Practice Technology has more than 21 years of experience in the legal management software market, and its Prevail Case Management solution offers a fast-track to substantial returns on investment with a surprisingly low total cost of ownership. This is comprehensive relational database solution allowing law firms to manage all aspects of their practice. Prevail scales to meet the needs of firms of all sizes and areas of focus. Its dedicated support staff are there to help with implementation and ongoing support and user training.
Core capabilities include document management, docketing, case management, time tracking, and billing. With the gains in efficiency from streamlining every process, firms will find they can take on more cases without having to add staff. The Prevail-QuickBooks Transfer Wizard gets the information needed into the accounting pipeline without any hassles or double-entry of data. Its calendaring feature integrates with MS Outlook, which means instant mobile access to your calendar if your device synchs to Outlook. Case information, contacts, documents, calendars, tasks, statutes, time, costs, fees, and workflow management are all part of the Prevail solution. Its document assembly engine allows you to instantly create, save and track even very complex documents, either individually or hundreds at a time across multiple cases according to criteria you select. Prevail also includes a process management tool that allows you to define your own workflow processes so your staffers are led step-by-step through everything they have to do in each case on a daily basis.
Users note that not only is Prevail easy to use and navigate, the system is also fast, including loading documents, transitioning from screen to screen, and getting search results. Other users appreciate the search function that operates much like the web search engine results everyone is so familiar with. With a large client base, this is helpful as you can search on even partial client names and come up with results including the search terms. Status updates for clients are made easy because of the way the client page is setup, which clearly shows where the case is at in the process. The customer and technical support has been described as “phenomenal,” not only in terms of quickly resolving specific problems, but also in terms of responding to customer needs with improvements and modifications. Several other users noted how organized the system keeps things through its easy-to-navigate “Tabs” feature.
A few users complain that the “notes” section is not the easiest to read and follow, forcing some users to read everything in “History” because it’s easier to read. Specifically, even when the notes are ordered by date, it’s still not a clean presentation and feels like a jumbled mess. Some users are not happy with the calendar feature, feeling that it does not properly display the full picture for larger firms and caseloads. These users want it to look more like Outlook’s calendar. A few users note that messaging other Prevail users can only happen through “notes,” which feels cumbersome and inefficient. These users seem to want something more like instant messaging.
Besides the few things listed above, the only regret most Prevail users have is that they didn’t purchase it sooner.