account – entities

  • Updated

The Entities tool allows firms to define and manage the legal and organizational entities that are part of the law 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 serve as a data template that can later be reused across documents and other Neostella tools.

By providing a consistent structure for entities at all levels, this tool ensures data homogeneity across the platform. Instead of managing identification and contact details in multiple places, admins define them once and reuse them reliably, supporting consistency, accuracy, and scalability.

The Entities tool is designed to support primary admin activities:

  • Creation and edition of entity records
  • Maintenance of entity information and status

access the entities tool

Accessing Entities is straightforward:

1. Log in to Neostella.
2. Open the Control Center.
3. Click Account.
4. Click Entities.

Once opened, the Entities dashboard serves as the central workspace for viewing, creating, and managing entities records.

6 STEPS

1. To access the Entities tool, follow these steps.

First, log in to Neostella.

2. Next, open the Control Center.

3. From there, click Account.

4. And then select Entities.

5. Once opened, the Entities dashboard serves as the central workspace for viewing, creating, and managing entity records.

6.

https://www.iorad.com/player/2677054/entities---access-the-entities-tool?iframeHash=watchsteps-1&lang=en



Next step


entities dashboard

From this view, admins can review all entities configured in the system, understand their core attributes at a glance, and access the New Entity editor for detailed configuration.

The dashboard is composed of the following key elements:

1. Entities tool

2. + NEW ENTITY button

3. Entity editor

4. Toolbar

5. Entities table

  • Legal Name column
  • Trade Name column
  • Email column
  • Location column
  • Active column

11 STEPS

1. From the Entities view, admins can review all entities configured in the system, understand their core attributes at a glance, and access the editor for detailed configuration.

2. The + NEW ENTITY button is the entry point for creating new entities.

3. The Entity editor is where entity records are created and maintained. Within this editor, admins can define key entity details.

4. The toolbar supports common management tasks such as searching, filtering, and navigating entity records, depending on the current view and selected records.

5. The entities table presents a consolidated, record-based view of all entities configured in the system.

6. The Legal Name column displays the legal name of the entity and serves as a direct link to the editor.

7. The Trade Name column displays the commercial or trade name of the entity.

8. The Email column displays the primary email address associated with the entity.

9. The Location column displays the city where the entity is located.

10. The Active indicates whether the entity is active or inactive within the system.

11. This layout helps you quickly manage and organize your entities.

https://www.iorad.com/player/2677058/entities---entities-dashboard?iframeHash=watchsteps-1&lang=en



Next step

 

+ new entity button

The + NEW ENTITY button is the entry point for creating new entities.

Selecting this option opens the Entity editor, where admins define the foundational information for a new entity. This ensures that entity records are created intentionally and consistently, with all required attributes captured at creation time.


entity editor

The Entity editor is where entity records are created and maintained. Within this editor, admins can define key entity details, including:

  • Legal Name
  • Trade Name
  • Registration Number
  • Email
  • Phone Numbers
  • Address
  • Tags

For existing entities, the same editor can be opened to update or refine entity information. This allows admins to keep entity records accurate as locations, contact details, or operational status change over time.
 

toolbar

The toolbar supports common management tasks such as searching, filtering, and navigating entity records, depending on the current view and selected records. It helps admins efficiently manage entities at scale, especially in environments with multiple legal or organizational entities.
 

entities table

The entities table presents a consolidated, record-based view of all entities configured in the system.

Each row represents a single entity and displays its key attributes, allowing admins to quickly review entity information, identify active or inactive entities, and access the New Entity editor when updates are required. The table includes the following columns:

Column Type Description Example
Legal Name Informational / Editable Displays the legal name of the entity and serves as a direct link to the editor. Neostella LLC
Trade Name Informational Displays the commercial or trade name of the entity. Neostella
Email Informational Displays the primary email address associated with the entity. chicago@neostella.com
Location Informational  Displays the city where the entity is located. Chicago.
Active Informational Indicates whether the entity is active or inactive within the system. Yes

role of entities within the account

Entities act as a single source of truth for firm identification and structure within Neostella. They centralize legal, contact, and location information, ensuring consistent data representation across the platform.

In addition, Entities can be used to group related offices under a shared structure, making it easier to be managed by firms with multiple locations while preserving a clear organizational hierarchy.

Entities also provide reusable templates for documents and tools, allowing information to be referenced consistently across different areas of the platform.

Because Entities can be reused across multiple tools, they should be created thoughtfully and kept up to date as the firm evolves.

Legal names must be unique and cannot be duplicated.
Inactive entities remain in the system for reference purposes but are not actively used.
Entity data is informational and does not directly alter operational workflows unless referenced by other tools.