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Prevail Case Management System Reviews & Product Details

Prevail Case Management System Overview

What is Prevail Case Management System?

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.

Prevail Case Management System Details
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Product Description

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.


Seller Details
Seller
Prevail
Year Founded
2019
HQ Location
San Diego, CA
Twitter
@PrevailLegal
103 Twitter followers
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®

Recent Prevail Case Management System Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
2.0 out of 5
"The system is outdated but helps with organization"
I like that I have a place to make notes and keep track of all my cases
Mariafelix V.
MV
Mariafelix V.Mid-Market (51-1000 emp.)
4.0 out of 5
"Used it for two years and I'd recommend."
I used the Prevail case management system for two years before the firm switched over to another online based platform. I enjoyed using Prevail bec...
Elizabeth V.
EV
Elizabeth V.Small-Business (50 or fewer emp.)
5.0 out of 5
"Helpful and streamlined"
It is streamlined and organized. I can find items I am looking for without too much issue.
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Prevail Case Management System Media

Prevail Case Management System Demo - Prevail Case Management System
Prevail Case Management System
Prevail Case Management System Demo - Prevail Case Management System
Prevail Case Management System
Prevail Case Management System Demo - Prevail Case Management System
Prevail Case Management System
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14 Prevail Case Management System Reviews

3.9 out of 5
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Prevail Case Management System Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Mariafelix V.
MV
Legal Assistant
Law Practice
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Prevail Case Management System?

I used the Prevail case management system for two years before the firm switched over to another online based platform. I enjoyed using Prevail because it was easy to use, easy to learn, and easy to manage. I used it on a daily basis and it had a ton of features that were helpful to managing a heavy workload. Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

Sometimes the platform would randomly crash and you would have to do everything you did again. It also was extremely time-consuming having to manually enter everything into Prevail so that we could keep records updated on what was done for each file. Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

It was an easy to use and learn system especially when I first started at the firm. I used it for two years and I would say it helped me keep tracking of my cases through the calendaring and reminders in the front page although there are unfortunately more useful things that we have now with a different program that Prevail just doesn't have. Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Prevail Case Management System?

I like that I have a place to make notes and keep track of all my cases Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

It is outdated and there are not enough organization tools Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

It helps to make notes in all of my cases and keep track of deadlines Review collected by and hosted on G2.com.

Elizabeth V.
EV
Case Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Prevail Case Management System?

It is streamlined and organized. I can find items I am looking for without too much issue. Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

NO complaints. I love this program and would recommend it. Review collected by and hosted on G2.com.

Recommendations to others considering Prevail Case Management System:

Just learn the program and you will love it. Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

It makes life easier Review collected by and hosted on G2.com.

Verified User in Law Practice
AL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Prevail Case Management System?

The new texting feature with clients is really helpful. Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

Sometimes the history section shows wrong case emails are attached, and when you open them its a different email - the email heading is incorrect. Review collected by and hosted on G2.com.

Recommendations to others considering Prevail Case Management System:

Give it a shot! It's very user friendly. Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

Keeping track of all case notes and details in one place is great. It keep everything organized. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Prevail Case Management System?

The ease that I can create new matters, personalize and make it so that multiple users can find exactly what we all need. Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

Nothing major, sometimes it will glitch but it rarely happens. Just have to shut it down and relaunch. Review collected by and hosted on G2.com.

Recommendations to others considering Prevail Case Management System:

I think the software is headed in the right direction. Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

The power search option has been a lifesaver. Having the ability to look up a file by a phone number or a name has helped us save a lot of time. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Prevail Case Management System?

I like that I can find prior or similar documents with the power tool search. Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

It is lacking features for legal use and it links documents to incorrect files at times. Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

I don’t feel this software is complete needs a lot of work to be done in order to meet my expectations compared to similar softwares. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about Prevail Case Management System?

Once you learn the ins and outs it makes sense but it's not intuitive. It is a way to keep records and information organized for out clients. Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

Like i said, it's not intuitive. You also have to put everything in manually in triplicate, it doesnt automatically put in the info you enter everywhere it needs to be, which is super frustrating. I wasted a lot of time putting in the same details over and over. It also crashed constantly. Review collected by and hosted on G2.com.

Recommendations to others considering Prevail Case Management System:

It is just so archaic it fills like its still functioning from the late 1990s. Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

I worked in records at a Disability law firm, so it was a great way to keep certain information in certain places. Review collected by and hosted on G2.com.

Laura G.
LG
Legal Assistant Paralegal
Legal Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Prevail Case Management System?

Very user friendly interface, multiple types of search functions and it connects directly to Outlook! Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

I honestly don't think I have a bad thing to say about Prevail. Review collected by and hosted on G2.com.

Recommendations to others considering Prevail Case Management System:

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. Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

Rachel F.
RF
Medical Records
Law Practice
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Prevail Case Management System?

It keeps our files organized and is easy to go back and forth Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

Its so outdated - both in look and user experience Review collected by and hosted on G2.com.

Recommendations to others considering Prevail Case Management System:

I just wish there was nicer look to it and EVERYTHING wasn't so manual, there's things I just think Prevail should be doing but is not doing Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

it keeps things organized at has good categories for information Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Prevail Case Management System?

The accessibility of all client files within moments is great. There's no need for any paper files. The program is capable of even more than we need. The reports help greatly with analytics and employee tracking, and if there's a report or field you need that's not available prevail is there to help! The support is great and the people at prevail are as well. Review collected by and hosted on G2.com.

What do you dislike about Prevail Case Management System?

Whenever we have updated there have been glitches that needed to be fixed, often resulting in very slow speeds. Review collected by and hosted on G2.com.

What problems is Prevail Case Management System solving and how is that benefiting you?

Having access to client files within moments of them calling. Tracking status through reports. Compiling lists for referrals. Review collected by and hosted on G2.com.