Prevail Case Management System vs. Proofpoint Email Protection

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.

Well suited: Proofpoint does a pretty good job at protecting us from spam emails. I was able to block a lot of emails coming from SendGrid by blocking SendGrid emails with a custom spam filter. However, SendGrid has a lot of legit emails too so I was able to create another rule to allow those emails from certain people, then block the rest. That way business need was met but spam emails are blocked. Less Appropriate If you are trying to monitor internal to internal emails Proofpoint is probably a little over featured for that.

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• 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.

• Spam - catches these emails before hitting the inbox.
• Daily digest - provides users with a list of the emails that were blocked and allows them to choose to release them if they are legitimate emails.
• Ensures that emails coming into our organization is safe for our users and verifies the email is coming from stated senders email server.

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• 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.

• Proofpoint could offer more frequent training opportunities to customers at all levels of expertise.
• Proofpoint can always continue to strive to keep its product a leader in the industry.
• Proofpoint's support site could be overhauled to provide a more logical flow.

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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.

Very robust and solid product in protecting our emails. The engineers who assisted with our implementation was very knowledgable and great to work with. Easy to use by end-users. Administration and management are also easy for IT. Great dashboard and reporting tools for business reviews.

There were no appliance errors or unplanned outages during five years of operation.

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Most important thing is the performance of processing mails. Even in a complex environment the system keeps performing on a very high Level.

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We use ProofPoint support quite often to fix issues and assist with setting up features and rules. Each time we have created a ticket, they have been very helpful and respectful. Each ticket has been treated with the appropriate SLA time and attention. We also enjoy the regular check-ins from the engineers when tickets are open but we get busy with other tasks.

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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.

We previously used halon anti-spam, which lasted us well until our organization really started to grow and it was not able to keep up with the amount of mail we were receiving. The support is also nothing compared to Proofpoint's professional services offering. Halon was also not able to have the complex rules that Proofpoint can offer.

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You can add a lot of agents to your environment if you need them. And you can operate hardware appliances and virtual appliances in the same cluster.

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• 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.

• Having easy-to-reach backups of all employee emails has made Proofpoint worth it by itself. That plus the countless times that spam/malicious emails did not make it through to the intended person that could have potentially cost the organization a lot of money.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info