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Glossary of Terms

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A

AI Speech Capture Panel

Opens from the Session toolbar icon and displays the AI transcript in real time during a Session.

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See also: AI Speech Transcription, AI Transcript, Clip, Flag, Listen, Sessions Application, Session Panels

AI Speech Transcription

Automatically transcribes speech using machine learning to improve accuracy.

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See also: AI Speech Capture Panel, AI Transcript, Rough Transcript, Sessions Application

AI Transcript

The real-time transcript that appears in the AI Speech Capture panel during each Session. Generated automatically using speech-to-text technology, it displays in a structured, speaker-labeled format with timestamps. Participants can scroll through the transcript, flag key moments, create video clips, and replay selected audio directly from the panel.

Learn more.

See also: Sessions Application, AI Speech Capture Panel

Annotations

Edits added to a document using the Document Viewer Toolbar, including text, drawings, shapes, and color styling. Annotations are saved to the user’s copy of the file and remain available in Session Review.

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See also: Document Viewer

B

Backend Provider

The underlying third-party audio-video service used to host a Session, including AWS Chime and Zoom.

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See also: Chime, Sessions Application, Zoom-Integrated Sessions, Zoom Meeting

C

Calendar Invitations

Included in Prevail Session reminder emails, calendar invitations allow users to add Sessions to their personal calendar.

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See also: Prevail Platform, User Profile

Captions

Real-time text captions that scroll above the Session toolbar.

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See also: Sessions Application

Certified Transcript

A transcript created from the original AI transcript and professionally reviewed, corrected, and legally certified as an accurate and authentic representation of the Session. Certified transcripts must be ordered and purchased separately, and are admissible in court.

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See also: Session Review

Chat Panel

Provides group chat for the Sessions.

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See also: Sessions Application, Session Panels, Session Toolbar

Chime

The default backend provider for general Sessions, offering all basic functionality in the Sessions application.

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See also: Backend Provider, Sessions Application, Zoom Meeting, Zoom-Integrated Sessions

Clip

A video segment created from selected transcript lines during a Session or in Session Review. Clips created during a Session are not retained once the Session ends.

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See also: AI Speech Capture Panel, AI Transcript, Rough Transcript Module, Sessions Application, Session Review

Conference Call

Also referred to as a remote call, this Organization Session type uses the dial-out feature to connect a participant or external conference line to a Session. It is used by Session Hosts to connect the call, while the Sessions application records the audio and generates a transcript for the client Organization.

Learn more.

See also: Dial-Out, Remote Deposition, Sessions Application, Session Type, Self-Service Organization, Self-Service Scheduling, Webinar

D

Dashboard Page

A landing page where Members can view and join upcoming Sessions, access recent past Sessions, and schedule new Sessions.

Learn more.

See also: Member, Prevail Platform

Dial-In

Allows participants to join a Session by phone using the dial-in number and access code provided in the Session Details window or confirmation email. Users who dial-in must be admitted into the Session by the Host.

Learn more.

See also: Sessions Application, Session Details

Dial-Out

Used by Hosts to connect a participant to a Session by phone for audio recording and transcription when the participant is unable to join through their device.

See also: Conference Call, Host, Participant, Sessions Application

Digest Transcript

A structured summary of the transcript that highlights key topics with short descriptions and includes direct page and line references to the original testimony. Digest transcripts begin with a topic-based overview followed by the full deposition in its original order with formatting, speaker names, and timestamps. They can be generated from a rough, reviewed, or certified transcript.

Learn more.

See also: AI Transcript, Certified Transcript, Session Review

Document Viewer

Displays documents opened in the Prevail Briefcase or Session Exhibits panel with annotation options available in the toolbar.

Learn more.

See also: Annotations, Document Viewer Toolbar, Preview, Present Only, Present and Share, Prevail Briefcase, Session Exhibits Panel

Document Viewer Toolbar

Appears in the Document Viewer and provides annotation and stamping tools during a Session.

Learn more.

See also: Annotations, Document Viewer

E

Email Alias

An additional email address associated with a Member account. All emails from Prevail are sent only to the primary account email.

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See also: Member, Prevail Platform, User Profile

Enhanced Session Security

A group of Session features that can be enabled together or individually to provide enhanced data security to the Session. These features include Server-Side file sharing, Forced Waiting Room, and Limited Participant settings.

