# Page 3 | Prevail Case Management System Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Prevail Case Management System the right Legal Case Management solution for you? Explore 83 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/2606/Prevail-Case-Management-System/reviews --- Prevail Case Management System 4.6 (83) [View alternatives](https://www.capterra.com/p/2606/Prevail-Case-Management-System/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of Prevail Case Management System ## Showing most helpful reviews Showing 51-75 of 83 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use WT Wendy T. Legal Assistant/Office Manager Law Practice Used the software for: 2+ years ### "Saves time!" August 21, 2017 5.0 Time, creativity, information, transition to paperless office Pros Great staff! May I join your staff. Saves time....as much as 50% prior to use of Prevail. You can find new uses for Prevail on a continuing basis, either on your own or through the provided resources. Cons Can't think of a thing! OK, if I must think of a few.....when I write a history note and my note goes into the extended section the first letter is automatically capitalized even when it is not appropriate. I would call this a petty annoyance. Review Source SB Sam B. Attorney/Owner Law Practice Used the software for: 1-2 years ### "Great Software!!!" October 21, 2020 5.0 Pros The ease of use is what I like most of the product. The client management software is easy to teach others how to use it and the program does a good job of prompting you on what you should do next. Cons The least thing I like about the product is that the updates do not automatically install. Review Source RL Ralph L. Owner Law Practice Used the software for: 2+ years ### "Prevail Review" October 9, 2020 5.0 I've used Prevail for 15 years and it's been great. Pros Ease of use and the great customer support. Cons There is nothing that I dislike about Prevail. Review Source MD Mary D. Clerical Assistant Legal Services Used the software for: Less than 6 months ### "Prevail is easy to use and has many helpful options. " September 12, 2017 5.0 The benefits i get from this software are staying on top of upcoming cases and allowing to see what really is the most important thing i have to work on, sometimes we get carried away thinking everything we have to do is important at our job but Prevail allows us to lay our cases and due dates right out in front of our eyes and physically show us "hey this needs to be worked on now" or "this can hold off for the time being" it takes the "overwhelming" part of work out of your hands. Literally gives you a top tier and lowest tier priority of work. Pros I am freshly new to the world of law & Prevail is not only easy to use but has many options that allow the user to remain reminded about up coming and past events to work on, learning the ins and outs of law and being there are many cases to work on Prevail allows the user to remain on schedule with jobs that are time sensitive and need to be worked on ASAP. Cons There are slim to none things I do not like about this software, there maybe a few things options wise that seem redundant but other than that I tend to use everything that is in the software, from upcoming reminders to tasking future events prevail makes it hard to not stay on top of upcoming cases and future ones too! Review Source FB Fred B. Lawyer Law Practice Used the software for: 2+ years ### "Have had Prevail for several years. Could not operate without it. " August 21, 2017 5.0 Helps me run my practice Pros The majority of my case load is Social Security, but Prevail works with any practice. It is an absolute must in today's technology and paperless lawyering. I think it is a great product. I think they're even more useful functions that I do not even know about. Review Source Response from Practice Technology August 21, 2017 Hi Fred! Our Prevail User Group is a great event where you can learn all about Prevail's features, even the ones you don't know about! We'll be in St. Louis in March. Go to www.prevail.net/pug Thank you! EJ Elizabeth J. Legal Assistant Legal Services Used the software for: 1-2 years ### "Prevail Review" February 23, 2017 4.0 I have had a pretty good experience with Prevail. I have seen some struggles with Windows 10. I am hoping that these bugs will be ironed out with Prevail 8. Pros I like that it is easy to use and pretty user friendly. I like that there are not as many options for personalization as Prevail 6. Cons I wish that with the History that it didn't put the newest item by day and then by time - I wish I could make it so that the lasted post in History is always on top. Review Source Response from Practice Technology February 23, 2017 Hi Elizabeth! Thanks for your review. Our tech support team will be in contact with you to show you how to have your most recent history entries post at the top of the tab. VB Vicki B. Claims Consultant Advisor Used the software for: 2+ years ### "Prevail is easy to use and the features are helpful in my day to day work." August 22, 2017 5.0 There are several options that I don't use in Prevail, such as many options in the Report and Report Builder menus, Event's and Strategies. Many offices may use all of the options. Saying that this is a con but it is nothing that affects my use of Prevail. Pros The ease of using the program and being able to move within the program to find or record needed information for our clients makes our daily job flow and simplifies the work. Review Source AG Ashley G. Paralegal Used the software for: 2+ years ### "Lifesaver! " August 22, 2017 5.0 Pros All of my case information is in one location. It's easy to navigate and notate on the go. I can look up any information whenever I need to. Cons Appearance could be more customizable, I guess. I don't have any thoughts as to cons or dislikes on this product. Review Source Response from Practice Technology August 23, 2017 Thank you for the great review, Ashley! VR Verified Reviewer Systems Manager Law Practice Used the software for: ### "User-friendly software and GREAT customer service" June 2, 2014 5.0 As a longtime Prevail client, I feel compelled to set the record straight for other current and potential users. His previous review of Prevail contains inaccurate information. 