Prevail Case Management Software

Prevail offers a comprehensive suite of features designed to streamline and enhance legal practice management.  Key features include:

Automated Intake: Customize the Intake Questionnaire to efficiently gather client information, ensuring a productive intake process.

Contacts Management: Maintain a centralized, detailed database of all contacts, facilitating easy access and organization of information related to clients, opposing counsel, and other parties.

Matter Management: Access all pertinent details of a case, including related parties, timelines, and case specifics, on a single, well-organized page.

Document Management: Generate and manage various documents by merging data from any field within Prevail, streamlining document creation and storage.

Managing Evidence: Request, manage, and track public records, medical documents, photos, or any form of evidence systematically.

Ledger: Monitor financial transactions, settlements, and other monetary aspects related to cases, ensuring accurate financial tracking.

Process Builder: Design step-by-step workflows for any process, whether based on internal procedures or court rules, to standardize operations and increase efficiency.

Analytics: Utilize customizable analytics tools to gain insights into various aspects of your practice, aiding in informed decision-making and performance assessment.

Outlook Integration: Seamlessly integrate with Microsoft Outlook to synchronize emails, calendars, and contacts, enhancing communication and scheduling capabilities.

Client Portal: Provide clients with secure access to case information, updates, and documents, fostering transparency and improved client communication.

Atlasware in Prevail: Interact directly with the Electronic Records Express (ERE) system from within Prevail, streamlining access to electronic records.

These integrated features work cohesively to automate and enhance various facets of legal practice management, contributing to a more organized and efficient workflow.