Prevail Case Management Software


 

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.

 

Prevail Case Management - Home
 
  • Prevail Case Management - Home
    Home
  • Prevail Case Management - Calendar
    Calendar
  • Prevail Case Management - History
    History
  • Prevail Case Management - Ledger
    Ledger
  • Prevail Case Management - Criminal defense matter information
    Criminal defense matter information
  • Prevail Case Management - Personal injury matter information
    Personal injury matter information
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Windows 2000, Windows 8

59 Reviews of Prevail Case Management

 

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Software Advice Reviews (9)
More Reviews (50)

Showing 1-9 of 9

Lauren from Disability Attorneys of Michigan
Specialty: Litigation

May 2015

May 2015

User friendly, efficient, fast

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

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.

Likes Least

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

Recommendations

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
Specialty: Government

May 2015

May 2015

Work with Prevail

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

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.

Likes Least

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.

Recommendations

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
Specialty: Litigation

April 2015

April 2015

Great Program

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's simple to use and it's a very efficient software that meets our needs.

Likes Least

It's very difficult to find a flaw in this product.

Recommendations

Allow some time to utilize this software and its capabilities.

 
 

Erika from Disability Attorneys of Michigan
Specialty: Litigation

April 2015

April 2015

Easy to use, incredibly interactive, and highly efficient

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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.
Specialty: Government

April 2015

April 2015

The Future is Looking Bright

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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

Recommendations

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
Specialty: Family

April 2015

April 2015

Great Case Management Program

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

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.

Likes Least

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.

Recommendations

If you have a high volume case load Prevail would absolutely save you time.

 
 

Samantha from Disability Attorneys of Michigan
Specialty: Personal Injury

March 2015

March 2015

Great for a Disability Law Firm

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

I do not care for the messaging system, but when you have been use to instant messenger from Microsoft it is hard to compare.

Recommendations

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

January 2015

January 2015

Outstanding Program

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

I wish I could say there was something that I didn't like about this software or the team, but there isn't.

Recommendations

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
Specialty: Litigation

January 2015

January 2015

Review of Prevail

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Outstanding case management and document management. Support is likewise outstanding. My only regret is that I did not buy it sooner

Likes Least

Nothing negative to say. I really can't think of anything. They deliver what they promise

Recommendations

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

 
 
 
Showing 1-20 of 50

James from Attorney

October 2017

October 2017

Great program. Company a pleasure to work with.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

More efficient claim management

Pros

Easy to use. Support is wonderful. Everything I need is in the program. If I have an issue they solve it

Review Source: Capterra
 

Courtney from McPhillips, Fitzgerald & Cullum, LLP
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Love it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organization, cost savings and efficiency.

Pros

It is great for organization and efficiency when used properly. I like having all of the information in one place.

Review Source: Capterra
 

Benjamin from Decker Law Office
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Powerful software that does everything you need and more.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to Use with Training;
Customizable;
Interface;
Comprehensive CMS and Document Management;
Great Value;
Good for multiple practice areas;
Good ways to measure productivity;
Good for scaling up your practice;

Cons

Does not work with Google Calendar;
Requires use of Microsoft products;
TWAIN compliant scanners required (i.e. can't use Scansnap);
Ledger and costs interface are confusing;
More free training would be nice;


Review Source: Capterra
 

Tammy from Law Offices of Norman J. Homen
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Easy to use and makes life easier dealing with clients.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Effective communication with clients and staff.
It is extremely affordable for all types of law firms and sizes. Extremely helpful staff at Prevail keeps me informed regarding the program processes.

Pros

The note tab and calendar system makes it easy to schedule clients and return phone calls. This system has the ability to track tasks assigned to each staff member. I am able to document tasks and the status of each case on a daily basis. Clients files are worked on a daily basis so there is no lag time to make deadlines.

Review Source: Capterra
 

Mary from Wolf & Brown LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Prevail is easy to use and has many helpful options.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The benefits i get from this software are staying on top of upcoming cases and allowing to see what really is the most important thing i have to work on, sometimes we get carried away thinking everything we have to do is important at our job but Prevail allows us to lay our cases and due dates right out in front of our eyes and physically show us "hey this needs to be worked on now" or "this can hold off for the time being" it takes the "overwhelming" part of work out of your hands. Literally gives you a top tier and lowest tier priority of work.

Pros

I am freshly new to the world of law & Prevail is not only easy to use but has many options that allow the user to remain reminded about up coming and past events to work on, learning the ins and outs of law and being there are many cases to work on Prevail allows the user to remain on schedule with jobs that are time sensitive and need to be worked on ASAP.

Cons

There are slim to none things I do not like about this software, there maybe a few things options wise that seem redundant but other than that I tend to use everything that is in the software, from upcoming reminders to tasking future events prevail makes it hard to not stay on top of upcoming cases and future ones too!

