account – offices

  • Created

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, taking into account attributes such as office name, contact email, time zone, and current office status. Offices are used to support organizational clarity, regional configuration, and consistent behavior across users, communications, and workflows that depend on physical location or a time-based context.

The Offices tool is designed to support two primary admin activities:

  • Creation and edition of new office entities.
  • Maintenance of office information and status.


 

access the offices tool

Accessing Offices is straightforward:

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

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

6 STEPS

1. Accessing Offices is straightforward.
First, log in to Neostella.

2. Then, open the Control Center.

3. Click Account.

4. Click Offices.

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

6. You have accessed to the Office tool.

https://www.iorad.com/player/2677204/entities---access-the-offices-tool?iframeHash=watchsteps-1&lang=en



Next step


offices dashboard

From Offices view, admins can review all offices configured in the system, understand their key attributes at a glance, and access the office editor for detailed configuration.

The dashboard is composed of the following key elements:

1. Offices tool

2. + NEW OFFICE button

3. Office editor

4. Toolbar

5. Offices table

  • Offices Name column
  • Email column
  • Time Zone column
  • Tags column
  • Active column

11 STEPS

1. From Offices view, admins can review all offices configured in the system, understand their key attributes at a glance, and access the office editor for detailed configuration.

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

3. The Office editor is where office records are created and maintained.

4. The toolbar supports common management tasks such as searching, filtering, or performing bulk-related actions, depending on the current view and selected records.

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

6. The Office Name column displays the office’s name and serves as a direct link to the Office editor.

7. The Email column displays the primary email address or the email addresses associated with the office.

8. The Time Zone column displays the primary email address or the email addresses associated with the office.

9. The Tags column displays the tags assigned to the office, used for categorization and filtering.

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

11. This has been an Offices walkthrough.

https://www.iorad.com/player/2677227/offices---offices-dashboard?iframeHash=watchsteps-1&lang=en



Next step

 

+ new office button

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

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

office editor

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

  • Name
  • Email
  • Time Zone
  • Office Type
  • Phone Numbers
  • Address

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

 

toolbar

The toolbar supports common management tasks such as searching, filtering, or performing bulk-related actions, depending on the current view and selected records. The toolbar helps admins efficiently navigate and manage office data at scale.
 

offices table

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

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

ColumnTypeDescriptionExample
Office NameInformational / EditableDisplays the office’s name and serves as a direct link to the Office editor.Miami – Main Office
EmailInformationalDisplays the primary email address or the email addresses associated with the office.chicago@neostella.com
Time ZoneInformational Indicates the time zone in which the office operates. Used for time-based behavior and processes.US/Eastern
TagsInformational Displays the tags assigned to the office, used for categorization and filtering.East Coast, Corporate
ActiveInformationalIndicates whether the office is active or inactive within the system.Yes


role of offices within the account

Offices act as organizational reference entities within the account:

  • They provide geographic and operational context.
  • They support time zone–aware behavior.
  • They enable structured grouping through tags.