Connect the work around every matter.

Use a configurable questionnaire to organize initial intake and later information updates.

Keep clients, providers, counsel, courts, experts, and other matter participants in a centralized contact record.

Bring matter details and related parties together in an organized working view.

Frame task and calendar workflows without promising unconfirmed behavior.

Generate matter-based letters and forms, then print them or save them as PDFs.

Request, receive, organize, and track records, photos, medical materials, and other evidence.

Model repeatable processes with stages, tasks, appointments, status changes, and document actions.

Keep supported Outlook email and calendar activity connected with Prevail matter work.

Give clients and authorized staff a controlled place to exchange documents, messages, status information, and contact updates.

Keep approved financial and cost activity connected with the appropriate matter.

Use dashboards and reports to review productivity, matter status, workload, and other operational information.

Organize medical providers and treatment information within the relevant matter workflow.

Organize offers, demands, and liens for a clearer negotiation workflow.

Record special damages and review related payment history during negotiation and trial preparation.

Support approved Social Security ERE workflows from within Prevail.