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Description
Robust security measures are implemented on the AWS cloud infrastructure, utilizing servers and databases located in the United States, along with daily backup protocols to ensure data integrity. The platform offers sophisticated document generation capabilities, featuring an internal editor and the option to import PDF merge forms. Users can create documents and forms that are compatible with e-signature services, including popular options like Adobe E-Sign. Advanced task management tools are available, complete with customizable templates and sub-task functionalities. The system allows for meticulous tracking of income and expenses across various practice areas. Additionally, it provides a client portal that facilitates two-way messaging, file sharing, and other interactive features. A contact manager is included, functioning like a digital Rolodex with tagging capabilities for easy organization. Time-tracking features come with exportable notes for seamless reporting. Internal storage is complemented by integrations with cloud services such as Dropbox and Google Drive. The platform also supports team collaboration with features like productivity tracking, role assignments, and reports that can be exported for review. A comprehensive lead management system is in place, complete with a leads pipeline and customizable stages for user convenience. Users benefit from pre-loaded and formatted SSD and VA merge templates that are maintained by the service. Customizable reports across all practice areas are readily available for user editing. Digital intake forms can be created without limits, incurring no additional costs, and automation tools are provided for SSD appeals and denial processes to enhance operational efficiency. Overall, this platform is designed to streamline various tasks and enhance productivity for its users.
Description
Prevail is a comprehensive case management solution aimed at enabling you to handle a greater number of cases in a shorter time frame. By reducing reliance on physical files and automating routine tasks, Prevail effectively enhances productivity. Regardless of whether you specialize in a single field or multiple areas, Prevail is equipped to manage nearly all types of cases. For those practicing in niche areas not currently supported, we offer customizable layouts tailored to your needs. Prevail efficiently utilizes all incoming data, including case details, contacts, documents, calendars, tasks, statutes, time tracking, costs, and fees, to optimize your workflow. Additionally, for a more budget-friendly alternative, we have developed PrevailLite, which offers a streamlined set of features compared to the complete version of Prevail. You can watch the PrevailLite feature video and then compare the available features below to see which version best meets your needs. This way, you can make an informed decision about which system to adopt for your practice.
API Access
Has API
No
API Access
Has API
No
Integrations
Lead Docket
No
Microsoft Outlook
No
QuickBooks Online
No
Quilia
Yes
Service Center
No
Integrations
Lead Docket
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Quilia
No
Service Center
Yes
Pricing Details
$69.99 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
DibCase Software
Founded
2017
Country
United States
Website
www.dibcase.com
Vendor Details
Company Name
Practice Technology
Founded
1993
Country
United States
Website
www.prevail.net
Product Features
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
Yes
Calendar Management
No
Client Portal
No
Conflict Management
No
Contract Management
No
Document Management
No
Email Management
No
Legal Case Management
Yes
Task Management
No
Time Tracking
No
Trust Accounting
No
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
