Prevail Case Management System

Benefits:

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.

Drawbacks:

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.

In sum:

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.

Benefits:

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

Drawbacks:

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

In sum:

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

Benefits:

The ease of using the program and being able to move within the program to find or record needed information for our clients makes our daily job flow and simplifies the work.

In sum:

There are several options that I don't use in Prevail, such as many options in the Report and Report Builder menus, Event's and Strategies. Many offices may use all of the options. Saying that this is a con but it is nothing that affects my use of Prevail.

Benefits:

I could not maintain my case load if it wasn't for the Prevail softwear and all it does. It produces all I need to do all aspects of my job. It has reminders, letters, and all my forms. I have used this software since 1996.

In sum:

It saves me a lot of time. I could not stay as orgainized as I am without Prevail's help.

Benefits:

The merge-doc functionality is awesome! We also like the fact that we have instant access to our cases with all the info on the screens about each case. The rolodex is also a plus, especially being able to see what cases are attached to certain rolodex entries.

Drawbacks:

Everything in the history gets jumbled up to where it's hard to locate things. Wish there was an option to assign a specific color for each category. Also wish the process was simpler in getting a new report added that we need.

In sum:

The instant access to view our files and keep up with what is going on with each... The merge-doc function is by far the best feature, as well as the rolodex and the capability to run reports.

Benefits:

Great staff! May I join your staff. Saves time....as much as 50% prior to use of Prevail. You can find new uses for Prevail on a continuing basis, either on your own or through the provided resources.

Drawbacks:

Can't think of a thing! OK, if I must think of a few.....when I write a history note and my note goes into the extended section the first letter is automatically capitalized even when it is not appropriate. I would call this a petty annoyance.

In sum:

Time, creativity, information, transition to paperless office

Benefits:

Easy to Use with Training; Customizable; Interface; Comprehensive CMS and Document Management; Great Value; Good for multiple practice areas; Good ways to measure productivity; Good for scaling up your practice;

Drawbacks:

Does not work with Google Calendar; Requires use of Microsoft products; TWAIN compliant scanners required (i.e. can't use Scansnap); Ledger and costs interface are confusing; More free training would be nice;

Benefits:

The tech support team is great. Very nice, and polite. I also like that it merges information into letters, so I'm not typing the same information of 10 different letters. Prevail also lets you create emails and saves it to the correct client case. Prevail also gives you reminders when something is due, most important it gives notice on statutes.

Drawbacks:

When I try to print certain things - example printing medical page, it does not print on one page.

In sum:

I have used prevail for around 10 years. We just did an update from 6 to 8. I thought 6 was great, but 8 wow - love it.

Benefits:

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.

In sum:

Helps me run my practice