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Was ist Prevail Case Management System?
Verwalte alle deine Vorgänge in einer Datenbank mit automatisierter Eingabe, Dokumentenerstellung, QuickBooks-Integration, Nachverfolgung von medizinischen Dokumenten und Beweismitteln, Outlook-Integration, Nachverfolgung von Schadensfällen/Sonderfällen, Vergleichsberechnung, Rechtsstreitigkeiten, Scannen und mehr. Seit 1993 genießt Prevail das Vertrauen großer und kleiner Anwaltskanzleien in den gesamten USA und deckt alle Rechtsgebiete ab. Kundenservice hat bei diesem Hersteller oberste Priorität, denn dein Erfolg ist das Ziel. Entscheide dich für den Kauf oder ein monatliches Abonnement mit Buyout-Option.
Wer verwendet Prevail Case Management System?
Anwälte Juristische Mitarbeiter Nichtanwaltliche Vertreter Inhouse-Rechtsberater Kanzleien spezialisiert auf Personenschäden Kanzleien spezialisiert auf Sozialversicherungsangelegenheiten Kanzleien spezialisiert auf Arbeitsunfälle Strafverteidigungskanzleien Kanzleien für Behindertenrecht (Veteranen)
Prevail Case Management System – Details
Practice Technology
1993 gegründet
Prevail Case Management System – Videos und Bilder
Prevail Case Management System – Details
Practice Technology
1993 gegründet
Kosten ähnlicher Produkte wie Prevail Case Management System vergleichen
Startpreis
Kostenlose Version
Gratis Testen
Prevail Case Management System – Bereitstellung und Support
Kundenbetreuung
- E-Mail/Helpdesk
- Telefon-Support
- 24/7 Live-Support
- Chat
Einsatz
- Cloud, SaaS, webbasiert
- Windows (Desktop)
- Windows (On-Premise)
- Linux (On-Premise)
Training
- Persönlich
- Live Online
- Webinare
- Dokumentation
Funktionen von Prevail Case Management System
Case Management Software für Kanzleien
- API
- Abrechnung & Rechnungsstellung
- Abrechnungsfähige Positionen nachverfolgen
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Felder
- Anpassbare Formulare
- Anpassbare Vorlagen
- Aufgaben-Fortschrittsverfolgung
- Aufgabenmanagement
- Berichterstattung und Statistik
- Buchhaltung
- Compliance Management
- Daten-Import / -Export
- Document Automation
- Dokumentenmanagement
- Dokumentenmanagement
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail-Management
- Erinnerungen
- Fall-Aufzeichnungen
- Fall-Management
- Formularverwaltung
- Integration in die Buchhaltung
- Kalenderverwaltung
- Kommunikationsmanagement
- Konfigurierbarer Workflow
- Konfliktmanagement
- Kontakt-Datenbank
- Kontaktmanagement
- Kostenverfolgung
- Kundendatenbank
- Kundenmanagement
- Kundenportal
- Lohnzettel verwalten
- Microsoft-Outlook-Integration
- Rechnungsmanagement
- SSL-Sicherheit
- Termin-Fristenmanagement
- Treuhand-Buchhaltung
- Vertrags-/Lizenz-Management
- Volltextsuche
- Workflow-Management
- Zeit & Kosten Verfolgung
- Zeitverfolgung
- Zugriffskontrollen / Berechtigungen
Siehe die vollständige Case Management Software für Kanzleien Liste
Dokumenten-Management-Systeme
- API
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Vorlagen
- Archivierung & Aufbewahrung
- Audit Trail
- Aufgabenmanagement
- Berichterstattung und Statistik
- Compliance Management
- Compliance-Verfolgung
- Content-Management
- Datei-Verwaltung
- Dateikonvertierung
- Dateitransfer
- Dateiwiederherstellung
- Daten-Import / -Export
- Digitale Unterschrift
- Document Automation
- Document Capture
- Dokumentenerstellung
- Dokumentenklassifizierung
- Dokumentenmanagement
- Dokumentenprüfung
- Dokumentenspeicher
- Dokumentvorlagen
- Drag-and-Drop
- Drittanbieter-Integration
- E-Mail-Management
- Elektronische Unterschrift
- Etikettierung
- Filesharing
- Formularverwaltung
- Kommentare / Notizen
- Konfigurierbarer Workflow
- Kontrolle des Genehmigungsprozesses
- Kundenspezifisches Branding
- Offline-Zugriff
- Optische Zeichenerkennung (OCR)
- Prognosen
- SSL-Sicherheit
- Sichere Datenspeicherung
- Suchen / filtern
- Versionskontrolle
- Volltextsuche
- Vorlagen-Management
- Werkzeuge zur Zusammenarbeit
- Wirtschaftsprüfung-Management
- Workflow-Management
- Zugriffskontrollen / Berechtigungen
Fallmanagement Software für Soziale Arbeit
- API
- Ad-hoc-Berichterstattung
- Administrative Berichterstattung
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Anpassbare Berichte
- Anpassbare Felder
- Anpassbare Formulare
- Anwesenheitsmanagement
- Aufgabenmanagement
- Aufgabenplanung
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- Beurteilung-Management
- Compliance Management
- Dashboard-Erstellung
- Dokumentenmanagement
- Dokumentenmanagement
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail-Benachrichtigungen
- Elektronische Unterschrift
- Empfehlungs-Management
- Erinnerungen
- Fall-Aufzeichnungen
