Notion vs. Prevail Case Management System

If you want a customizable solution that can be adapted for just about any scenario, I recommend using Notion. If you need a solution that's easy to share with people outside your organization, Notion is great and allows individual or team permission-setting. If you want a turnkey solution, Notion might not be the best since it requires a fair bit of set-up. There are templates that can be purchased to handle this, but I haven't found them very helpful.

Incentivized

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.

• I love that you can create nested pages, allowing for separate sections to organize information as needed.
• I appreciate the convenience of effortlessly uploading images to any section.
• I appreciate that when adding links, you can embed them so the website displays directly on the page.

Incentivized

• 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 use Notion on my personal tablet, and unlike on the computer, I have a lot of difficulty editing backgrounds, GIFs, and page dividers. It's not as user-friendly, and often the elements end up cut off or misaligned, which is frustrating.
• While the current calendar feature is helpful, I'd love to see more customization options. The Google Calendar style isn't always ideal, especially for tasks without specific times or for ongoing projects that require daily maintenance.
• It would be fantastic to have more flexibility in customizing Notion pages. For example, I'd love to create planners with the freedom to add illustration boxes, stickers, or GIFs without being restricted to a fixed layout.

Incentivized

• 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.

We're too settled in the ecosystem and we have no major complaints with it. No reason to move unless you have a burning pain point

Incentivized

Very easy to use (I learned how to use everything on my own) and I was able to set up an entire ecosystem without any courses or other tools. I often say that Notion is like Lego for adults, because there we can use all the available tools to create a multitude of things, from funnels to projects with calculated deadlines and tags.

Incentivized

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.

The company uses both Notion and Trello within the company. Notion is more for North America employees while Trello is used between Operation team overseas and in North America. Sometimes it's a preference of how the tools look like for project management. I would say both Notion and Trello are nice tools and serves our needs.

Incentivized

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.

• It has streamlined our processes across various teams to all work from a signle source of truth
• Maintaining this source of truth is a full time job
• It has reduced our overall tool set by completely eliminating two other softwares we were paying for

Incentivized

• 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.