Question 1

How do I pass the cost of CounselPro to my client?

Accepted Answer

On a one-off matter, run a Single Project and bill the $499 straight to that client as a case expense, the same way you would a filing fee or a records request. For firms running financial analysis across many matters, an annual plan is the cheaper path: you get a large credit allowance at a low cost per matter and fold it into your standard case costs. Single Projects make the cost easy to pass through; annual plans make it cheap enough to absorb.

Question 2

Do I have to commit to a year?

Accepted Answer

Only if an annual plan is the right fit. If you have a single matter, the Single Project has no commitment at all: pay once, run the case, done. Annual plans run for a year because that is what keeps the credit allowance and the price predictable for firms using CounselPro regularly. Pick the shape that matches how often you handle financial cases.

Question 3

Is there a free trial?

Accepted Answer

Yes, for law firms and forensic or valuation consultancies on annual plans. It is a proof of concept: we process one of your real matters end to end under a mutual NDA, you explore the finished project, and if you sign, that project is free and we just invoice your plan. Decide not to sign and you owe nothing, and we delete the records you sent.

Question 4

Do you charge per user or per seat?

Accepted Answer

No. CounselPro is priced by plan and credits, never per user. One subscription covers your whole firm, so add as many attorneys and staff as you want at no extra cost. Work and analysis threads are shared across the team.

Question 5

Are Single Projects really full-featured?

Accepted Answer

Yes. A Single Project is the whole platform on one case: extraction, categorization, AI querying, and full self-healing reconciliation, all of it. The only limit is credits, 1,000 to start and up to a 10,000-credit cap. The annual plans are about running that capability across a full caseload at a lower cost per matter, not about unlocking features you were missing.

Question 6

How do credits work?

Accepted Answer

Every plan runs on credits. One page of a bank statement, credit card statement, or check image costs 1 credit. A page of a tax form or an investment or brokerage statement costs 2 credits, since those pack far more onto each page. A Single Project includes 1,000 credits, and every annual plan includes 12,000 credits for the year, ready the moment you sign up. You draw from that balance as matters come in, with nothing metered month to month.

Question 7

What happens when I run out of credits?

Accepted Answer

You buy a packet of 1,000, 5,000, or 10,000 credits. Bigger packets bring the price per credit down, and the rate depends on your plan, with the numbers in the table above. Your plan still starts with its full yearly balance, so buying a packet only comes up on unusually heavy years.

Question 8

Why do credits cost more on some plans than others?

Accepted Answer

Because a credit buys more work on the higher plans. On Core, a credit pays for plain extraction: pull the page and sort the transactions. On Plus, that same page also runs through AI querying and forensic reporting. On Premier, and on every Single Project, a credit drives self-healing reconciliation, where CounselPro re-reads any page whose math does not balance until it does. More passes over the page and heavier processing, so the rate reflects the depth of the work, not just the page count. Bigger packets lower the price per credit on every plan.

Question 9

Which plans include self-healing reconciliation?

Accepted Answer

The Premier plan, and every matter you run as a Single Project. On both, each statement is balanced to its own printed starting and ending totals. When the numbers do not reconcile, CounselPro finds the page that is wrong and re-reads it until the math balances, so what you export already balances. Core and Plus pull every transaction but do not reconcile to printed totals.

Question 10

When will investment and brokerage statements be ready?

Accepted Answer

Brokerage and investment statement support is coming in Q4 2026 on the Single Project plan, Plus, and Premier. Today CounselPro reads bank statements, credit card statements, and check images. The Portfolio work (holdings, trades, and realized gains) is on the roadmap, and we will not bill you for a capability before it ships.

Question 11

Can CounselPro read tax documents?

Accepted Answer

Tax document parsing is coming in Q4 2026 to the Single Project plan, Plus, and Premier. Today CounselPro reads bank statements, credit card statements, and check images. Tax returns are on the roadmap, not live yet, and we will not bill you for a capability before it ships.

Question 12

Can I get a refund after I start processing?

Accepted Answer

Only on a Single Project, which is a one-time payment. There you get a 30-day money-back guarantee from your payment date, as long as you have used 200 credits or fewer and have not exported anything yet. Once you pass 200 credits or run an export, the work counts as fully rendered and it is no longer refundable. Annual plans and extra credit packets are not refundable. To start a request, email support@counselpro.ai.

Question 13

Is my client data secure?

Accepted Answer

Yes. Data is encrypted with AES-256, we run on SOC 2 Type II certified infrastructure from vetted vendors, and the platform is built to align with ABA Model Rule 1.6 on client confidentiality. We never train models on your client data.

Capability	Single Project	Core	Plus	Premier
Standard extraction
Transaction categorization
Insights dashboard
Advanced AI chat & querying
AI forensic report
Investment & brokerage statements	Q4 2026		Q4 2026	Q4 2026
Tax document parsing	Q4 2026		Q4 2026	Q4 2026
Self-healing reconciliation
Duplicate-statement detection
Credits included	1,000 base	12,000/yr	12,000/yr	12,000/yr
How you buy	Per matter	Annual	Annual	Annual

Your plan	1,000 credit packet	5,000 credit packet	Best rate 10,000 credit packet
Single Project Per matter	$400 40¢ / credit	$2,000 40¢ / credit	10,000 credit cap
Core Extract & categorize	$100 10¢ / credit	$500 10¢ / credit	$1,000 10¢ / credit
Plus AI & tax	$150 15¢ / credit	$625 12.5¢ / credit	$1,000 10¢ / credit
Premier Complete reconciliation	$400 40¢ / credit	$1,750 35¢ / credit	$3,000 30¢ / credit

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