Certainty in
every numberevery number
Every statement balanced to its own printed totals. CounselPro catches any figure that's off and corrects it against the source.
CounselPro fixes what doesn't add up
Other tools extract the rows and stop there. CounselPro checks every statement three ways: the totals, the deposit and withdrawal counts, and each account on its own. Here is what happens when a number is off.
Full reconciliation and self-healing are part of the Premier plan and every Single Project, and they apply to statements from the day you turn them on.
One upload, every statement
Real discovery is thousands of pages of mixed accounts, out of order. CounselPro splits it into statements, balances each, and flags what's missing or won't reconcile.
CounselPro never invents a number
A tool that guesses to look complete is worse than useless in a matter. CounselPro would rather show you a gap than paper over one.
- It drops what it can't see. If an amount isn't actually printed on the page it claims to come from, CounselPro leaves it out instead of filling in a number.
- It flags, never hides. Anything it can't verify is marked for your review, so a shaky figure never slips into the total unnoticed.
- You stay in control. Adjust a total or accept a cycle by hand, and undo it later.
Too blurry to read with certainty.
Ending total was off by $12.40.
The statement didn't print an ending balance.
Correct it or accept it by hand. Every override is reversible.
Defensible down to the digit
Because every figure matches a printed total and links to its source page, you can stand behind each number on cross and hand the report to a judge as an exhibit.
Bank-grade security,
hosted in the USA.
We protect your client's sensitive financial data with AES-256 encryption and strict isolation protocols. Hosted exclusively on US-based servers.
Built on a foundation that is continuously monitored to ensure the highest standards for security, availability, and confidentiality.
We never use your client's data to train our models. Your information remains yours, isolated and private.
All data is processed and stored exclusively on US servers (East, Central, & West), complying with domestic data laws.
Free trial
See it on a real matter first
Firms and consultancies can run a full proof of concept before committing to an annual plan. We process one of your real matters end to end under a mutual NDA. Sign, and that project is free.
Stop drowning in
financial documents.
Join the forward-thinking professionals processing over $10B+ in transactions with CounselPro.