See also: Server-Side File Sharing, Forced Waiting Room, Limited Participant

F

Flag

Marks a transcript section with a color-coded flag icon during a Session or in Session Review. Flags only appear in the transcript copy belonging to the user.

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See also: AI Speech Capture Panel, AI Transcript, Rough Transcript Module, Sessions Application, Session Review

Forced Waiting Room

A Waiting Room configuration requiring all participants to request access before joining a Session.

Learn more.

See also: Enhanced Session Security, Participant, Waiting Room

G

Game Plan

An AI-assisted feature that analyzes content from multiple sources, including testimony from Prevail Sessions and materials stored in the Prevail Briefcase. Users provide questions and instructions that guide the AI in locating relevant content, and analysis results are linked directly to the source materials to provide full context.

Learn more.

See also: Member, Prevail Briefcase, Prevail Platform

Guest

A participant who either does not have a Prevail account or joins a Session without logging in. Guests can view, present, and download shared files but cannot upload or access Session Review.

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See also: Participant, Sessions Application, User

H

Help Bell

Icon on the Session toolbar that allows participants to request live technical assistance from Prevail Staff.

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See also: Sessions Application, Session Toolbar

Help Option

Opens the Prevail Help portal from the Session toolbar by selecting the Prevail logo.

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See also: Sessions Application, Session Toolbar

Host

A Prevail Staff member who oversees and manages the Session, including admitting, muting, and removing participants, providing technical support, and performing official duties such as swearing in witnesses and stamping exhibits.

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See also: Sessions Application

Host Emails

Email addresses assigned to Session Hosts by Self-Service Organizations when scheduling a Session. Host emails must also be included under Invite Emails to receive Session notifications. Hosts must be registered Prevail Members.

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See also: Host, Organization, Self-Service Organization, Self-Service Scheduling

I

Interpreter Support

Enables participation for foreign language speakers and interpreters during a Session.

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See also: Sessions Application

Introduce

Shares files with Session participants by moving them from the Private section to the Shared section of the Session Exhibits panel. Introduced files are also available in Session Review and the Prevail Briefcase after a Session ends.

Learn more.

See also: Present and Share, Prevail Briefcase, Preview, Session Exhibits Panel, Session Review, Shared Session Exhibits, Standard Participant

Invite Emails

Email addresses of participants added by Self-Service Organizations when scheduling a Session. Participants added under Invite Emails receive Session invitations and dial-in instructions.

Learn more.

See also: Dial-In, Organization, Participant, Self-Service Organization, Self-Service Scheduling

L

Leave Session

Session toolbar option that allows participants to exit the Session.

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See also: Sessions Application, Session Toolbar

Limited Participant

A participant with restricted permissions designed to enhance Session data security, with limitations applying to both live Sessions and Session Review features. This role is assigned either during Session scheduling or by the Host as participants enter the Session.

Learn more.

See also: Enhanced Session Security, Guest, Member, Standard Participant

Listen

Plays back selected audio from selected transcript lines during Sessions and in Session Review.

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See also: AI Speech Capture Panel, AI Transcript, Rough Transcript Module, Sessions Application, Session Review

M

Main View Mode

The default viewing mode in the Session Review Video module that displays the video feed of all participants.

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See also: Clip, Rough Transcript Module, Session Review, Video Module

Member

A user with a Prevail account who has full access to Session features and the Prevail platform.

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See also: Prevail Platform, Sessions Application, Session Review, User

More Panel

Opens from the Session toolbar icon and provides access to the Event Log, Session Details, and hidden panels.

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See also: Sessions Application, Session Details, Session Panels, Session Toolbar

Multi-Factor Authentication

A security feature that requires users to sign in with both a password and a 6-digit code from an authentication app, set up by scanning a QR code or entering a setup key.

Learn more.

See also: Member, Prevail Platform, User Profile

N

Narrative Transcript

A readable summary of the full testimony presented in a continuous, logically organized format. Narrative transcripts exclude timestamps, speaker indicators, and page or line references, and can be generated from a rough, reviewed, or certified transcript, depending on the user’s request.

Learn more.

See also: AI Transcript, Certified Transcript, Session Review

Navigation Menu

The vertical menu on the left side of the Prevail platform that provides access to key pages.

See also: Prevail Platform

Noise Suppression

Reduces background noise to improve audio quality by offering basic or enhanced filtering.

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See also: Sessions Application, Session Toolbar

O

Organization

Represents an enterprise with institutional access to Prevail, which has group access to Sessions and additional features.

