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 8.1 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.
File Vine is well-suited because I believe it was invented to assist Law Firms with document organization for the legal cases collected in a Law Firm. It is easy to navigate and find your documents with a click of a button.
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.
Reporting- it's missing the ability to pull information needed for law firms to properly evaluate performance, and the information that is available can be difficult to put together in a report.
Time keeping- it does not allow variables by user and must be set by teams, and then you cannot set minimum time increments differently by user or by project/ case.
Support- the live support allows easy access, but, in my experience, their ability to solve problems is hit and miss, and when live support cannot find the answer, expect to wait many days and often weeks before getting an answer, and then sometimes you still do not get one.
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.
Filevine is complex, and while it manages documents well, it fails in almost every other aspect. It does not do a two-way sync to your outside calendar, and you can forget about having reports available to easily monitor performance. The reporting system appears robust but complicated at first, but then it becomes obvious that the report functions are extremely limited in practical uses every law firm expects, and therefore reporting in Filevine is just unnecessarily complex and overall a failure.
Filevine is pretty user friendly. The interface looks good and it is relatively easy to navigate. I would identify as someone who is pretty tech savvy but for someone who isn't so experienced, Filevine is still very usable. Rarely do I come across an issue that I cannot find some alternate work around
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’ve tried Clio, MyCase, and PracticePanther. Clio is super user-friendly with lots of integrations, MyCase is great for billing and communication but more limited on automation, and PracticePanther is easy to use but not as strong on reporting. Compared to them, Filevine feels more customizable and workflow-focused, though it does take more time to learn.
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.
Allows much attention to detail on many cases. We can handle more cases more easily. Revenue is up for several years by at least 25%
Better client communication and less expensive with texting from the file. Less expense than letters. Reduction in letterhead and postage costs of at least $2000 per year. Emailed letters may not be noticed as quickly but text messages are.
Less time on billing. Saves on our bookkeeper tasks making it more part time and allows paralegal tasks to be added for this person increasing productivity.
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.
