WORKFLOW AUTOMATION
workflows built around you.
Build and automate processes around the way your firm works. Keep tasks, decisions, and handoffs moving across the case lifecycle.
WORKFLOW AUTOMATION
your process shouldn’t depend on who remembers it.
When the next step lives in someone’s head, work stalls. Automate handoffs, assignments, and follow-ups so cases keep moving without constant manual coordination.
CREATE THE PROCESS
build your whole process.
01 start it.
Trigger workflows when case information changes, a scheduled time arrives, or someone takes an action.
02 shape it.
Add conditions and branches to account for different paths and decisions.
03 automate it.
Assign tasks, send communications, and trigger the next action.
04 track it.
See how workflows progress and where intervention is needed.
BUILT FOR FLEXIBILITY
standardize the process. not the case.
Not every case follows the same path. Build workflows with conditions, branches, and delays so your team can handle different scenarios without starting over.
OPERATIONS VISIBILITY
automation you can truly manage.
See workflow progress, track completed actions, and know when something needs attention—all without losing sight of the process.
WORKFLOWS IN ACTION
from intake to resolution.
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
start on the right foot.
Route new leads, assign follow-up, and request information.
CASE SETUP
get cases going.
Assign work, initiate document collection, and create standardized processes to kick off a case.
ACTIVE CASE
keep work moving.
Trigger tasks, start automations, send communications, and more based on case updates and data.
LITIGATION
stay ahead of the next step.
Assign reviews or follow when a milestone is reached and notify the right team members.
RESOLUTION
close the loop.
Coordinate settlement-related tasks and closing actions, request reviews from clients, and nurture relationships beyond case close.
CUSTOMER STORY
complex workflows. one clear process.
A veteran’s disability firm consolidated a process previously spread across multiple flowcharts and task flows into one workflow in Neostella, making it easier for the team to follow and manage.
WORKFLOW ESSENTIALS FOR LEGAL TEAMS
automate without compromise.
Everything you need to build and manage automated processes.
start
Trigger workflows through changes, schedules, or manual actions.
decide
Build conditions, branching paths, and delays into your process.
act
Assign tasks, send communications, and initiate connected actions.
manage
Track activity and monitor workflow progression.
NEOSTELLA Workflows
make your process work for you.
Preserve process knowledge and give your team a repeatable way to handle what happens next.
