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Prevail Case Management System

One-Stop Disability & Injury Case Management Software

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Prevail Case Management System Pricing, Features, Reviews and Alternatives

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
24/7 (Live rep)
Chat

Training options

Webinars
In Person
Live Online
Documentation

Prevail Case Management System pricing information

Value for money

4.6

/5

74

Price starts from

No info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Prevail Case Management System features

Functionality

4.5

/5

74
Total Features54 5 categories

Most valued features by users

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

Functionality contenders

Prevail Case Management System users reviews

Overall rating

4.7

/5

74

Positive reviews

93%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.45/10
Rating distribution

5

4

3

2

1

61

8

3

0

2

Pros
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.

CO

Cindy O.

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.

SB

Sam B.

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

SL

Samantha L.

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.

AK

Alise K.

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.

AR

Anonymous Reviewer

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.

ER

Erika R.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 4 years ago
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

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

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Excellent system for Social Security case management

Reviewed 7 months ago

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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Glad we switched

Reviewed 2 years ago

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.

Vendor response

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.

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

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Prevail Case Management System

Reviewed 2 years ago

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.

Vendor response

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.

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

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Prevail is a great tool for PI cases

Reviewed a year ago

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.

Vendor response

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.

Prevail Case Management System FAQs and common questions

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


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


Prevail Case Management System supports the following languages:
English


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


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


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

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