Prevail Case Management System Reviews

Prevail Case Management Software

Pros:

Organizes all of the client data into easy to look up files.

Cons:

Interface feels like something from the 90s

Prevail Review

Pros:

The features that it offers. I enjoy the ability to be able to view documents and find where they are stored

Cons:

It's hard to navigate and find where things are located.

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

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 work in a more automated way, it feels like there always requires some human component to things in this program and I was hoping that it would provide more of a force flow for our case work. If I were at this job during the time that we were in the decision making process of determining which legal software to go with I probably would have went with another product because there are more automated options.

Excellent system for Social Security case management

Comments: 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.

Excellent Product!!!

Comments: Every question I have ever asked myself, or if someone else had a question regarding our cases, I have been able to extract the info via report. Any concern as to a task or specific item can be track. Custom fields are easily created and tracked.

Pros:

By far the best legal software system on the market. I have been using Prevail for approximately 14yrs. It is easy to organize my notes, documents, cost, fees, calendar of events and my daily tasks. Everything right at my fingertips.

Cons:

The only item I have ever missed from the updates is the ability to scroll through the client in the search field.

Awesome, Awesome, Awesome!!!!! Prevail is the Best...love coming to work each day b/c of prevail

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.

The Best Product and Customer Service Anywhere!

Comments: I have been using them since opening my own law practice in 2001. It was one of the best decisions ever made.

Pros:

Everything! It is fully customizable. Plus their people are the best in the business. They will evaluate your needs and find the right solution. By far they have they most dedicated support team of any company that I've worked with legal or otherwise. I can't say enough good things about them.

Cons:

I have nothing negative to say about them.

Great Overall

Comments: I have been using this for over 10 years now and have gone through 3 upgrades during that time. Each upgrade has added more functional features making my job at the firm better.

Pros:

It is easy to use and navigate. Creating documents & managing client's information is manageable.

Cons:

Features that we would like added to certain tabs on the system are not available. Those would make our jobs a little easier.

Prevail is a great tool for PI cases

Comments: 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.

Helpful and Easy to use

Comments: This has been a

Pros:

It makes the day to day work easier and much more efficient in terms of documentating, notating and tasks.

Cons:

It does have a tendency to freeze and crash and sometimes it does not like task overload.

Great legal database program

Comments: A few months ago I was starting my own practice as a solo practitioner. I have used Prevail in the past, and was familiar with the program. I have also worked with other programs in the past, and I checked out a few other programs, but they weren't as flexible as Prevail. Even though I was on a budget, the expense of investing in Prevail has already more than made up for itself in the ability that I have to track my clients' needs because of Prevail. I am able to keep track of each client's providers and referral sources and merge documents with great ease to send to clients or providers. I love this program and highly recommend it to anyone who is running a small to medium sized practice.

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.

Cons:

I don't see any down side to the program.

Prevail Review

Pros:

I enjoy the ability to section out different types of documents.

Cons:

I wish there was a way to send and receive documents to/ from clients.

I cant imagine my day without prevail!

Comments: 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

PREVAIL IS A FANTASTIC SYSTEM

Comments: Prevail is a fantastic system for maintaining client files, documents, the current status of each case, the history of the entire case, and the next step which should occur. This system allows you to calendar appointments, as well as set up, assign and complete tasks, and send messages throughout the office. The system integrates with Word, WordPerfect, and QuickBooks. Management reports can be generated from the data maintained in your files. This system allows one to keep up with tasks completed and still pending, and allows one to assign great priority to the tasks which must be completed by a certain deadline Prevail recently introduced a new version of its system, which just came online a couple of months ago. There are still some bugs which need to be fixed in the new version, but changing to the new version was painless and quick for everyone in the office. The new version has several significant new features, including a Do not Disturb function, increased security and individual User options. While I am unable to list all of the wonderful features of this system, one of the most beneficial for us is the capacity to modify the system so that it works most efficiently for everyone in the office. We can add or edit steps, documents, reports, and client questionnaires as needed. This system allows us to painlessly and seamlessly keep a record of time spent and costs incurred for each client and for each task. The customer support is wonderful. The wait times are short and call backs are available. The tech team works through any and all issues online with us while we are on the phone with them. This is the best customer support I have ever seen with any system I have used. I unequivocally recommend Prevail.

Saves time!

