Prevail Case Management System

One-Stop Disability & Injury Case Management Software

About Prevail Case Management System

Prevail Case Management Software has been improving the way law firms manage their Disability and Injury cases since 1993. If you practice in other areas, too, better still! We include over a dozen different fully customized law types, and you won't pay anything additional for them. Prevail is feature-rich, offering calendaring, contacts management, matter management, automatic texting/SMS messaging, statute warnings, case workflow with automated deadlines and ticklers, document generation, email integration, QuickBooks integration, settlement calculation, time/cost/fee tracking, trust ledger, evidence and medicals tracking, and so much more. There's not an area of your case management that Prevail will not improve!

But, these features aren't worth much if they don't work together. Prevail's feature integration provides a level of automation that will save you, and every one of your staff members time - all day, every day. This will result in more work product without the need for additional staff. Simply put, you'll handle more cases in less time.

These days, so many firms are wrestling with whether to keep their data on their local network, or run their case management in the cloud. Well, we give you both options. Prevail, natively is a "client-server" program, built to be run on your own server. If you prefer the cloud, we have a partner that will host Prevail for you.

Has a case management company ever taken you hostage by forcing you to upgrade, or pay high prices for support? That will never happen with Prevail. In fact, we never force our clients to upgrade their software, and we still support every version of Prevail that is in use, even if by only one firm. We're a different kind of company. Your firm's success is our #1 priority. When our clients succeed, the rest takes care of itself.

Key benefits of Prevail Case Management System

-Disability cases: SSD and VA Disability processes, forms and deadlines included
-Personal Injury attorneys, track damages & specials, negotiations and liens and use Prevail's Settlement Calculator to instantly determine net to firm and net to client.
-Sync your Outlook calendar bidirectionally with Prevail using the Outlook Sync feature, and connect Outlook emails to your matters in Prevail.
-Analyze case data, status and staff activity using the Prevail Reporter and an unlimited number of user customized Prevail Dashboards.
-Prevail will automatically send an SMS Text message to your client notifying them of an appointment or a change in the status of their case
-Choose convenient monthly or purchase option.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Prevail build dashboard
Prevail Related Parties Tree
Prevail Home Tab
Prevail history
Prevail Negotiation
View 6 more
Prevail Case Management System video
Prevail Case Management System screenshot: Prevail build dashboard Prevail Case Management System screenshot: Prevail Related Parties Tree Prevail Case Management System screenshot: Prevail Home Tab Prevail Case Management System screenshot: Prevail history Prevail Case Management System screenshot: Prevail Negotiation

Features

Total features of Prevail Case Management System: 100

  • Access Controls/Permissions
  • Activity Dashboard
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Automated Scheduling
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Brainstorming
  • CRM
  • Calendar Management
  • Call Center Management
  • Callback Scheduling
  • Case Notes
  • Client Management
  • Communication Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Customer Complaint Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Categories
  • Customizable Fields
  • Customizable Forms
  • Customizable Questions
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Database Conversion
  • Deadline Management
  • Demographic Data
  • Desktop Notifications
  • Diagnostic Tools
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Address Extraction
  • Email Management
  • Employee Database
  • Event Calendar
  • Event Triggered Actions
  • Expense Tracking
  • File Management
  • File Sharing
  • Filtering
  • For Legal Professionals
  • Full Text Search
  • General Ledger
  • Interaction Tracking
  • Interview Scheduling
  • Lead Capture
  • Lead Nurturing
  • Legal Case Management
  • Live Chat
  • Mail Merge
  • Mailing List Management
  • Manual Time Entry
  • Microsoft Outlook Integration
  • Multi-Location
  • Multiple User Accounts
  • Offline Access
  • Performance Metrics
  • Preview Functionality
  • Productivity Analysis
  • Project Workflow
  • QuickBooks Integration
  • Real Time Analytics
  • Records Management
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting/Analytics
  • Rules-Based Workflow
  • Scheduling
  • Search/Filter
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Text Editing
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Trust Accounting
  • User Defined Attributes
  • Version Control
  • Workflow Management

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Reviews

Overall rating

4,7 /5
(73)
Value for Money
4,6/5
Features
4,5/5
Ease of Use
4,5/5
Customer Support
4,8/5

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Showing 5 reviews of 73
Freddy S.
Overall rating
  • Industry: Law Practice
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

I was introduced to Prevail at the first law firm I worked at and I immediately saw its...

Reviewed on 2018/04/19

Pros

The customization, customer service, ease of use. Pretty much everything in the software can be customized. If you get really fancy with it you can update a status that triggers tasks to multiple people, with deadlines attached, documents printed will all relevant data in it.

Cons

Two limitations to be aware of, you need a TWAIN compliant scanner, I use Fujitsu and love it. This will allow you to scan directly into the matter which you are working in. The second limitation is that in order to attach emails directly from Outlook into Prevail you must have 32 bit office installed. You can ave a 64 bit system, which we do, but Office needs to be 32 bits

Alise K.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent system for Social Security case management

Reviewed on 2021/03/22

I used to hate having to cut and paste my emails. Now it's entered automatically when I initiate an...

