Schedule New Sessions

You can schedule a new Session by completing the Quick Schedule request form accessible from the Dashboard or Sessions page. Once you submit your request, a Prevail representative will contact you within 24 hours to confirm your Session.

Alternatively, you can email your Session request to Scheduling@prevail.ai. Please include the date, time, and type of proceeding and attach a copy of the notice or pleading.

1. On the Sessions page, click Schedule New Session.

   The Quick Schedule form opens.

2. In the Case name * box, type a title for your Session.
   

   Note: The Case name is automatically formatted into the URL for the Session.

3. Optional: In the File Number box, type a file number for your document management system.
4. Optional: In the Claim / Matter Number box, type the claim number for your document management system.
5. In the Date section, provide the date and time information for the Session.
6. Add a Witness or Deponent…
   1. In the Witness / Deponent * section, click Add Witness or Deponent.
   2. In the Role * drop-down, select a participant role.
   3. In the Name * box, type the Participant's full name.
   4. In the Email box, type the email address of the witness/deponent.
7. Optional: Add additional Participants…
   1. In the Additional Participants section, click Add Participants.
   2. In the Role * drop-down, select a participant role.
   3. In the Name * box, type the Participant's full name.
   4. In the Email box, type the email address of the participant.
8. Optional: Complete the optional sections…
   1. In the Add a Notice / Pleading section, click Browse to attach a document to your request.
   2. If an interpreter is required, in the Interpreter Needed? drop-down, select a language.
   3. In the Additional Details box, type a message for the Scheduling Team.
9. Click Submit.

   You are taken to the Session Request Summary.

10. To cancel your request, click Cancel Request.
11. To edit your request, click Edit.

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