Help!

Problem with your Prevail system? Use the form below to tell Technical Support about your issue(s) and a representative will contact you as soon as possible.

Do not use this form to request a report. If you need a report, please email your request to .

IF THIS IS AN EMERGENCY, PLEASE CALL US AT:
407.228.4400, OPTION 1, 1

Connect with Technical Support

Live Technical Support is available only to those Prevail users with a current technical support contract in place, and should only be used when directed to do so by a member of the Prevail Technical Support department. If you have not yet contacted Technical Support, you can do so now by calling 407.228.4400, option 1, 1.

To begin your Live Support session, save the Team Viewer installation file to your desktop and Run the file to install Team Viewer. Please be sure to download the correct version for your operating system. Then have your Team Viewer numeric key ready for the technician to connect to your workstation.

Upgrade Prevail

Prevail 8 does everything all previous versions of Prevail do, and then some, but it doesn't necessarily do those things in the same way.

See these documents which outline the differences between Prevail 8 and your current version. Please take some time to review this information, as well as view our Prevail 8 Demo video, to help you decide whether or not upgrading to Prevail 8 is right for your firm!

Report Writing

Prevail has a robust reporting capability out of the box, but PTI can create custom reports for clients. 5 free reports with annual support, $45 per report without annual support. To request custom reports, email .

Dashboard Writing

Prevail uses Dashboards to graphically summarize data. A user can create any number of them, each analyzing a different portion of the data. More advanced dashboards get complicated, and we are here to help. Let our support staff create the dashboard you want, just $45 per dashboard. Contact to get started.

Data Conversions

Do you use another CMS and need to convert your data to be used with Prevail? We offer robust data conversions. Conversions can be complex, and may take some time, so please coordinate with our staff for timing. You have several options for a data conversion - you may just want to convert contacts and case information, or you may want additional items such as notes or documents. Please select the boxes that apply.

Your Name (required)

Firm Name (required)

Phone Number (required)

Email Address (required)

Please leave this field empty.

Contacts: (Required to continue with any other selections) Contact information, to include name, address, communications, DOB, SS#, etc. $1000Matters: (Required, along with Contacts, to continue with optional selections below) Includes matter/case information such as related parties, intake date, onset date, incident date, SOL date, closed date, case status, attorneys assigned to matter, etc. $1500

Optional Selections

History: Includes notes, correspondence $1000Documents: Any documents, scanned files, photos, videos, etc. within your current system $1000Appointments: Appointments associated with your system’s calendar, to include subject, date, start and end time, and appointment notes $1000Tasks: Any tasks and to-do’s associated with your system’s calendar, to include start and due dates, subject, task notes and category, if any $1000Ledger: Time, cost and fee items to include subject, amounts, and ledger notes $1000Workflow: Any processes included in your current system, including process steps, dates, process step notes, and associated to-do’s. $1000

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Consulting Services

We offer Executive Consulting for clients that want more detailed help using Prevail to its fullest and most efficient extent. We will analyze your specific needs, charge for only what you need, and follow up to be sure the processes are going smoothly. For additional information and pricing, please contact .

Phase I Analysis ($750.00)

Telephone conference with senior management to establish objectives for:

Case Management
Staff Management
Business Management

Analyze current use of Prevail as it relates to established objectives
Provide a gap analysis report to management
Define the scope of work and cost for phase II

Phase II Implementation (Priced as determined in Phase 1)

Assist client in building out their tools as needed to meet phase I objectives

Processes
Questionnaires
Documents
Dashboards
Reports, etc.

Implement tools & train users
Clean up bad data

Phase III Follow-up Analysis and Training ($250/Quarter)

Quarterly analysis to review progress
Follow up training to meet Phase I objectives

System Requirements

Windows Vista/7/8/10

Dual Core processor equivalent or higher

2 GB RAM

1gb free disk space

Application must run in at least 16 bit “High Color” mode

100MBit NIC.

Screen Resolution 1024 x 768

Windows 7/8/10 (Fully service packed)

Pentium i3 / i5 /i7 / Dual / Quad Core or better

4 GB RAM or greater

Greater than 10gb disk space available

32 bit “Highest Quality” color mode

100MBit NIC / Gigabit (wired)

Screen Resolution 1920 x 1080 or higher

Windows 7/8/10

Dual Core or similar

4 GB RAM

50 GB available space

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2008/2012/2016 family of server operating systems (32 bit or 64 bit).

Quad Core, Intel ® i3 – i7

8 GB RAM or higher (64 bit O/S compatibility > 4gb limit)

200 GB available * space usage varies considerably by the size of the law office. w/disk fault tolerance (RAID 5 or 6).

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows 7/8/10

Dual Core or similar

4 GB RAM

500 GB available space

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2008/2012/2016 family of server operating systems (32 bit or 64 bit).

Quad Core, Intel ® i3 – i7

8 GB RAM or higher (64 bit O/S compatibility > 4gb limit)

500 GB available * space usage varies considerably by the size of the law office. w/disk fault tolerance (RAID 5 or 6).

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows 7/8/10

Dual Core or similar

4 GB RAM

500 GB available space

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2008/2012/2016 family of server operating systems (64 bit).

Quad Core, Intel ® i3 – i7

8 GB RAM or higher (64 bit O/S compatibility > 4gb limit)

500 GB available * space usage varies considerably by the size of the law office. w/disk fault tolerance (RAID 5 or 6).

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows Server 2008

Quad Core, Intel ® i3 or greater

8 GB RAM

500 GB available space

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2008/2012/2016 family of server operating systems (64 bit).

Quad Core, Intel ® i3 – i7

16 GB RAM or higher (64 bit O/S compatibility > 4gb limit)

1 TB available * space usage varies considerably by the size of the law office. w/disk fault tolerance (RAID 5 or 6).

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows Server 2008

Quad Core, Intel ® i3 or greater

8 GB RAM

500 GB available space

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2008/2012/2016 family of server operating systems (64 bit).

Quad Core, Intel ® i3 – i7

16 GB RAM or higher (64 bit O/S compatibility > 4gb limit)

1 TB available * space usage varies considerably by the size of the law office. w/disk fault tolerance (RAID 5 or 6).

IP v4 / Standard Windows network file sharing

1GBit NIC

Considerations must be given when operating Prevail in a terminal services environment. It is advisable that user demand and application considerations are part of your implementation planning. In a large concurrent terminal server environment we would recommend multiple terminal servers and a consideration towards load balancing. Please consult your IT professional to ensure that your existing or planned terminal server has adequate CPU, disk and memory resources. As a guideline we would recommend keeping concurrent users to less than 20 users per terminal server.

Requirements: Microsoft Word 2007/2010/2013/2016 (Microsoft Office 32-bit only) or Corel WordPerfect x3-x6 - Fully service packed. Adobe Acrobat X Professional is recommended if you wish to generate or merge PDF documents.
Please Note: At this time we are not compatible with any Word, WordPerfect or Adobe cloud or online editions.

Microsoft Outlook 2007/2010/2013/2016/2019 (32-bit only)

Running Prevail in the Cloud

Prevail is a client-server application. It may be run on a local server or hosted on a Cloud server (a server on the Internet). If you choose to host the application in the Cloud, then you will remote in to use Prevail and any other Cloud-based applications. This has the advantage of being able to access Prevail using mobile devices and remote computers, including Apple MacIntosh computers.

You can use any Cloud host-provider that you like. We do have a few hosting partners, who have experience with setting up Prevail as well as any other Cloud application, such as Microsoft Office.