CounselPro help center
How can we help?
Everything you need to turn a stack of financial statements into a reconciled, searchable case.
Start here
Getting started with CounselPro
New to CounselPro? This guide takes you from your first project to your first analysis: upload statements, check coverage, review transactions, resolve flags.
Read the guide- 1How do I create my first project in CounselPro?
- 2How should I prepare bank statements before uploading?
- 3How do I upload my first statements?
- 4What happens after I upload statements?
- 5How do I know I have every statement I need?
- 6How do I review my client's transactions?
- 7How do I resolve flagged items on my project?
- 8How do I ask questions about my client's finances?
Browse by topic
Getting started
New to CounselPro? Set up your first project, upload statements, and get to your first analysis.
Getting started with CounselProNew to CounselPro? This guide takes you from your first project to your first analysis: upload statements, check coverage, review transactions, resolve flags.How do I create my first project in CounselPro?Create your first CounselPro project in a few clicks. A project holds one client's or one matter's statements, so each matter stays cleanly separated.How should I prepare bank statements before uploading?Dump every statement into one PDF and CounselPro sorts it out, or prep the files first for the most accurate read. Here is what helps and what hurts it.How do I upload my first statements?Upload your client's bank, credit card, or brokerage statements to a CounselPro project. Add the PDFs, then click Process statements to start the analysis.What happens after I upload statements?After you upload, CounselPro reads each statement, splits it by account and month, and pulls out every transaction. Here's what each status means, plus timing.How do I know I have every statement I need?CounselPro's coverage grid shows every account by month and flags the gaps, so you can spot missing bank statements before they cost you in discovery.
View all 9 articlesProjects and uploading statements
Create a project, upload statements, follow them through processing, clear duplicates, and organize, archive, or delete projects.
How do I set the case type and case details on a project?Every CounselPro project carries one case: a type, that type's detail fields, and the account types. Set it when you create the project, edit it any time.What file formats does CounselPro support for statements?CounselPro reads PDF statements. If you have paper or photos, scan them to a single PDF first. A bank-generated PDF reads more accurately than a scan.Can I upload a statement with multiple accounts in one PDF?Yes. Upload the combined PDF as is. CounselPro splits it into each account and each statement period on its own, so you never have to separate accounts by hand.What do the statement statuses mean?On the Files tab, each statement shows a status as it processes: reading, splitting, extracting, and categorizing, then Succeeded, Failed, or Duplicated.How long does it take to process statements?Figure on about 10 minutes per 1,000 pages. Processing runs in the background, so you can close the tab and come back. The Files tab updates on its own.What do the project statuses mean?A project's status rolls up its statements into one word: Not started, Processing, Succeeded, or Failed, so you see at a glance whether a matter is ready.
View all 18 articlesWorking with the transaction ledger
Filter and search the ledger, recategorize and edit transactions, and read any row back to its source page.
How do I filter transactions in CounselPro?Use the filter bar above the Transactions ledger. Click Add Filter to narrow by field, type in Search for quick text, then export the filtered set to CSV.What does the Kind column (credit vs debit) mean?In the CounselPro ledger, the Kind column shows credit or debit. Credit is money into the account (a positive amount), debit is money out (a negative amount).Why don't my transaction totals match the rows in the ledger?CounselPro leaves internal transfers out of money totals and insights because they net to zero, but still shows them as rows. That is why the totals look lower.How do I recategorize a transaction in CounselPro?Right-click a transaction, choose Edit Transaction, and pick a new Category. Category Detail updates to match. Recategorizing changes insights, not balances.How do I bulk-edit transactions in CounselPro?Check the rows you want in the CounselPro ledger, click Edit in the toolbar, and change one field across the whole selection at once, like Category or Merchant.What is the difference between deleting and removing a transaction?Deleting a transaction in the CounselPro ledger is permanent. Removing one during reconciliation review is reversible, so you can restore it later on.
