Software Project Management Case Studies With Solutions
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Freddy from Alex & Saavedra, P.C.
Verified Reviewer
Industry: Law Practice
Time Used: More than 2 years
Review Source: Capterra
Pros
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.
Cons
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 from Law Office of Alise M Kellman
Company Size: 2-10 employees
Industry: Law Practice
Time Used: More than 2 years
Review Source: Capterra
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.
Pros
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.
Cons
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.
I have looked at other products over the years, but I haven't found any that had all the features that Prevail offered, along with the superior customer service and technical support.
Honestly, it's been so many years, I don't remember the name of the software I used to use. I started using Prevail in 1994. I was having difficulty with the prior company's technical support and I believe they went out of business within a short period after I switched over to Prevail. Prevail was able to convert my data over to their system.
Response from Practice Technology
Thanks, Alise! We're so happy to have you as a member of our Prevail family.
Company Size: 11-50 employees
Industry: Law Practice
Time Used: More than 2 years
Review Source: Capterra
Everything is so manual, there is no automation to the system. We ultimately ended up switching software programs and I'm much happier.
Pros
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.
Cons
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.
Response from Practice Technology
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 from Frank G. Lidinsky, PA
Verified Reviewer
Company Size: 2-10 employees
Industry: Law Practice
Time Used: More than 2 years
Review Source: Capterra
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.
Pros
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.
Cons
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.
Response from Practice Technology
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 from Cardinal Law, P.A.
Company Size: 2-10 employees
Industry: Legal Services
Time Used: Less than 6 months
Review Source: Capterra
Overall we have had a good experience. Customer support is top notch and quick.
Pros
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.
Cons
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.
Cost and features.
August 1, 2020
Response from Practice Technology
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.
Popular Prevail Case Management System Comparisons
Software Project Management Case Studies With Solutions
Source: https://www.softwareadvice.com/legal/prevail-profile/