What's new in CounselPro

The AI Forensic Analysis report is rebuilt end to end. It plans coverage of your whole project before it writes a word, it shows its evidence inside each section instead of asserting a number and moving on, and it now takes one click to start. This is the release we pointed at in July.

One click to generate

You describe the matter once now, when you create the project: the case type, a few facts about it, and what sort of accounts you are handing over. The report reads that, so the AI Analysis tab opens on a Generate report card that already knows what it is looking at. Press it and it goes.

If you want a different shape for one run, Customize report opens a panel where you drag sections in and out and add instructions for what the whole report should weigh. Your case type has already picked a sensible starting set, so this is a choice you make when you want it, not a form you fill in every time. See how to generate a report.

Every figure traces to a page

The report reads like a filed expert report: a masthead with the period covered, the transactions reviewed, and the accounts reviewed, then key findings, an executive summary, and the numbered analysis sections.

• Evidence tables sit inside the argument. Each one carries the rows behind the claim and a headline saying what it is meant to show. Long exhibits cap to the most material rows, then link into the transaction ledger with the full set already filtered, so a capped table is never a dead end.

• Citations open the statement. A citation names the file and page, like chase-mar-2024.pdf · p.7. Click it and the PDF opens at that page.

• Charts are computed, not sketched. Money in against money out, spending trends, funds moving between accounts, all built from your real transactions.

Take out the whole thing, or one exhibit

Download report saves the report as a PDF or as an editable Word file. Any single chart also comes out as PNG, CSV, or Excel, and any table as CSV or Excel, which is usually faster when you need one exhibit for an expert rather than a whole document. See how to download the report.

Change a section without rebuilding

Ask Daystrom to rewrite a section, add one, or drop one. It drafts the change and shows it to you next to the current version, and nothing moves until you apply it. The rest of the report, including everything you have already read and checked, stays exactly as it was. See how to edit a section.

Watch it work

While the report generates you get the real state of play instead of a spinner: four phases (Reviewing case, Analyzing transactions, Writing sections, Finalizing) and a checklist that ticks off each section as it is written. Progress survives a reload, so you can close the tab and come back to it.

The reconciliation workspace puts a cycle's rows next to the statement pages they came from. It now opens on any cycle you like, from wherever you happen to be looking, and the link you are on will take a colleague to the same place.

Read a cycle that already balanced

Every cycle has a way in. One that needs review opens with Review & fix. One that already ties out opens with View cycle, so you can read its rows against the statement pages and satisfy yourself the numbers are real before you build on them. A cycle that reports its balances as a whole rather than account by account shows those balances and its rows the same way.

Step through a project without closing the panel

The workspace has previous and next arrows that walk every cycle the Reconciliation tab lists, in the order it lists them. Go past the last cycle of one statement and you land on the first cycle of the statement below it, so you can work an entire project from inside the panel.

Start from the month you clicked

On the coverage grid, click a month and choose Review reconciliation. That opens the cycle behind that cell with the statement beside it, so an amber month takes you straight to the cycle that made it amber. Months with no cycle to show, and cards for a card that reconciles under its parent account, keep the option off.

Share the link

The open cycle lives in the address bar as ?cycle=, so a reload comes back to it and a link you paste into an email opens your colleague on the cycle you were looking at. Close the workspace and the cycle drops out of the link, so the address bar always says what is on screen.

CounselPro now records two things about each transaction it reads: the page it printed on, and where it sat among the rows on that page. Reconciliation uses both to lay your rows out in the order your eye reads them off the statement.

Pinned to the right line

Statements repeat themselves. The same figure often prints more than once in a cycle, a purchase and its return, or an amount that shows up again in a daily balance section. An amount on its own cannot tell you which line a row came from.

So CounselPro reads the whole printed line: the date, the wording, and the reference digits alongside the amount. That places a row on the exact page it came from and tells it apart from a row that looks just like it. When the page does not single out one line, the spot stays blank, because a page number is only worth citing if it is right.

Reconciliation reads like the statement

Open a cycle and the rows run in printed order: page first, then position on the page. Beside each date sits a small p.3 · 4 label, meaning the fourth row printed on page 3. You can find that exact line on the PDF next to it instead of scanning the page for a matching amount, and clicking the date jumps the viewer straight there.

The reconciliation list reads in order too. Statements that need a human still float to the top, and inside each group they run oldest period first. The previous and next controls in the workspace walk that same order, so stepping through a project follows the calendar.

