How do I create my first project in CounselPro?

A project is where one client's or one matter's statements live. Everything you do in CounselPro (uploads, transactions, reconciliation, analysis) happens inside a project, so this is the first thing you set up.

How to create a project

1. Go to Projects in the main navigation.

2. Click Create new project.

3. Give it a name in the Project Name field. Use something you will recognize later, like the client name and matter.

4. If you want to file it under a folder, pick one in the Folder field. This is optional, and you can move the project later.

5. Click Create Project.

That is it. The project opens on a short setup screen that walks you through the next two steps: uploading your statements and processing them.

Should I use one project per client or per matter?

Keep one project per matter, not one giant project for everything. Reconciliation, coverage, and Daystrom all work on a single project's statements, so mixing two unrelated matters into one project muddies every number. If a client has two separate matters, make two projects.