Review Source: Capterra
 

Tammy from Stephen D. Tousey Law Offices, Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

The program is great for keeping track of client files and excellent customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The ability to view a client's file at a glance without having to have the paper file.

Pros

The ability to keep track of statute dates, creation of specific reports, forms and letters. It is a valuable tool in keeping track of all client files.

Cons

Not being able to add more than one follow up task to a Process; not being able to clear an expense balance in the expenses advanced on behalf of a client.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Tammy! Thank you for your review, and good luck in the drawing!
You'll be hearing from Sean in Training about clearing advanced expenses.
I see that Ginger has emailed Stephen about upgrading to Prevail 8. In Prevail 8, you'll be able to have a process step trigger as many tasks and appointments as you'd like.
Thanks again!

Robin Ventura

 

Samantha from Grossman Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

User friendly, efficient, great customer service to help with questions/suggested improvements

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Makes case management 100% easier!

Pros

Very easy to use. Every action taken is automatically documented in one place. SUPER easy to use. Customer service is extremely helpful, knowledgeable and willing to take the time to work out any issues you may have with the program.

Cons

I would like there to be an icon that would attach the photo id to the matter page to make it easier to connect a name with a face.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Samantha. Thanks for reviewing Prevail.
In the current version, Prevail 8, you have the ability to attach a photo to a contact. Would you like someone to contact you about the possibility of an upgrade? If so, email me.

Robin

 

Ashley from The Ladan Law Firm, P.A.

August 2017

August 2017

Lifesaver!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

All of my case information is in one location. It's easy to navigate and notate on the go. I can look up any information whenever I need to.

Cons

Appearance could be more customizable, I guess. I don't have any thoughts as to cons or dislikes on this product.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Thank you for the great review, Ashley!

 

Vicki from Candice Apple & Associates

August 2017

August 2017

Prevail is easy to use and the features are helpful in my day to day work.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

There are several options that I don't use in Prevail, such as many options in the Report and Report Builder menus, Event's and Strategies. Many offices may use all of the options. Saying that this is a con but it is nothing that affects my use of Prevail.

Pros

The ease of using the program and being able to move within the program to find or record needed information for our clients makes our daily job flow and simplifies the work.

Review Source: Capterra
 

Sonya from Persinger & Persinger, LC

August 2017

August 2017

I've only used the product for about 2 months

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ability to keep record of contacts and 'attach' them to multiple items and when you search a contact or a case it shows what items are related.

Cons

Formatting and order that entries have to be made. Some of the entry fields seem a bit redundant or maybe not as useful as others would be.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Sonya. Can you be more specific about how you'd improve the order of entries and formatting? Thanks!

 

Lindsay from Tom Bible Law
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

I've been a Prevail user for almost 2 years now, and enjoy the program.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

I'm happy with the set-up. It is easy to navigate, and Prevail 8 has a lot of new features that make certain tasks easier to complete. I also love that the program syncs up with Outlook now!

Cons

With all of the new features, I've noticed the program has a "lag" now. Also, I don't like that you can't generate multiple documents at a time, such as medical records requests (which is a feature that is available in a different program I've used in another office). Also, when a document is being scanned into the system, the rest of the program is unavailable to use until the scanning process is finished (which we used to be able to do in Prevail 6). There are still some things that could use tweaking..

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Lindsay. Thanks for your review.
Prevail can actually merge multiple medical records requests at one time, using the Merge Across Related feature. Not only will it merge multiple medical requests to different providers, but each document can set its own time and cost value on the ledger, plus a follow up task as well.

 

Karen from East TN Disability
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Prevail software is the ONLY one I would use. Their customer service is top notch.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love that all the information about a case is at your fingertips. Their customer service is the best I've ever seen.

Cons

Compared to the version we had 17 years ago, it takes quite a bit of time to learn and enter information from the files, but once you do that it's awesome!

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Thanks, Karen!

 

Laura from Bob Richardson Law Firm

August 2017

August 2017

Use the system to track referral sources, and lawyer commissions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Pretty simple. I am still trying to get used to a system that isn't comprehensive. I guess it is easy to over ride mistakes.

Cons

I have used electronic medical records for years and this seems simple, not comprehensive and very repetitive in displaying information. Very redundant.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Laura. Could you please be more specific about what you've put in the "Cons" section of your review? We'd love to help resolve this if we can. Please email me at rventura@prevail.net

 

Brenda from Brandt Law Office
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Prevail is a pretty well-rounded program-has some key features that other programs don't have.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Client tracking software-keeps track of deadlines, history of case, etc.

Pros

Statute warning list is key. History/notes tabs are extremely important/useful. Message list & task list are also very important. Messaging within prevail is very useful. Sticky notes are really helpful as well.

