# 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.

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](https://www.counselpro.ai/docs/what-is-the-analysis-agent).
- **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](https://www.counselpro.ai/pricing) 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](https://www.counselpro.ai/docs/manage-my-subscription) to move up.

Source: https://www.counselpro.ai/docs/whats-included-in-each-plan