Top Legal Case Management Blog | Prevail


Intake Questionnaire

Although Prevail’s Intake Questionnaire will make intake easy and efficient, 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.

Want a Web accessible Intake Questionnaire that can link to your existing Web site and automatically populates new matters in Prevail? Look no further! Prevail 9 can do it if you sign up for this optional service.

This feature is not available in PrevailLite.

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