Prevail: Case Management software
Legal case management, refined since 1993
Prevail is legal case management software, refined since 1993, that brings intake, matters, contacts, documents and forms, tasks and calendar, communications with a client portal, billing, process automation and reporting into one connected workflow. It follows each matter from first contact to resolution: capture, convert, organise, automate, communicate and measure. It is best for law firms that want a single system for the full matter lifecycle, and a next-generation version is coming.
Product
Prevail
Founded
1993
Last updated
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What Prevail does
Automated intake uses a configurable questionnaire to organise initial inquiries, and qualified opportunities convert into organised matters. Matter management keeps related parties together, and contacts management centralises clients, providers, counsel, courts and experts. Documents and forms, tasks and calendars, and communications with a client portal keep work in context, while billing and reporting show workload and progress. Process automation turns repeatable firm processes into clear workflow steps. Prevail combines decades of legal workflow experience with a platform designed around how matters move. Demos are available; pricing is not published.
What it does
Prevail core capabilities
Matter management
Parties and details together.
Automated intake
Configurable questionnaires.
Documents and forms
In matter context.
Client portal
Communications in one place.
Billing and reporting
Workload and progress.
Process automation
Repeatable workflow steps.
Technical specifications
- Desktop application
- Process automation builder
- NestSign eSignature with API and webhooks
- Configurable intake questionnaires
- Client portal for document exchange
- Dashboards and reporting
- PDF document generation
- Supports multiple practice area workflows
Who it is for
Who Prevail is built for
Target audience
- Mid-Sized Law Firm
Case studies
No case studies yet
Prevail doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Pricing details
Prevail pricing
Starting price
Pricing model
Free version
Product videos & screenshots
See Prevail in action
Product interface
Prevail Interface
Comparisons
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Transparency
Prevail sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about Prevail
Prevail has refined its legal case management since 1993.
Yes. Automated intake uses a configurable questionnaire.
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