COMMUNICATION
keep every conversation
in the case.
Bring email, SMS, calls, fax, notes, and calendar activity into the same operational record as the case, so your team can respond with context.
CLIENT COMMUNICATION DOESN’T HAPPEN IN ONE PLACE
case history shouldn’t depend on where the conversation happened
When each interaction lives somewhere different, your team has to reconstruct the story before they can act on it. Neostella brings those interactions back into the case, giving everyone the same context and a clear path to the next step.
ONE COMMUNICATION HISTORY
however the conversation happens, keep it connected.
SMS.
calls.
fax.
email.
calendar.
notes.
SMS
text clients without losing the context.
Send and receive SMS while keeping the conversation connected to the right contact and case.
- Maintain a shared communication history across the team.
- Support communication preferences and SMS consent states.
- Triage unassigned messages back to the correct contact, case, or lead.
CALLS
keep every call part of the record.
Track calls with the details your team needs—who called, when it happened, how long it lasted, the outcome, related case, and follow-up notes.
- Make inbound and outbound calls.
- Capture timing, duration, contacts, associated case, and notes.
- Automatically open the case record when a phone call occurs.
FAX
send faxes directly from the case.
Send and receive faxes directly from Neostella, attach documents from the case, and keep sender, recipient, status, files, and delivery activity tied to the right record.
- Keep delivery history
- Route inbound fax automatically
- Attach multiple documents and cover letters
keep the rest of the case conversation connected.
Keep relevant correspondence connected to the case instead of buried in individual boxes.
CALENDAR
keep the rest of the case conversation in view.
Keep hearings, deadlines, meetings, and follow-up dates closer to the work they affect.
NOTES
keep the rest of the case conversation moving.
Capture internal context alongside client-facing communication so the team can see what was said and what it means for the case.
COMMUNICATION BECOMES PART OF THE WORK
don’t just save the conversation.
put it to work.
Most communication tools help you capture what happened. Neostella connects that interaction to the case, the data behind it, and the work that comes next.
client interaction.
case context.
workflow.
next action.
complete record.
connect the tools your firm uses without losing the record.
- Use external communication providers without losing case context.
- Bring call, email, SMS, and fax activity back into the platform.
- Direct integration partner with Zoom Contact Center.
see what happened. know what happens next.
Give everyone working on the case a shared record of client communication, call activity, fax delivery, email, notes, events, and follow-up.
EXPLORE
keep the conversation connected to the case.
See how Neostella brings messages, calls, fax, email, calendar activity, and follow-up together in one operational platform.
