Tags in Neostella help teams organize and find information more easily across an account. Instead of relying only on fixed structures or predefined fields, Tags allow the firm to add meaningful labels to values so they can be grouped, filtered, and managed in ways that reflect how a law firm actually works.
Think of tags as flexible labels that describe what something is, how it’s used, or why it matters, without changing the value itself.
why tags exist
As a Neostella account grows, so does the amount of information stored within it. Tags are designed to make that information easier to navigate and manage.
By using tags, teams can identify related values, apply consistent naming across different Neostella tools, and surface exactly what they need without digging through long lists or complex configurations. Tags support clarity, especially in environments where multiple teams work within the same account.
how tags work in my account
Tags are created at the account level and can be reused across Neostella. Once a tag exists, it can be applied to multiple values, and each value can have more than one tag.
Tags do not change or override the underlying data. Instead, they add context. This additional context can be used by other Neostella features, such as filters, views, or automation logic, to help teams work more efficiently.
Tags are also flexible by design. As account processes evolve, admins can introduce new tags, retire unused ones, or adjust the overall tagging strategy without impacting existing data.
use tags across neostella
Tags can be applied in different areas of a Neostella account to help connect related information. Once applied, they make it easier to filter lists, build focused views, and quickly locate items that share common characteristics.
For example, teams often use tags to reflect ownership, priority, workflow stage, or internal classifications that don’t fit cleanly into a single field or category.
flexible way to stay organized
Unlike folders or fixed classifications, tags are not exclusive. A value is not limited to a single tag, and removing a tag does not remove or alter the value itself.
This makes tags especially useful for cross-cutting organization, where the same value may belong to multiple groups depending on context. Tags provide a shared, lightweight way for teams to organize information, one that scales with the account and adapts to how Neostella is used.