Top Legal Case Management Blog | Prevail


Automated Intake

Prevail’s Intake Questionnaire makes intake easy and efficient. The Intake tool is fully customizable, allowing you to ask the same questions you’re already asking, but with a much more productive outcome. And, it doesn’t stop there. As your case moves through its lifecycle, there are times when you may want to update information that is currently in the matter, such as medications, medical providers, adjusters, and contact information. The Questionnaire is designed to handle this as well as the initial intake.

This feature is not available in PrevailLite.

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