Change case details from the Overview, and see how many months reconcile

The project Overview is the first screen you see on a matter. You can now change the case details right there, and see what percent of the months reconcile.

Click a case detail to change it

The Case facts card lists the case type, the accounts in scope, and the detail fields for that type. Click a value to change it, and it saves as soon as you finish. An empty one reads Add.

Switching the case type from the card carries over the answers the new type also asks for. If answers would be lost, CounselPro lists them first and asks you to confirm.

Add case facts right on the Overview

Case facts are the things statements cannot show: "The Chase account ending 4411 is the husband's separate property." They now sit on the card itself, so you add and edit them right there. Click Add fact, type it, and press Enter. Daystrom and the AI Forensic Analysis report read them, as before. The card shows on projects with AI features turned on. See how to set the case on a project.

See what percent of months reconcile

On plans with reconciliation, the masthead shows a reconciled figure beside statement coverage: the share of months with a statement whose balances match what the bank printed. It is green at 100% and amber below. Click it to open the Reconciliation view.

Click a month in Coverage to open its statement cycle

One change sits outside the Overview. On the Coverage view in Insights, clicking a covered month now opens that month's cycle in the review workspace, with the statement beside it. It used to open the Transactions tab filtered to that period. A month with no cycle to show takes you to the cycle list instead.