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.

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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

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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

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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

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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

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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

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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.