Learn more.

See also: Organization User, Prevail Platform, Self-Service Organization, Self-Service Scheduling

Organization User

A user associated with an Organization on the Prevail platform. Each Organization user is assigned a role that determines their permissions and access to specific features and functionality.

Learn more.

See also: Member, Organization

P

Participant
Participant Mode

A viewing mode in the Session Review Video module that displays only the presenter’s video feed without showing any shared content.

Learn more.

See also: Clip, Rough Transcript Module, Session Review, Video Module

Participant Video Tile

Displays each participant’s camera feed in the Session window. When a participant’s camera is off, the tile still appears and shows either their profile photo or an icon with their initials.

Learn more.

See also: Participant, Pin Tile, Sessions Application, Speaker Label

Participants Panel

Opens from the Session toolbar and displays all participants, including their online or offline status, microphone indicators, and titles if available.

Learn more.

See also: Participant, Pin Tile, Sessions Application

Picture-in-Picture Mode

A viewing mode in the Session Review Video module that displays the selected participant’s video feed alongside shared content, including screen shares or presentations.

Learn more.

See also: Clip, Rough Transcript Module, Session Review, Video Module

Pin Tile

Enlarges a participant’s video tile for easier viewing.

Learn more.

See also: Participants Panel, Participant Video Tile, Sessions Application

Playback Speed

A control in the Session Review Video module that adjusts how fast or slow the video plays. Changes to playback speed do not affect downloaded video files.

Learn more.

See also: Clip, Rough Transcript Module, Session Review, Video Module

Present Only

Presents private files to all participants in the Document Viewer without introducing them to the Session. Files do not appear in the Shared section of the Session Exhibits panel, Prevail Briefcase, or Session Review. Files are also excluded from the official Session record and the presentation video is unavailable in Session Review.

Learn more.

See also: Annotations, Document Viewer, Preview, Present and Share, Private Session Exhibits, Session Exhibits Panel

Present and Share

Presents private or shared files to all participants in the Document Viewer. Files are available in the Shared section of the Session Exhibits panel, the Prevail Briefcase, and Session Review. The presentation video is also available in Session Review.

Learn more.

See also: Annotations, Document Viewer, Introduce, Prevail Briefcase, Session Exhibits Panel, Session Review, Shared Session Exhibits

Presentation Mode

A viewing mode in the Session Review Video module that displays only the shared content, including screen shares or presentations, without showing the selected participant’s video feed.

Learn more.

See also: Clip, Rough Transcript Module, Session Review, Video Module

Prevail Briefcase

Where Members upload their personal files before Sessions and access files shared within Sessions. Files in the Briefcase are available for upload in the Session Exhibits panel during Sessions. Files introduced during a Session are available from the Session Exhibits section of the Prevail Briefcase.

Learn more.

See also: Member, Roster, Roster Page, Session Exhibits Panel, Shared Session Exhibits

Prevail Platform

The secure web-based platform available to Prevail Members, providing access to core features such as Sessions, transcripts, the Prevail Briefcase, Session Review, and administrative tools.

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See also: Navigation Menu, Member, Prevail Briefcase

Preview

Opens a file in the Document Viewer for private review and annotation, either before a Session from the Prevail Briefcase or during a Session from the Session Exhibits panel.

Learn more.

See also: Annotations, Document Viewer, Present Only, Session Exhibits Panel

Private Session Exhibits

Section of the Session Exhibits panel containing uploaded files that are private from the Session and visible only to their owner.

Learn more.

See also: Introduce, Present Only, Session Files Panel

R

Raise Hand Menu

Session toolbar option that allows participants to raise their hand, pause, or object to form.

Learn more.

See also: Sessions Application, Session Toolbar

Recording Indicator

Icon on the Session toolbar that indicates whether the Session is officially on or off the record.

Learn more.

See also: Sessions Application, Session Toolbar

Remote Deposition

A Session type used to create a standard deposition Session. All participant video feeds are recorded, but only those designated as witnesses or requested for video recording at the time of scheduling are saved and available in Session Review.

Learn more.

See also: Sessions Application, Session Type, Self-Service Organization, Self-Service Scheduling, Webinar

Reviewed Transcript

A transcript created from the original AI transcript and reviewed by human editors for accuracy, style, and mechanics, but not legally certified. Reviewed transcripts must be ordered and purchased.

