Neostella - Cases - Intake
In this section, you will find articles that explain how to use the Intake and Cases workspace of your Neostella platform, where legal teams manage their firm’s cases. Once a lead is approved, it becomes a project, which serves as the working record where all case-related information and activities are handled. The articles in this section describe how users can manage projects and perform daily case work, including handling communications, tasks, documents, calendars, and reports. They also explain how teams can send messages and collaborate directly within projects, tasks, or documents, keeping conversations and updates connected to the case where the work is taking place.