Schedule New Sessions

Schedule a new Session by submitting 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.

You can also 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.
   

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

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