Prevail Case Management System vs. SugarSync

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.

When doing daily jobs, if you’re sharing large files, I think Dropbox works a lot better but if you have a system where you’re working within that system and you want to be able to work with that system and have certain folders that you have access to all the time then SugarSync might be just the ticket.

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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.

• Sync files in any folder - rather than forcing you to store them in a certain place (Although this can be confusing too)
• Works in the background - although this is true for all
• You can share with others - including those who do not use SugarSync

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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.

• Can only think of one thing. I have helped others to get going with SugarSync and they if they have problems it is understanding the cloud.... So maybe (if it dosen't exist already) I would like to have a animation of the proces with "flying" folders between desktops, clouds etc. Otherwise SugarSync is just great.

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1. Freemium model is the ideal marketing for an app like this. 2. Now their sync methods with Android are worse

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.

Customer service is amazing, they are always fast to respond and very helpful.

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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.

SugarSync, like all solutions, has its place in the data storage stack within a company. The main reason SugarSync is better than the other solutions is that it enables me to leave my hard drive organized and keep my existing file trees. I don't have to constantly move or copy files to a specific folder if I want them backed up.

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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.

• There were some opensource alternatives but we wanted something with better support which SugarSync offers.
• We achieved faster project collaboration with SugarSync.

Incentivized

Independently Invited by TrustRadius

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