Prevail.ai

04/02/2026

Bradley Heppner was facing federal securities fraud charges. After learning he was the target of an investigation, he used the consumer version of Anthropic's Claude to generate 31 documents analyzing potential defense strategies. He wasn't directed by his lawyers to do so. He later shared the documents with his counsel and claimed privilege.

A federal judge rejected that claim on multiple grounds. Claude is not an attorney, so the communications didn't satisfy the basic elements of privilege. No lawyer directed or supervised the use, so the work product doctrine didn't apply. And the platform's terms of service permitted data collection and disclosure to third parties, so there was no reasonable expectation of confidentiality.

The ruling didn't create new law. It applied longstanding privilege principles to a new behavior. And it drew a clear line between uncontrolled consumer AI use and supervised, secure workflows.

Our latest article breaks down what happened, what the ABA requires under Opinion 512, and what legal teams should evaluate before adopting any AI platform.

Read it here:

The Heppner ruling made one thing clear: which AI tools attorneys use, and how they use them, can directly determine privilege outcomes. Consumer tools and purpose-built platforms are not the same.

03/17/2026

A contradiction on Day 3 that traces back to Day 1 testimony. A CEO who's only available for one session. Thousands of documents and a witness who just referenced one of them.

In every one of these scenarios, when you discover the insight matters as much as what the insight is.

Read our latest article at the link in the comments.

02/24/2026

We're pleased to announce our strategic partnership with Consilio to bring real-time AI testimony verification into the Aurora platform. Together, we’re enabling litigation and investigations teams to validate testimony against live document repositories as it happens—without leaving their workflow.

When testimony shifts outcomes, validation shouldn’t wait.

Read more:

Strategic Partnership Includes Mutual Go-To-Market Collaboration and Integrated Technology to Help Litigation and Investigations Teams Validate Testimony as It Happens, Without Leaving Their Workflow

02/23/2026

Today we’re introducing CheckMate, a unified deposition workflow that connects real-time transcription, team collaboration, and AI analysis in one platform.

With CheckMate, part of the Prevail testimony intelligence platform, legal teams can stream live testimony, attorney notes, and exhibit materials directly into their organization's existing large language models (LLMs) in real-time, eliminating the need to switch between multiple applications during depositions—so litigators can stay focused while insights surface in real time.

Depositions are high-stakes. Context-switching shouldn’t be part of the job.

Read the full announcement here: https://tr.ee/prevail-launches-checkmate

02/05/2026

Is your legal tech stack delivering the value you expected?

57% of firms cite resistance to change as their biggest tech adoption hurdle. An annual audit helps you evaluate what's working, what isn't, and where to invest next.

At Prevail, we built our platform to enhance legal workflows, from remote video and AI transcription to exhibit management and post-deposition tools. The right tools eliminate friction rather than create it.

Swipe through for the five critical areas every legal team should examine.

Read the full framework at the link in the comments.

12/18/2025

2025 was our biggest year yet at Prevail.

We integrated with Zoom, strengthened security across the platform, and shipped dozens of improvements to session review, exhibit management, and other tools.

But here's what we're most proud of: Every feature came from listening to legal teams tell us what they actually need.

You asked for better collaboration tools. We built them.
You needed Zoom flexibility. We integrated it.
You wanted stronger security. We delivered.

Thanks for making us better this year. Here's to 2026.

Read our Year in Review at the link in the comments.

11/05/2025

Prevail is a proud sponsor of GICLI's 11th Annual Meeting. Join us November 12-14, 2025, at the Hyatt Regency Tamaya in New Mexico for three days of roundtable discussions, workshops, and networking with leading corporate and government practitioners focused on government investigations and civil litigation.

10/15/2025

If you're attending the 2025 EDI Leadership Summit, we'd love to see you! Join Ray Rivard, Senior Director for the Federal Government Sector at Prevail Legal, as he moderates an engaging panel discussion on how artificial intelligence is transforming testimony management in legal practice. This session will examine current AI applications, implementation challenges, discovery implications, and best practices for responsible AI adoption in litigation contexts.

When: 10/16/2025 | 1:30 PM
Where: Tamaya Ballroom
Participants: Vincent Michael Catanzaro (FedEx), Kelly Clay (GSK), Tracey Vinson (Bayer)

Don't miss this opportunity to hear from leading in-house counsel and eDiscovery practitioners as they share real-world insights on navigating the intersection of AI technology and testimony management at the next litigation frontier.

10/08/2025

We're excited to have Sadie Sabol representing Prevail at the Association of Business Trial Lawyers Annual Seminar in Maui this week! Looking forward to making new connections and hearing insights on strategic litigation principles.

08/29/2025

Many firms calculate court reporting costs with one number in mind, then wonder why their deposition expenses run far higher than planned.

The reason? A cluster of hidden charges that rarely make it into the initial estimate: videography expenses, last-minute scheduling fees, exhibit shipping, and more.

We break down 6 cost factors that can push deposition expenses up to 60% higher—and how a modern, integrated platform can strip away many of them so your budget stays focused on case work.

Read the breakdown in our latest blog 👇

07/31/2025

In legal tech, it’s easy to toss around terms like “SOC 2,” “zero trust,” or “end-to-end encryption” and call it a day. But real protection—the kind that can withstand both hackers and enterprise due diligence—requires more than buzzwords.

At Prevail, we’ve prioritized security from day one. That means:

🔒 Encryption that starts before your data leaves your device
🔍 A clear chain of custody, no mystery subcontractors
🧠 AI that’s human-reviewed, never a black box
🛡️ Ongoing third-party testing, not once-a-year audits
✅ Smart defaults, not security theater

We built our system to do more than check boxes. We built it to earn trust.

Here’s what it actually takes to keep sensitive legal data safe in the age of AI: https://hubs.li/Q03zRTpp0

Prevail protects client data with smart encryption, strict access controls, and AI-specific safeguards because legal data security demands more than compliance. It requires accountability, transparency, and trust—much more than security “theater.”