Prevail Features

Prevail

Case management system

4.65/5 (64 reviews)

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Prevail Feature Reviews

25 reviewers had the following to say about Prevail's features:

Benjamin Decker

Powerful software that does everything you need and more.

2017-09-16

Pros

Easy to Use with Training; Customizable; Interface; Comprehensive CMS and Document Management; Great Value; Good for multiple practice areas; Good ways to measure productivity; Good for scaling up your practice;

Cons

Does not work with Google Calendar; Requires use of Microsoft products; TWAIN compliant scanners required (i.e. can't use Scansnap); Ledger and costs interface are confusing; More free training would be nice;

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Bruce Nicholson

Overall, my experience with Prevail has been positive.

2017-08-21

It benefits us in the management of our case load, document assembly, calendar and related functions.

Pros

I also like the document assembly which works quite well.

Cons

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a reduction in the speed of searches and can also result in errors if you select a duplicate contact that is old and outdated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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

Read more
Samantha Lowery

User friendly, efficient, great customer service to help with questions/suggested improvements

2017-08-22

Makes case management 100% easier!

Pros

Every action taken is automatically documented in one place.

Cons

I would like there to be an icon that would attach the photo id to the matter page to make it easier to connect a name with a face.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Practice Technology


Hi Samantha. Thanks for reviewing Prevail.
In the current version, Prevail 8, you have the ability to attach a photo to a contact. Would you like someone to contact you about the possibility of an upgrade? If so, email me.

Robin

Read more
David Kapor

Review of Prevail

2015-01-21

Pros

Outstanding case management and document management.

Cons

Nothing negative to say. I really can't think of anything. They deliver what they promise

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Prevail

It's a terrific time saver that is easy to use and works well with Dragon speech. It's a very good bang for the buck. It also has several other "off-label" uses too numerous to describe here

Source: Software Advice
Helpful?   Yes   No
Read more
James Brown

Great program. Company a pleasure to work with.

2017-10-13

More efficient claim management

Pros

Easy to use. Support is wonderful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Janice Smith

Outstanding Program

2015-01-30

Pros

We use Prevail for accounting, case management, and even employee file management.

Cons

I wish I could say there was something that I didn't like about this software or the team, but there isn't.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Prevail

I would recommend they just buy it. It took us almost a year to get it, and when we did, we were disappointed we took that long. They even convert your files from whatever program you are using into Prevail for you, so that means you don't skip a beat with your files. Love it.

Source: Software Advice
Helpful?   Yes   No
Read more
Ami Grissom

THE BEST Case management software out there!

2014-05-20

I would highly recommend Prevail to ANY law firm as this software has everything a firm would need to keep track of your case from criminal law, workers comp, social security to veterans law.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer Burns

Prevail has allowed our firm to stay up-to-date with our cases and, for that, we love it!

2017-08-21

The merge-doc function is by far the best feature, as well as the rolodex and the capability to run reports.

Pros

The merge-doc functionality is awesome!

Cons

Also wish the process was simpler in getting a new report added that we need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Practice Technology


Hi Jennifer,
Your concerns are being forwarded to our staff. Thank you for the great review!
Robin

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Mary Kay Fowler

Indispensable

2017-02-02

Word to wise- you do not have to use every feature to still get great value, but the more familiar you become with PREVAIL the more you will use and appreciate.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tammy Anderson

The program is great for keeping track of client files and excellent customer service

2017-08-24

The ability to view a client's file at a glance without having to have the paper file.

Pros

The ability to keep track of statute dates, creation of specific reports, forms and letters.

Cons

Not being able to add more than one follow up task to a Process; not being able to clear an expense balance in the expenses advanced on behalf of a client.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Practice Technology


Hi Tammy! Thank you for your review, and good luck in the drawing!
You'll be hearing from Sean in Training about clearing advanced expenses.
I see that Ginger has emailed Stephen about upgrading to Prevail 8. In Prevail 8, you'll be able to have a process step trigger as many tasks and appointments as you'd like.
Thanks again!

Robin Ventura

Read more
Dax Lonetto

Prevail CMS works!

2014-11-05

The software is very customizable. The best part is the tech support is second to none.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kim Crawn

Best feature is their Customer Service!

2017-01-26

The best feature is their customer service!

Pros

Customer Service User Friendly Easily learned Great training Very efficient

Cons

Really can't think of any!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Prevail

Always pay for the technical support, it is worth EVERY penny spent!

Source: Capterra
Helpful?   Yes   No

Response from Practice Technology


Kim, thank you so much. I'll be sure to pass this on to our Tech Support team. They'll appreciate it!

Read more
Ann Donovan

Practice Technology --Prevail Case Management System

2014-05-20

For example if you get an initial denial it will automatically set up a task to make an appt. for someone to do the reconsideration, it will give you statute notifications as to when your deadline for completion is and this is true for every step in the social security process through federal district court.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Carmen Berg

Awesome!

2017-08-21

I can work on so many client matters throughout the day. Reporting is always available at your finger tips.