1) You can add case statuses through the Databank, and the status can be updated automatically by properly setting up and using the Process Builder. 2) I'm not sure what version of Prevail Mr. Smith uses, but in the latest version, Prevail 7, the messages do not take over the screen. You may set them to display in a non-intrusive manner in the corner of your screen, much like alerts from Outlook for new e-mails. 3) Reports in Prevail CAN be exported to Excel. In fact, I export over half of the reports I use to Excel, so that I can manipulate the layout of the data in a more useful format, put the data in a graphical view, etc. Training is definitely the key to getting the most out of Prevail. Pros 1\. User-friendly 2. Great customer service 3. Prevail is designed to work with ANY law type 4. You can customize many parts of the program to fit your practice. Review Source MW Michelle W. Owner Law Practice Used the software for: 2+ years ### "Great functionality and options!" April 20, 2017 5.0 Simple installation with support from very experienced and dedicated staff. Easily customizable for veterans disability practice. Ongoing support costs very reasonable. Great return on up front investment. Pros Customizable and scalable. Review Source BD Benjamin D. Attorney Law Practice Used the software for: 6-12 months ### "Powerful software that does everything you need and more. " September 16, 2017 5.0 Pros Easy to Use with Training; Customizable; Interface; Comprehensive CMS and Document Management; Great Value; Good for multiple practice areas; Good ways to measure productivity; Good for scaling up your practice; Cons Does not work with Google Calendar; Requires use of Microsoft products; TWAIN compliant scanners required (i.e. can't use Scansnap); Ledger and costs interface are confusing; More free training would be nice; Review Source AD Ann D. President/Attorney Used the software for: ### "Practice Technology --Prevail Case Management System " May 20, 2014 5.0 Prevail is the best case management system you can have. It will sync appts with your mobile phone. They have staff for technical support. You have unlimited calling. Their training is great and if you ever have problems you just call and they will help you. They can help you set up their built in process steps so you can assign specific tasks to specific individuals. For example if you get an initial denial it will automatically set up a task to make an appt. for someone to do the reconsideration, it will give you statute notifications as to when your deadline for completion is and this is true for every step in the social security process through federal district court. We have used it since 2009. The only time consuming thing which is not that bad is initially setting up your personalized letters so they are part of the process. The trainer helps you complete this. It is the Best Case Management System around and I have used others. Their staff is always friendly and gets back to you. If something needs to be changed by the development system they always call you back and let you know the status of any changes you request. They work had to make their system user friendly and to listen to customers suggestions for any improvement. Review Source DB Dylan B. IT Specialist Law Practice Used the software for: 6-12 months ### "Prevail Review" April 19, 2023 4.0 Pros The features that it offers. I enjoy the ability to be able to view documents and find where they are stored Cons It's hard to navigate and find where things are located. Review Source EF Elyse F. Legal Assistant Government Administration Used the software for: 6-12 months ### "The Future is Looking Bright" April 23, 2015 4.5 Pros The best part about the system is the speed. When you research on any engine, including Google sometimes, it seems to take a long time for the search to be completed with possible options. However, prevail is not the case. Prevails search engine is accurate and fast! Another wonderful feature is the "tabs". Prevail is a very organized system and now our cases have more organization and more precision. If we want something added to help the organization even more, the team adds it for us. Cons The number one is the calender. I feel the calender is not properly sized and or capable of properly showcasing a firm of our size's case loads. I feel there should be more improvement made to the "look" of the calender and should look at examples of other software calenders i.e. Outlook Review Source JS Janice S. Operations Manager Used the software for: ### "Prevail Is The Best" May 20, 2014 5.0 We have been using Prevail for the past year and I really don't have much to say negatively regarding to this company and their softwares. Every now and again there are glitches in any system but what seperates Prevail from other software companies is that they are very attentive to their customers. If you have any issues with your program they do not hesitate to log into your computer and work through the issue with you. The tech team is awesome. This is the first company I have worked with that just gives out their direct numbers freely. The program itself is incredible. We are a multipratice firm use the program for each one of our practices. I love having the ability to have our intake questionnaires automatically save into the system, where as previously with our old program Client Profiles we had to save documents on our desktop and then attach. Prevail has the ability to just scan directly to a file. No extra work. I love this program and would continue to recommend it to everyone I encounter in the legal field. No matter what your business is, prevail can work with it. Review Source AG Ami G. Paralegal Used the software for: ### "THE BEST Case management software out there!" May 20, 2014 5.0 After using several different case management software on th emarket, I was intorduced to Prevail. By far, Prevail is the best. Prevail offers complete case management tracking, ledger capability, and email communications directly within the software. This prevent the need to attach or post an email to the software. Prevail offers numerous law types which can be