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Everything you need to turn a stack of financial statements into a reconciled, searchable case.
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Getting started with CounselPro
New to CounselPro? This guide takes you from your first project to your first analysis: upload statements, check coverage, review transactions, resolve flags.
Read the guide- 1How do I create my first project in CounselPro?
- 2How do I upload my first statements?
- 3What happens after I upload statements?
- 4How do I know I have every statement I need?
- 5How do I review my client's transactions?
- 6How do I resolve flagged items on my project?
- 7How do I ask questions about my client's finances?
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Getting started
New to CounselPro? Set up your first project, upload statements, and get to your first analysis.
Getting started with CounselProNew to CounselPro? This guide takes you from your first project to your first analysis: upload statements, check coverage, review transactions, resolve flags.How do I create my first project in CounselPro?Create your first CounselPro project in a few clicks. A project holds one client's or one matter's statements, so each matter stays cleanly separated.How do I upload my first statements?Upload your client's bank, credit card, or brokerage statements to a CounselPro project. Add the PDFs, then click Process statements to start the analysis.What happens after I upload statements?After you upload, CounselPro reads each statement, splits it by account and month, and pulls out every transaction. Here's what each status means, plus timing.How do I know I have every statement I need?CounselPro's coverage grid shows every account by month and flags the gaps, so you can spot missing bank statements before they cost you in discovery.How do I review my client's transactions?The Transactions tab is your full ledger. Filter, search, sort, and recategorize, then read any single row back to the exact statement page it came from.
View all 8 articlesYour account and billing
Sign in, manage your firm's account, and handle plans, credits, and billing.
How do I log in to CounselPro?CounselPro logs you in with a 6-digit code emailed to you, not a password. Enter your email, get the code, type it in, and you land on your dashboard.I didn't get my verification code, what do I do?No CounselPro login code? Check your spam, confirm the email is right, then click Use different email to send a fresh one. Codes expire in 15 minutes.CounselPro says my account was not foundAccount not found" means no CounselPro account exists for the email you entered. Check for a typo or a different address, or make one if your firm hasn't.Does CounselPro use a password?No. CounselPro is passwordless. Every login uses a fresh 6-digit code emailed to you, so there's no password to set, remember, reset, or worry about leaking.How much does CounselPro cost?CounselPro has two ways to pay: $499 for a single project you can bill to the client, or an annual subscription starting at $100 a month for unlimited projects.What's included in each CounselPro plan?Core extracts and categorizes. Plus adds AI chat, forensic reports, and brokerage. Premier adds self-healing reconciliation. A single project has it all.
View all 12 articlesProjects and uploading statements
Create a project, upload statements, follow them through processing, organize projects into folders, and read the project overview.
What file formats does CounselPro support for statements?CounselPro reads PDF statements. If you have paper or photos, scan them to a single PDF first. A bank-generated PDF reads more accurately than a scan.Can I upload a statement with multiple accounts in one PDF?Yes. Upload the combined PDF as is. CounselPro splits it into each account and each statement period on its own, so you never have to separate accounts by hand.What do the statement statuses mean?On the Files tab, each statement shows a status as it processes: reading, splitting, extracting, and categorizing, then Succeeded, Failed, or Duplicated.How long does it take to process statements?Figure on about 10 minutes per 1,000 pages. Processing runs in the background, so you can close the tab and come back. The Files tab updates on its own.Why did my statement fail, and how do I retry it?A statement fails when CounselPro can't read the file, usually a rough scan or corrupt PDF. Retry it from the Files tab, then contact support if it still fails.Why is my statement marked as a duplicate?CounselPro marks a statement Duplicated when the same file was uploaded twice, so nothing is counted twice. Repeated pages within a PDF are flagged separately.
View all 12 articlesTeam and invitations
Invite your team, accept invitations, manage members, and handle the one-account-per-user rule.
How do I invite someone to my account?Open Settings, click Invite Member, enter their email, and click Send Invitation. CounselPro creates an invitation link you share so they can join your account.Is there a limit on how many people I can add?No. CounselPro is priced by plan and credits, never per user, so you can add as many attorneys and staff to your account as you want at no extra cost.How do I accept an invitation?Open the invitation link a colleague sent you. Log in or sign up with that same email address, and you land in their account with your team's projects.Why is my invitation link invalid or expired?An invitation link stops working once it expires or has already been used. Ask whoever invited you to send a fresh one from their Pending Invitations.Why does my invitation email not match?An invitation is tied to the exact email it was sent to. If you sign in with a different address, it won't match. Use the invited email or ask for a new one.How do I remove someone or leave a firm?In Settings, an owner removes a member with the trash icon on their row, or leaves with the same icon on their own row. Members ask an owner to remove them.
View all 8 articlesWorking with the transaction ledger
Filter and search the ledger, recategorize and edit transactions, and read any row back to its source page.
How do I filter transactions in CounselPro?Use the filter bar above the Transactions ledger. Click Add Filter to narrow by field, type in Search for quick text, then export the filtered set to CSV.How do I recategorize a transaction in CounselPro?Right-click a transaction, choose Edit Transaction, and pick a new Category. Category Detail updates to match. Recategorizing changes insights, not balances.What does the Kind column (credit vs debit) mean?In the CounselPro ledger, the Kind column shows credit or debit. Credit is money into the account (a positive amount), debit is money out (a negative amount).How do I bulk-edit transactions in CounselPro?Check the rows you want in the CounselPro ledger, click Edit in the toolbar, and change one field across the whole selection at once, like Category or Merchant.Does editing a transaction change reconciliation?In CounselPro, only editing a transaction's amount or account re-runs reconciliation. Changing the category, merchant, or date leaves the balances alone.What is the difference between deleting and removing a transaction?Deleting a transaction in the CounselPro ledger is permanent. Removing one during reconciliation review is reversible, so you can restore it later on.
