Neostella Platform - Integration

Keep your calls connected to your cases with Neostella.

From initial intake to client updates and case follow-ups, phone conversations are an important part of a law firm's daily work. The Neostella integration with RingCentral brings those conversations into the same system where your team manages cases, leads, and contacts.

Make and receive calls directly within Neostella using the familiar RingCentral calling experience. Call activity, recordings, and transcripts sync with Neostella, keeping important communication details accessible without switching between applications.

Key Features

1. Make and receive calls: Access RingCentral calling directly within Neostella.
2. Connect calls to cases and leads: Associate inbound and outbound calls with the relevant case, lead, or contact.
3. Access recordings and transcripts: View synced call recordings, transcripts, and available voicemail files.
4. Keep communication history in context: Review call details alongside other case and lead information.
5. Find and manage calls: Filter call history by case, status, direction, or date, and update case associations as needed.

How It Works

A Neostella administrator connects the firm's RingCentral account through Neostella Control Center, with authorization from a RingCentral Super Admin. Once connected, users can make and receive calls within Neostella, while supported call activity and associated files sync to the relevant records.

Requirements

1. An active Neostella account
2. A RingCentral business account with active RingCentral licenses
3. Neostella administrator access to Control Center
4. RingCentral Super Admin authorization

About Neostella

Neostella is case and practice management software built for personal injury and other law firms managing high volumes of cases. Neostella helps firms connect case data, workflows, documents, communications, and the tools their teams rely on in one system.