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DOCUMENT MANAGEMENT

documents, organized.

Connect files across your case management system and open them in the tools you already use. Every case, task and workflow stay perfectly in sync.

Organize with ease

centralize files across cases.

One document connects to every project that needs it.

edit naturally, sync automatically.

Open documents in SharePoint, edit, and watch them sync back.

organize with powerful tagging.

Scale beyond traditional folders with a multi-tag model to organize documents.

control who and what changes.

Set granular permissions and view full version history with instant restore.

find exactly what you’re looking for.

Search document content, tags, and filters, even across millions of files.

never worry about storage limits. 

Store as many files as you need to focus on cases, not capacity.

what this looks like in practice.

multi-case document

Two parties are injured in the same accident. Instead of creating separate demand letters for each case, link one master accident report to both cases. Update the shared document with new evidence or expert findings once, and both cases automatically reflect the current version.

collaborative editing

Three attorneys need to revise a motion. They each open it from their project views, edit in Word, and changes sync automatically. No emailing versions back-and-forth.

document workflow

A settlement agreement needs review before it goes to the client. Set up the approval workflow once. Then route it through for the attorney to review. Once approved, it’s sent to client for approval. Each task is triggered automatically.

quick retrieval

You remember drafting a motion about social media evidence, but can’t recall the exact file name. You search “social media motion” and find the text inside the PDF, even though it wasn’t the document’s title.

why firms are using neostella for document management.

Find out why

effortlessly manage millions of documents

edit natively, sync automatically

smart syncing eliminates duplicates

powerful tagging

documents carry their context

what your firm gains.

  • Stop wasting time hunting for documents.
  • One source of truth kept current across all cases.
  • Edit in Microsoft Word, PowerPoint, and Excel, not a proprietary editor.
  • Seamless real-time collaboration.
  • Eliminate duplicates and outdated versions.
  • Full audit trail and restore options.
  • Unlimited storage.
  • Find anything with multi-tag search and content search combined.

EXPLORE

bring order to every document.

No more document confusion. Watch how Neostella connects your files to your cases and workflows.

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© 2025 – Neostella, Inc.

Platform
  • Platform
  • Case Management
  • Document Management
  • Analytics and Reporting
  • Time Tracking
  • Intake CRM
  • Document Generation
  • AI Solutions
  • Integrations
  • Finance
Practice
  • Practice Areas
  • Personal Injury
  • Mass Tort
  • Veterans Affair
  • Social Security
  • Immigration
  • Family Law
  • In house Legal Teams
Resources
  • Resources
  • Events
  • News
  • Blogs
  • Support
  • About Us
  • Contact
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Company
  • Partnerships
  • Pricing
Legal
  • Privacy
  • Terms of Use
  • LinkedIn
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  • X
  • Instagram
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© 2025 – Neostella, Inc.