How do I ask questions about my client's finances?

With your statements processed and your flags cleared, you can start asking questions. CounselPro gives you three ways to get answers out of a project: Daystrom, the pre-built insights, and the AI Forensic Analysis report.

Ask Daystrom

Daystrom is a panel you can open from the side of any project screen. Ask it plain-English questions about the client's money, the way you would ask a forensic accountant on your team:

• "How much did they spend at casinos last year?"

• "Show me every wire over 10,000 dollars."

• "Chart their monthly income for 2024."

It answers from your real, processed data, not a guess. It can drop transactions and tables right into the chat, draw a chart, build a flow-of-funds diagram, and export what it found to a spreadsheet. Because it works from the statements you uploaded, it links its answers back to the source instead of inventing numbers.

Use the pre-built insights

The Insights tab has ready-made views you do not have to ask for: income over time, spending by category and merchant, duplicates, and unusual transactions. Start here when you want the common patterns without typing a question. See statement coverage, which lives in the same tab.

Generate the AI Forensic Analysis report

The AI Analysis tab writes a long-form summary of the project: income, transactions, spending patterns, and related parties. It is a solid first draft of the financial story when you need something to build a filing around.

That is the full loop, from an empty project to answers you can stand behind. If you skipped ahead, go back to the start of the getting started guide.