- Fall-Management
- Formularverwaltung
- Fortschrittsbericht
- Fortschrittsverfolgung
- Freiwilligen-Management
- HIPAA konform
- Kalenderverwaltung
- Kommunikationsmanagement
- Kontakt-Datenbank
- Kontaktmanagement
- Kundenmanagement
- Kundenportal
- Mitarbeitermanagement
- Programm-Management
- Projektzeiterfassung
- Rollen-basierte Genehmigung
- Terminplanung
- Trainingsmanagement
- Warnungen / Eskalation
- Werkzeuge zur Zusammenarbeit
- Workflow-Management
- Zielsetzung / Nachverfolgung
- Zugriffskontrollen / Berechtigungen
- Zugriffsquellen-Verfolgung
Siehe die vollständige Fallmanagement Software für Soziale Arbeit Liste
Kanzleisoftware
- API
- Abrechnung & Rechnungsstellung
- Abrechnungsfähige Positionen nachverfolgen
- Abrechnungssatz-Management
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Felder
- Anpassbare Formulare
- Anpassbare Vorlagen
- Aufgaben-Fortschrittsverfolgung
- Aufgabenmanagement
- Berichterstattung und Statistik
- Buchhaltung
- CRM
- Datei-Verwaltung
- Document Automation
- Dokumentenerstellung
- Dokumentenmanagement
- Dokumentenmanagement
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail-Management
- Erinnerungen
- Fall-Management
- Formularverwaltung
- Integration in die Buchhaltung
- Integrierte Buchführung
- Kalenderverwaltung
- Kommunikationsmanagement
- Konfliktmanagement
- Kontakt-Datenbank
- Kontaktmanagement
- Kundendatenbank
- Kundenmanagement
- Kundenportal
- Microsoft-Outlook-Integration
- Rechnungsmanagement
- Rechtsfall-Management
- SSL-Sicherheit
- Termin-Fristenmanagement
- Timer
- Treuhand-Buchhaltung
- Vertrags-/Lizenz-Management
- Workflow-Management
- Zeit & Kosten Verfolgung
- Zeitverfolgung
- Zugriffskontrollen / Berechtigungen
Legal-Document-Management-Software
- API
- Abrechnung & Rechnungsstellung
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Felder
- Anpassbare Vorlagen
- Archivierung & Aufbewahrung
- Audit Trail
- Aufgabenmanagement
- Berichterstattung und Statistik
- Compliance Management
- Compliance-Verfolgung
- Document Automation
- Document Capture
- Document Check-In/Out
- Dokumentenerstellung
- Dokumentenklassifizierung
- Dokumentenmanagement
- Dokumentenprüfung
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail-Management
- Elektronische Unterschrift
- Erinnerungen
- Fall-Management
- Filesharing
- Für Juristen
- Kalenderverwaltung
- Konfigurierbarer Workflow
- Kontaktmanagement
- Kostenverfolgung
- Kundenmanagement
- Kundenportal
- Optische Zeichenerkennung (OCR)
- Rechnungsmanagement
- SSL-Sicherheit
- Sichere Datenspeicherung
- Suchen / filtern
- Termin-Fristenmanagement
- Versionskontrolle
- Vertrags-/Lizenz-Management
- Volltextsuche
- Werkzeuge zur Zusammenarbeit
- Workflow-Management
- Zeit & Kosten Verfolgung
- Zugriffskontrollen / Berechtigungen
- Zwei-Faktor-Authentifizierung
Siehe die vollständige Legal-Document-Management-Software Liste
Alternativen für Prevail Case Management System
Mehr Alternativen zu Prevail Case Management System
Erfahrungen mit Prevail Case Management System
Alle 74 Nutzerbewertungen lesen
Freddy S.
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
Alise K.
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.
Antwort von Practice Technology
vor 8 Monaten
Thanks, Alise! We're so happy to have you as a member of our Prevail family.
Stefanie Y.
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.
Antwort von Practice Technology
letztes Jahr
Stefanie, my apologies, but I haven't seen this review until now. I'm surprised by your input, as it doesn't really apply to Prevail. We pride ourselves in the fact that Prevail is highly automated, and that moving back and forth between sections is not necessary. Could it be that your firm was on an older version of Prevail? I wish I had seen your review sooner - I would have replied then. Clearly, that wouldn't have changed anything - you had already switched over to another program. I'm sorry you were not satisfied.
Jeanine L.
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.
Antwort von Practice Technology
vor 3 Jahren
Thank you, Jeanine! We're glad you're loving your Prevail! Of course, the issues you described with the calendar will be shared with our developers. UPDATE: It was pointed out to me that you're on Prevail6. The problem you're experiencing has been fixed in the more recent versions of the program.
Eric O.
In Betracht gezogene Alternativen:
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.
Antwort von Practice Technology
letztes Jahr
Thank you, Eric! We appreciate your feedback. The "cons" you've listed will be brought to the attention of the people who can make the appropriate changes, if possible.
