Prevail Est. 1993 Something big is coming · Arriving 2026
The next 30 yearsstarts here.
Since 1993, Prevail has been the system behind firms that win. Now it's been rebuilt from the ground up for the web - same expertise, all-new everything, arriving this year.
✓ You're on the list - we'll be in touch.
When
New case intake
If
Practice = Personal Injury
Then
Assign paralegal team
Then
Generate retainer packet
Then
Set SOL deadline · 2 yrs
Automation & workflow builder - drag, drop, done. No consultant required.
New lead 4
Dana Whitfield
Slip & fall · Web $12k
R. Okonjo
Workers comp $30k
Contacted 6
Priya Raman
Med mal · Ads $88k
T. Alvarez
Auto · Phone $21k
Qualified 3
Helen Barnes
Premises $54k
Signed 2
J. Castellanos
Auto → Matter #4471 $70k
Lead management - capture, score, and convert to a live matter in one click.
🔒 Secure client messages · Ellery v. Vantage Freight
Any update on the mediation date?
Set for March 14. I've posted the mediation brief to your documents now.
Perfect - I can see it. Anything you need from me?
Shared with the client
📄
Mediation Brief.pdf
Posted 2 min ago · opened
✍️
Retainer Agreement
Awaiting signature
🧾
Invoice #2210
$2,400.00 · viewed
🛡️ Encrypted · matter-scoped · full audit trail
Secure client portal - clients stop calling for status. Really.
$ curl https://api.prevail.net/v1/matters \
-H "Authorization: Bearer pv_live_••••"
200 OK · 48ms
{
"id": "mat_4471",
"caption": "Ellery v. Vantage Freight",
"stage": "discovery", "sol_at": "2028-03-14"
}
S
e-Sign
By Prevail
A
Accounting
Installed
M
Medical recs
Install
C
Court e-file
Install
AI
AI tools
Install
+
Build yours
Dev portal
Open API & app platform - your data, your integrations, your rules.
Nothing left behind
The Prevail you trust.
Reimagined for the Web.
Intake, matters, powerful automation, AI ready, calendars, documents, time, billing, trust, reporting, permissions. If your firm does it, Prevail does it - in one place, under one login, in the browser.
Also in the box
Trust reconciliation
…and so much more
Matters & cases
The case file itself
MattersKanban boardCase stages
Matter templatesTeams & rolesContact roles
Practice areasCase notesActivity history
Saved viewsAccess groups
Intake & leads
Everything before the engagement letter
Lead pipelineConvert to matterLead sources
Rejection reasonsLead tasks & notesLead documents
Activity logAutomationCSV import
Tasks & calendaring
Deadlines, checklists, and events
TasksTask boardsTask lists
List triggersRecurring tasksDue reminders
Firm calendarMatter calendarAttendees & RSVP
Event remindersiCal feedsEvent types
Task attachments
Time, billing & trust
From running timer to reconciled ledger
Time entriesLive timersExpenses
Mileage & unitsBilling ratesPayment terms
InvoicesLine itemsBranded PDFs
PaymentsAllocationsAR aging
Trust accountsDepositsDisbursements
Transfers3-way reconciliationTrust → invoice
Documents
Dig deep into your case data
Document managerFolder treesVersioning
Full-text searchOCRPDF preview
Word previewMerge templatesMerge fields
CategoriesDrive importEmail drop-box
Portal sharingAccess history
Communications
Email, text and calls, on the matter
Unified inboxTwo-way emailTwo-way SMS
SMS threadsCall loggingFirm templates
Personal templatesAttachmentsRead receipts
Delivery status
Forms & questionnaires
Information Requests made easy
Drag-drop builderRich field typesMulti-step forms
Conditional logicSignature capturePublic links
Client assignmentsSave & resumeFill on behalf
Submissions inboxReminders
Automation
Powerful in-browser automation builder
Workflow builderEvent & schedule triggersConditional branching
Task & email actionsField update actionsScheduled runs
Record actionsPersonal workflows
Reporting & dashboards
Data driven decision making
Custom report builderAggregationsFilters
Scheduled reportsCSV / XLSX / PDF
Drag-drop dashboardsRevenue trendAR aging chart
Billable hoursMatter pipelineActivity feed
Today's schedule
Clients & compliance
What the client sees, what the bar expects
Client portalE-signaturePortal invitations
Client messagingClient invoicesShared documents
Conflict checksConflict historyFirm audit log
Two-factor authGranular permissions
Platform & API
An open door to your data
REST APIEvery core objectScoped tokens
WebhooksDelivery log & retriesIdempotency keys
Developer-friendly APIAI-readyApp marketplaceDeveloper portal
Seeded sandboxEmbedded appsApp events
Audit log
Everyday polish
The small things you'd miss
Global searchReal-time notificationsLive dashboards
Customizable widgetsCustom fieldsCustom tabs
Custom listsSaved filtersBulk actions
Dark modeMobile friendlyMulti-office support
And the list is still growing.
30 years got us here.
Come see what's next.
Be among the first firms inside the new Prevail - with a migration plan built around your case files.
Already a Prevail customer? Tell us - we'll bring you over first.