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Connect with Technical Support

For any questions, concerns, or assistance, please don't hesitate to contact our dedicated support team. You can raise a support ticket by sending an email to support@prevail.net. Our team is ready to assist you promptly. Your satisfaction is our priority, and we're here to help.

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 9 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 9 and your current version. Please take some time to review this information, as well as view our Prevail 9 Demo video, to help you decide whether or not upgrading to Prevail 9 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. Reports are $100.00 per report and $50 for modifications of existing reports. To request custom reports, email .

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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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 10/11 (64 bit)

Dual Core or similar

4 GB RAM

50 GB available space

100 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2012/2016/2019 family of server operating systems (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).

500 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows 10/11 (64 bit)

Dual Core or similar

4 GB RAM

500 GB available space

100 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2012/2016/2019 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).

500 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows 10/11 (64 bit)

Dual Core or similar

4 GB RAM

500 GB available space

100 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2012/2016/2019 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).

500 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows Server 2012 (64 bit)

Quad Core, Intel ® i3 or greater

8 GB RAM

500 GB available space

100 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2012/2016/2019 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).

500 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows Server 2012 (64 bit)

Quad Core, Intel ® i3 or greater

8 GB RAM

500 GB available space

100 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

100MBit NIC

Windows 2012/2016/2019 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).

500 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows Server 2012 (64 bit)

Quad Core, Intel ® i3 or greater

16 GB RAM

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

500 MB/s Read + Write Speeds

IP v4 / Standard Windows network file sharing

1GBit NIC

Windows 2012/2016/2019 family of server operating systems (64 bit).

Quad Core, Intel ® i5 or greater

32 GB RAM

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

500 MB/s Read + Write Speeds

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. However, we do work with locally installed versions of Microsoft Office 365.

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

The Client Portal requires a static IP address and an externally accessible port to your network. Please confirm this with your IT person. Microsoft Outlook 2007/2010/2013/2016/2019 (32-bit only)

The Prevail QuickBooks Transfer Wizard works with QuickBooks Pro or Premier, 2008 or newer, or Enterprise 8 or newer. It DOES NOT work with any version of QuickBooks Online.

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 easily access Prevail using mobile devices and remote computers, including Apple MacIntosh computers.

You can use any Cloud host-provider that you like, but we do not recommend trying to run Prevail through a Virtual Private Network (VPN). Instead, remote into your server so that most actions are taken on the server instead of passing each transaction over the Internet.