I used to hate having to cut and paste my emails. Now it's entered automatically when I initiate an email from within Prevail. And I can quickly add emails using the Preval add-in that is loaded onto Outlook. This was a huge timesaver when it was added to Prevail. This is just one example of Prevail's usefulness. I have a whole library of documents that I have created to use with the program, and I continue to create new letters and forms as needed. And through my annual support contract, Prevail will create custom reports for me, upon request. As the practice changes over time, my need to create reports also changes. Customer support, Technical support and Training departments are all responsive and available.

Pros

Prevail enables complete case management. I use their cloud desktop option, which involves another company, Airdesk, but together I am able to work anywhere. I have been with Prevail since 1994, upgrading as they put out new versions. Along with Airdesk and my word processor, the only other software I need is my accounting software. Prevail is easy to use, with all the information you need right there on the screen. Over the years, as the program was improved and made more complex, some training hours were required, but I never found that to be cumbersome. I actually enjoy learning new features as they are implemented as they make me more productive.

Cons

Every program can always be improved, and I let them know whenever I find anything that needs fixing or improving. I have no major dislikes with Prevail-it does everything I want it to do, including an interface with Outlook email and text messages.

Response from Practice Technology

Thanks, Alise! We're so happy to have you as a member of our Prevail family.

Stefanie Y.
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Glad we switched

Reviewed on 2019/12/17

Everything is so manual, there is no automation to the system. We ultimately ended up switching...

Everything is so manual, there is no automation to the system. We ultimately ended up switching software programs and I'm much happier.

Pros

Not much at all. I guess to some the basic layout and overly "vanilla" look could be useful to those who aren't used to more. But, I wasn't a fan.

Cons

Navigation within the program isn't the best. It seems very out-dated. It does keep things organized, but you have to constantly go back and forth between sections. I wish it was just an overall more seamless look to it.

Response from Practice Technology

Stefanie, my apologies, but I haven't seen this review until now. I'm surprised by your input, as it doesn't really apply to Prevail. We pride ourselves in the fact that Prevail is highly automated, and that moving back and forth between sections is not necessary. Could it be that your firm was on an older version of Prevail? I wish I had seen your review sooner - I would have replied then. Clearly, that wouldn't have changed anything - you had already switched over to another program. I'm sorry you were not satisfied.

Jeanine L.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Prevail Case Management System

Reviewed on 2019/05/14

Calendar information is detailed and easy to read for efficient client processing. Locating a...

Calendar information is detailed and easy to read for efficient client processing. Locating a client within the database is easy as well. the integrated billing system is a breeze to work with and makes billing quick and detailed. Internal messaging makes contacting remote employees easy as well.

Pros

I like that calendaring system that lets you set up appointments for multiple associates. The client information system is very thorough and includes specific information related to a client's individual case. It also lets you print out current cases by genre of case ( ex. Estate planning, Criminal, Social Security..etc.) so that you can keep your client base up to date. Billable hours can be inputted for each specific client as well, and printed so billing is efficient and easy. There is also an internal messaging system within the Prevail software which allows you to send messages to designated employees located in the Prevail database.

Cons

More often then not when trying to schedule appointments if you mistype the date or time or wish to change them to a more specific time, it sometimes gives you an error and you have to back out and restart inputting that appointment from the beginning.

Response from Practice Technology

Thank you, Jeanine! We're glad you're loving your Prevail! Of course, the issues you described with the calendar will be shared with our developers.

UPDATE: It was pointed out to me that you're on Prevail6. The problem you're experiencing has been fixed in the more recent versions of the program.

Eric O.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Prevail is a great tool for PI cases

Reviewed on 2020/08/26

Overall we have had a good experience. Customer support is top notch and quick.

Overall we have had a good experience. Customer support is top notch and quick.

Pros

Prevail makes it incredibly easy to manage personal injury cases. With separate tabs for medical billing, records, injuries, negotiation, and document storage, it means less time spent looking for information and getting things done within the system.

Cons

It takes a lot of customization to use with general civil and business litigation, and sometimes the time entry forms and document categories are inflexible and require significant tweaking to work fluidly for litigation matters. It is also critical to train your employees on how to use document categories under the history tab in order to fluidly move between pleadings, discovery, correspondence, etc. In other words, Prevail does not have separate folders for filings, you have to manually select categories to view certain documents or it can become rather difficult to pinpoint certain documents.

Response from Practice Technology

Thank you, Eric! We appreciate your feedback. The "cons" you've listed will be brought to the attention of the people who can make the appropriate changes, if possible.

Showing 5 reviews of 73 Read all reviews

Prevail Case Management System FAQs

Below are some frequently asked questions for Prevail Case Management System.

Prevail Case Management System offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

$119.95 per user, per month subscription pricing or $49.95 per user, per month for PrevailLite https://www.prevail.net/products/#prevail Purchase price depends upon the number of users, and other variables. Contact a sales rep at 866-998-4400, Option 2 With purchase, the only ongoing cost is for support, and is billed annually.

We do not have any information about Prevail Case Management System features

Prevail Case Management System has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000

Prevail Case Management System supports the following languages:

English

Prevail Case Management System supports the following devices:

Prevail Case Management System integrates with the following applications:

Adobe Acrobat Reader DC, Microsoft Outlook, QuickBooks Online Advanced

Prevail Case Management System offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Prevail Case Management System.