LEGAL CASE MANAGEMENT SOFTWARE
where the case comes together.
Keep case information, relationships, activity, next steps, and outcomes structured and visible from intake through resolution on a system flexible enough to fit the way your firm works.
BUILT FOR YOUR REALITY
capture cases the way they exist.
structured.
Use custom objects, fields, views, forms, and case-specific structures your practice needs.
connected.
Keep the people, work, documents, communications, and activity around the case tied to one shared case context.
controlled.
Give each person access to the right case information without exposing more than they need.
See case management in action
one platform. the full picture.
A quick look at how Neostella keeps case information, work, and progress connected around the case.
LEGAL CASE LIFECYCLE
from intake to resolution, keep the context together.
INTAKE
start with the information you already have.
Move a qualified lead into an active case without rebuilding the client or case information.
PROGRESS
keep the next steps clear.
Use tasks, deadlines, rules, and automation to keep work moving while the case remains the source of context.
CASE DEVELOPMENT
let the case grow without losing structure.
Add treatment, injuries, records, negotiations, or other related information as the case develops.
DOCUMENTS & RECORDS
keep incoming data with the case.
Track record status, attach files, and keep important documents tied to the case they support.
COMMUNICATION
keep the conversation in context.
Send updates and keep responses connected to the case so teams don’t have to reconstruct the history elsewhere.
CASE ACTIONS
turn case details into case work.
Use information already captured in the case to support document generation and downstream legal work.
RESOLUTION
close with the full picture.
Keep settlement values, fees, expenses, liens, and client outcomes connected through resolution.
CASE MANAGEMENT ESSENTIALS
keep cases organized, actionable, and visible.
01 case structure.
Case records & case types
Configure the structure different practices and case types need without forcing every case into the same template.
Custom fields, objects, and forms
Capture practice-specific information beyond standard case fields, from treatments and injuries to entirely firm-specific records.
Stages & status
Track where a case stands, how it progresses, and which stage or status should drive the next action.
Related records
Connect the people, providers, documents, and other records that belong to the case.
02 case work.
Tasks & ownership
Keep responsibility, priority, status, and next steps clear across the life of the case.
Deadlines & calendars
Tie hearings, depositions, appointments, internal milestones, and important dates directly to the case.
Notes
Keep internal context with the case instead of scattering important details across personal notes and inboxes.
Activity history
See what changed, who did it, and when so teams can understand the case without reconstructing its history.
03 people & relationships.
Contacts & parties
Keep clients, attorneys, opposing parties, witnesses, and other relationships tied to the cases they affect.
Providers & insurers
Connect external organizations and people to the relevant case information and history.
Related cases
Preserve relationships between linked cases or records when the work extends beyond a single case.
Shared context
Give the team one place to understand who is involved and how each relationship connects to the case.
04 case information.
Documents & records
Keep files, collected records, and supporting material connected to the case they belong to.
Financial information
Track case-specific expenses, fees, settlements, liens, and other values your firm needs to understand.
Negotiation history
Keep offers, demands, statuses, and resolution context visible throughout the case lifecycle.
Search
Find the case and the information around it without needing to know exactly where someone stored it first.
05 control & visibility.
Granular permissions
Control access to sensitive information at the field, object, record, document, or workflow level where needed.
Role-based access
Give different users the information and actions relevant to their work without exposing the entire case unnecessarily.
Custom dashboards & views
Keep stage, priority, current work, upcoming dates, and important case values easy to understand at a glance.
Audit & activity visibility
Maintain a clear view of changes and actions throughout the case so the history stays in view.
OPEN BY DESIGN
connect where it counts.
Specialized tools, AI, accounting systems, and other technology may all play a role in the work. Neostella’s 100% open API helps keep those systems connected to the case.
Keep what works. Connect the systems your firm already relies on.
Add what’s next. Bring AI and specialized legal tech into the workflow.
Keep data moving. Connect information and actions from end-to-end.
BUILT FOR LEGAL SCALE
complexity shouldn’t be the price of growth.
1M+
cases supported
100%
open API
24/5
live product support
RESOURCES
keep exploring better case management.
NEOSTELLA CASE MANAGEMENT
a system to change with your cases.
Build on a legal case management platform that keeps the work connected without locking your firm into one way of working.
