---
description: Review of Prevail Case Management System Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Prevail Case Management System | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Social Work Case Management Software](/directory/4089/social-work-management/software) > [Prevail Case Management System](/software/151243/prevail)

# Prevail Case Management System

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> Prevail is a one-stop-shop for managing your legal matters. The tools available to Prevail users are tightly integrated. This integration gives Prevail the ability to do multiple things automatically as a result of one action taken by the user. Simply put, Prevail saves you time, lots of it.&#10;&#10;&#10;From the automated intake to the customizable workflow; document merge, reporting and dashboard analytics, Prevail keeps the firm running efficiently, allowing you to handle more cases in less time.&#10;&#10;&#10;Time and communication with clients and other contacts are managed and documented throughout your matters in Prevail, providing transparency within your firm.&#10;&#10;&#10;Prevail’s calendar is fully integrated with your matters, triggering statute dates and other deadlines. Prevail synchronizes your appointments bi-directionally with Outlook, so you’ll have an updated schedule regardless of where you are. Prevail is also integrated with Outlook email, making it simple to not only attach emails to a matter, but to compose emails right from the matter.&#10;&#10;&#10;Prevail’s automatic SMS/Text feature sends notifications to your client, alerting them as to changes in case status, and to advise them of appointments. This feature is designed to cut down on unnecessary phone calls, both incoming and outgoing.
> 
> Verdict: Rated **4.6/5** by 83 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.6/5** | 83 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 4.6/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Practice Technology
- **Location**: Orlando, US
- **Founded**: 1993

## Commercial Context

- **Starting Price**: US$49.95
- **Pricing model**: Per User
- **Pricing Details**: $119.95 per user, per month subscription pricing&#10;or $49.95 per user, per month for PrevailLite https://www.prevail.net/products/\#prevail&#10;Purchase price depends upon the number of users, and other variables.  Contact a sales rep at 866-998-4400, Option 2&#10;With purchase, the only ongoing cost is for support, and is billed annually.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Access Controls/Permissions
- Activity Dashboard
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Notifications
- Archiving & Retention
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- CRM
- Calendar Management
- Case Management
- Case Notes
- Client Management
- Communication Management
- Conflict Management
- Contact Database
- Contact Management
- Contract/License Management
- Customisable Forms

## Integrations (3 total)

- Adobe Acrobat Reader
- Microsoft Outlook
- QuickBooks Online Advanced

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Social Work Case Management Software](https://www.softwareadvice.co.uk/directory/4089/social-work-management/software)

## Related Categories

- [Social Work Case Management Software](https://www.softwareadvice.co.uk/directory/4089/social-work-management/software)
- [Legal Case Management Software](https://www.softwareadvice.co.uk/directory/4516/legal/software)
- [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software)
- [Legal Document Management Software](https://www.softwareadvice.co.uk/directory/1392/document-management/software)
- [Case Management Software](https://www.softwareadvice.co.uk/directory/984/case-management/software)

## Alternatives

1. [LEAP](https://www.softwareadvice.co.uk/software/20175/leap) — 4.2/5 (529 reviews)
2. [Neos](https://www.softwareadvice.co.uk/software/61621/needles) — 4.4/5 (200 reviews)
3. [8am MyCase](https://www.softwareadvice.co.uk/software/3719/mycase) — 4.6/5 (784 reviews)
4. [Clio](https://www.softwareadvice.co.uk/software/449970/Clio) — 4.7/5 (1691 reviews)
5. [8am CasePeer](https://www.softwareadvice.co.uk/software/47885/casepeer) — 4.8/5 (203 reviews)

## Reviews

### "The Best Product and Customer Service Anywhere\!" — 5.0/5

> **Evan** | *18 May 2022* | Law Practice | Recommendation rating: 10.0/10
> 
> **Pros**: Everything\! It is fully customizable. Plus their people  are the best in the business. They will evaluate your needs and find the right solution. By far they have they most dedicated support team of any company that I've worked with legal or otherwise. I can't say enough good things about  them.
> 
> **Cons**: I have nothing negative to say about them.
> 
> I have been using them since opening my own law practice in 2001. It was one of the best decisions ever made.

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### "Helped me get the job done" — 4.0/5

> **Kristine** | *30 August 2024* | Law Practice | Recommendation rating: 6.0/10
> 
> **Pros**: It helped me organize the files for my cases and it was easy to access.
> 
> **Cons**: The software wasn't the newest, so it wasn't as organized and efficient.
> 
> Overall, it helped me maintain and access my client files even if the program wasn't as updated as others.

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### "Glad we switched" — 3.0/5

> **Stefanie** | *17 December 2019* | Law Practice | Recommendation rating: 2.0/10
> 
> **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.
> 
> Everything is so manual, there is no automation to the system. We ultimately ended up switching software programs and I'm much happier.

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### "Less glitchy, but less user friendly/convenient than older versions." — 4.0/5

> **Laura** | *16 May 2023* | Legal Services | Recommendation rating: 5.0/10
> 
> **Pros**: They took away all my favorite features in Version 9...I guess I like that tasks, messages, history notes, etc. all now have a "go to matter" button instead of just certain ones like task notes.
> 
> **Cons**: They took away zip code/city auto population, doc merge codes no longer works for text boxes, you can't attach emails to a file history directly from a history note anymore, nor can you make any edits to the way the email note actually appears in file. When you add a "matter review," it automatically says it was 12 AM instead of whatever time it actually was, and the time ticker only shows hour and minute (no seconds) now so if you want items to show up in a certain order, you have to wait until the minute turns over to add your next note. Calendar entries in the history page no longer show any time/date details about the actual appointment, and it no longer automatically attaches certain rolodexes to your files based on their zip code anymore. If I have multiple minimized tasks queued up on my screen at once, they just say "task" now instead of the matter/client name. When someone marks a medical record as "received" or something, the author appears as the person who originally created the request, which is really weird because now it appears as though people who don't even work here sometimes are still working on our cases\! I could probably name a hundred other super annoying things they took away if I had more time...All the things they took away also took away a lot of efficiency in what we do here.
> 
> I used to love it, it was intuitive and user friendly, but they took away so many nice features and only gave like, one nice thing in exchange.

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### "Excellent system for Social Security case management" — 5.0/5

> **Alise** | *22 March 2021* | Law Practice | Recommendation rating: 10.0/10
> 
> **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 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.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/151243/prevail)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/legal/prevail-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/151243/prevail> |
| en-GB | <https://www.softwareadvice.co.uk/software/151243/prevail> |
| en-IE | <https://www.softwareadvice.ie/software/151243/prevail> |
| en-NZ | <https://www.softwareadvice.co.nz/software/151243/prevail> |

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