contacts workspace

  • Updated

The Contacts workspace is the centralized environment where firms manage and access information related to people and organizations within Neostella.

Contacts functions as a structured repository that stores identity, relationship, and organizational data used across Neostella. It allows users to create, review, update, and organize contact records through a set of filtering, search, and editing tools.

This tool is found in the Cases and Intake workspace environments.

Due to contacts representing individuals and entities connected to projects, cases, and operational workflows, this workspace also serves as a foundational data source for other Neostella tools that reference person or organization information.

access the contacts tool

To access the Contacts tool, follow these steps:

  1. Log in to Neostella.
  2. Open the Cases or Intake workspace.
  3. Click Contacts.

contacts dashboard

The Contacts dashboard serves as the operational command center for managing people and organization records within the system. The dashboard contains the following primary features:

  1. PEOPLE tab
  2. ORGANIZATIONS tab

people tab

The PEOPLE tab provides access to the centralized repository of all individual contact records stored in the system. Each record represents a person associated with the firm, such as clients, staff members, partners, or external contacts.

Within this tab, law firms can search, filter, and review individual contact records to quickly locate relevant information.

Key capabilities of the PEOPLE tab include:

  • Viewing the full list of person records stored in the system.
  • Searching and filtering contact data.
  • Creating new person records.
  • Opening existing records to review or update information.

Selecting a record redirects users to the People Editor, where detailed information about the individual can be entered, updated, or maintained.
 

organizations tab

The ORGANIZATIONS tab provides access to the centralized repository of all organization records stored in the system. Each record represents an entity associated with the firm, such as companies, partner organizations, vendors, or external institutions.

Within this tab, users can search, filter, and review organization records to manage institutional contact information.

Key capabilities of the ORGANIZATIONS tab include:

  • Viewing the full list of organization records stored in the system.
  • Searching and filtering organization data.
  • Creating new organization records.
  • Opening existing records to review or update information.

Selecting a record redirects users to the Organization Editor, where organization details can be entered, updated, and maintained.