Pros

It is user friendly, easy to access clients, easy to read and go into many areas at a time without having to close out another clients file. It is so easy to navigate through the system.

Cons

I do wish there were more color schemes that would be easier on the eyes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Practice Technology


Hello Carmen! I set my Prevail to "iMaginary". It's a nice combination of blue and sandy colors. Try it!

Read more
Tom Donovan

PREVAIL IS A FANTASTIC SYSTEM

2014-05-20

The new version has several significant new features, including a Do not Disturb function, increased security and individual User options.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tammy Homen

Easy to use and makes life easier dealing with clients.

2017-09-14

Effective communication with clients and staff. It is extremely affordable for all types of law firms and sizes. Extremely helpful staff at Prevail keeps me informed regarding the program processes.

Pros

The note tab and calendar system makes it easy to schedule clients and return phone calls.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brenda Brandt

Prevail is a pretty well-rounded program-has some key features that other programs don't have.

2017-08-21

Client tracking software-keeps track of deadlines, history of case, etc.

Pros

Statute warning list is key. History/notes tabs are extremely important/useful. Message list & task list are also very important. Messaging within prevail is very useful. Sticky notes are really helpful as well.

Cons

Also, generating custom reports is a feature that is needed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Practice Technology


Hello Brenda. Your suggestions have been passed on to our development team. If you'd like to be more specific, please email me at rventura@prevail.net.
Thank you!

Read more
Chereka Phillip

I like the software, but I feel there could be some changes.

2018-04-25

Pros

I like that this is a tool to manage our case load without physical filing. I love the document merger because it is a huge savings of time.

Cons

I wish that the program was more easily accessable from other places such as home or our phone because the attorneys do a lot of out of office work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Erika Riggs

Easy to use, incredibly interactive, and highly efficient

2015-04-23

Pros

Everything from the matter pages and tools to document preparation and information merging to the calendar flows smoothly and is efficient.

Cons

While it may be easier if the vendor resided in our state, that certainly has no real impact on the ease of product use, accessibility to customer service, or the quality of the software.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Prevail

Try this program! Our firm has tried numerous other programs and has had to sustain on various programs at once to make-up the work Prevail can do alone. You will not be disappointed. Prevail has made our lives and case management so much easier in every department. Also, do not be afraid to contact customer service for any question or for feedback - you will be delighted at their responsiveness and resourcefulness.

Source: Software Advice
Helpful?   Yes   No
Read more
Cliff Berkley

The Best Investment!!!

2014-05-20

The Prevail Case Management System is a wonderful tool and great investment in our practice.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Lindsay Westover

I've been a Prevail user for almost 2 years now, and enjoy the program.

2017-08-22

Pros

I'm happy with the set-up. It is easy to navigate, and Prevail 8 has a lot of new features that make certain tasks easier to complete.

Cons

Also, I don't like that you can't generate multiple documents at a time, such as medical records requests (which is a feature that is available in a different program I've used in another office).

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Practice Technology


Hi Lindsay. Thanks for your review.
Prevail can actually merge multiple medical records requests at one time, using the Merge Across Related feature. Not only will it merge multiple medical requests to different providers, but each document can set its own time and cost value on the ledger, plus a follow up task as well.

Read more
Jeanine L

Prevail Case Management System

2019-05-14

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

Pros

Estate planning, Criminal, Social Security..etc.) so that you can keep your client base up to date.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

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.

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Anonymous
Application/Recon Coordinator (Law Practice company, 11-50 employees)
Verified Reviewer

An Abomination

2014-04-24

It has huge issues with case status- you can't add new status types (ie, awarded but unpaid), and there are many obvious oversights in the software design; for example, it doesn't update the case status once you complete the task generated when you indicate that an appeal must be filed by such-and-such date.

Source: GetApp
0 of 3 people found this review helpful
Helpful?   Yes   No
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Sharmine Persaud

WE have been using PREVAIL7 for 4 yrs. It is worthwhile investment. Tech support is amazing.

2017-05-25

We are able to take on and track more cases.

Pros

The ease of using the email feature. The login in screen is easy on the eyes.

Cons

1) Tech support is great ( always capable and willing to resolve issues) but hours are limited to 9 to 5. Most attorneys work late into the evening and weekends, it would be nice to get some help/tech support after 5PM. Maybe one late night in a work week of tech support. 2) They need to add more tabs for SSA clients like prior filings, height, weight, dominant hand, marital status, eligible AUX. These are all questions on the SSA app. If these are added I missed it. 3) I find Process Builder to be overly complicated and cumbersome to use. I just want a check off box not endless process steps and clicking around.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Systems Manager (Law Practice company, 11-50 employees)
Verified Reviewer

User-friendly software and GREAT customer service

2014-06-02

His previous review of Prevail contains inaccurate information. 1) You can add case statuses through the Databank, and the status can be updated automatically by properly setting up and using the Process Builder. 2) I'm not sure what version of Prevail Mr.

Pros

Prevail is designed to work with ANY law type 4.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more