How to Cancel Prevail Case Management System

To cancel your Prevail Case Management System subscription, follow these steps:

Cancellation Process

Notification

Notify Prevail’s customer support or your account manager of your intention to cancel the subscription. This can typically be done via email or through the contact form on their website.

Account Details

Provide your account details, including your account name, user ID, or any other identifying information requested by Prevail to verify your account.

Cancellation Request

Clearly state your request to cancel the subscription and specify the effective date of cancellation. If you are canceling due to a specific reason, you may choose to provide feedback, though this is optional.

Confirmation

Wait for a confirmation from Prevail’s customer support. They will likely send an email or make a phone call to confirm the cancellation and provide any necessary next steps.

Data Retrieval

If you need to retrieve any data from the system before the cancellation takes effect, ensure you do so promptly. Prevail may have specific procedures for data export, so it is important to ask about this during the cancellation process.

Billing

Confirm with Prevail whether there will be any final billing or if there are any outstanding payments due. Ensure that you understand their refund policy if applicable.

Final Steps

Once the cancellation is confirmed, you will no longer have access to the Prevail Case Management System. Ensure that all necessary data has been exported and that any integrations (such as with QuickBooks or Outlook) are disconnected.

Additional Considerations

• PrevailLite Users: If you are using PrevailLite, the cancellation process is likely similar, but you may need to specify that you are canceling the Lite version.
• Cloud Hosting: If you are using Prevail’s cloud hosting services, ensure that you understand any implications for data storage and retrieval post-cancellation.
• Support: Prevail may offer support during the transition period; be sure to ask about any available resources to help you transition smoothly.

By following these steps, you can ensure a smooth and complete cancellation of your Prevail Case Management System subscription.