Prevail Case Management System

(4)
4.6 out of 5 stars

Prevail Case Management software is designed to streamline the daily operations of today's busy legal firms, and is suited for virtually all law types.

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Prevail Case Management System Reviews

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Prevail Case Management System review by <span>Laura G.</span>
Laura G.
Validated Reviewer
Review Source

"Intuitive and smart"

What do you like best?

Very user friendly interface, multiple types of search functions and it connects directly to Outlook!

What do you dislike?

I honestly don't think I have a bad thing to say about Prevail.

Recommendations to others considering the product

Take some time to just explore the program and see what some functions do. I was given a short introductory crash course when I started working here and was not shown some of the amazing features Prevail has to offer and have become a lot more efficient since realizing I was seriously under utilizing it! There are still a lot of functions I have yet to explore and am continually pleasantly surprised whenever I discover a neat new little thing I didn't know about.

What business problems are you solving with the product? What benefits have you realized?

It helps with efficiency in case management, easy to use interface makes keeping detailed case notes and history a breeze and it directly links to Outlook so I can send emails from within and attach emails sent from outside the Prevail system. The calendar is easy to use and helps with time management by sending reminder messages prior to appointments. You can sort your task list, appointments, history notes, anything by category, due date, whatever you want! Different types of searches available like Matter search, Rolodex Search, Power Search make finding client files for people with limited info or difficulty communicating easy (if I can't understand their name, for example, I can search by phone number via Rolodex or if I need to find a specific document template but can't remember the client name, I can find it via Power search) Creating new files and data entry is easy and quick with the interface that allows you to tab through the forms with ease. I have nothing bad to say about it.

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Prevail Case Management System review by User in Events Services
User in Events Services
Validated Reviewer
Verified Current User
Review Source

"Decent product that needs fine tuning "

What do you like best?

Once you get the hang of it it's pretty easy to use. The navigation is pretty easy and it stores a lot of information.

What do you dislike?

I wish there were more ways to customize the software so it will work for our area of law. The document merge needs to be updated and easier to use. The processes and creating/customizing your own also needs to be fine tuned and updated for easier use.

What business problems are you solving with the product? What benefits have you realized?

It is nice having tasks assigned to a case as to know the next step, remind employees of work that needs to be done.

What Legal Case Management solution do you use?

Thanks for letting us know!
Prevail Case Management System review by <span>Rosa L.</span>
Rosa L.
Validated Reviewer
Verified Current User
Review Source

"Used for lawfirm"

What do you like best?

It's easy and keeps the entire office organized.

What do you dislike?

Theres nothing that I dont like. I didnt have any issue

What business problems are you solving with the product? What benefits have you realized?

Organization. It helped a lot!

Prevail Case Management System review by User in Hospital & Health Care
User in Hospital & Health Care
Validated Reviewer
Review Source

"Love the organization"

What do you like best?

organization in medical and history tabs

What do you dislike?

This program is slow and takes a while to attach a large medical record

What business problems are you solving with the product? What benefits have you realized?

Social Security Disability law

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