Prevail Case Management Software


Prevail Case Management System by Practice Technology is a legal case management solution that offers relational database that incorporates tools and features users need to manage practice and multiple cases. It is suitable for legal institutions in different segments including personal injury, immigration, corporate law and estate planning among others. Their dedicated support team is available for help from the implementation process through ongoing user training. Features such as document management, case management, docketing, time tracking, and billing applications are offered within a suite. 

Prevail streamlines processes from the initial intake to the conclusion of each case, regardless of practice area. The solution allows firms to take on a higher caseload without the need for additional staff. The Prevail-QuickBooks Transfer Wizard removes the hassle of entering data manually and reduces potential human error.

Prevail has an integrated calendar that syncs with MS Outlook so users have a Prevail calendar synchronized with Outlook. Prevail helps users streamline their case management processes.



62 Reviews of Prevail Case Management

Overall rating

4.65 / 5 stars

Filters:

Showing 1 - 20 of 62 reviews

December 2018

Jennifer from Veneer Chip

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Easy and Simplistic

Pros

I used this program only a handful of times while working for a bankruptcy attorney. The program itself was extremely easy and simplistic. The attorney had chose another program to use for our office, but i kept trying this program out and was in love with it.

Cons

I couldn't find anything that I did not like about it.

April 2018

Chereka from Law Offices of William H. Harding

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

April 2018

I like the software, but I feel there could be some changes.

Pros

I like that this is a tool to manage our case load without physical filing. I love the document merger because it is a huge savings of time. I think this is a great program but based of other firms their may be more efficient technology.

Cons

I wish that the document merger could handle putting more than one of the same contact type on the same document. It seem that the software often has problems depending on the computer that it is on. I wish that the program was more easily accessable from other places such as home or our phone because the attorneys do a lot of out of office work. I was hoping that the process area would be able to work in a more automated way, it feels like there always requires some human component to things in this program and I was hoping that it would provide more of a force flow for our case work. If I were at this job during the time that we were in the decision making process of determining which legal software to go with I probably would have went with another product because there are more automated options.

April 2018

Freddy from Alex & Saavedra, P.C.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

I was introduced to Prevail at the first law firm I worked at and I immediately saw its potential.

Pros

The customization, customer service, ease of use. Pretty much everything in the software can be customized. If you get really fancy with it you can update a status that triggers tasks to multiple people, with deadlines attached, documents printed will all relevant data in it.

Cons

Two limitations to be aware of, you need a TWAIN compliant scanner, I use Fujitsu and love it. This will allow you to scan directly into the matter which you are working in. The second limitation is that in order to attach emails directly from Outlook into Prevail you must have 32 bit office installed. You can ave a 64 bit system, which we do, but Office needs to be 32 bits

October 2017

James from Attorney

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2017

Great program. Company a pleasure to work with.

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

September 2017

Courtney from McPhillips, Fitzgerald & Cullum, LLP

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2017

Love it.

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.

September 2017

Benjamin from Decker Law Office

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2017

Powerful software that does everything you need and more.

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;


September 2017

Tammy from Law Offices of Norman J. Homen

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Easy to use and makes life easier dealing with clients.

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.

September 2017

Mary from Wolf & Brown LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Prevail is easy to use and has many helpful options.

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!

August 2017

Tammy from Stephen D. Tousey Law Offices, Ltd.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

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

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.

Response from Practice Technology of Practice Technology, Inc.

Replied 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

August 2017

Samantha from Grossman Law Firm

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

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

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.

Response from Practice Technology of Practice Technology, Inc.

Replied 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

August 2017

Ashley from The Ladan Law Firm, P.A.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

Lifesaver!

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.

Response from Practice Technology of Practice Technology, Inc.

Replied August 2017

Thank you for the great review, Ashley!

August 2017

Vicki from Candice Apple & Associates

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

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

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.

August 2017

Sonya from Persinger & Persinger, LC

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

August 2017

I've only used the product for about 2 months

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.

Response from Practice Technology of Practice Technology, Inc.

Replied August 2017

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

August 2017

Lindsay from Tom Bible Law

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2017

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

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..

Response from Practice Technology of Practice Technology, Inc.

Replied 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.

August 2017

Karen from East TN Disability

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

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

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!

Response from Practice Technology of Practice Technology, Inc.

Replied August 2017

Thanks, Karen!

August 2017

Laura from Bob Richardson Law Firm

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

2 of 5

August 2017

Use the system to track referral sources, and lawyer commissions

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.

Response from Practice Technology of Practice Technology, Inc.

Replied 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

August 2017

Brenda from Brandt Law Office

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

August 2017

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

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.

Response from Practice Technology of Practice Technology, Inc.

Replied 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!

August 2017

C Jane from C. Jane Johnson, Social Security Disability Representative

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

Must have for SS disability work.

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.

Response from Practice Technology of Practice Technology, Inc.

Replied August 2017

What a great review! Thank you, Jane!

August 2017

Kevin from Henderson Law Offices

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2017

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

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

Response from Practice Technology of Practice Technology, Inc.

Replied August 2017

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

August 2017

Connie from Connie L Vance Disability Services

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

Wonderful

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.

Response from Practice Technology of Practice Technology, Inc.

Replied August 2017

Thanks, Connie!