In the transaction ledger there is a new sortable Row On Page column, sitting right after the document and page you already had. Sort by it to walk an account in the order the bank printed it.

On statements you have already run

Printed order is read at processing time, so it shows up on statements processed from here on. Rows from earlier runs leave the column blank and sort after the placed rows, because a position filled in after the fact would look exactly like one read off the page. Reprocess a statement whenever you want it, and the order comes with it.

Projects can now be copied and merged. Fork one project into a working copy you can experiment in, or take a folder full of projects and read all of it as a single matter. Both leave the originals exactly as they are, and neither one costs credits.

Duplicate a project

Open a project's Actions menu, or right-click it in the Projects list, and choose Duplicate project. You get a full working copy named "(Copy)", in the same folder, opened as soon as it is ready.

• Everything comes across. Statements and their PDFs, every transaction with its category and tags, every check, the page text behind each statement, and the account names you already set. The copy holds its own files, so deleting the original later does not empty it.

• The two projects are independent. Recategorize a few hundred transactions, prune the accounts that turned out to belong to someone else, or hand a version to a colleague, without touching the version you already cleaned up.

Combine a folder into one project

Put related projects in a folder, open it, and choose Combine into a project from the Actions menu. CounselPro builds a new project holding every statement from every project in that folder.

• One matter instead of five. The checking accounts you opened in January, the credit cards from March, and the statements that arrived late in production finally answer one question together. The ledger, checks, insights, the AI Forensic Analysis report, and Daystrom all read the full set.

• Accounts merge. An account that showed up in two of the source projects resolves to a single entry, so you get one directory instead of the same checking account listed twice.

• The originals stay put. The combined project lands at the top of your Projects list, and the projects you combined stay in the folder untouched.

Copies do not cost credits

Credits pay for reading a page the first time. A duplicate or a combine reuses reading that is already done, so both draw nothing from your balance no matter how many statements they carry.

Both jobs run in the background, with a status on the project and a page that refreshes itself when the copy is ready. See how to duplicate a project and how to combine projects in a folder for the details.

This is our biggest release yet. Say hello to self-healing reconciliation: the engine now checks every statement against its own math, and when the numbers do not hold up, it fixes them on its own. We also launched new plans and a simpler credits model. Here is everything that shipped, plus a look at what is landing next.

Self-healing reconciliation

A number is only as good as the page it came from. Reconciliation checks every account on every statement against the statement's own math: the beginning balance, plus every transaction with its sign, should land on the ending balance to the cent. When it balances, you know the extraction is complete and correct for that cycle. When it does not, the engine goes to work on its own.

• It fixes itself. When a statement does not tie out, the engine re-reads only the accounts and pages that failed, and moves up to stronger reading passes for the hardest ones. Most breaks close on their own, before you ever look at them, and you never re-upload anything or flag it yourself.

• A balance status on every cycle. Each account and each statement period gets a clear status: it reconciles, it needs review, or it cannot be verified from what the statement printed. Scan a whole project and see exactly where anything is still open.

• A plain-English reason when a gap remains. For anything it cannot close, you get the why instead of a raw error: a missing transaction, a break in the running balance after a specific check, a page too degraded to read, or a statement that was cut off. You know what to chase.

You will feel this most on the messy files: the odd regional bank, the credit union member statement, the scan someone ran through a copier twice. The breaks that used to slip through now get caught, and most of them get fixed before they ever reach your desk.

Self-healing reconciliation is included with our new plans. If you are on an older plan, see below for how to get it.

New plans, simpler billing

We rebuilt our plans so you choose by the features you need, not by a page cap. Billing now runs on a simple credits model. One page equals one credit, so the cost of a project maps straight to the work in front of you. A 40-page statement is 40 credits. A 4,000-page production is 4,000.

• Pick by features, not page count. Choose the plan with the capabilities your work needs, self-healing reconciliation included, instead of guessing how many pages you will run this year.

• Every plan is unlimited. Your plan comes with a pool of credits, and when you need more, you buy more, so a big case never stops you cold. The one exception is single-project plans, which cap at 10,000 pages.

• Top up in seconds. A self-serve Credit Refills page adds credits whenever you need them, and your balance sits in the account sidebar, so you always know where you stand.

Already with us on a monthly plan? Your current setup keeps working. We are still fully supporting the v1 processor you use today, and you keep the monthly page allowance you signed up for. The new features in this release, self-healing reconciliation included, run on our new plans. If you want them, reach out and we will get you moved over, and ask about our customer loyalty discounts while you do.

