The Intake workspace is where your firm manages potential clients and evaluates new legal matters before they become active cases.
It serves as the starting point of your intake process, allowing your team to capture, review, qualify, and organize leads in one structured environment.
From the moment a potential client contacts your firm, the Intake workspace helps you:
- Collect and centralize information.
- Collaborate across teams.
- Evaluate case viability.
- Decide next steps (convert, reject, archive).
Each lead acts as a structured record that includes contact details, documents, tasks, and intake data, ensuring nothing is lost or scattered across tools.
key features
These benefits apply across all Intake workspace sections:
- Centralized Intake Management: Manage all potential cases in one place, eliminating the need for spreadsheets, emails, or disconnected tools.
- Structured Decision-Making: Guide leads through defined stages to ensure consistent and informed case evaluation.
- Team Collaboration: Allow intake specialists, paralegals, and attorneys to work together with shared visibility and context.
- Data Consistency: Capture and organize information in a standardized way to reduce errors and improve accuracy.
- Seamless Case Conversion: Convert qualified leads into Projects with mapped data and documents, no rework required.
intake workspace navigation
To access the Intake workspace, follow these steps:
- After accessing Neostella, click the grid icon
and select the
Intake workspace.
The Intake workspace includes the following options:
- Activity: Tack all updates related to leads.
- Communication: View Outlook-synced emails tied to leads, keeping conversations organized and confidential.
- Tasks: Manage workflow-generated and manual tasks to track progress and responsibilities.
- Contacts: Store and manage all people and organizations linked to your leads.
- Documents: Upload and manage lead documents by using folders and search capabilities.
- Calendar: Schedule and view events related to leads or general firm activity.
- Leads: Serve as the core intake hub where you can create, review, and manage all potential cases from a centralized dashboard.
- Reports: Generate, schedule and manage customized reports.
- Explore: Build reports and custom queries and use AI-powered search to quickly find specific data.
Note: These options represent the default lead management sections available in the platform. Clients can configure and add new sections based on the type of information they need to capture and manage for each lead.
For more information about the available options in your Intake workspace, please visit Cases – Intake.
what is a lead
A Lead in Neostella represents a potential legal case that has not been accepted as a Project yet.
This is the initial record, where all information collected during the intake process is stored in one structured place. Instead of managing details across emails, spreadsheets, or notes, a Lead keeps everything centralized in a single record.
For your law firm, a Lead could represent:
- A potential personal injury case.
- A veterans disability claim inquiry.
- An immigration consultation request.
- A mass tort intake submission.
- Any potential legal matter under evaluation.
These examples are illustrative and not exhaustive. The platform is fully configurable, allowing clients to create and define any Lead types required to align with their firm’s practice areas and intake processes.
Each Lead acts as a structured record containing contact information, documents, tasks, and intake data collected during the qualification process, that moves through specific intake stages that help the firm determine whether the matter should move forward as a formal case.