recommend Prevail.
Ann from Ann Donovan, P.A.
Prevail is the best case management system you can have. It will sync appts with your mobile phone. They have staff for technical support. You have unlimited calling. Their training is great and if you ever have problems you just call and they will help you. They can help you set up their built in process steps so you can assign specific tasks to specific individuals. For example if you get an initial denial it will automatically set up a task to make an appt. for someone to do the reconsideration, it will give you statute notifications as to when your deadline for completion is and this is true for every step in the social security process through federal district court. We have used it since 2009. The only time consuming thing which is not that bad is initially setting up your personalized letters so they are part of the process. The trainer helps you complete this. It is the Best Case Management System around and I have used others. Their staff is always friendly and gets back to you. If something needs to be changed by the development system they always call you back and let you know the status of any changes you request. They work had to make their system user friendly and to listen to customers suggestions for any improvement.
Ami from Patrick Law Firm, P.A.
After using several different case management software on th emarket, I was intorduced to Prevail. By far, Prevail is the best. Prevail offers complete case management tracking, ledger capability, and email communications directly within the software. This prevent the need to attach or post an email to the software. Prevail offers numerous law types which can be customized per user. Our firm focuses on veterans law and this is one software that has veterans law built in. We did have to customize the process tab in order to track the appeals, however; customizing the appeal process allowed our firm to track and create processes according to OUR needs. Prevail also features a much easier document merging setup for MS Word or PDF documents. Prevail's customer service has been excellent at answering any questions I may have. They even assisted our firm on a weekend holiday after normal hours! I would highly recommend Prevail to ANY law firm as this software has everything a firm would need to keep track of your case from criminal law, workers comp, social security to veterans law.