COMMUNICATION
keep every conversation in the case.
Bring calls, texts, emails, faxes, notes, and calendar activity together in the case, so your team has the context to keep work moving.
case history shouldn’t depend on where the conversation happened.
When every interaction lives somewhere different, your team rebuilds the story before anyone can act.
one client calls.
another sends a text.
an attorney emails.
every conversation has context.
The full conversation and people in it.
nothing lost between conversations.
Tied to the details, updates, and follow-ups.
your tools work together.
Connect the tools your team already uses.
however your clients reach you,
it’s in the case.
know who called and why.
Make and receive calls through Zoom or RingCentral without leaving the case.
- Click on a contact’s number to dial without leaving the case.
- Keep every call connected to the case by automatically capturing timing, duration, contacts, and notes.
- Know who’s calling and the case behind it with auto-search for records based on inbound call.
text clients right from the case.
Send and receive texts from the case, with the full conversation available to your team.
- Texts auto-associate to the right case or lead.
- Assign any message to a project in a click.
- SMS templates and automated texts.
- Shared message history across the case team.
the whole thread, filed with the case.
Send and answer email from the case, with no switching screens to Outlook.
- Integrate natively with Microsoft Outlook.
- Send and reply to emails directly from Neostella.
- Personalize messages or use templates and automation.
- Attach case documents to any email.
send faxes directly from the case.
Fax is built into Neostella, so there’s no separate fax service to manage. Send, receive, and track every fax on the case it belongs to.
- Attach multiple documents and cover letters.
- Route inbound faxes automatically.
- Full delivery history on every fax.
hearings and deadlines next to the details.
Coordinate important dates and appointments with the case information your team needs.
- Sync to Outlook calendar
- Schedule events with attendees and a location
- Link every event to its related case
- Filter the calendar by event type
FLEXIBLE VIEWS
every perspective, with full context.
Find the conversation you need, whether you’re working from a case, a contact, or across your caseload
Every conversation tied to a case, in one place.
See communication history with a contact across multiple cases.
Find calls, emails, texts, and more without opening cases one by one.
INTERNAL COLLABORATION
see what happened. know what happens next.
Notes, messages, and updates stay with the case, so your team works from the same picture.
ACTIVITY FEED
the full story, as it happens.
See case activity, updates, and changes in one chronological view.
NOTES
details worth keeping.
Capture important case context with structured notes, tags, and attachments.
MESSAGES
keep your team in the loop.
Discuss case details and bring teammates into the conversation with @mentions.
CASE MANAGEMENT COMMUNICATION
give your team the full picture.
Bring communication, case activity, and collaboration together, so everyone has the context to move work forward.
