Neostella

Neostella (neostella.com) is a global enterprise software company specializing in automation and technology solutions for businesses, with a strong focus on the legal sector. Their offerings include legal tech products such as document review tools, no-code automation platforms, advanced task management, client communication portals, and data governance solutions. Neostella does offer AI products, notably within their "Data Governance AI" solution, which helps ensure the accuracy and consistency of case data for better insights and compliance. Their AI-driven tools are designed to streamline legal workflows, automate repetitive tasks, and enhance data management for law firms and legal departments. The primary target audience for these AI products is legal teams, law firms, and legal service providers seeking to improve efficiency, accuracy, and client service through technology and automation.

Neostella offers an enterprise legal case management platform designed to streamline legal workflows and connect people, data, and tools. Key features and functions include: - Case management: Manage, automate, and scale legal cases with enterprise-level performance and unlimited scalability. - Document management: Organize, tag, and search documents; attach documents to multiple cases; draft and edit in SharePoint. - Analytics & reporting: Real-time dashboards, easy-to-build reports, and permission-aware sharing. - Time tracking: Automatic time capture, task-to-billable entry conversion, and integration with accounting systems. - Document generation: Create and automate document workflows. - Intake CRM: Manage client intake and relationships. - AI solutions: AI-powered natural language search and case summaries. - Integrations: Open API, advanced webhooks, and real-time data sync with other tools (BI, accounting, e-signature, etc.). - Automation: No-code automation builder for tasks, routing, document creation, and more. - Communication: Centralized emails, SMS, notes, and calendar updates tied to cases, with advanced permissions. - Security: Granular, role-based permissions and compliance controls. Neostella is tailored for various legal practice areas, including personal injury, mass tort, veterans affairs, social security, immigration, family law, and in-house legal teams.

Neostella supports the following specific legal practice areas: - Personal injury - Mass tort - Veterans affairs - Social security - Immigration - Family law - In-house legal teams Key features and functions of Neostella’s platform include: - Case management - Document management - Analytics and reporting - Time tracking - Document generation - Intake CRM - AI solutions (including AI-powered search and case summaries) - Integrations with other legal and business tools (open API, webhooks, real-time data sync) - No-code automation builder for workflow automation - Advanced permissions and role-based access control - Real-time dashboards and reporting - Communication tools (emails, SMS, notes, calendar updates tied to cases) - Billing and expense management with accounting system sync - Unlimited scalability for cases, contacts, and documents - Full-text search and advanced document organization Neostella is designed for high-volume and high-stakes legal work, focusing on connected, enterprise-level case management and workflow automation for law firms and legal departments.

Neostella is covered under SOC 2 Type II certification. There is no public evidence on their website or trust center indicating compliance with ISO 27001, GDPR, HIPAA, or CCPA at this time. Their primary attestation is SOC 2 Type II.

Neostella’s website and privacy policy do not explicitly mention “no data retention,” “client data not used for training,” “on-prem deployment,” “private cloud,” or “customer-managed encryption keys.” The privacy policy states that Neostella collects and uses client data to provide services, improve products, and for administrative and marketing purposes. Data may be shared with third-party service providers (such as AWS, Filevine, Microsoft, etc.) and is protected with commercially reasonable security measures, but there is no explicit mention of customer-managed encryption keys or deployment options like on-prem or private cloud. There is also no statement that client data is not used for training or that there is no data retention. The policy does state that de-identified and aggregated data may be used for any purpose. For more details, see Neostella’s privacy policy.