Prevail Case Management System

RATING:

4.66

(81)

About Prevail Case Management System

Prevail is a one-stop-shop for managing your legal matters. The tools available to Prevail users are tightly integrated. This integration gives Prevail the ability to do multiple things automatically as a result of one action taken by the user. Simply put, Prevail saves you time, lots of it. From the automated intake to the customizable workflow; document merge, reporting and dashboard analytics, Prevail keeps the firm running efficiently, allowing you to handle more cases in less time. Time and communication with clients and other contacts are managed and documented throughout your matters in Prevail, providing transparency within your firm. Prevail’s calendar is fully integrated with your matters, triggering statute dates and other deadlines. Prevail sy...
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Prevail Case Management System Reviews

Overall Rating

4.66

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Prevail Case Management System

1 - 5 of 82 Reviews

Tracy

Law Practice, 2-10 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2017

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

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.

Vendor Response

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

Replied August 2017

Jeanine

Verified reviewer

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2019

Prevail Case Management System

Calendar information is detailed and easy to read for efficient client processing. Locating a client within the database is easy as well. the integrated billing system is a breeze to work with and makes billing quick and detailed. Internal messaging makes contacting remote employees easy as well.

PROS

I like that calendaring system that lets you set up appointments for multiple associates. The client information system is very thorough and includes specific information related to a client's individual case. It also lets you print out current cases by genre of case ( ex. Estate planning, Criminal, Social Security..etc.) so that you can keep your client base up to date. Billable hours can be inputted for each specific client as well, and printed so billing is efficient and easy. There is also an internal messaging system within the Prevail software which allows you to send messages to designated employees located in the Prevail database.

CONS

More often then not when trying to schedule appointments if you mistype the date or time or wish to change them to a more specific time, it sometimes gives you an error and you have to back out and restart inputting that appointment from the beginning.

Vendor Response

Thank you, Jeanine! We're glad you're loving your Prevail! Of course, the issues you described with the calendar will be shared with our developers. UPDATE: It was pointed out to me that you're on Prevail6. The problem you're experiencing has been fixed in the more recent versions of the program.

Replied May 2019

Anonymous

11-50 employees

Used free trial

Review Source: GetApp

OVERALL RATING:

1

Reviewed April 2014

An Abomination

Prevail is the worst case management/CRM software solution I have seen in my entire professional career. It has huge issues with case status- you can't add new status types (ie, awarded but unpaid), and there are many obvious oversights in the software design; for example, it doesn't update the case status once you complete the task generated when you indicate that an appeal must be filed by such-and-such date. As a result, it is almost impossible to get an accurate picture of your case-load; all case status updates must be done manually. Perhaps the most irritating feature is the 'message list.' There are two options. The first option is that Prevail will steal focus (ie, makes the program 'pop up' in front of whatever program you are using at the time- e-mail, the internet, etc) whenever someone completes a client task you are associated with. The second option is not to receive the messages at all, and not to have any record of the completed tasks that you are associated with. As a supervisor, this would mean you would have no idea when your subordinates complete work. Since that's unacceptable, I have closed about 20 pop-up windows while writing this review. Worst of all, Prevail's reporting capabilities are abysmal. There is a limited menu of options for types of reports you can use, so you will need to compromise to get the information you want, using a report that isn't quite what you need and doing more work to account for the software's shortcomings. To be fair, you can also wait for their people to make custom reports, or try to use their incomprehensible custom report builder (it was designed for their programmers to be able to use). Scandalously, once the program produces a report, it makes a PICTURE. This means that you can't take any of the information from this program and dump into a real program like Excel to get the information you need (unless you enter each datum manually). This program literally has the potential to cause your

Bruce

Law Practice, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2017

Overall, my experience with Prevail has been positive.

This is our legal practice software. It benefits us in the management of our case load, document assembly, calendar and related functions.

PROS

I like the ease of navigating between screens, being able to keep multiple windows open and switching back and forth without losing data, and the formatting of the various screens. I also like the document assembly which works quite well.

CONS

I do not like the duplication of contacts in the Rolodex -- once entered the contact is there forever it seems. This causes a reduction in the speed of searches and can also result in errors if you select a duplicate contact that is old and outdated.

Vendor Response

Hello, Bruce! Contacts should never be entered more than once in Prevail. The Rolodex is designed so that you can enter a contact once, then attach that contact to as many matters as you'd like. If you'd like more details, please give our Training Dept. a call: 407-228-4400, Option 1, 2 Thanks! Robin Ventura

Replied August 2017

Gaye

Law Practice, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

great case management

I have used prevail for around 10 years. We just did an update from 6 to 8. I thought 6 was great, but 8 wow - love it.

PROS

The tech support team is great. Very nice, and polite. I also like that it merges information into letters, so I'm not typing the same information of 10 different letters. Prevail also lets you create emails and saves it to the correct client case. Prevail also gives you reminders when something is due, most important it gives notice on statutes.

CONS

When I try to print certain things - example printing medical page, it does not print on one page.

Reason for choosing Prevail Case Management System

It is the best.

Vendor Response

Thank you, Gaye! Our tech support team is the best! Let's take a look at the medical page you're merging, and see why you're not getting a single page. Call us so we can help! Happy Holidays, and thanks for the review! Robin Ventura Prevail Sales

Replied December 2019