One matter, end to end
How CounselPro works
Send the records the way they arrived. Four steps later every transaction sits in one ledger, each one linked to the statement page it came off, next to a short list of calls only a lawyer can make.
- Send it as it arrived
- Watch it work
- Every figure keeps its page
You sent4 files · 1,412 pages, exactly as they arrived
Ran on its own
96
Monthly statements, split out and named
38,204
Transactions, each linked to its page
92of 96
Balanced to the totals the bank printed
Yours
3
Statements waiting on your call
Each one opens on the page it came from.
The process
What happens after you upload
You do step one. The next three run on their own, and the work stops where a lawyer has to make the call.
Step 1You
Send it the way it arrived
Drag in what the other side produced: one merged PDF, a folder of scans, a zip of check images. Nothing gets renamed, split or put in order first. What comes back is the production as a case, with every month its own statement on a named account.
Step 2
How does it read a scanned statement?
A clean bank export and a tenth-generation fax go through the same door, and a crooked phone photo is read as an image first. Every figure comes off the page it was printed on, and the row it becomes keeps that page for good.
See how a page is readStatement of accountOperating ••3390 · March 2024
Page 214
Step 3
How does it name every transaction?
Banks print in shorthand. A string like the one here is a car lease going out the door every month, and CounselPro reads it that way rather than hunting for exact words. Money moving between the client’s own accounts is marked internal, so the month counts once.
See the case readingsACHChannelDEBITDirectionMTHLY AUTO PYMTCategoryABC LEASING SVCSMerchant0092
- ABC Leasing Services
- Transportation › Auto lease
- ACH
- Money out, recurring monthly
Step 4
How does it balance each month?
Beginning, plus what moved, equals ending, checked against the totals the bank printed. Pages that come up short are read again against the page image until every figure matches. Reconciliation runs on the plans that carry it.
See reconciliationYour call
What lands on your desk
Everything the records could settle is settled. What is left is a short list, and every item on it arrives with the statement page beside it.
- 92 balanced against the printed totals
- 3 held for your call
- 1 the production never sent
- 96 statements · 4 accounts · 24 months
| Account | Statement | What is open | The call you make | Source |
|---|---|---|---|---|
| Operating ••3390 | March 2024 | The March statement came through without its printed ending total, so the month has nothing to be checked against. | Key the ending balance off the page, or accept the month as it stands. | p. 214 |
| Payroll ••2214 | November 2024 | November’s rows come to $412.60 under the total the bank printed, and the page image shows no line for the difference. | Add the line if you hold it elsewhere, or leave the month open and say so in the report. | p. 1,061 |
| Card ••8140 | July 2024 | Two copies of the July statement arrived in the production, one of them a scan of the other. | Compare the two side by side and keep one. | p. 61 · p. 402 |
| Savings ••7783 | September 2024 | The coverage map shows September open on this account. Every other month on it came through. | Go back to the other side for the month, or put the gap in the record. | Not produced |
| Checks | 61 images | Nine images read clean and the payee is named on each. Whether the money came in or went out is the payee’s story, not the paper’s. | Call each one in or out, with the image beside it. | 9 of 61 |
Every call here stays attributed to whoever made it and can be taken back. CounselPro writes down what the statement prints; the judgment about what it means stays with you.
Output
What you walk out with
Four things leave with the file, and every figure in them links back to the statement page it came off.
The transaction ledger
Every row with its date, description, amount, direction, account and the statement page it came off. Click a row in the app to open that page. Out as CSV or XLSX.
Every statement, balanced or open
Balanced, held open, or never produced, account by account and month by month, so the coverage of the production is a document rather than a memory.
The forensic report
Twelve named sections, steered by the matter type you pick from family law, bankruptcy, civil litigation, probate, business dispute, business acquisition, Medicaid and immigration. Editable after it is written. See the report.
Answers, with the arithmetic
Ask in plain English and the answer comes back as a chart, a table or a list, every figure computed and shown, every one linked to its page. Out as CSV, XLSX, PNG or PDF. Meet Daystrom.
Where the records sit
A production is the client’s file. What follows is what happens to it while it is with us, said in the words the duty is written in.
- Locked on the way in, and locked while it sits with us.
- Client records stay on servers in the US.
- The infrastructure we run on is checked by outside auditors.
- Your duty of confidentiality is the design brief, not a feature.
- The records you upload stay out of every training set.
Bring us a real matter
Send one live production under a mutual NDA. We run the whole thing, you look at what comes back, and it costs you nothing unless you sign.
Mutual NDA · One real matter · Free unless you sign