How do I set the case type and case details on a project?

Every project carries one case: what kind of matter it is, a few facts about it, and what sort of accounts you are handing over. You answer that once, when you create the project, and everything downstream reads it. It is the difference between CounselPro analyzing a pile of transactions and CounselPro analyzing your matter.

Where do I set the case on a project?

It is the first step of the setup screen you land on after you create a project, headed About the case, before you upload anything. Three answers, in order:

• Case type, a required pick from a list. Every project has one, and it is General Analysis until you change it.

• The detail fields for that type, which change with the type you picked. Family Law asks for the subject and opposing party, separation, filing and marriage dates, jurisdiction, number of minor children, occupation, and reported annual income. Another type asks for what that matter turns on.

• Account type, what sort of accounts the statements cover, so the transactions get read in the right context.

Each answer saves to the project as you make it. There is no save button, and you can leave the step half-finished and come back.

Which case types can I pick?

Nine, and one of them is the no-commitment option:

• General Analysis, the default, when you want the money analyzed without a matter-specific frame.

• Family Law

• Bankruptcy

• Civil Litigation

• Probate

• Business Dispute

• Medicaid

• Immigration

• Business Acquisition

Why does the case type matter?

It steers the AI Forensic Analysis report. Each type carries its own suggested set of report sections, so a Family Law project is set up to look at income, spending, asset tracing, lifestyle and standard of living, related party transactions, and a forensic timeline, while a Bankruptcy project is pointed at what a trustee cares about. You can still add or drop sections when you generate the report, but the type is what makes the default worth accepting.

The detail fields do work too. A separation date or a filing date gives the analysis a line to reason against, so "before and after" means something specific instead of just early and late in the record.

Can I change the case after the project is created?

Yes, in two places:

• The Case facts card on the project Overview tab. It lists the case type, Accounts in scope (the account type you picked at setup), and the type's detail fields. Click a value to change it. Each one saves as soon as you finish, and an empty one reads Add.

• Actions > Edit case details. The same answers in one dialog with a Save button, from any tab of the project.

Either way, you can fill in a date you did not have on day one or switch the type as the matter turns out to be something else.

One thing to know: the detail fields belong to the case type, so a separation date means nothing on a Business Acquisition. In the Case facts card, switching the type keeps every answer the new type also asks for. If answers would be lost, CounselPro lists them first and asks you to confirm with Switch and delete. In the Edit case details dialog and on the setup screen, changing the type clears the details, so change the type first and then fill in the new fields.

What are case facts?

Things about the matter that the statements cannot show and that Daystrom should always treat as true: "The Chase account ending 4411 is the husband's separate property," or "Rent is paid to the landlord by Zelle." They sit beside the case answers in the Case facts card.

• Add one with Add fact. Type the fact and press Enter. A fact is one line, up to 300 characters, and a case holds up to 40.

• Edit or delete one with the pencil and trash icons on its row.

• Save one from the chat. When Daystrom asks you what a word like "income" means for this case, it offers to save your answer as a fact, so it does not ask again.

Daystrom reads the facts in every chat, and the report reads them too. The card shows on projects with AI features turned on.

Changing the case does not touch your statements, your transactions, or any reconciliation work. If you have already generated a report and then change the case, regenerate the report to see the new frame applied.

What if I do not know the details yet?

Leave them blank and move on. Only the case type is required, and General Analysis is a real answer, not a placeholder. You can upload statements, process them, and work the transaction ledger and reconciliation with nothing else filled in. Come back to the Case facts card when the facts firm up, before you generate a report.