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Prevail feature

Keep financial activity connected to the matter.

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

Ledger

What this feature helps you do

A practical overview of how this feature supports everyday matter work.

What it supports

  • Matter-level financial context
  • Cost and payment history
  • Authorized review workflow
  • Financial activity reporting context

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.

Feature screenshot