Cons

Prevail is missing important client information boxes on matter page, such as mother's maiden name, place of birth, etc. This is info that needs to be readily available/easy to find for SSD clients, but no designated spot for this info. Also, generating custom reports is a feature that is needed. Ease of use/customizing personalized settings is not user friendly, could definitely use some work.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hello Brenda. Your suggestions have been passed on to our development team. If you'd like to be more specific, please email me at rventura@prevail.net.
Thank you!

 

C Jane from C. Jane Johnson, Social Security Disability Representative
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Must have for SS disability work.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The scale won't work. I am extremely likely to recommend and have recommended many times. Prevail software has allowed me to scale up my business without adding staff. Keeps me organized and saves me money. Helps me win cases by adapting to my work flow and making sure I never miss a deadline.

Pros

Keeps me totally organized. Using Prevail case management software has allowed me to triple my case load without adding staff. It has paid for itself many times over. The training is excellent and the annual fee is more than reasonable given the high quality of the tech support. I always get a real person on the phone who understands the software and is extremely knowledgeable about the disability business. They give me solutions that are better than what I ask for because they've seen so many different business models. The Prevail staff are continually upgrading and improving the product so it just gets better and better, but the upgrades never interfere with business. They make the upgrades seamless and work with my schedule. I cannot say enough good things about Prevail.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

What a great review! Thank you, Jane!

 

Kevin from Henderson Law Offices
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

great program. One of the best programs that does not have a monthly charge.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organization, organization and organization. Everything at one place or in one case. Calendars to view all upcoming meetings for the firm, a staff member or anything in between.

Pros

Cost is up front / No hidden fees
Ease of Use
flexibility of use
Great training and customer service (probably best customer service of any company I have ever dealt with)

Cons

limited customization (small issue because software covers a lot of ground)

some legal matters lack necessary fields

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Kevin! Thanks for your review.
Tell me, what fields are you looking for, and in what law types?

Robin

 

Connie from Connie L Vance Disability Services
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Wonderful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It saves me a lot of time. I could not stay as orgainized as I am without Prevail's help.

Pros

I could not maintain my case load if it wasn't for the Prevail softwear and all it does. It produces all I need to do all aspects of my job. It has reminders, letters, and all my forms. I have used this software since 1996.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Thanks, Connie!

 

Tracy from Mary Kay Hansen Law & Mediation, PC LLO
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

We have been using Prevail for about 5 years now. What a difference it makes in your practice!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I think the greatest benefit of this product is that you can handle many more cases with it than without it, thereby making your investment in the product nominal. Also, it is so user friendly that anyone can learn to use it very quickly.

Pros

Very user friendly and very functional. Even the most inexperienced can learn to use Prevail very quickly. We are able to handle many more cases than we did without Prevail. I really like the document merge feature as we use a lot of form letters. The intake questionnaire is great as well.
We can all be on top of our game on every case because it is easy to see where we are on a case.
Love the process tab too because we can set lists (autofill) or steps and each serves its purpose for different types of cases. Prevail tech support is fantastic! They are responsive, friendly, understanding, and very helpful-well worth the yearly contract fee.

Cons

There are a few glitches here and there and it crashes sometimes, but for the most part we are very happy using Prevail.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Tracy! Be sure to contact tech support if you're having any issues.

 

Marina from Art Gage Law
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Prevail staff are very friendly and helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

VA friendly, ability to be able to link the calendar and Prevail together, great support service, and can be efficient.

Cons

To many steps to save contacts. Not able to route a phone message, note, email to another employee.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Marina! You can definitely route phone messages, notes and emails to other users. You can use the linking feature for that, to send a linked message. You can also link a task to the item, and set it for whomever you'd like.
As for contacts, you should be able to save them with a minimal amount of steps.
Call me with any questions!
Robin

 

Jennifer from Anderson Crawley & Burke, pllc
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Prevail has allowed our firm to stay up-to-date with our cases and, for that, we love it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The instant access to view our files and keep up with what is going on with each... The merge-doc function is by far the best feature, as well as the rolodex and the capability to run reports.

Pros

The merge-doc functionality is awesome! We also like the fact that we have instant access to our cases with all the info on the screens about each case. The rolodex is also a plus, especially being able to see what cases are attached to certain rolodex entries.

Cons

Everything in the history gets jumbled up to where it's hard to locate things. Wish there was an option to assign a specific color for each category. Also wish the process was simpler in getting a new report added that we need.

Review Source: Capterra

  Response: Practice Technology, Practice Technology, Inc.

Date: August 2017

August 2017

 

Hi Jennifer,
Your concerns are being forwarded to our staff. Thank you for the great review!
Robin

 
 
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