customized per user. Our firm focuses on veterans law and this is one software that has veterans law built in. We did have to customize the process tab in order to track the appeals, however; customizing the appeal process allowed our firm to track and create processes according to OUR needs. Prevail also features a much easier document merging setup for MS Word or PDF documents. Prevail's customer service has been excellent at answering any questions I may have. They even assisted our firm on a weekend holiday after normal hours! I would highly recommend Prevail to ANY law firm as this software has everything a firm would need to keep track of your case from criminal law, workers comp, social security to veterans law. Review Source CR Claire R. office assistant Law Practice Used the software for: Less than 6 months ### "love it" September 29, 2020 5.0 Pros the document designer feature is amazing, at previous jobs i had to create documents from scratch and now it's so easy! Cons a quick info tab could be useful, but i t might already have that and i just don't know how to use it Review Source KH Kevin H. attorney Law Practice Used the software for: Less than 6 months ### "great program. One of the best programs that does not have a monthly charge." August 21, 2017 5.0 Organization, organization and organization. Everything at one place or in one case. Calendars to view all upcoming meetings for the firm, a staff member or anything in between. Pros Cost is up front / No hidden fees Ease of Use flexibility of use Great training and customer service (probably best customer service of any company I have ever dealt with) Cons limited customization (small issue because software covers a lot of ground) some legal matters lack necessary fields Review Source Response from Practice Technology August 21, 2017 Hi Kevin! Thanks for your review. Tell me, what fields are you looking for, and in what law types? Robin CH Courtney H. Attorney Law Practice Used the software for: 6-12 months ### "Love it." September 26, 2017 4.0 Organization, cost savings and efficiency. Pros It is great for organization and efficiency when used properly. I like having all of the information in one place. Review Source MH Marina H. Legal Assistant Law Practice Used the software for: Less than 6 months ### "Prevail staff are very friendly and helpful " August 21, 2017 4.0 Pros VA friendly, ability to be able to link the calendar and Prevail together, great support service, and can be efficient. Cons To many steps to save contacts. Not able to route a phone message, note, email to another employee. Review Source Response from Practice Technology August 21, 2017 Hi Marina! You can definitely route phone messages, notes and emails to other users. You can use the linking feature for that, to send a linked message. You can also link a task to the item, and set it for whomever you'd like. As for contacts, you should be able to save them with a minimal amount of steps. Call me with any questions! Robin LC Laura C. HR/Bookkeeper Used the software for: Less than 6 months ### "Use the system to track referral sources, and lawyer commissions" August 21, 2017 3.0 Pros Pretty simple. I am still trying to get used to a system that isn't comprehensive. I guess it is easy to over ride mistakes. Cons I have used electronic medical records for years and this seems simple, not comprehensive and very repetitive in displaying information. Very redundant. Review Source Response from Practice Technology August 23, 2017 Hi Laura. Could you please be more specific about what you've put in the "Cons" section of your review? We'd love to help resolve this if we can. Please email me at rventura@prevail.net DD Daniel D. Paralegal Law Practice Used the software for: 6-12 months ### "Great Case Management Program" April 23, 2015 4.5 Pros My favorite part of this product is the ease of use and overall user friendliness. Specifically, in working in a high volume setting it is extremely important to locate individual cases quickly. Prevail absolutely allows me to do that. Cons The feature I like least would be the sending of messages to other Prevail users. In my experience you cannot just send a message it has be in a note. No big deal, this is still overall a good product. Review Source SB Samantha B. Owner Law Practice Used the software for: 6-12 months ### "Great for a Disability Law Firm" March 23, 2015 4.5 Pros Prevail allows implementation of office procedures to be efficient and accurate. Statute warnings and task deadlines help us to better manage our cases. We built the process steps to work for our procedures, allowing us to monitor our cases, track data, and monitor productivity. Cons I do not care for the messaging system, but when you have been use to instant messenger from Microsoft it is hard to compare. Review Source LC Lauren C. Case Manager Law Practice Used the software for: 6-12 months ### "User friendly, efficient, fast " May 13, 2015 4.5 Pros Prevail is very easy to use, you can customize your needs of the program to fit what you need to accomplish. Its very fast when loading documents and transiting between different screens. Cons The thing that I like the least is the "notes" section - it is not the easiest to read and follow sometimes, most of the time I read everything in "History" cause it stands out better Review Source JG Josephine G. Attorney Law Practice Used the software for: Less than 6 months ### "Isn't adapted to the new SSA documents" August 21, 2017 1.0 The trainers told me about the field, NBI and Nosscr. Pros The trainer was very good. I believe this might have been a very effective program years and years ago. It's not competitive. The concept is if you spend 20-40 hours of training time you will learn to work with this program. The program should be constructed to assist the customer. Cons Let me count the ways. The first is that it is only on windows. It takes much too long to "train". I was a bit shocked to learn the company doesn't want to keep up on the SSA forms, doesn't want to either put it on the web or make a Mac Version. Luckily there are other groups providing the same content for free, and you could build this easily with Filemaker. Review Source Similar Products Featured