Prevail Pricing, Features, Reviews & Comparison of Alternatives

Prevail

One-stop case management software for law firms of all types

4.63/5 (66 reviews)

Prevail overview

What is Prevail?

Prevail will streamline the way you manage your cases, and offers either purchase or monthly subscription pricing with an option to buy later. 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 upgrade, or pay high prices for support. 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.
www.prevail.net

Pricing

Starting from
$49.95/month
Pricing options
One time license
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Prevail screenshot: Prevail build dashboardPrevailLite DemoPrevail screenshot: Prevail Related Parties Tree Prevail screenshot: Prevail Home TabPrevail screenshot: Prevail history  Prevail screenshot: Prevail Negotiation

Prevail reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.4
  4.5
  4.8
Freddy Saavedra

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

Used daily for 2+ years
Reviewed 2018-04-19
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

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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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Anonymous

An Abomination

Reviewed 2014-04-24
Review Source: GetApp

Prevail is the worst case management/CRM software solution I have seen in my entire professional career. 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. As a result, it is almost impossible to get an accurate picture of your case-load; all case status updates must be done manually. Perhaps the most irritating feature is the 'message list.' There are two options. The first option is that Prevail will steal focus (ie, makes the program 'pop up' in front of whatever program you are using at the time- e-mail, the internet, etc) whenever someone completes a client task you are associated with. The second option is not to receive the messages at all, and not to have any record of the completed tasks that you are associated with. 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. Worst of all, Prevail's reporting capabilities are abysmal. There is a limited menu of options for types of reports you can use, so you will need to compromise to get the information you want, using a report that isn't quite what you need and doing more work to account for the software's shortcomings. To be fair, you can also wait for their people to make custom reports, or try to use their incomprehensible custom report builder (it was designed for their programmers to be able to use). Scandalously, once the program produces a report, it makes a PICTURE. This means that you can't take any of the information from this program and dump into a real program like Excel to get the information you need (unless you enter each datum manually). This program literally has the potential to cause your

Rating breakdown

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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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Prevail pricing

Starting from
$49.95/month
Pricing options
One time license
Subscription
View Pricing Plans

$119.95 per user, per month subscription pricing
or $49.95 per user, per month for PrevailLite https://www.prevail.net/products/#prevail
Purchase price depends upon the number of users, and other variables. Contact a sales rep at 866-998-4400, Option 2
With purchase, the only ongoing cost is for support, and is billed annually.

Prevail features

Activity Dashboard
Calendar Management
Contact Management
Document Storage
Expense Tracking
Reminders
Search Functionality
Third Party Integration
Workflow Management

API (51 other apps)
Automatic Notifications (48 other apps)
Billing & Invoicing (69 other apps)
Case Management (97 other apps)
Client Management (53 other apps)
Client Portal (46 other apps)
Collaboration Tools (43 other apps)
Document Management (92 other apps)
Invoice Management (44 other apps)
Reporting & Statistics (61 other apps)
Task Management (66 other apps)

Videos and tutorials

Additional information for Prevail

Benefits

-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.