Prevail feature
Build a repeatable road map for firm processes.
Model repeatable processes with stages, tasks, appointments, status changes, and document actions.
What this feature helps you do
A practical overview of how this feature supports everyday matter work.
What it supports
- Process stages and steps
- Task and appointment actions
- Status and document actions
- Personnel and related-process actions
Why it helps
- Connected work
- Keep the feature close to the matter and people it supports.
- Consistent process
- Give the team a clearer, repeatable way to manage the work.
- Accessible context
- Help authorized staff find the information needed for the next step.