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Prevail Case Management System vs Clio Comparison

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Overview

Prevail is server-based software with many time-saving features like integrated calendaring, statute tracking, SSA and VA...

Category Leaders

Clio is the leading cloud-based legal practice management solution that lets you manage your law firm from anywhere. Access...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

39

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.7

5

4

3

2

1

61

8

3

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

5

4

3

2

1

885

221

33

7

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

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

Pros

Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.

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.

Cons

My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.
  • Vendor responds to reviews
  • Last review14 days ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features100
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automated Scheduling
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Brainstorming
  • Bulk Send
  • CRM
  • Calendar Management
  • Call Center Management
  • Callback Scheduling
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Complaint Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Statements
  • Customizable Categories
  • Customizable Fields
  • Customizable Forms
  • Customizable Questions
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Database Conversion
  • Deadline Management
  • Demographic Data
  • Desktop Notifications
  • Diagnostic Tools
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Address Extraction
  • Email Management
  • Employee Database
  • Event Calendar
  • Event Triggered Actions
  • Expense Tracking
  • File Management
  • File Sharing
  • Filtering
  • Financial Analysis
  • For Legal Professionals
  • Full Text Search
  • General Ledger
  • Interaction Tracking
  • Interview Scheduling
  • Invoice Management
  • Invoice Processing
  • Lead Capture
  • Lead Nurturing
  • Legal Case Management
  • Live Chat
  • Mail Merge
  • Mailing List Management
  • Manual Time Entry
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Multiple User Accounts
  • Offline Access
  • Performance Metrics
  • Preview Functionality
  • Productivity Analysis
  • Project Accounting
  • Project Workflow
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Data
  • Receipt Management
  • Records Management
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Trust Accounting
  • Two-Factor Authentication
  • User Defined Attributes
  • Version Control
  • Workflow Management
  • Total features76
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automated Scheduling
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Brainstorming
  • Bulk Send
  • CRM
  • Calendar Management
  • Call Center Management
  • Callback Scheduling
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Complaint Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Statements
  • Customizable Categories
  • Customizable Fields
  • Customizable Forms
  • Customizable Questions
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Database Conversion
  • Deadline Management
  • Demographic Data
  • Desktop Notifications
  • Diagnostic Tools
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Address Extraction
  • Email Management
  • Employee Database
  • Event Calendar
  • Event Triggered Actions
  • Expense Tracking
  • File Management
  • File Sharing
  • Filtering
  • Financial Analysis
  • For Legal Professionals
  • Full Text Search
  • General Ledger
  • Interaction Tracking
  • Interview Scheduling
  • Invoice Management
  • Invoice Processing
  • Lead Capture
  • Lead Nurturing
  • Legal Case Management
  • Live Chat
  • Mail Merge
  • Mailing List Management
  • Manual Time Entry
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Multiple User Accounts
  • Offline Access
  • Performance Metrics
  • Preview Functionality
  • Productivity Analysis
  • Project Accounting
  • Project Workflow
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Data
  • Receipt Management
  • Records Management
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Trust Accounting
  • Two-Factor Authentication
  • User Defined Attributes
  • Version Control
  • Workflow Management

Integrations

  • Total integrations4
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier
  • Total integrations67
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier

Prevail Case Management System vs. Clio

See how Prevail Case Management System and Clio stack up against each other by comparing features, pricing, ratings, integrations, security & more.