It flags the number.
We fix it.We fix it.
DocuClipper checks whether a statement balances and flags the ones that don't. CounselPro finds the page that's wrong and fixes it, so what you export already balances. Built for legal work, with the forensic analysis done for you, and priced so a whole caseload is one flat number.
Flagged for you to fix.
Balanced. What you export already ties out.
We process statements from over 10,000+ financial institutions
The error you never see
A tool can read a statement and flag that it doesn't balance. What it won't do is find the misread page and correct it, and that missing step is where a wrong number slips into your exhibit.
- A check flags. A self-heal fixes. DocuClipper's reconciliation tells you a statement didn't balance. CounselPro finds the page that's wrong, re-reads it, and corrects the number, so you're not the one chasing it down.
- Even 99.9% ships the rest. A 99.9% field score still leaves about one figure in a thousand wrong, and the score won't tell you which one. Balancing every statement to the bank's own totals is what surfaces the miss.
Self-healing reconciliation is CounselPro's Premier plan and every Single Project.
The analysis DocuClipper leaves you to do
Export your transactions from DocuClipper and the case work hasn't started. Tracing the money and spotting the patterns is a separate job, and it's yours to do in a spreadsheet.
CounselPro does the forensic analysis for you. Ask Daystrom™ AI in plain English and it traces the money, flags the patterns, and shows you the page every finding came from.
Flow of funds
Traces where the money went: transfers by account, Zelle and Venmo, named payees on checks and wires.
Structuring signals
Ask Daystrom and it flags amounts parked just under the $10,000 reporting line across a short window.
Lifestyle vs. income
Compares spending against income built from deposits, so lifestyle that outruns the reported number shows up.
Hidden assets
Surfaces money moving to accounts and entities that never appear on the disclosure.
The whole picture, side by side
What each tool is built to do, what that means for legal work, and how the pricing compares.
Bank-grade security,
hosted in the USA.
We protect your client's sensitive financial data with AES-256 encryption and strict isolation protocols. Hosted exclusively on US-based servers.
Built on a foundation that is continuously monitored to ensure the highest standards for security, availability, and confidentiality.
We never use your client's data to train our models. Your information remains yours, isolated and private.
All data is processed and stored exclusively on US servers (East, Central, & West), complying with domestic data laws.
Free trial
See it on a real matter first
Firms and consultancies can run a full proof of concept before committing to an annual plan. We process one of your real matters end to end under a mutual NDA. Sign, and that project is free.
Stop drowning in
financial documents.
Join the forward-thinking professionals processing over $10B+ in transactions with CounselPro.