Learn more.

See also: Certified Transcript, Rough Transcript, Session Review

Roster

A group of Prevail Members who collaborate and share files within a shared workspace.

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See also: Member, Prevail Briefcase, Roster Page, Shared Roster Files

Roster Page

The page where roster members create, manage, and view rosters for file sharing and collaboration.

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See also: Member, Prevail Briefcase, Roster, Shared Roster Files

Rough Transcript

A transcript that Prevail’s machine learning technology generates from the AI transcript after each Session, which appears in Session Review. This version corrects word errors, restructures fragmented sentences, improves grammar and punctuation, and removes repetition or noise to produce a more coherent and readable result.

Learn more.

See also: AI Transcript, Certified Transcript, Clip, Flag, Listen, Sessions Application, Session Review

Rough Transcript Module

A Session Review feature that displays the rough transcript alongside the video module, allowing users to create and edit flags, generate clips, replay audio, and export the transcript. If a certified transcript has been ordered and is ready, it also appears here. The module scrolls in sync with video playback, and users can select any transcript line to start playback from that point.

Learn more.

See also: Certified Transcript, Clip, Flag, Listen, Rough Transcript, Session Review

Rough Transcript Module Settings Menu

A menu in the Session Review Video module that provides controls to change the font display, toggle transcript auto-scroll, show or hide timeline flags and clips, open Flag Settings, and access the Help portal.

Learn more.

See also: Clip, Flag, Rough Transcript Module, Session Review, Video Module

S

Self-Service Organization

An Organization with Self-Service scheduling enabled.

Learn more.

See also: Organization, Self-Service Scheduling

Self-Service Scheduling

A feature that allows Organization administrators to directly schedule and manage Sessions without staff review, using either the Organization Sessions page or the Prevail API when enabled.

Learn more.

See also: Organization, Self-Service Organization

Server-Side File Sharing

A file sharing configuration where files are processed and rendered on Prevail’s secure servers rather than on participants’ devices. Files are streamed directly to participants without transferring file data to their devices, providing enhanced security and immediate viewing without loading delays. Sessions must be configured for Server-Side file sharing during scheduling.

Learn more.

See also: Document Viewer, Enhanced Session Security, Present and Share, Preview, Session Exhibits Panel, Shared Session Exhibits

Session Details

Displays general Session information, including the Session link, total recording time, and dial-in access details.

Learn more.

See also: Dial-In, More Panel, Sessions Application

Session Exhibits Panel

Opens from the Session toolbar icon and provides options to upload, preview, annotate, introduce, and present files during a Session. Participants can upload files directly from the Prevail Briefcase into this panel during Sessions.

Learn more.

See also: Prevail Briefcase, Introduce, Present and Share, Present Only, Session Panels, Session Toolbar

Session Panels

Views accessible from the Session toolbar, such as Chat, the Session Exhibits panel, and the AI Speech Capture panel.

Learn more.

See also: AI Speech Capture Panel, Chat Panel, More Panel, Participants Panel, Sessions Application, Session Exhibits Panel, Session Toolbar

Session Reminder Emails

Automatic reminder emails generated for each Prevail Session that include calendar meeting invitations.

Learn more.

See also: Guest, Member, User

Session Request

A request for a new scheduled Session that is submitted to Prevail Scheduling for review.

Learn more.

See also: Member, Sessions Application

Session Review

A post-Session page where participants can access rough transcripts, certified transcripts (if ordered), video and audio recordings, and exhibits, as well as create clips, flag transcript lines, and download materials. Session Review is available by subscription or individual Session purchase.

Learn more.

See also: Certified Transcript, Member, Rough Transcript, Rough Transcript Module

Session Toolbar

The toolbar at the bottom of the Session screen that provides access to user controls and Session panels.

Learn more.

See also: Help Bell, Raise Hand Menu, Recording Indicator, Sessions Application, Session Panels, Share Screen

Session Type

The classification selected when scheduling an Organization Self-Service Session. Available options include deposition, conference call, and webinar. The selected Session type determines how the Session is connected, recorded, and presented in Session Review.

Learn more.

See also: Conference Call, Remote Deposition, Self-Service Organization, Self-Service Scheduling, Sessions Application, Webinar, Zoom-Integrated Sessions

Sessions Application

The application where live Prevail Sessions take place, which provides video conferencing tools and in-Session features such as flagging, file presentation, annotation, and clip creation.

