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 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.How do I review my client's transactions?The Transactions tab is your full ledger. Filter, search, sort, and recategorize, then read any single row back to the exact statement page it came from.How do I resolve flagged items on my project?The Needs attention panel gathers everything CounselPro wants you to look at: failed statements, duplicates, checks to confirm, and cycles that do not tie out.How do I ask questions about my client's finances?Ask Daystrom plain-English questions about your client's money. It reads your real, processed data, shows charts and tables, and exports to a spreadsheet.