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Prevail Case Management System Logo

Prevail Case Management System

4.7
(79)

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One-Stop Disability & Injury Case Management Software

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Prevail Case Management System Pricing, Features, Reviews and Alternatives

Prevail Case Management System FAQs

Q. What type of pricing plans does Prevail Case Management System offer?

Prevail Case Management System has the following pricing plans:
Pricing model: Subscription

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Q. Who are the typical users of Prevail Case Management System?

Prevail Case Management System has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

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Q. What languages does Prevail Case Management System support?

Prevail Case Management System supports the following languages:
English

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Q. Does Prevail Case Management System offer an API?

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

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Q. What other apps does Prevail Case Management System integrate with?

Prevail Case Management System integrates with the following applications:
Microsoft Outlook, QuickBooks Online Advanced, Adobe Acrobat Reader

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Q. What level of support does Prevail Case Management System offer?

Prevail Case Management System offers the following support options:
Email/Help Desk, Phone Support, Chat, 24/7 (Live rep)

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Prevail Case Management System product overview

What is 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!

Key benefits of using 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Webinars
In Person
Documentation
Live Online

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Prevail Case Management System logo

Prevail Case Management System

4.7
(79)

Starting from

ic-pricetag

No pricing info

Free plan
Free trial
Pricing range

Starting from

99

/user

Per month

Free plan
Free trial
Pricing range
Ease of use
Value for money
Customer support
Ease of use
Value for money
Customer support
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Prevail Case Management System pricing information

Value for money

4.7

/5

79

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Prevail Case Management System features

Functionality

4.5

/5

79

Total features

54

5 categories

Most valued features by users

Document Management
Document Storage
Access Controls/Permissions
Task Management
Alerts/Notifications
Activity Dashboard
Calendar Management
Client Management

Prevail Case Management System users reviews

Overall Rating

4.7

/5

79

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.47/10
Rating distribution

5

4

3

2

1

65

9

3

0

2

Pros
The ease of use is what I like most of the product. The client management software is easy to teach others how to use it and the program does a good job of prompting you on what you should do next.
Ease of use and ability to keep track of all of the information that I need to associate with each client. I also love the immediate support that is available to users.
User friendly, efficient, great customer service to help with questions/suggested improvements.
Cons
I used to hate having to cut and paste my emails. Now it's entered automatically when I initiate an email from within Prevail.
As a supervisor, this would mean you would have no idea when your subordinates complete work. Since that's unacceptable, I have closed about 20 pop-up windows while writing this review.
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.
LC
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Leanne C.

Law Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I cant imagine my day without prevail!

Reviewed 6 years ago

Prevail is more than a software it's an amazing company that will be there to help you develop your business. I first purchased prevail in 2013 and the SAME STAFF that helped me then has recently helped me through a business transition nearly 4 years later. I highly doubt that you would have those kind of personal relationships at any other software company. Additionally the software is extremely effective but also easy to learn. We've had no problem training incoming staff quickly with prevail. Prevail helps keep me organized and makes it easy to check in on any deadlines in the office. It makes supervising my staff easier than any other program. I promise you will love prevail and the company that provides it.

Pros

Keeps me organized and its easy to teach to new staff

Cons

No cons were added to this review

LW
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Lindsay W.

Law Practice, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 6 years ago
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. I also love that the program syncs up with Outlook now!

Cons

With all of the new features, I've noticed the program has a "lag" now. 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). Also, when a document is being scanned into the system, the rest of the program is unavailable to use until the scanning process is finished (which we used to be able to do in Prevail 6). There are still some things that could use tweaking..

Vendor response

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.

CP
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Chereka P.

Law Practice, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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

Reviewed 5 years ago
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. I think this is a great program but based of other firms their may be more efficient technology.

Cons

I wish that the document merger could handle putting more than one of the same contact type on the same document. It seem that the software often has problems depending on the computer that it is on. 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. I was hoping that the process area would be able to...

BB
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Brenda B.

Law Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 6 years ago

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

Prevail is missing important client information boxes on matter page, such as mother's maiden name, place of birth, etc. This is info that needs to be readily available/easy to find for SSD clients, but no designated spot for this info. Also, generating custom reports is a feature that is needed. Ease of use/customizing personalized settings is not user friendly, could definitely use some work.

Vendor response

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!

SL
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Samantha L.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 6 years ago

Makes case management 100% easier!

Pros

Very easy to use. Every action taken is automatically documented in one place. SUPER easy to use. Customer service is extremely helpful, knowledgeable and willing to take the time to work out any issues you may have with the program.

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.

Vendor response

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

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