Client Portal Features
Simple, Secure, Efficient
Standard Portal – FREE
Empower clients, referring attorneys, experts, and more with secure, flexible access to case information in a user-friendly portal. The Standard version of the Neostella Client Portal is FREE.
View Case Status None
Display case status so users can easily track case progress with a customizable status bar that uses your phase category names.
View Case Team None
Display the names and contact information for the legal team assigned to the case.
View Case Details None
Display case details from your case management system and customize which fields to display.
Document Uploading Popular
Users can securely upload multiple documents in the portal which store directly in the case file.
Contact Firm Button None
Users can submit messages and requests for information, generating a task for the case management team to review.
User Roles None
Define user roles for clients, referring attorneys, experts, family members, and more, to control access, messaging, and task assignments based on user type.
User Views None
Customize displayed information based on the user’s roles, ensuring only relevant data is visible.
Admin Support Dashboard None
Monitor total projects, active projects, users, and more, and activate projects from a centralized dashboard.
Mass Invitations None
Using reports, automatically mass invite users to the portal.
Access Anywhere None
Access the portal from mobile or desktop devices, for ultimate convenience and flexibility.
Email or SMS Login None
Log in via email or phone number for a seamless user experience.
Multi-Language Support None
Customize application terms or multi-language requirements with ease.
Light Mode/Dark Mode None
Users can choose between light and dark themes to suit viewing preferences.
Company Details None
Edit company contact info and branding, including address and logo, for a personalized portal.
Brand Identity None
Upload your company’s custom logo to display on the login screen, communications, and portal header.
Premium Portal
Enhance case management and data collection with premium features including messaging, tasks, forms, and more.
Custom Landing Pages New
Create custom landing pages tailored to users and define conditions to display specific pages based on case details.
Mass Communications None
Send mass communications to users based on a report number.
Emails None
Send mass emails or use automated flows to communicate with users efficiently.
In-App Notifications Popular
Securely send encrypted in-app messages to users through mass communications or flows.
Communication Statistics None
View communication statistics and download in a CSV file.
Automated Messages Popular
Set up flows to send automated emails, in-app notifications, or SMS* based on specific case changes.
*Add-On Feature
Custom Variables New
Personalize automated messages with clients and other users with variables that pull specific case details and contact information.
Tasks None
Automatically send tasks to users via flows to have them add or update case information or documents.
Automated Message Statistics None
View statistics for flows, associated tasks, and automated messages and customize views in charts and graphs.
Automated Forms Popular
Send forms automatically via flows to gather or update user information.
Static Forms Featured
Create independent forms that users can fill out and update at any time, outside of specific tasks or flows.
Form Builder None
Easily design and customize forms that directly input to the case file.
Contact Cards None
Design templates for editing contact details using the contact card form builder.
Activity Notifications Featured
Generate activity notes in the case management system for document uploads, creation of collection items, user form updates, user task completions, contact card updates, and more.
Documents List None
Allow users to view all user-uploaded documents and documents shared from the law firm in the Documents List tabs.
Share Documents with Users Featured
Share documents with selected roles from a specific project.
Auto Create Projects None
Automatically generate cases in the portal as soon as they are created in the case management system.
SSO Login Popular
Firms using an account manager (Ex: Google, Microsoft, Jumpcloud, Okta, etc) with SAML can connect to the portal for admin SSO login.
Guided Tours None
Help users explore key portal features with an interactive, step-by-step walkthrough.
Add-On Features
Use these add-on features with your Premium Portal to enhance communication and streamline internal operations.
SMS Messaging New
Use mass communications or automated flows to send users text messages.
Internal Forms None
Submit detailed project information directly to the case file using customized forms for internal use.
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