Automatically sync matters to Neostella when they are converted to a Hired client.

Optionally sync matter documents, notes, and relationships.

Map Lawmatics practice areas to Neostella object types.

Map matter, contact, company, and custom fields between both platforms.

Automatically create or update contacts and matters in Neostella without creating duplicates.

Manually sync matters at any time, or enable automatic sync as part of your hiring workflow.

Create signature requests as drafts from document templates, matters, or automations.

Review, edit, approve, unapprove, and send drafts when ready.

Automations can generate signature requests as drafts instead of sending them immediately.

Draft approvals are controlled by a new Document Approvals role permission.

Users with approval permissions can receive email or in-app notifications when a draft is awaiting approval.

Released new webhook events:

We've released our Meta Ads Integration, allowing seamless lead creation from your Meta Ads.

Added a "Delete" button to actions nodes. It is no longer necessary to "Edit" an action node in order to see the delete option. A confirmation prompt appears when used.

Added a "Keep Branch" option when deleting If/Else conditions. You can still choose to "Delete All Following Actions," or decide to "◀ Keep True Branch" or "Keep False Branch ▶." This allows more customization without needing to rebuild anything. If a branch is empty, you will not have the option to keep that branch.

Scheduling across time zones just got easier. You can now set a specific timezone for your calendar availability, so your booking windows always display accurately no matter where you or your clients are located. Head to your calendar settings to update your availability today.