We're changing the way you work with financial data

Through technology and a deep understanding of complex data workflows, we're empowering lawyers, accountants, and lenders to work smarter, faster, and with greater accuracy than ever before.

Team collaboration in modern office
Legal professionals in discussion
Modern workspace environment
Team meeting in conference room
Legal technology in use
Our Mission

Empowering professionals with precision and speed

At CounselPro, our mission is to empower legal and financial professionals with innovative AI solutions that simplify complex financial analysis and enhance practice efficiency.

We believe that by providing professionals with the right tools, they can focus more on their clients and less on time-consuming tasks, ultimately improving outcomes. We are dedicated to creating a user-friendly platform that delivers accurate, reliable insights quickly and easily.

At the core of our mission is a dedication to excellence and a passion for innovation. We aim to be a trusted partner for professionals, providing the tools they need to work more efficiently and effectively.

99.8%

Accuracy processing from PDFs into transformed data

~15 mins

Processing time to turn thousands of pages into useful data

~5 min

AI Forensic Report generation time

Our values

Our core values guide everything we do. By prioritizing innovation, integrity, and customer focus, we strive to provide exceptional solutions and build lasting relationships.

Integrity

Integrity is our foundation. We maintain the highest ethical standards, ensuring transparency, honesty, and accountability in all our interactions, so clients can trust us with their sensitive information.

User-centric design

Our users are at the heart of everything we do. We focus on creating an intuitive, user-friendly platform tailored to the needs of legal and financial professionals, incorporating user feedback to enhance efficiency.

Excellence

We strive for excellence in all our products and services. By setting high standards and exceeding expectations, we ensure our clients receive a reliable, high-performing platform.

Collaboration

Collaboration is key to our success. We foster a collaborative environment within our team and with our clients, valuing diverse perspectives and open communication to drive innovation.

Customer focus

Our customers' success is our priority. We provide exceptional support and service, understanding their needs and challenges to build strong relationships and help them achieve their goals.

Innovation

We prioritize innovation by using cutting-edge AI technology to provide effective solutions. Continuous improvement drives us to enhance our platform and deliver greater value to our clients.

Leadership team

Meet the passionate individuals driving innovation and excellence in legal and financial technology.

Ian O'Brien

Ian O'Brien

Co-Founder & CEO

A veteran technology leader with deep roots in cybersecurity and machine learning, Ian brings a unique blend of engineering and marketing expertise to the table. As an early-stage employee at multiple successful ventures, he has demonstrated a keen ability to drive digital transformation, shape product strategy, and scale high-growth organizations.

Dory Lord

Dory Lord

Co-Founder, Board Member

A marketing leader with extensive experience scaling high-growth technology companies, Dory currently serves as VP of Marketing Operations at SimpleDocs and has held prior leadership roles at JumpCloud, Amazon Web Services, and Datto. Her expertise spans go-to-market strategy, marketing operations, and cross-functional alignment across enterprise SaaS and legal technology.

André Mendonça

André Mendonça

CTO

A technical leader with extensive experience in cognitive computing, cloud platforms, and agile development methodologies, André has worked across healthcare, enterprise software, and platform development. His career encompasses implementing AI solutions, developing innovative tools for software teams, and architecting scalable systems.