View all 7 articlesChecks
See where the checks CounselPro pulled from the statements live, why they sit apart from the ledger, and how to give a flagged check a direction.
Why don't checks appear in my transaction ledger?Checks live on their own Checks tab, not the Transactions ledger. A cleared check already posts to the ledger, so listing the image again would double-count it.How do I review a flagged check in CounselPro?A flagged check needs a direction before it counts. Open the Checks tab, click Review checks, read each check against its statement page, and set it In or Out.
Reconciliation
Check that every statement balances, read the verdicts, and fix a cycle that doesn't tie out.
Is reconciliation included in my plan?Reconciliation comes with the Premier plan and with every single project. Core and Plus pull your transactions but don't reconcile them to the printed balances.How do I review and fix a cycle that doesn't reconcile?Click Review & fix on a flagged cycle to open it beside the statement PDF. Remove duplicate rows, add missing ones, or fix a balance; the gap updates live.Why is a statement marked "unverifiable"?Unverifiable means the statement gave CounselPro no printed balance to check its transactions against, so the month has no total to balance to. The money isn't flagged.Will my reconciliation edits be lost if a statement is reprocessed?Your edits stay put unless you re-extract a statement from scratch, which clears added rows, removed rows, and balance fixes. CounselPro warns you first.
Insights
Check statement coverage, track income and spending by category and merchant, and find the transactions worth a second look.
How do I check for gaps in statement coverage?Open a project's Insights tab to find the statement coverage grid. It maps every account by month and flags missing statements, so you catch gaps early.What do the colors on the statement coverage grid mean?Each cell in CounselPro's coverage grid is colored by what it found there: reconciled, needs review, unverifiable, not checked, member activity, or no statement.What does "Generate insights" do, and why do some tabs need it?Generate insights builds CounselPro's income, merchant, duplicate, anomaly, and check views from a project's transactions. Coverage is ready without it.When do insights update after I add new statements?CounselPro refreshes insights on its own once newly added statements finish processing. You can also force a rebuild with Regenerate Insights in the header.How do I find unreported income in bank statements?The Income insight in CounselPro totals every deposit into a client's accounts by month, so undisclosed or irregular income stands out from what they reported.How do I see spending by category?The Categories insight in CounselPro breaks a client's money down by category and detail, splitting inflows from outflows, with a date range and drilldown.
View all 9 articlesPortfolio and brokerage statements
Read a client's investment holdings, trace securities trades and dividends, find realized gains, and verify a holding against its source statement.
How are brokerage statements different from bank statements?CounselPro reads brokerage statements on a separate track from bank statements. Their positions and trades land in the Portfolio tab, not the cash ledger.Does CounselPro handle retirement accounts like IRAs and 401(k)s?CounselPro reads retirement accounts like IRAs and 401(k)s the same way as other brokerage accounts, and labels each account Investment or Retirement.Why don't I see a Portfolio tab for this project?The CounselPro Portfolio tab shows up only when a project has a brokerage or investment statement. No securities in the project means no tab, by design.Can I see a portfolio's value over time and asset allocation?Yes. The Portfolio tab shows a client's market value over time and an allocation donut by asset class, built from the holdings on each brokerage statement.Where do I see a client's investment holdings?The Holdings tab under Portfolio lists each position with quantity, price, market value, cost basis, and gain or loss, as of a snapshot date you pick.How do I trace securities trades and dividends?The Activity tab under Portfolio lists every brokerage transaction: buys, sells, dividends, interest, and fees, each dated and linked to its source page.
View all 10 articlesDaystrom AI chat
Ask Daystrom plain-English questions about a client's money, pull charts and tables from your real data, and take actions right from the chat.
