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Prevail feature

Make intake easier to complete and maintain.

Use a configurable questionnaire to organize initial intake and later information updates.

Automated Intake

What this feature helps you do

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

What it supports

  • Configurable intake questions
  • Consistent information capture
  • Updates to approved matter information
  • Organized transition from intake to matter work

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