The Projects tool within the Cases workspace is where the firm's centralized legal case management hub.
This is where attorneys, case managers, intake specialists, paralegals, and support staff come together around the same matter, with shared visibility, clear status tracking, and structured organization.
Firms have a personalized list of all legal cases where they are involved. Whether they are handling a personal injury claim, a veteran's disability case, an immigration matter, or a mass tort file, everything relevant to the project appears here.
key benefits
The Projects workspace centralizes case information, collaboration, and operational actions in one structured environment. The following sections in the Project Editor help legal teams manage their work efficiently:
- Details: Each Project contains core case information, stage tracking, and all related work within a structured workspace, allowing teams to gather, edit or just access relevant information.
- Activity: View system-generated events across the firm projects, including updates to tasks, documents, communications, workflows, and additional project-related actions.
- Access: Manage project access and user permissions. Any user with view access to the project can see this section, while users with edit permissions can add or remove users and modify their roles. This ensures that access control aligns with the organization’s security and governance requirements.
- Contacts: Contain a structured list of all individuals and organizations associated with the project, such as clients, attorneys, experts, and external collaborators.
- Documents: Store, search, filter, and organize case documents in a centralized repository using folder structures and metadata controls to ensure consistent document management.
- Tasks: Manage both workflow-generated and independently created tasks related to their project, helping teams coordinate responsibilities and track progress.
- Messages: Collaborate through project-specific chat threads directly within the project, ensuring discussions remain connected to the relevant matter and context.
- Calendar: View and manage case-related calendar events connected to the project.
- Communication: View Microsoft Outlook-synchronized emails related to the project, ensuring communications remain confidential, organized, and directly tied to the relevant case.
- Time: Track and manage time entries related to the project without leaving the platform, helping maintain accurate records for operational tracking or billing purposes.
- Custom Sections: In addition to the default sections available in every project, the organization’s administrator may configure additional sections by Project Type. These custom sections enable firms to tailor the Project interface to specific operational needs.
They may include custom tabs, fields and forms, data tables, action buttons, charts, or dashboards. This flexibility ensures that each project workspace aligns with the workflows, practice areas, and reporting requirements associated with its corresponding Project Type.
what is a project
In Neostella, a project represents a legal case or matter a firm is handling.
Think of a project as the digital file for a case. It brings together everything related to that matter, for example the client, the stage of the project, documents, tasks, communications, activity feed, and customized sections tailored to case needs, all in one structured place.
Instead of managing information across emails, spreadsheets, and shared drives, a project keeps the entire case organized inside a single record.
For a law firm, a Project could represent:
- A personal injury case.
- A veterans disability claim.
- An immigration matter.
- A mass tort case.
- Any legal matter a firm manages from intake to resolution.
Each project follows a defined case type and moves through specific stages (for example: intake, investigation, negotiation, litigation, or closure). This helps your team track progress clearly and stay aligned.