866-974-3946

Workflow

Prevail’s workflow tool, the “Process Builder”, will make it easy to build a step-by-step road map of any process, whether internal or court rules based. Within each level of your process, there can be any number of steps. Completion of any step can result in the automatic creation of any number of tasks and appointments, a status change, a document merge, personnel change, and the kickoff of a secondary process. One click by a user, and Prevail does the rest!

This feature is not available in PrevailLite.

Previous: Quickbooks Integration

Next: Dashboard

©2019 practice technology inc.
About Us Contact Us Events Partners ©2018 practice technology inc.