Coming soon

Two more big pieces are close.

Tax document analysis

Drop a tax return into a project and CounselPro will pull the numbers into clean, structured data you can actually work with. It reads federal Form 1040, W-2, 1099, Schedule A, and Form 8959, and it handles a real packet: one PDF can hold a 1040 with its schedules plus a stack of W-2s and 1099s, across more than one tax year, and each form is read only from its own pages. Every W-2 and 1099 gets split out by employer or payer, so five jobs become five records.

Each figure links back to the exact page and line it came from (wages, adjusted gross income, total income, federal withholding, and the rest), and you can correct any value by hand. Social Security numbers and IP PINs are never captured. For forensic work, this is income verification at the source: the income a party reported to the IRS, in clean comparable form, ready to hold up against the deposits and transfers CounselPro already traces.

A rebuilt forensic report

The AI Forensic Analysis report is getting a ground-up rework, powered by Daystrom. Instead of one long block of text, Daystrom plans full coverage of every transaction across every account, then writes the report as a structured document: an executive summary, focused sections, and evidence tables where each row links straight to the statement page it came from. Open the PDF to that exact page and stand behind every number in front of a judge.

The rework adds interactive charts built from your real data. Hover any bar, line, or money-flow chart to read the figures, and download any chart as an image or a spreadsheet. Charts show up only where they make the argument: a spending trend, money in versus money out, funds moving between accounts. Large exhibits cap to the most material rows, with one click into the full filtered transaction list. Watch each section get written as it goes, then export the finished report to Word or PDF with the tables and charts intact.

Both are in active development and not available yet. We will post here the day they go live.

Daystrom is here. It is a chat assistant that sits next to your analysis and answers questions about a client's finances in plain English. Ask it something like "what were the largest cash withdrawals in 2024" and it reads the project's real transactions and checks, then streams the answer back while you watch it work. It is unlimited, each conversation lives at its own link, and it runs in a side panel you can collapse to get back to the ledger.

Here is what you can ask it to do:

• Get a straight answer, grounded in your data. Every reply comes from the transactions and checks in the project, not a guess. When Daystrom uses a tool or pulls a figure, you see it happen inline.

• See it as a chart. Ask for a picture and Daystrom draws it from the real numbers: bar and line charts for spending and balances over time, and a Sankey flow-of-funds diagram that traces money moving between accounts.

• Find out where the money went. Get a breakdown of the recipients (banks, payment processors, and named people on checks and wires), with a count and dollar total for each, largest first. Ask where the money was spent in person and Daystrom plots those cities on a map from the card and in-person transactions.

• Total money in vs money out over any date range, with the net for the period. Daystrom sticks to what the transactions can support instead of inventing a balance.

• Work the checks. Total checks to a given payee, or compare check activity across months.

• Clean up transactions. Tell Daystrom to remove duplicates or transactions that do not belong, with a guided review that checks each one against the source first. Every removal can be restored.

• Verify a figure at the source. Daystrom can open the original statement to double-check a number, or read the balances the statement prints and how they change over time.

• Edit your AI Forensic Analysis report. Ask it to revise a section, see the change first, then apply or revert it.

Daystrom is in beta, so tell us where it helps and where it falls short.

Checks used to sit mixed into the transaction ledger, easy to miss and hard to total. Now they get their own tab in a project, pulled out of the statements and lined up on their own.

• A real checks list. See every check the app pulled from the statements, sortable, with the date, description, and amount. Each check's Kind shows whether it was written from the account (money out) or paid to the account holder (money in).

• A running count of what you have. Summary cards total the checks and split inflows from outflows, and a discovered-accounts card and table surface the drawer accounts printed on the checks, including accounts you did not know were in play.

Daystrom can work the same data in chat, so you can ask it to total the checks written to a given payee or compare check activity across months.

We put a lot of work into the part you never see but always feel: getting every number off the page correctly. This round tightens extraction across the messy statement layouts that used to trip it up.

• Transactions land under the right account. When one upload bundles several accounts, or a header repeats the same account number on every page, each transaction now stays with the account it actually belongs to. Credit-union member statements that print a "0000" placeholder are handled too.

• Cleaner check data. Each check keeps its own account and posting date, amounts are signed by who wrote the check, checks already listed in a "checks cleared" recap are no longer counted twice, and a garbled check number gets dropped instead of showing up as junk.