Comments: Time, creativity, information, transition to paperless office

Pros:

Great staff! May I join your staff. Saves time....as much as 50% prior to use of Prevail. You can find new uses for Prevail on a continuing basis, either on your own or through the provided resources.

Cons:

Can't think of a thing! OK, if I must think of a few.....when I write a history note and my note goes into the extended section the first letter is automatically capitalized even when it is not appropriate. I would call this a petty annoyance.

Prevail Review

Comments: I've used Prevail for 15 years and it's been great.

Pros:

Ease of use and the great customer support.

Cons:

There is nothing that I dislike about Prevail.

Have had Prevail for several years. Could not operate without it.

Comments: Helps me run my practice

Pros:

The majority of my case load is Social Security, but Prevail works with any practice. It is an absolute must in today's technology and paperless lawyering. I think it is a great product. I think they're even more useful functions that I do not even know about.

Prevail is easy to use and the features are helpful in my day to day work.

Comments: There are several options that I don't use in Prevail, such as many options in the Report and Report Builder menus, Event's and Strategies. Many offices may use all of the options. Saying that this is a con but it is nothing that affects my use of Prevail.

Pros:

The ease of using the program and being able to move within the program to find or record needed information for our clients makes our daily job flow and simplifies the work.

Great functionality and options!

Comments: Simple installation with support from very experienced and dedicated staff. Easily customizable for veterans disability practice. Ongoing support costs very reasonable. Great return on up front investment.

Pros:

Customizable and scalable.

Practice Technology --Prevail Case Management System

Comments: Prevail is the best case management system you can have. It will sync appts with your mobile phone. They have staff for technical support. You have unlimited calling. Their training is great and if you ever have problems you just call and they will help you. They can help you set up their built in process steps so you can assign specific tasks to specific individuals. For example if you get an initial denial it will automatically set up a task to make an appt. for someone to do the reconsideration, it will give you statute notifications as to when your deadline for completion is and this is true for every step in the social security process through federal district court. We have used it since 2009. The only time consuming thing which is not that bad is initially setting up your personalized letters so they are part of the process. The trainer helps you complete this. It is the Best Case Management System around and I have used others. Their staff is always friendly and gets back to you. If something needs to be changed by the development system they always call you back and let you know the status of any changes you request. They work had to make their system user friendly and to listen to customers suggestions for any improvement.

Work with Prevail

Pros:

Prevail is very user friendly. I like that you can search a client's name and it comes right up like a web search. You can search a partial name and every client with that name comes up. It comes in handy when you have a large client database. I also like the way the main page for clients is set up. You get the detailed information on the client and also it shows the process step of where the case is at. When clients call I find it easy to give them a status update with the information right there. Another great thing with Prevail is the way the medical information is set up; you put all your dates in of when the records are received, submitted and requested. It's a great system and easy to use.

Cons:

The notes are kind of difficult to read - for me anyways. I feel like I keep scrolling and it's a big jumble of notes. You can put them in date order, which I do, but it just doesn't seem very clean and separated.

Easy to use, incredibly interactive, and highly efficient

Pros:

The program seems as though it was created to meet the growing demands of my firm and increasing number of clients. The customer service has been phenomenal - not only are they prompt and receptive to your questions but they also listen to feedback and help structure the program to best firm our firm. Everything from the matter pages and tools to document preparation and information merging to the calendar flows smoothly and is efficient.

Cons:

I really have no complaints. While it may be easier if the vendor resided in our state, that certainly has no real impact on the ease of product use, accessibility to customer service, or the quality of the software.

Love it.

Comments: Organization, cost savings and efficiency.

Pros:

It is great for organization and efficiency when used properly. I like having all of the information in one place.

Great Case Management Program

Pros:

My favorite part of this product is the ease of use and overall user friendliness. Specifically, in working in a high volume setting it is extremely important to locate individual cases quickly. Prevail absolutely allows me to do that.

Cons:

The feature I like least would be the sending of messages to other Prevail users. In my experience you cannot just send a message it has be in a note. No big deal, this is still overall a good product.

User friendly, efficient, fast

Pros:

Prevail is very easy to use, you can customize your needs of the program to fit what you need to accomplish. Its very fast when loading documents and transiting between different screens.

Cons:

The thing that I like the least is the "notes" section - it is not the easiest to read and follow sometimes, most of the time I read everything in "History" cause it stands out better