How do I check for gaps in statement coverage?

The statement coverage grid shows which months each account has statements for, and where the gaps are. It is the fastest way to catch a missing statement before it costs you in discovery.

Where to find statement coverage

Open your project and click the Insights tab. It lands on Coverage by default, so there is nothing to generate first. The grid is built straight from the statements already in the project.

The heading reads Statement coverage, with one row per account and one column per month across the span you have uploaded.

How to spot the gaps

Look down each account's row for a light gray cell inside a run of colored ones. That gray marks a month with no statement, sitting inside a span you otherwise have. Those are the ones to chase.

Below the grid, each account gets a plain-language summary:

• Complete Coverage with a green dot means every month in that account's span has a statement.

• Potentially Missing Statements with a red dot means there is a gap, and it lists the exact months, like "Mar '24, Jul '24."

The word "potentially" is deliberate. A gray cell means CounselPro has no statement for that month, not that one definitely exists. Some accounts open or close mid-year, so a gap at the edge of a span may just be the account's real start or end.

How to close a gap

Take the list of missing months to your client or to opposing counsel in discovery, request those statements, and upload them on the Files tab. The grid fills in on its own once they process.

What happens when I click a month on the coverage grid?

Click any covered (colored) cell and a small panel opens on it, headed with the statement's real printed period rather than just the month, since a cycle like Aug 20 to Sep 16 sits across two of them. From there you get two ways into the month:

• View transactions sends you to the Transactions tab filtered to that account and that period, which is the quick way to confirm what a statement actually contained.

• Review reconciliation opens that month's own billing cycle in the review workspace, with the statement PDF beside it. When two cycles cover one month, the cell takes its color from the worse of the two and opens that same cycle, so an amber month lands you on the cycle that made it amber.

A gray cell has no statement behind it, so it gets the explanation alone and no actions. On an older statement, or one whose cycle dates could not be read, there is no cycle to open, so Review reconciliation takes you to the reconciliation list instead. That action shows only on plans that include reconciliation, and it is left off a member card's cell, because a card reconciles under the account it belongs to.

To read what each color means, see what the coverage grid colors mean. For the guided first-run version of this step, see how to know you have every statement.