How to use Prevail Case Management System @PrevailSoftware #WebToolsWiki

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With Prevail you will always know where your files are. You will never lose valuable production time. And you will stay on the path towards better business management. Prevail’s proven case management system keeps critical information at your fingertips at all times.

Prevail keeps track of statutes, documents, notes, time, costs, tasks, appointments, liens, damages, negotiations, strategy, claims status, and events on each case.

Rolodex based clients, contacts, insurance companies, adjusters, medical providers, opposing counsel, courts and other related parties are entered into the rolodex and simply attached to matters in a tree-view with case information readily accessible. You never have to enter the same party’s information twice.

Calendar allows you to view multiple users’ calendars or task lists at one time. Easily add or delete the same appointment on multiple calendars, add recurring appointments or tasks, attach matters or contacts to calendar entries. Calendar has full text search & print functions.

Calendar syncs with Microsoft Outlook sync your appointments and/or tasks with Outlook; sync Outlook with your mobile device and you’ve got your Prevail calendar in your pocket.

Sophisticated Document Merge function makes it easy to turn your forms and letters into merge templates to dramatically increase production. Create a letter, a cost entry, a time entry, a follow up task, for one or more parties in the case, all at once with just a few mouse clicks.

Automatic calculation of statute dates with automatic warning when statute date is approaching.

Unlimited client case notes for each case with automatic date, time and user stamp for each entry. Case notes are full-text searchable.

Sophisticated Process Builder Utility allows you to create your own law firm procedures, for specific law types. Create simple checklists, step-by-step processes, or complex scheduling orders.

Over one hundred reports for marketing, for attorney or case manager workloads, case status, case counts, and many more.

Powerful search features make it fast and easy to find entries that would otherwise be difficult, if not impossible to locate.

Conflict-of-interest check find a party in the rolodex and immediately see a list of every case they’ve ever been associated with, regardless of their role in the case.

Track medical treatments, medical providers, and medical records requested and received

“Smart-update” Automatic notification of available updates upon login; download & install them at your convenience. Database automatically updates each client PC upon login.

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