View all 7 articlesChecks
See where the checks CounselPro pulled from the statements live, why they sit apart from the ledger, and how to give a flagged check a direction.
Why don't checks appear in my transaction ledger?Checks live on their own Checks tab, not the Transactions ledger. A cleared check already posts to the ledger, so listing the image again would double-count it.How do I review a flagged check in CounselPro?A flagged check needs a direction before it counts. Open the Checks tab, click Review checks, read each check against its statement page, and set it In or Out.
Reconciliation
Check that every statement balances, read the verdicts, and fix a cycle that doesn't tie out.
Is reconciliation included in my plan?Reconciliation comes with the Premier plan and with every single project. Core and Plus pull your transactions but don't reconcile them to the printed balances.How do I review and fix a cycle that doesn't reconcile?Click Review & fix on a flagged cycle to open it beside the statement PDF. Remove duplicate rows, add missing ones, or fix a balance; the gap updates live.Why is a statement marked "unverifiable"?Unverifiable means the statement gave CounselPro no printed balance to check its transactions against, so there is nothing to tie out. The money isn't flagged.Will my reconciliation edits be lost if a statement is reprocessed?Your edits stay put unless you re-extract a statement from scratch, which clears added rows, removed rows, and balance fixes. CounselPro warns you first.
Insights
Check statement coverage, track income and spending, and surface duplicates and anomalies across a matter.
How do I check for gaps in statement coverage?Open a project's Insights tab to find the statement coverage grid. It maps every account by month and flags missing statements, so you catch gaps early.What do the colors on the statement coverage grid mean?Each cell in CounselPro's coverage grid is colored by what it found there: reconciled, needs review, unverifiable, not checked, or no statement that month.What does "Generate insights" do, and why do some tabs need it?Generate insights builds CounselPro's income, merchant, duplicate, anomaly, and check views from a project's transactions. Coverage is ready without it.When do insights update after I add new statements?CounselPro refreshes insights on its own once newly added statements finish processing. You can also force a rebuild with Regenerate Insights in the header.How do I find unreported income in bank statements?The Income insight in CounselPro totals every deposit into a client's accounts by month, so undisclosed or irregular income stands out from what they reported.How do I see spending by category?The Categories insight in CounselPro breaks a client's money down by category and detail, splitting inflows from outflows, with a date range and drilldown.
View all 11 articlesPortfolio and brokerage statements
Read a client's investment holdings, trace securities trades and dividends, find realized gains, and verify a holding against its source statement.
Why don't I see a Portfolio tab for this project?The CounselPro Portfolio tab shows up only when a project has a brokerage or investment statement. No securities in the project means no tab, by design.Where do I see a client's investment holdings?The Holdings tab under Portfolio lists each position with quantity, price, market value, cost basis, and gain or loss, as of a snapshot date you pick.Why is a holding's cost basis or gain missing?If a holding's cost basis or gain shows $0 in CounselPro, the statement usually didn't print one. A $0 there means "not reported," not a position worth nothing.How do I trace securities trades and dividends?The Activity tab under Portfolio lists every brokerage transaction: buys, sells, dividends, interest, and fees, each dated and linked to its source page.Where do I find realized capital gains and losses?The Realized gains tab under Portfolio lists every closed position: sale date, proceeds, cost basis, term, and the gain or loss, from the brokerage statements.Can I see a portfolio's value over time and asset allocation?Yes. The Portfolio tab shows a client's market value over time and an allocation donut by asset class, built from the holdings on each brokerage statement.
View all 10 articlesDaystrom AI chat
Ask Daystrom plain-English questions about a client's money, pull charts and tables from your real data, and take actions right from the chat.
How is Daystrom different from Insights and the AI Forensic Analysis report?CounselPro gives you three ways to get answers from a project: the live Daystrom chat, ready-made Insights views, and the written AI Forensic Analysis report.What can I ask Daystrom?Ask Daystrom anything about a client's money: totals, searches, timelines, patterns, and charts. It answers only from your real, processed bank statements.Is Daystrom available on every project?Daystrom turns on per project, and only after that project finishes reading its first statement. If you don't see the chat panel yet, check both of these.What charts can Daystrom make, and how do I ask for one?Daystrom draws bar charts, line charts, and flow-of-funds diagrams from your real statement data. See each chart type and the exact prompt that gets it.How do I get a flow-of-funds diagram from the chat?Ask Daystrom to trace the money and it draws a flow-of-funds diagram showing where cash came from and where it went, built from your client's real data.How do I export what the chat found to a spreadsheet?Ask Daystrom to export the transactions and it hands back a spreadsheet, in both CSV and XLSX, ready to open in Excel or Google Sheets and give to an expert.
View all 10 articlesAI Forensic Analysis report
Generate a written forensic report for a matter: choose a case type and sections, review the findings, and export it to Word.
How do I generate an AI Forensic Analysis report?On the project's AI Analysis tab, set the case type and details, pick sections, add a case narrative, then click Generate Report. It runs in the background.How do I choose a case type for the AI Forensic Analysis report?Pick a case type and Daystrom tailors the report's sections and analysis focus to that matter, from family law to bankruptcy, or run a general analysis.How do I export the AI Forensic Analysis report to Word?Click Export AI Analysis on a finished report to download it as a Word (.docx) file you can edit and drop straight into a filing, memo, or client letter.How do I regenerate or delete the AI Forensic Analysis report?The report is a one-time document. Regenerate Report deletes the current one and reopens the wizard with your prior settings so you can build a fresh version.