Prevail Pricing, Features, Reviews & Comparison of Alternatives

Prevail

Case management system

4.65/5 (64 reviews)

Prevail overview

Prevail will streamline the way you manage your cases, and offers either purchase or monthly subscription pricing. If you're not using Prevail, you should be. We include over a dozen different law types, calendaring, contacts management, 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 case management that Prevail will not improve!

Our company will never take you hostage by forcing you to pay high prices for support or upgrading. In fact, we never force our clients to upgrade their software, and we support every version of our software that is in use, even if by only one firm. We're a different kind of company. We value our clients, and put their success above all else. Demo Prevail today.
www.prevail.net

Pricing

Value for money

Devices

Business size

S
M
L

Markets

United States

Supported languages

English

Prevail reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.5
  4.5
  4.8
Jeanine L

Prevail Case Management System

Used daily for 2+ years
Reviewed 2019-05-14
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Danielle Nocito

Awesome, Awesome, Awesome!!!!! Prevail is the Best...love coming to work each day b/c of prevail

Used daily for 2+ years
Reviewed 2017-08-21
Review Source: Capterra

Pros
The entire system is a Pro for me!!!! I enjoy learning and exploring the system and it makes it so much better having the wonderful staff that you have. Customer support representatives are the BEST!!!! Because of them, I found this system very interesting and user friendly.

Cons
I do not like that you cannot print Sticky notes or complete the sticky note and keep it in the history of the claim. There are times that a sticky note is completed but we cannot delete documentation of a client file. Also, I find that the Notes tab is useless. Everything you want or need is in the history tab and can be sorted for whatever you are looking for.

Response from Practice Technology


Hi Danielle!
Be sure you're not using Sticky Notes for tasks. They should never be used for something that needs to be done. They should be used to call attention to something. For instance, use a Sticky Note to let everyone know you need a correct phone number on a case, but set a task to get that phone number. Then, when the task is completed, it'll be noted to the history.
If you want to use a Sticky, then make a note before it's completed, you can create a history category, "Sticky Notes", and copy and paste the info into a history entry, then delete the Sticky Note.
As for the Notes tab, I rarely use it, but our clients who were used to having a Notes tab in an older version of Prevail, really missed it when they upgraded. For them, we added it back in.
Robin

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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C Jane Johnson

Must have for SS disability work.

Used daily for 2+ years
Reviewed 2017-08-21
Review Source: Capterra

The scale won't work. I am extremely likely to recommend and have recommended many times. Prevail software has allowed me to scale up my business without adding staff. Keeps me organized and saves me money. Helps me win cases by adapting to my work flow and making sure I never miss a deadline.

Pros
Keeps me totally organized. Using Prevail case management software has allowed me to triple my case load without adding staff. It has paid for itself many times over. The training is excellent and the annual fee is more than reasonable given the high quality of the tech support. I always get a real person on the phone who understands the software and is extremely knowledgeable about the disability business. They give me solutions that are better than what I ask for because they've seen so many different business models. The Prevail staff are continually upgrading and improving the product so it just gets better and better, but the upgrades never interfere with business. They make the upgrades seamless and work with my schedule. I cannot say enough good things about Prevail.

Response from Practice Technology


What a great review! Thank you, Jane!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Tracy Sorensen

We have been using Prevail for about 5 years now. What a difference it makes in your practice!

Used daily for 2+ years
Reviewed 2017-08-21
Review Source: Capterra

I think the greatest benefit of this product is that you can handle many more cases with it than without it, thereby making your investment in the product nominal. Also, it is so user friendly that anyone can learn to use it very quickly.

Pros
Very user friendly and very functional. Even the most inexperienced can learn to use Prevail very quickly. We are able to handle many more cases than we did without Prevail. I really like the document merge feature as we use a lot of form letters. The intake questionnaire is great as well. We can all be on top of our game on every case because it is easy to see where we are on a case. Love the process tab too because we can set lists (autofill) or steps and each serves its purpose for different types of cases. Prevail tech support is fantastic! They are responsive, friendly, understanding, and very helpful-well worth the yearly contract fee.

Cons
There are a few glitches here and there and it crashes sometimes, but for the most part we are very happy using Prevail.

Response from Practice Technology


Hi Tracy! Be sure to contact tech support if you're having any issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Bruce Nicholson

Overall, my experience with Prevail has been positive.

Used daily for 2+ years
Reviewed 2017-08-21
Review Source: Capterra

This is our legal practice software. It benefits us in the management of our case load, document assembly, calendar and related functions.

Pros
I like the ease of navigating between screens, being able to keep multiple windows open and switching back and forth without losing data, and the formatting of the various screens. I also like the document assembly which works quite well.

Cons
I do not like the duplication of contacts in the Rolodex -- once entered the contact is there forever it seems. This causes a reduction in the speed of searches and can also result in errors if you select a duplicate contact that is old and outdated.

Response from Practice Technology


Hello, Bruce! Contacts should never be entered more than once in Prevail. The Rolodex is designed so that you can enter a contact once, then attach that contact to as many matters as you'd like. If you'd like more details, please give our Training Dept. a call: 407-228-4400, Option 1, 2

Thanks!

Robin Ventura

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Prevail features

API (237 other apps)
Access Control (183 other apps)
Activity Dashboard (132 other apps)
Activity Tracking (122 other apps)
Automatic Notifications (155 other apps)
Calendar Management (107 other apps)
Chat (137 other apps)
Collaboration Tools (256 other apps)
Collaborative Workspace (173 other apps)
Commenting (166 other apps)
Customizable Branding (130 other apps)
Document Management (135 other apps)
Document Storage (166 other apps)
Drag & Drop Interface (143 other apps)
File Management (119 other apps)
Permission Management (167 other apps)
Projections (123 other apps)
SSL Security (119 other apps)
Search Functionality (216 other apps)
Third Party Integration (161 other apps)

Additional information for Prevail

Benefits

Manage your cases - don't let them manage you - with Prevail's many time saving features.
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 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.
Choose convenient monthly or purchase option.