What's included in each CounselPro plan?

Every CounselPro plan pulls and sorts your transactions. The plans differ in how much they do after that: whether you get AI analysis, investment statements, and reconciliation that ties the math out.

What does the Core plan include?

Core is the extract-and-categorize plan, built for firms pulling statements across a steady caseload. It gives you:

• Standard extraction from bank and credit card statements

• Transaction categorization built for legal work

• The insights dashboard: coverage, categories, and merchants

• Export to Excel and spreadsheets

Core does not include the AI chat, forensic reports, brokerage statements, or reconciliation.

What does the Plus plan add?

Plus builds on everything in Core and adds the AI layer, with investment work on the way:

• Daystrom AI chat, where you ask questions about a case and get charts and tables back. See what the Daystrom chat does.

• AI forensic reports, long-form analysis generated for the matter.

• Investment and brokerage statements, read on their own track into the Portfolio tab, are coming Q4 2026.

• Tax document parsing is coming Q4 2026 on Plus.

What does the Premier plan add?

Premier builds on Plus and adds the accuracy layer, for firms whose work needs the math to hold up:

• Self-healing reconciliation, which balances every statement to its own printed totals and re-reads the page that is wrong until it ties out.

• Duplicate-statement detection across the whole case.

What about a single project?

A single project is the whole platform on one matter. It includes everything above, from extraction through self-healing reconciliation, with no features held back. The only limit is credits: it starts with 1,000, up to a 10,000-credit cap.

So the annual plans are not about unlocking features a single project was missing. They are about running that same capability across a full caseload at a lower cost per matter.

Not sure which plan fits? The pricing page lays every feature out in a side-by-side table. And if a plan gates a feature you need, you can always manage your subscription to move up.