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Prevail Case Management System

Score8 out of 10

2 Reviews and Ratings

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What is Prevail Case Management System?

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.

Categories & Use Cases

Who Buys & Uses Prevail Case Management System

Prevail Case Management System Reviews

What users are saying about Prevail Case Management System.
View all Prevail Case Management System reviews

Generally works well

Verified User
Employee (1-10 employees employees)

Use Cases and Deployment Scope

We have used Prevail in our personal injury law practice for over 10 years. Prevail software is very useful in sending multiple letters or emails to multiple recipients in regard to a given case. Prevail saves all the required information so the same letter can be used in different cases, then the names, addresses, dates, etc. are entered automatically. Prevail also has a statute deadline warning system, so those dates are never missed.

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • 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.

Usability

Alternatives Considered

Clio, Practice Perfect EMR and NetSuite ERP

Other Software Used

Snagit, MightyText, Vivaldi Browser, Brave, Google Keep, PrintBoss, Stamps.com, Listary, Notepad++, Mailbird