Prevail Case Management software


61 reviews(4.5/5)
61 reviews(4.5/5)

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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Windows 2000 , Windows 8 , Windows 10

61 Reviews of Prevail Case Management

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  • Chereka from Law Offices of William H. Harding

    Number of employees: 2-10 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Freddy from Alex & Saavedra, P.C.

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • James from Attorney

    October 2017

    Great program. Company a pleasure to work with.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Courtney from McPhillips, Fitzgerald & Cullum, LLP

    Number of employees: 11-50 employees

    September 2017

    Love it.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Benjamin from Decker Law Office

    Number of employees: 1 employee

    September 2017

    Powerful software that does everything you need and more.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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;


    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tammy from Law Offices of Norman J. Homen

    Number of employees: 11-50 employees

    September 2017

    Easy to use and makes life easier dealing with clients.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mary from Wolf & Brown LLC

    Number of employees: 2-10 employees

    September 2017

    Prevail is easy to use and has many helpful options.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tammy from Stephen D. Tousey Law Offices, Ltd.

    Number of employees: 2-10 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    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

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    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

    Lifesaver!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    August 2017

    Thank you for the great review, Ashley!

  • Vicki from Candice Apple & Associates

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sonya from Persinger & Persinger, LC

    August 2017

    I've only used the product for about 2 months

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    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

    August 2017

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

    Ease-of-use
    Functionality
    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..

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    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

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    August 2017

    Thanks, Karen!

  • Laura from Bob Richardson Law Firm

    August 2017

    Use the system to track referral sources, and lawyer commissions

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    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

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    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

    August 2017

    Must have for SS disability work.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    August 2017

    What a great review! Thank you, Jane!

  • Kevin from Henderson Law Offices

    Number of employees: 2-10 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    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

    August 2017

    Wonderful

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    August 2017

    Thanks, Connie!

  • Tracy from Mary Kay Hansen Law & Mediation, PC LLO

    Number of employees: 2-10 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Practice Technology, Practice Technology, Inc.

    August 2017

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

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