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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
API Access
Has API
Integrations
Lead Docket
Microsoft Outlook
QuickBooks Online
Quilia
Service Center
Integrations
Lead Docket
Microsoft Outlook
QuickBooks Online
Quilia
Service Center
Pricing Details
$69.99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
