About Prevail Case Management

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 dea...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Windows 2000, Windows 8, Windows 10

72 Reviews of Prevail Case Management

Average User Ratings

Overall

4.66 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(54)

54

4 stars

(13)

13

3 stars

(3)

3

2 stars

(0)

0

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 72 results

April 2018

Freddy from Alex & Saavedra, P.C.

Verified Reviewer

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

May 2019

Jeanine from Frank G. Lidinsky, PA

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

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.

Response from Practice Technology

Replied May 2019

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.

October 2020

Nancy from McPhillips Fitzgerald Cullum LLP

Company Size: 11-50 employees

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

October 2020

Great Product

I have been an Executive Assistant for more than 20 years and have used a lot of software in many industries (health care, home care, legal services, etc.). Prevail is very user friendly and the Customer Support is by far the best I have ever worked with. Highly recommend this product and staff.

Pros

The software is very user friendly and has a lot of important features useful to a legal file. Love the Reports and drafting new templates in the Document Designer is a great tool as well. Prevail is the perfect software to keep/maintain/edit all legal documents.

Cons

I would love to see a Search feature within one file, as opposed to searching all of Prevail, rather, be able to search the History within one particular file -

December 2019

Stefanie from Law Group

Company Size: 11-50 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

2.0

December 2019

Glad we switched

Everything is so manual, there is no automation to the system. We ultimately ended up switching software programs and I'm much happier.

Pros

Not much at all. I guess to some the basic layout and overly "vanilla" look could be useful to those who aren't used to more. But, I wasn't a fan.

Cons

Navigation within the program isn't the best. It seems very out-dated. It does keep things organized, but you have to constantly go back and forth between sections. I wish it was just an overall more seamless look to it.

Response from Practice Technology

Replied September 2020

Stefanie, my apologies, but I haven't seen this review until now. I'm surprised by your input, as it doesn't really apply to Prevail. We pride ourselves in the fact that Prevail is highly automated, and that moving back and forth between sections is not necessary. Could it be that your firm was on an older version of Prevail? I wish I had seen your review sooner - I would have replied then. Clearly, that wouldn't have changed anything - you had already switched over to another program. I'm sorry you were not satisfied.

August 2020

Eric from Cardinal Law, P.A.

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2020

Prevail is a great tool for PI cases

Overall we have had a good experience. Customer support is top notch and quick.

Pros

Prevail makes it incredibly easy to manage personal injury cases. With separate tabs for medical billing, records, injuries, negotiation, and document storage, it means less time spent looking for information and getting things done within the system.

Cons

It takes a lot of customization to use with general civil and business litigation, and sometimes the time entry forms and document categories are inflexible and require significant tweaking to work fluidly for litigation matters. It is also critical to train your employees on how to use document categories under the history tab in order to fluidly move between pleadings, discovery, correspondence, etc. In other words, Prevail does not have separate folders for filings, you have to manually select categories to view certain documents or it can become rather difficult to pinpoint certain documents.

Reasons for Choosing Prevail Case Management

Cost and features.

Response from Practice Technology

Replied September 2020

Thank you, Eric! We appreciate your feedback. The "cons" you've listed will be brought to the attention of the people who can make the appropriate changes, if possible.