How much does CounselPro cost?

CounselPro gives you two ways to pay, and the right one depends on how often you handle financial cases.

What does a single project cost?

A single project is $499 for one matter, with every feature included: extraction, categorization, AI querying, and full reconciliation. It comes with 1,000 credits, and you can add more if a case runs long.

The $499 is easy to pass through. You bill it straight to the client as a case expense, the same way you would a filing fee or a records request. And if you decide to run cases regularly, the $499 counts toward a subscription as long as you upgrade within 30 days.

What do the annual plans cost?

If you handle financial cases across a steady caseload, an annual plan drops your cost per matter well below $499. Every plan covers unlimited projects and unlimited users on one subscription, and each comes with 12,000 credits for the year.

There are three plans:

1. Core is $100 a month, billed yearly. It pulls and sorts every transaction from bank and credit card statements.

2. Plus is $250 a month, billed yearly. It adds the Daystrom AI chat and AI forensic reports, with brokerage statements coming Q4 2026.

3. Premier is $500 a month, billed yearly. It adds self-healing reconciliation, so every number ties out to the statement.

For the full breakdown of what each plan gets you, see what's included in each CounselPro plan. You can also compare every plan side by side on the pricing page.

How does billing actually work?

Every plan runs on credits, not a page counter. One page of a bank statement costs 1 credit, and denser documents like tax forms cost 2. See what are credits and how does CounselPro count usage for the details.