How is Daystrom different from Insights and the AI Forensic Analysis report?CounselPro gives you three ways to get answers from a project: the live Daystrom chat, ready-made Insights views, and the written AI Forensic Analysis report.What can I ask Daystrom?Ask Daystrom anything about a client's money: totals, searches, timelines, patterns, and charts. It answers only from your real, processed bank statements.Is Daystrom available on every project?Daystrom turns on per project, and only after that project finishes reading its first statement. If you don't see the chat panel yet, check both of these.What charts can Daystrom make, and how do I ask for one?Daystrom draws bar charts, line charts, and flow-of-funds diagrams from your real statement data. See each chart type and the exact prompt that gets it.How do I get a flow-of-funds diagram from the chat?Ask Daystrom to trace the money and it draws a flow-of-funds diagram showing where cash came from and where it went, built from your client's real data.How do I export what the chat found to a spreadsheet?Ask Daystrom to export the transactions and it hands back a spreadsheet, in both CSV and XLSX, ready to open in Excel or Google Sheets and give to an expert.
View all 10 articlesAI Forensic Analysis report
Generate a written forensic report for a matter: choose a case type and sections, review the findings, and export it to Word.
How do I generate an AI Forensic Analysis report?Open the project's AI Analysis tab and click Generate report. It runs on the case you already set up, so there is no wizard to fill in before you start.How do I choose a case type for the AI Forensic Analysis report?The case type is set on the project, not in the report. Pick it when you create the project or edit it on the Overview tab, and the report follows it along.How do I edit a section of the AI Forensic Analysis report?Ask Daystrom in chat to rewrite, add, or remove a section. It shows you the proposed section first, and nothing in the report changes until you apply it.How do I export the AI Forensic Analysis report to Word or PDF?Use Download report on a finished report to save it as a PDF or an editable Word file. Any single chart or table also downloads as PNG, CSV, or Excel.How do I regenerate or delete the AI Forensic Analysis report?The report is a one-time document. Regenerate Report clears the current one and hands you back the Generate report card so you can run a fresh version.
Your account and billing
Sign in, manage your firm's account, and handle plans, credits, and billing.
How do I log in to CounselPro?CounselPro logs you in with a 6-digit code emailed to you, not a password. Enter your email, get the code, type it in, and you land on your dashboard.Does CounselPro use a password?No. CounselPro is passwordless. Every login uses a fresh 6-digit code emailed to you, so there's no password to set, remember, reset, or worry about leaking.I didn't get my verification code, what do I do?No CounselPro login code? Check your spam, confirm the email is right, then click Use different email to send a fresh one. Codes expire in 15 minutes.CounselPro says my account was not foundAccount not found" means no CounselPro account exists for the email you entered. Check for a typo or a different address, or make one if your firm hasn't.How much does CounselPro cost?CounselPro has two ways to pay: $499 for a single project you can bill to the client, or a monthly subscription starting at $100 for unlimited projects.What's included in each CounselPro plan?Core extracts and categorizes. Plus adds AI chat, forensic reports, and brokerage. Premier adds self-healing reconciliation. A single project has it all.
View all 12 articlesTeam and invitations
Invite your team, accept invitations, manage members, and handle the one-account-per-user rule.
How do I invite someone to my account?Open Settings, click Invite Member, enter their email, and click Send Invitation. CounselPro creates an invitation link you share so they can join your account.Is there a limit on how many people I can add?No. CounselPro is priced by plan and credits, never per user, so you can add as many attorneys and staff to your account as you want at no extra cost.How do I revoke a pending invitation?In Settings, open the Pending Invitations card, click the trash icon on the invite you want to cancel, and confirm. The link stops working right away.How do I remove someone or leave a firm?In Settings, an owner removes a member with the trash icon on their row, or leaves with the same icon on their own row. Members ask an owner to remove them.How do I accept an invitation?Open the invitation link a colleague sent you. Log in or sign up with that same email address, and you land in their account with your team's projects.Why is my invitation link invalid or expired?An invitation link stops working once it expires or has already been used. Ask whoever invited you to send a fresh one from their Pending Invitations.
View all 8 articles