TrustRadius Insights for Prevail Case Management System are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
Prevail Case Management System provides users with easy-to-use tools that help them keep track of case notes and details. With the power search option, users can quickly look up client files by phone number or name, saving valuable time. By keeping all case information in one place, users can increase their organization and efficiency in managing cases.
The software's simple interface makes it easy for users to create new files and enter data quickly with a streamlined process of tabbing through forms. The calendar helps manage time by sending reminders of appointments and users can sort their task list, appointments, history notes by category or due date. Users can also easily assign tasks to a case, remind employees of work that needs to be done, and keep everything organized.
Prevail Case Management System is well-suited to small disability law firms with up to 50 employees as the system cannot track information as effectively as other programs for larger enterprises. However, for smaller organizations, Prevail provides an efficient solution for organizing and managing cases. Overall, Prevail Case Management System proves to be an effective tool that streamlines casework and increases productivity while ensuring that all critical information is readily available whenever needed.
We have used Prevail in our personal injury law practice for over 10 years. Prevail software is very useful in sending multiple letters or emails to multiple recipients in regard to a given case. Prevail saves all the required information so the same letter can be used in different cases, then the names, addresses, dates, etc. are entered automatically. Prevail also has a statute deadline warning system, so those dates are never missed.
Pros
Document merging, so numerous communications templates (letters and emails) can be merged with the appropriate names and addresses for a particular case and the items are ready to send within seconds.
Prevail tracks a history of interactions on a case, so you can find a record of every letter, email, phone call, notice, hearing, etc. on one page.
Prevail tracks all billing on a client's case, including billing from the firm, from care providers, other service providers, etc.
Cons
It would be nice if Prevail worked directly with Gmail instead of just with Outlook.
It would be nice if it was easier to adapt reports or set up new ones.
It would be nice if all attachments to a client's file could be placed in that client's set of directories so the items could be easily found, even if Prevail was not running.
Likelihood to Recommend
Prevail software is well-suited for tracking all interactions in each client's case. It keeps all information easily at hand. The version we use is cloud-based, so the information can be accessed from anywhere an internet connection is available. The area, where we would really like to see improvement, is if it would work directly with Gmail, as it already does with Outlook.