Learn more.

See also: Host, Participant, Session Panels

Sessions Page

Lists all scheduled Sessions, including past, current, and upcoming Sessions, with options to join live Sessions, access Session Review, and schedule new Sessions.

Learn more.

See also: Member, Prevail Platform, Session Review

Share Screen

Session toolbar option that allows participants to share their screen, window, or tab to present audio, video, or large files. Shared content replaces the participant’s video tile and is pinned for all participants.

Learn more.

See also: Sessions Application, Session Toolbar

Shared Roster Files

Files that are shared with all members of a specific roster.

Learn more.

See also: Member, Prevail Briefcase, Roster, Roster Page

Shared Session Exhibits

Section of the Session Exhibits panel where introduced files appear. This section is visible to all Standard participants, excluding Guests. Participants with access to this section can view and download files.

Learn more.

See also: Guest, Introduce, Present and Share, Prevail Briefcase, Session Exhibits Panel

Single Sign-On

A login method that allows users to access multiple systems or applications with a single set of credentials.

Learn more.

See also: Member, Organization, Organization User, Prevail Platform, User Profile

Speaker Label

Displays each participant’s name and microphone status on their video tile during a Session.

Learn more.

See also: Participant, Participant Video Tile, Sessions Application

Stamp

A legal mark added to a shared file by the Host during a Session to identify the file and enter it into the official record.

See also: Host, Introduce, Present and Share, Prevail Briefcase, Raise Hand Menu, Session Exhibits Panel, Session Review

Standard Participant

A participant with full access to all Prevail Session features and controls during both live Sessions and Session Review. This is the default role automatically assigned to all Session participants.

Learn more.

See also: Limited Participant, Guest, Member

T

Transcripts Page

Searches rough and certified transcripts for a specific term and returns matching results that include the session, speaker, surrounding transcript content, and timestamp of the first mention. Each Session result links to the corresponding Session Review page.

Learn more.

See also: Certified Transcript, Member, Prevail Platform, Rough Transcript, Session Review

U

User

Anyone who accesses the Prevail platform or Sessions application, including Members and Guests.

Learn more.

See also: Guest, Member, Prevail Platform, Sessions Application

User Profile

The area where users manage their personal information, privacy settings, appearance preferences, and account details such as password, time zone, and contact information. Users can also upload a profile image, customize their bio, and adjust how their information is shared with Prevail Members or Organization users.

Learn more.

See also: Member, Prevail Platform, User

V

Video Mirroring

Reverses a user’s camera feed for self-view, while others see the unmirrored view.

Learn more.

See also: Participant Video Tile, Sessions Application

Video Module

A Session Review feature that plays back Session recordings, allowing users to view participant video feeds, presentations, and screen shares in multiple modes, including Main View, Picture-in-Picture, Presentation, and Participant modes. Users can adjust playback speed, select individual video feeds, and download recordings in the selected viewing mode.

Learn more.

See also: Clip, Main View Mode, Participant Mode, Picture-in-Picture Mode, Playback Speed, Presentation Mode, Rough Transcript Module, Session Review

W

Waiting Room

Where participants are sent after they request access to join a Session. Session Hosts review each participant’s information before admitting each participant. Participants who cannot be verified are rejected and cannot enter the Session.

Learn more.

See also: Forced Waiting Room, Participant

Webinar

An Organization Session type where a pre-recorded presentation is shared with participants. The audio is recorded by the Sessions application and made available in Session Review for playback and transcript access.

Learn more.

See also: Conference Call, Remote Deposition, Self-Service Organization, Self-Service Scheduling, Sessions Application, Session Type

Z

Zoom Client Toolbar

The standard Zoom toolbar made available to users during Zoom-Integrated Prevail Sessions.

Learn more.

See also: Zoom-Integrated Sessions, Zoom Meeting

Zoom Meeting

The backend provider for Zoom-Integrated Sessions, where participants join from either the Zoom or Prevail Sessions applications.

Learn more.

See also: Backend Provider, Sessions Application, Zoom Client Toolbar, Zoom-Integrated Sessions

Zoom-Integrated Sessions

Sessions that support participation from either the Zoom application or the Prevail Sessions application, where Prevail provides an integrated interface alongside the standard Zoom client view and toolbar.

Learn more.

See also: Sessions Application, Zoom Client Toolbar, Zoom Meeting


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Last modified: August 26, 2025