Prevail Case Management System Erfahrungen

I was introduced to Prevail at the first law firm I worked at and I immediately saw its potential.

Vorteile:

The customization, customer service, ease of use. Pretty much everything in the software can be customized. If you get really fancy with it you can update a status that triggers tasks to multiple people, with deadlines attached, documents printed will all relevant data in it.

Nachteile:

Two limitations to be aware of, you need a TWAIN compliant scanner, I use Fujitsu and love it. This will allow you to scan directly into the matter which you are working in. The second limitation is that in order to attach emails directly from Outlook into Prevail you must have 32 bit office installed. You can ave a 64 bit system, which we do, but Office needs to be 32 bits

Excellent system for Social Security case management

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Glad we switched

Kommentare: Everything is so manual, there is no automation to the system. We ultimately ended up switching software programs and I'm much happier.

Vorteile:

Not much at all. I guess to some the basic layout and overly "vanilla" look could be useful to those who aren't used to more. But, I wasn't a fan.

Nachteile:

Navigation within the program isn't the best. It seems very out-dated. It does keep things organized, but you have to constantly go back and forth between sections. I wish it was just an overall more seamless look to it.

Prevail Case Management System

Kommentare: Calendar information is detailed and easy to read for efficient client processing. Locating a client within the database is easy as well. the integrated billing system is a breeze to work with and makes billing quick and detailed. Internal messaging makes contacting remote employees easy as well.

Vorteile:

I like that calendaring system that lets you set up appointments for multiple associates. The client information system is very thorough and includes specific information related to a client's individual case. It also lets you print out current cases by genre of case ( ex. Estate planning, Criminal, Social Security..etc.) so that you can keep your client base up to date. Billable hours can be inputted for each specific client as well, and printed so billing is efficient and easy. There is also an internal messaging system within the Prevail software which allows you to send messages to designated employees located in the Prevail database.

Nachteile:

More often then not when trying to schedule appointments if you mistype the date or time or wish to change them to a more specific time, it sometimes gives you an error and you have to back out and restart inputting that appointment from the beginning.

Prevail is a great tool for PI cases

Kommentare: Overall we have had a good experience. Customer support is top notch and quick.

Vorteile:

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.

Nachteile:

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.

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

Vorteile:

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.

Nachteile:

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.

Must have for SS disability work.

Kommentare: The scale won't work. I am extremely likely to recommend and have recommended many times. Prevail software has allowed me to scale up my business without adding staff. Keeps me organized and saves me money. Helps me win cases by adapting to my work flow and making sure I never miss a deadline.

Vorteile:

Keeps me totally organized. Using Prevail case management software has allowed me to triple my case load without adding staff. It has paid for itself many times over. The training is excellent and the annual fee is more than reasonable given the high quality of the tech support. I always get a real person on the phone who understands the software and is extremely knowledgeable about the disability business. They give me solutions that are better than what I ask for because they've seen so many different business models. The Prevail staff are continually upgrading and improving the product so it just gets better and better, but the upgrades never interfere with business. They make the upgrades seamless and work with my schedule. I cannot say enough good things about Prevail.

We have been using Prevail for about 5 years now. What a difference it makes in your practice!

Kommentare: I think the greatest benefit of this product is that you can handle many more cases with it than without it, thereby making your investment in the product nominal. Also, it is so user friendly that anyone can learn to use it very quickly.

Vorteile:

Very user friendly and very functional. Even the most inexperienced can learn to use Prevail very quickly. We are able to handle many more cases than we did without Prevail. I really like the document merge feature as we use a lot of form letters. The intake questionnaire is great as well. We can all be on top of our game on every case because it is easy to see where we are on a case. Love the process tab too because we can set lists (autofill) or steps and each serves its purpose for different types of cases. Prevail tech support is fantastic! They are responsive, friendly, understanding, and very helpful-well worth the yearly contract fee.

Nachteile:

There are a few glitches here and there and it crashes sometimes, but for the most part we are very happy using Prevail.

Overall, my experience with Prevail has been positive.

Kommentare: This is our legal practice software. It benefits us in the management of our case load, document assembly, calendar and related functions.

Vorteile:

I like the ease of navigating between screens, being able to keep multiple windows open and switching back and forth without losing data, and the formatting of the various screens. I also like the document assembly which works quite well.

