The Account defines the foundational configuration of a Neostella account. It is where admins establish the firm’s identity, organizational structure, location, and system-wide rules that govern how Neostella behaves.
Rather than managing isolated settings, Account centralizes shared configurations that apply consistently across users, tools, and workspaces. These configurations shape how information is represented, how users experience the platform, and how different features work together.
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account – general settings
The General Settings tool is the central configuration space where admins define the foundational identity and behavior of a Neostella account.
This tool governs how the account is represented across Neostella, such as its name, localization settings, and ownership. It also establishes global preferences that influence how users interact with their own profiles.
Rather than configuring individual users or tools, admins use General Settings to define account-wide rules and defaults that ensure consistency, governance, and a unified platform experience.
account – entities
The Entities tool allows firms to define and manage the legal and organizational entities that are part of the firm’s account.
This is an informational tool designed to centralize and standardize core identification data such as legal name, trade name, contact information, tax or registration identifiers, location, and operational status. These entities act as structured data templates that can later be reused across documents and other Neostella tools.
By defining entities once and reusing them consistently, firms avoid duplicating identification and contact data across the platform. This supports data homogeneity, accuracy, and long-term scalability.
The Entities tool supports the following primary admin activities:
- Creation and editing of entity records.
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Maintenance of entity information and operational status.
account – offices
The Offices tool allows law firms to define and manage their physical office locations within Neostella.
This tool provides a structured way to represent where the firm operates, including attributes such as office name, contact email, time zone, and office status. Offices are used to support organizational clarity and to drive consistent behavior across users, communications, and workflows that depend on location or time-based context.
The Offices tool supports the following primary admin activities:
- Creation and editing of office records.
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Maintenance of office information and status.
account – tags
Tags help teams organize, group, and locate information across an account.
Instead of relying only on fixed structures or predefined fields, Tags allow firms to apply meaningful labels to values so they can be filtered and managed in ways that reflect how the firm actually works.
Tags describe what something is, how it is used, or why it matters, without changing the underlying value itself. This provides flexibility while preserving structured data.
account – translations
The Translations tool allows admins to manage the language used across the Neostella user interface.
Through this workspace, admins can define the primary and secondary languages for the account and translate key system terms and messages used throughout both the Control Center and the Cases workspaces.
Translations affect user interface labels and system messages only. They do not translate user-generated content such as case data, documents, or notes.
The Account layer provides the shared foundation that keeps Neostella consistent, scalable, and easy to manage. By defining global rules once, admins ensure that all tools and users operate within a unified, well-governed environment as the firm grows.