The Contacts tool is the centralized workspace used to manage all people and organizations associated with a firm’s operations within Neostella.
This tool serves as the system’s primary contact repository, storing structured information about individuals and organizations that interact with the firm. Contacts may represent clients, staff members, attorneys, vendors, partner firms, or any other entity relevant to operational workflows.
The Contacts tool enables users to create, organize, search, and maintain contact records while providing a structured interface for reviewing related projects, documents, and communications.
Because contact records are referenced by multiple tools across the platform, Contacts acts as a core data layer within Neostella, ensuring that person and organization information remains centralized, consistent, and accessible throughout the system.
The Contacts tool can be accessed from both the Cases workspace and the Intake workspace, allowing users to manage contact information during case operations as well as intake processes.
what is a contact
A contact represents a person or organization that is relevant to the firm’s operations.
Contacts are divided into two main categories:
| Contact Type | Description |
| People | Individual contacts such as clients, attorneys, staff members, partners, or external collaborators. |
| Organizations | Institutional contacts such as companies, vendors, partner firms, insurance carriers, or government entities. |
Each contact record stores structured information such as identifying details, communication data, associated projects, and related documents.
how the contacts tool works
The Contacts tool organizes contact information through two primary repositories: People and Organizations.
Users can navigate these repositories to search, filter, and locate specific contact records using multiple filtering options. Once a contact is selected, the system opens the People or Organizations Editor, which provides a centralized workspace where all information associated with that contact can be reviewed and managed.
Within the editor, users can:
- View and update contact information.
- Access documents associated with the contact.
- Review projects where the contact is involved.
- Manage communication records.
- Navigate additional sections configured by the firm.
This structure ensures that contact information remains centralized while still being accessible across operational workflows, allowing teams to quickly understand how individuals and organizations are connected to projects and cases.
key benefits
The Contacts tool provides several operational advantages for firms that manage large volumes of people and organization data.
- Centralized contact repository: Maintains all people and organization records in a single workspace.
- Cross-platform data integration: Contact records are referenced across multiple Neostella tools and workflows.
- Improved search and filtering: Advanced filtering options allow users to quickly locate contacts.
- Operational relationship visibility: Users can easily see how contacts relate to projects, documents, and communications.
- Configurable data structure: Administrators can customize contact forms and sections to match firm workflows.
- The ability to create custom objects and link them to either people or organizations or both.