Nachteile:

I do not like the duplication of contacts in the Rolodex -- once entered the contact is there forever it seems. This causes a reduction in the speed of searches and can also result in errors if you select a duplicate contact that is old and outdated.

Case management made easy

Kommentare: We have used Prevail for several years and have made it work for our company. Tech service is helpful & the the director of client relations is always kind and helpful.

Vorteile:

the merge document is a time saver and makes the office more efficient and cost effective for clients.

Nachteile:

Unable to move emails that were saved to Prevail from Outlook Sync that were saved to wrong matters. Only the persons who saved it can fix the issue. (delete the email then resave from Outlook).

Prevail is a pretty well-rounded program-has some key features that other programs don't have.

Kommentare: Client tracking software-keeps track of deadlines, history of case, etc.

Vorteile:

Statute warning list is key. History/notes tabs are extremely important/useful. Message list & task list are also very important. Messaging within prevail is very useful. Sticky notes are really helpful as well.

Nachteile:

Prevail is missing important client information boxes on matter page, such as mother's maiden name, place of birth, etc. This is info that needs to be readily available/easy to find for SSD clients, but no designated spot for this info. Also, generating custom reports is a feature that is needed. Ease of use/customizing personalized settings is not user friendly, could definitely use some work.

PREVAIL IS A FANTASTIC SYSTEM

Kommentare: 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.

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

Kommentare: Helps me run my practice

Vorteile:

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 Case Management Software

Vorteile:

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

Nachteile:

Interface feels like something from the 90s

Best Customer Support Ever!

Kommentare: One of the best companies that I have used n my entire 54 years of existence.

Vorteile:

They are always around to help with any issues and customize what you need.

Nachteile:

Nothing. It's simply the best. Used it since 2001.

Time saver

Kommentare: It has been a huge time saver in regards to client management.

Vorteile:

Being able to create and merge documents has saved a lot of time over the years.

Nachteile:

I would like if a file history would be updated with the users name if they change the context.

Prevail Review

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

Vorteile:

Ease of use and the great customer support.

Nachteile:

There is nothing that I dislike about Prevail.

Practice Technology --Prevail Case Management System

Kommentare: 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.

User-friendly software and GREAT customer service

Kommentare: As a longtime Prevail client, I feel compelled to set the record straight for other current and potential users. His previous review of Prevail contains inaccurate information. 1) You can add case statuses through the Databank, and the status can be updated automatically by properly setting up and using the Process Builder. 2) I'm not sure what version of Prevail Mr. Smith uses, but in the latest version, Prevail 7, the messages do not take over the screen. You may set them to display in a non-intrusive manner in the corner of your screen, much like alerts from Outlook for new e-mails. 3) Reports in Prevail CAN be exported to Excel. In fact, I export over half of the reports I use to Excel, so that I can manipulate the layout of the data in a more useful format, put the data in a graphical view, etc. Training is definitely the key to getting the most out of Prevail.

Vorteile:

1. User-friendly 2. Great customer service 3. Prevail is designed to work with ANY law type 4. You can customize many parts of the program to fit your practice.

Easy to use, incredibly interactive, and highly efficient

Vorteile:

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.

Nachteile:

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.

Work with Prevail

Vorteile:

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.

Nachteile:

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.

Prevail Review

Vorteile:

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

Nachteile:

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

Great Case Management Program

Vorteile:

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.

Nachteile:

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.

Isn't adapted to the new SSA documents

Kommentare: The trainers told me about the field, NBI and Nosscr.

Vorteile:

The trainer was very good. I believe this might have been a very effective program years and years ago. It's not competitive. The concept is if you spend 20-40 hours of training time you will learn to work with this program. The program should be constructed to assist the customer.

Nachteile:

Let me count the ways. The first is that it is only on windows. It takes much too long to "train". I was a bit shocked to learn the company doesn't want to keep up on the SSA forms, doesn't want to either put it on the web or make a Mac Version. Luckily there are other groups providing the same content for free, and you could build this easily with Filemaker.

love it

Vorteile:

the document designer feature is amazing, at previous jobs i had to create documents from scratch and now it's so easy!

Nachteile:

a quick info tab could be useful, but i t might already have that and i just don't know how to use it