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WORKFLOW AUTOMATION

build workflows around the way work happens.

Build processes around the way your firm actually operates, with automated workflows that can branch, wait, assign, act, connect, and change direction as the case does.

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WORKFLOW AUTOMATION CYCLE

your process shouldn’t depend on who remembers it.

When the next step lives in someone’s head, work stalls. Neostella gives operations teams a way to map how work should happen, assign responsibility, automate what comes next, and account for the exceptions that happen along the way.

Attorney using Laptop Computer

CREATE THE PROCESS

build the whole process.

01 start it.

Choose what kicks the workflow off

Start a workflow when something meaningful happens inside the system, like case data being updated.

02 shape it.

Build the path around the work

Use rules and case information to determine what should happen next and when the process needs to change direction.

03 move it.

Put the next step in motion

Assign work, wait for the right moment, send a communication, take action in another system, or trigger another workflow.

04 finish it.

Define what done looks like
Use completion paths and resolution outcomes to keep the process moving through to the right end state.

CUSTOMER STORY

simplify when the process calls for it.

A veteran’s disability firm had one operational process spread across multi-page flowcharts and five task flows in its legacy system. In Neostella, the team consolidated that work into a single workflow, making the process easier to understand, manage, and execute.

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BUILT FOR FLEXIBILITY

standardize the process. not the case.

Some processes are simple. Others branch, pause, trigger additional workflows, or take different paths depending on the case. Build repeatable processes without forcing every case or workflow into the same structure.

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OPERATIONS VISIBILITY

automation you can actually manage.

See what’s running, paused, blocked, or complete, including what triggered the workflow and the last step completed, so operations can step in when something needs attention.

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WORKFLOW AUTOMATION CYCLE

your process shouldn’t depend on who remembers it.

When the next step lives in someone’s head, work stalls. Neostella gives operations teams a way to map how work should happen, assign responsibility, automate what comes next, and account for the exceptions that happen along the way.

intake.

  • Route new leads.
  • Assign follow-up.
  • Request information.
  • Send communications.

case setup.

  • Create standard work.
  • Assign owners.
  • Collect documents.
  • Start the right case process.

active case.

  • Route reviews.
  • Send reminders.
  • Update information
  • Escalate overdue or outstanding work.

litigation.

  • Coordinate deadlines.
  • Assign approvals.
  • Create follow-ups.
  • Notify the right teams.

resolution.

  • Launch closing workflows.
  • Send messages.
  • Request reviews from clients.
UI snippets from neostella App

TASK MANAGEMENT IN ACTION

as simple or sophisticated as the process requires.

start

  • Event-based triggers
  • Manual starts
  • Conditions
  • Scheduled rules

guide

  • Branching
  • Delays
  • Nested automations
  • Resolution paths

act

  • Task assignments.
  • Group and role assignment.
  • Actions in third-party apps.
  • Due date logic.

manage

  • Advanced reporting
  • Status visibility
  • Activity and step visibility

NEOSTELLA Workflows

give work a way forward.

Build flexible workflows that keep work moving, preserve process knowledge, and give your team a repeatable way to handle what happens next.

See workflows in action