We built the tool we wished we had
Somewhere right now a lawyer is three years deep in bank statements with a hearing in six weeks. An accountant is keying numbers off a faxed scan at midnight. CounselPro exists so that work takes minutes, not weekends, and so every number holds up when someone pushes back.
Give the numbers back to the people who need them
Financial evidence is where cases are won and lost, and it is also where good people burn their nights. The records are messy, the accounts are many, and the stakes are high.
So we built a virtual forensic accountant that reads the statements, ties out the math, and shows its work. It hands lawyers, accountants, and lenders answers they can defend, instead of a weekend lost to a highlighter.
That is the whole point of the company: less time proving the numbers, more time using them.
Any US institution
Bank and credit-card statements from national banks, regional banks, and credit unions, each read on its own layout.
Every number, source-linked
Click any figure and land on the exact statement page it came from. Nothing is estimated, nothing is invented.
In minutes, in the background
Drop in thousands of pages and get clean, structured data back while you work on something else.
Forensic analysis for every case
For decades, tracing the money meant hiring a forensic accountant who billed by the hour. So it only happened on the cases big enough to pay for it: the divorce with real assets, the fraud with real damages. Everyone else settled for a guess.
That never sat right with us. The client with a modest estate deserves the same clear picture of where the money went as the client with millions on the line. So we built the analysis into software and priced it by the matter, not by the billable hour. Now the small case gets the same deep look as the big one.
This is not a cheaper, thinner version of the real thing. Run the same records through a human reviewer and the tool comes back more accurate and finishes in minutes. You get the full forensic look on every matter, not just the ones with a budget for it.
A forensic accountant, billing hourly. Only worth it on the biggest cases. Everyone else got a guess.
Built into the tool, priced per matter. Worth running on every case, big or small.
More accurate than a reviewer by hand
It reads every page the same careful way, ties each number to its source, and never gets tired at 2am. Nothing slips because someone lost focus on account thirty.
Faster than a person could ever be
Thousands of pages come back clean in minutes, not the weeks a manual trace would take. The deadline stops deciding how deep you get to look.
The rules we don't bend
A number you can't trace isn't worth printing
Every figure ties back to the page it came from. If we can't verify it, we flag it for you instead of hiding it.
The hard cases are the whole job
Faxed scans, forty accounts, a regional bank nobody's heard of. That mess is exactly where we do our best work.
Sensitive records deserve to be treated that way
People hand us the most private thing they own, their money. We protect it like the privilege it carries.
What we stand for
Get it right, then prove it
A number without a source is a guess. We show the math on every figure and link it back to the page it came from.
Build for the 9pm attorney
Not for the demo. For the person with a deadline, a difficult client, and a mountain of documents to get through tonight.
Earn the trust every time
People hand us records they would show almost no one. We treat that access as the responsibility it is.
Say what's true
We flag what we can't verify instead of papering over it. Honest is worth more to you than impressive.
Chase the messy cases
The bad scans, the odd layouts, the forty accounts. The hard problems are where we add the most, so that is where we push.
Ship, learn, ship again
We would rather put something useful in your hands and sharpen it with your feedback than polish forever in the dark.
The people building it
Ian O'Brien
Co-Founder & CEOA veteran technology leader with deep roots in cybersecurity and machine learning, Ian brings a rare mix of engineering and marketing to the table. As an early employee at several successful ventures, he has a track record of driving digital transformation, shaping product strategy, and scaling high-growth teams.
Dory Lord
Co-Founder & CROA go-to-market and revenue leader who has scaled high-growth technology companies, Dory most recently ran Marketing Operations at Law Insider and SimpleDocs. She previously held leadership roles at JumpCloud, Amazon Web Services, and Datto, building the systems that drive product-led growth across enterprise SaaS, AI, and legal tech.
André Mendonça
CTOA technical leader with deep experience in cognitive computing, cloud platforms, and agile teams, André has built across healthcare, enterprise software, and platform work. His career spans shipping AI solutions, building tools for engineering teams, and architecting systems that scale.
Stop drowning in
financial documents.
Join the forward-thinking professionals processing over $10B+ in transactions with CounselPro.