DOCUMENT MANAGEMENT
the work
is in the documents.
Connect documents to the people, data, permissions, and workflows around them, instead of sitting on the sidelines as attachments.
storage is where most systems stop.
A document is more than a file.
It’s evidence. A decision. A signature. A fact someone needs three months from now.
When documents are treated like attachments, the information inside them gets separated from the work happening around them.
CONNECTED
one document. every place it matters.
The same document can matter to more than one case, contact, or record. In Neostella, it only has to exist once. Link it wherever the work needs it and keep every team working from the same source of truth:
- Cross-record linking
- No duplicate copies
- One source of truth
FAMILIAR
keep microsoft. lose the disconnect.
Your team already knows how to work in Word, Excel, PowerPoint, and SharePoint. Keep it that way. Neostella connects the Microsoft experience back to the case so editing, co-authoring, syncing, and version visibility stay part of the same workflow.
- Native SharePoint editing
- Microsoft co-authoring
- Automatic sync
- Document generation in Word
STRUCTURED
the file is only half the story.
Documents carry information your firm may need to track across hundreds or thousands of cases. Custom fields in documents turn those details into structured data that can be reported on.
- Custom fields
- Document metadata
- Document reporting
ORGANIZED
important details shouldn’t be buried.
Search documents and highlight facts to find organize the most important information across the case, helping details stay visible without digging through hundreds of files.
- Full-text search
- OCR
- Fact management
- AI-ready content
CONTROLLED
not every document
is for everyone.
Sensitive information shouldn’t become broadly visible just because someone can access the case. Protected documents and permission tags give firms more control over who can see what.
- Enterprise permissions
- Create, edit, view, and delete
- Permission tags for granular access
ACTIONABLE
some documents need to move.
Neostella brings documents and signing into one workflow. Group documents into an envelope, define who needs to sign and in what order, send requests by email or SMS, track status, send reminders, and keep the completed process connected to the case.
- Unlimited e-signature
- Multiple documents in one envelope
- Email or SMS delivery
- Multiple signers
ENTERPRISE SCALE
when the files get big, the system shouldn’t get slow.
High-volume legal work brings massive files, millions of documents, and complex permissions.
PDF’s rendered in-browser in seconds.
maximum supported individual file size.
of documents across enterprise environment.
legal document management essentials.
organize.
Folders · categorization · tagging · metadata · record-based storage · document linking · version history
work.
Upload and download · drag-and-drop · PDF viewing · annotation · redaction · Microsoft editing and collaboration
control.
Protected documents · permission tags · document access permissions · enterprise governance · secure sharing
automate.
Document generation · Word templates · dynamic case data · document workflows · structured document data
sign.
Unlimited eSignature · envelopes · multiple signers · signing order · completion tracking · reminders · SMS or email delivery · secure signing links
understand.
Full-text search · OCR · search inside PDFs and Word files · fact management · document data extraction · searchable document content
NEOSTELLA DOCUMENTS
documents are how work moves.
Keep the file, its context, and the work around it connected, from the first upload to the final signature.