• Right dates on more layouts. Dates that OCR glued together ("Jun1"), an initiation date repeated inside a description, and statements that print the year only once are all read correctly now. Fewer missing rows, fewer wrong days.

• Cleaner account numbers. The extractor stopped mistaking an accountholder ID or a DBA line for an account number, so you see the real number and fewer mystery accounts.

Every transaction row now shows two details that used to send you back to the source statement: whose account it sits in, and which bank it came from. The app reads the account owner and the institution straight from the statements, and off check images too. You see them as columns on the transactions table, and rolled up in the account summary.

Because they are columns on the transactions table now, they ride along when you export it to CSV, right next to the account number and source page that were already there. So when you hand the data to opposing counsel or attach it as an exhibit, each line traces back to its account, its bank, and the page it came from.

A project's Insights tab is now a dashboard for reading a client's money at a glance, before you ever open the ledger.

• Spending and income. See spending by category, then click any category to drill into its month-by-month trend. A merchants view ranks the businesses a client paid, and clicking a bar, point, or row opens every transaction behind that merchant. A separate income view charts monthly income over time.

• Anomalies. A dedicated section flags the transactions worth a second look: statistical outliers by category, round-number amounts (exact multiples of $100), and weekend activity.

• Duplicates. Likely duplicate transactions are grouped together, and each group has a one-click action to clear the whole group at once instead of hunting one at a time. Deletions are permanent, so review a group before you clear it.

The spending and income views filter by date range, and the table behind each view exports to CSV for an exhibit.

Getting the direction of money right is the whole game in forensic work, and a few statement layouts were tripping the extractor up. This round fixes them.

• Credit-card charges and payments carry the right sign. The sign is now decided per transaction from the account type, so a charge reads as money out and a payment as money in, even when credit-card activity sits inside a bank statement.

• Transfers land on the correct side of the ledger. A transfer in is no longer flipped to a transfer out just because it shares a description with an outgoing transfer. Direction is settled at the end of the pipeline instead of by a majority vote across batches.

• Benefit deposits stop disappearing. Social Security, SSI, and VA deposits were being caught by an over-broad rule that skipped anything with "benefit" in it. They come through now, along with fixes for long descriptions getting cut off and rows going missing.

Not every statement is a clean digital PDF. Scans, photos, and image-only files used to stall or come back empty. The extractor now works a lot harder to read them.

• More ways to read a page, with automatic fallback. The extractor now runs several OCR engines and retries a page before it gives up. If the main engine cannot read part of a statement, it hands off to a backup engine instead of failing the whole file.

• Opens files that used to break. Malformed PDFs get repaired before anything tries to read them, rotated pages are turned right-side up, and larger scans decompress instead of hitting a size limit. Statements that would not even open now extract.

• Cleaner text off scans. On scanned pages, the OCR path catches garbled or repeated output and retries it, drops repeated rows, and strips long runs of junk characters, so the transactions pulled from a scan come back more accurate.

A case falls apart if the transactions are filed under the wrong account or the wrong vendor. This round tightens how the extractor reads accounts and merchants.

• Fewer wrong or duplicate accounts. Account-number extraction now runs stricter validation: routing numbers are filtered out by ABA checksum, check-image and reference numbers are rejected, fully redacted values are discarded, and partial masks like ****5454 have their visible digits pulled through. That cuts the false and duplicate accounts that came from noisy or redacted statements.

• Reads credit union statements. Statements are now told apart as credit union or bank using share account terminology, member versus customer language, and NCUA versus FDIC cues. Short share IDs like "Share 08" are detected, validated, and mapped to each transaction, and any share number that doesn't match a real one on the statement gets dropped. Bank statements no longer pick up spurious share numbers at all.

• Consistent merchant names across a case. A vendor-resolution step normalizes merchant names and categories so the same vendor reads the same way everywhere, even on large cases with tens of thousands of transactions.

Fixing transactions one at a time is slow when a project has thousands of them. Now you can select a set of transactions and apply one change across all of them in a single action. Pick a field, set the value, and every transaction you selected updates at once instead of you clicking through every row. Recategorizing a whole group works this way, and so does correcting a shared detail like the account, account type, merchant, payment channel, institution, or year.

You can now change the category on any transaction. Right-click a row in the ledger, choose Edit Transaction, and pick a new category from the dropdown. The category detail options update to match, so the analysis reflects how you read the money, not just how the bank labeled it.