Prevail Case Management System

Prevail Case Management System

Overview

Prevail Case Management System streamlines legal workflows by automating routine tasks and reducing reliance on paper files. Even though, navigation feels outdated and requires constant back-and-forth between sections, its comprehensive features enhance efficiency, and the software keeps files well-organized.

Prevail Case Management System Specifications

Case management

Document management

Client management (CRM)

Billing & Invoicing

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What Is Prevail Case Management System?

Prevail Case Management System is an integrated solution tailored for law firms, aiming to streamline legal workflows by automating routine tasks and reducing reliance on paper files. It offers cloud hosting options, allowing firms to cut onsite costs and scale according to their needs. Prevail caters to various legal practices, including social security, personal injury, and workers' compensation, addressing common pain points such as inefficient case handling and document management. The software also includes billing and reporting tools, helping firms manage financials and track case progress more effectively.

Prevail Case Management System Pricing

The software offers two pricing packages, both at custom pricing. These plans are:

  • Cloud
  • Self Host
Prevail Case Management System price depends on various organization's size and needs. Users can request customized Prevail Case Management System pricing plan that meets their requirements.

Prevail Case Management System Integrations

The software seamlessly integrates with Microsoft Outlook. Watch a free Prevail Case Management System demo to learn about its integrations.

Who Is Prevail Case Management System For?

The software is designed for businesses of all sizes across various industries and sectors, including:

  • Legal services
  • Arts and crafts
  • Law practice
  • Transportation
  • Aviation
  • Accounting

Is Prevail Case Management System Right For You?

Prevail helps businesses streamline operations, reduce manual work, and improve case tracking. Its automation enhances efficiency, while cloud hosting cuts costs. Centralized data improves organization, and built-in reporting aids decision-making. Overall, it simplifies legal workflows, saving time and boosting productivity.

Not sure if Prevail Case Management System is the right fit for you? Contact our support team at (661) 384-7070 for expert guidance and informed decision making.

Prevail Case Management System Features

Prevail's process builder enables firms to create step-by-step workflows for internal procedures or court-related processes. This tool ensures consistency and compliance, reducing the likelihood of errors and streamlining case progression.

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The automated intake feature provides a customizable questionnaire to streamline the client onboarding process. By standardizing data collection, it reduces manual entry, accelerates case initiation, and ensures critical information is accurately captured from the outset.

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Prevail's centralized contacts management system maintains detailed records of all parties involved in cases. This organized database facilitates quick access to essential information, enhancing communication and collaboration across the firm.

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The matter management feature serves as a comprehensive hub for case details, encompassing the ‘who, what, when, where, and why’ of each matter. It consolidates all relevant information into a single, well-organized page, promoting efficient case oversight.

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Prevail's analytics tool offers customizable reporting capabilities, enabling firms to monitor performance metrics and identify trends. By providing actionable insights, it supports data-driven decision-making and strategic planning.

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Pros And Cons of Prevail Case Management System

Pros

  • The merge document saves time, boosts efficiency, and cuts client costs

  • Comprehensive medical information tracking enhances record management

  • Responsive customer support addresses user concerns promptly

  • Centralized client data improves organization

Cons

  • Outdated interface design may affect user experience

  • Manual processes could benefit from further automation

  • Performance issues on certain computer systems

  • Limited accessibility on mobile devices or from remote locations

Prevail Case Management System Reviews

Total 20 reviews

4.6

All reviews are from verified customers

Rating Distribution

5

Stars

65%

4

Stars

30%

3

Stars

5%

2

Stars

0%

1

Stars

0%

Share your experience

K

Kristine

Law Practice, 51-100 employees

Less than a year

4.0
August 2024

“Made completing the task so much easier

Pros

It has helped me stay organized by keeping all my case files in one place, making them easy to access whenever I need them.

Cons

The software is not the newest, so it does not feel as organized or efficient as it could be.

Rating Distribution

Ease of use

8

Value for money

6

Customer Support

6

Functionality

6

C

Cindy

Legal Services, 1-10 employees

More than a year

4.0
November 2023

“Eases the whole case management process

Pros

The merge document feature is a huge time saver and has made our office more efficient and cost-effective for clients.

Cons

If an email is saved to the wrong matter in Prevail from Outlook Sync, only the person who saved it can fix it. They have to delete it and then re-save it from Outlook, which is inconvenient.

Rating Distribution

Ease of use

8

Value for money

6

Customer Support

8

Functionality

8

L

Laura

Legal Services, 1-50 employees

More than a year

4.0
May 2023

“Fewer glitches, but harder to use than before

Pros

I am really disappointed that they removed my favorite features in Version 9. On the bright side, I do like that tasks, messages, history notes and more now have a "go to matter" button instead of just certain ones like task notes.

Cons

They removed a lot of useful features, zip code/city auto-population, doc merge codes for text boxes, and the ability to attach emails directly to file history from a history note. Now, you cannot edit how an email note appears in the file and "matter review" timestamps automatically default to 12 AM instead of the actual time. The time ticker now only shows hours and minutes, so if I want items to appear in a specific order, I have to wait for the minute to change before adding my next note. Calendar entries in history do not display appointment details anymore, and rolodex contacts no longer auto-attach to files based on zip codes. When multiple minimized tasks are open, they all just say "task" instead of the client or matter name. Another weird issue, when someone marks a medical record as "received," the system lists the original requestor as the author so it sometimes looks like people who do not even work here anymore are handling our cases. Honestly, I could name a hundred more frustrating things they took away, but overall, these changes have really hurt our efficiency.

Rating Distribution

Ease of use

6

Value for money

6

Customer Support

6

Functionality

6

View All 20 Reviews

Frequently Asked Questions

No, Prevail Case Management System does not have an API.

The software offers support in the English language.

Prevail Case Management System offers integration with Microsoft Outlook.

No, Prevail Case Management System does not have a mobile app.

The platform offers the Cloud and Self Host plans at a custom pricing. Users can get a tailormade Prevail Case Management System cost according to their needs.

The typical users of Prevail Case Management System include legal services, transportation, accounting, law practices, aviation and various other industries and sectors.

Prevail Case Management System offers email, helpdesk, and chat support.