Try CounselPro on your own case
You pick a matter you are actually working. We process the real records end to end and hand you the finished analysis to explore, at no cost. Come on board and that same project carries straight into your plan, nothing to rebuild.
A real case, fully worked
Most trials hand you an empty account and sample data. This one hands you a matter you already know cold, run through CounselPro from raw statements to finished forensic analysis. You judge it on your own records, against what you already believe is in them.
If CounselPro earns your business, the project you just explored becomes a live project at no charge. We invoice your annual plan and you keep working, nothing to rebuild.
How the proof of concept works
Five steps, no software to install, and nothing owed until you decide.
- 1
We sign a mutual NDA
Before a single file moves, we both sign oneNDA, the free standard mutual non-disclosure agreement the legal community built. You already know the terms, so there is nothing to negotiate.
- 2
You get a private upload folder
We send you a secure Box.com folder. Drop in the statements for one real matter, in whatever order they came, with no pre-sorting and no data entry.
- 3
We process the whole matter
We run it end to end: every statement read, the numbers balanced to each statement's own starting and ending totals, and the forensic analysis built on top. Real records, real output.
- 4
You explore the finished project
We hand you access to the live project. Click any figure to the page it came from, check the coverage for missing months, and ask Daystrom where the money went.
- 5
You decide
You signThe project becomes a live project at no charge. We invoice your annual plan and you pick up right where you left off.
You passYou owe nothing. We delete the records you sent, and the NDA still stands.
Who qualifies for a proof of concept
A proof of concept is real work on a real matter, so it is built for the buyers deciding whether CounselPro becomes part of how they work.
Law firms
Family law, bankruptcy, business litigation, probate. You have live matters with real financial records. Test CounselPro on one before you commit the firm to it.
Forensic and valuation consultancies
You sell financial analysis as a service. Run a real engagement through CounselPro and see how much analyst time it clears before you standardize on it.
Why annual plans only? A proof of concept answers one question: is CounselPro the right tool for your matters going forward. That fits firms settling on a tool for the long haul, so it runs on the annual plans that ongoing work lives on. If you have a single one-off matter, the $499 Single Project is the faster path.
Is my client's data safe during the trial?
You are sending real client records, so the trial is built to protect them from the first email. A mutual NDA before anything moves, a private encrypted folder for the transfer, and the same handling every CounselPro matter gets.
Read about securitySigned before you send a single page.
An encrypted, access-controlled folder just for your records.
Encrypted in transit and at rest.
Certified infrastructure from vetted vendors.
Aligned with your duty of confidentiality.
Your client's records are never training data.
Decide not to sign and we delete the records you sent.
Free trial questions, answered
Request your proof of concept
Tell us who you are and the matter you want to run. We send the mutual NDA and a private folder to upload to, then process your records end to end.
- 1We confirm you're a fit and send the mutual NDA (oneNDA).
- 2You upload one real matter to a private Box.com folder.
- 3We process it and hand you the finished project to explore.
Proof of concept is available to law firms and forensic or valuation consultancies on annual plans.