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.
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.
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.
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.
Likelihood to recommend: 8/10
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.
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.
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.
Likelihood to recommend: 10/10
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.
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.
What a great review! Thank you, Jane!
Likelihood to recommend: 10/10
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.
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.
There are a few glitches here and there and it crashes sometimes, but for the most part we are very happy using Prevail.
Hi Tracy! Be sure to contact tech support if you're having any issues.
Likelihood to recommend: 9/10
This is our legal practice software. It benefits us in the management of our case load, document assembly, calendar and related functions.
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.
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.
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
Likelihood to recommend: 10/10