Filevine is a project management and workflow automation platform for law firms from the company of the same name in Utah.
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Prevail Case Management System
Score 8.0 out of 10
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Prevail in Orlando offers the Prevail Case Management System, a legal case management system for attorneys wanting to integrate matter management with contact management, a billing system, and other integrated modules.
AI is here - whether we like it or not, lawyers and paralegals are using it. Filevine gives users the AI in a safe way that isn't in the public domain or discoverable. Lois has given our users the AI tools so we can control how AI is deployed and used, keeping our data safe, our client information protected and eliminating the possibility of any open AI searches being discoverable
Prevail software is well-suited for tracking all interactions in each client's case. It keeps all information easily at hand. The version we use is cloud-based, so the information can be accessed from anywhere an internet connection is available. The area, where we would really like to see improvement, is if it would work directly with Gmail, as it already does with Outlook.
Document merging, so numerous communications templates (letters and emails) can be merged with the appropriate names and addresses for a particular case and the items are ready to send within seconds.
Prevail tracks a history of interactions on a case, so you can find a record of every letter, email, phone call, notice, hearing, etc. on one page.
Prevail tracks all billing on a client's case, including billing from the firm, from care providers, other service providers, etc.
I think the new update on contact cards needs to be a little more simpler, I love that they added the extension portion, but it's just a bit clunky and too big. It also take longer to load.
I think that Filevine doesn't need to log you out every day, when I log it it give me the option to remember device for 180 days, sometimes im in the middle of editing a document in Filevine and it signs me out.
It would be nice if Prevail worked directly with Gmail instead of just with Outlook.
It would be nice if it was easier to adapt reports or set up new ones.
It would be nice if all attachments to a client's file could be placed in that client's set of directories so the items could be easily found, even if Prevail was not running.
It's worth our investment, we've reached a 75% ROI within the last 3 years, it was not easy but we feel that we succeeded, 75% it was not from one day to the other, it was a huge effort delivered from everyone in our organization and now we're living our dream.
Filevine is user friendly. The integrations available are many. We use several, including Lead Docket. We would be lost without Filevine even though we still save our documents on our network, I find it super easy to look at Filevine if we want to know where the medical expenses stand or other stats
It's great, except for the lack of working directly with Gmail. As I've already mentioned, the document merge feature is excellent and saves countless hours of typing. The cloud-hosted option is liberating in that you don't have to make sure you have, in your briefcase, every document you'll need for a meeting, hearing, deposition, etc. And the statute date warning feature is also important.
Their live video chat support is a good resource, but often the problem cannot be resolved through this chat, and then promises to have someone follow up are almost always dropped. Filevine fails to make corrections for glitches or missing basic functions.
I have previously used LegalServer, which I felt was not as easy/user friendly as Filevine has been. The layout was a lot more technical looking and it was much more difficult to navigate through the case files. The one major thing I will say that I liked more about LegalServer was the function to email documents to a case file email and those would automatically upload to the file
We've had Prevail for over 10 years. We checked into other options and, while some had certain features we were looking that Prevail did not have, we decided that overall, the features we wanted were not worth the time and stress of changing case management systems, so we decided to stick with Prevail.
Moving to a case management system 10 years ago increased efficiency by allowing us to access our information remotely.
Also, the document merge feature saved countless hours of preparing communications, of various types, individually, as now the process is automatic.
The statute notification feature is especially helpful from a peace of mind perspective, knowing there is nothing out there that's about to bite you, procedurally.
