contacts - overview

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Overview:

Contacts provides a centralized workspace for managing people and organizations associated within a firm’s operations in Neostella.

This tool registers structured information, including identifying details, communication data, related projects, documents, and operational relationships.

 

Because these registers are referenced across multiple tools and workflows, Contacts acts as a core data layer that keeps information centralized, consistent, searchable, and accessible throughout the platform.

Contacts are divided into two main categories:

Contact TypeDescription
PeopleIndividual contacts such as clients, attorneys, staff members, partners, or external collaborators.
OrganizationsInstitutional contacts such as companies, vendors, partner firms, insurance carriers, or government entities.

 

Key Components:

The Contacts section is divided in 2 tabs, PEOPLE and ORGANIZATIONS. 

*Reference image showing the Contacts Section, displaying the filters (1), the Display and Download options (2) and the Contacts list (3).

  1. PEOPLE and ORGANIZATION filters.

    In each tab, you can search, filter, and review individual or organizations records.

PEOPLE:

  • Filter and search: First and Last  Name, Phone number or Email.
  • Filter by: Person type, Tags, and Status.

ORGANIZATION:

  • Filter and search: Organization Name, Phone number, Email, and Organization Type.
  • Filter by: Tags and Status.

  1. Display and Download:

    You can change the display of columns and information density. 

Column display selection:

You can search and select columns that will be displayed. There's also an option to show or hide everything.

Download and Print:

You can download the results of the search as CSV, Excel or print them.
 

  1. Contact List

Depending on the selected tab, you can see all the People or Organizations related to the Law Firm.

To open the Contact details, you must click the First Name (PEOPLE) or Name (ORGANIZATION).

 

Contact Details

In this section you can find all information associated with a Contact, allowing them to see some details, manage related documents, access associated projects, and maintain communication records.

*Reference image showing the Contacts Details, displaying the header  (1), the Contextual Menu(2) and the section detail (3).

  1. Contact Header

    1. Name: Name of the Contact.
    2. Email: Primary email.
    3. Option button: Archive or Delete Contact.
    4. Tags: Assigned tags and a button (+) to add more.

  1. Contextual Menu

This menu provides a list with  the contact records sections.  You can access and manage different areas of the contact. 

By default, the menu includes the following sections:

SectionDescription
DetailsDisplays the main contact information and configuration details.
DocumentsContains all documents associated with the contact.
ProjectsDisplays projects associated with the contact.
CommunicationDisplays communication records and related interaction history.

  1. Section Details

Depending on the selected section, this area displays some related information. For example, the Contact Information section will bring all the data related to the contact.

 

How to Create a Contact (Person or Organization)

  1. Navigate to Cases -> Contacts.
  2. Click on the +CONTACTS button.
  3. Select Person or Organization.
  4. Complete the Creation form depending on the selected Type.
  5. Click SAVE.

*Reference image showing the +CONTACTS button, with the Person and Organization options.

This button allows you to create a new Person or Organization. It opens a creation form depending on the type of contact.

 

Person Create Form

There are three main information sections that must be filled:

  1. Personal Details: Full Name, Gender, Suffix, Prefix, Gender, Date of birth, SSN or National ID, Vital Status, Minor Status.
  2. Contact Information: Email, Phone, Address.
  3. Organization relationship: Organization and Status.

You can also Add Tags to the Person in the upper part of the form and Notes at the end.

 

Organization Create Form

There are three main information sections that must be filled:

  1. Organization Details: Type, Name, Legal Name.
  2. Contact Information: Email, Phone.
  3. Location data: Address.

You can also Add Tags to the Organization in the upper part of the form and Notes at the end.

 

Technical Considerations:

  • Once you create a Person or Organization, an user must have edition permission to make any changes.
  • Users must have permissions to edit Contacts to be able to make changes in the Contact Details.
  • To add sections for the context menu, Users must have access to the Control Center and Schema feature.